Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years at Laurel Wealth Advisors, Inc. Granite Wealth Advisors is an independent registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary investment management, financial planning, and oversight of third-party subadvisers, managing diversified, risk-based portfolios with a strategic asset-allocation approach and ongoing monitoring.

Scott Weber is a financial advisor at WealthLynk, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Tollminder. Weber is also an independent insurance agent. WealthLynk serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning without additional fees. The firm follows a non-discretionary investment model, combining charting, fundamental analysis, and modern portfolio theory with quarterly reviews tailored to client risk tolerance and asset allocation.

Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.

Clark Wilson is an advisor at Wilson, Clark Allen with Series 63 and Series 66 licenses and five years of industry experience. He has worked at R. W. Towt & Associates since 2009 and has been involved with Clarke Wilson Capital Management since 2002. Outside of his advisory role, he is also a mortgage loan originator. Wilson, Clark Allen serves institutional clients, 401(k) plan sponsors, investment companies, and pension vehicles, offering portfolio management, 401(k) management, stock and ETF selection, option strategies, and subscription-based data and mobile app services. The firm employs an active, CAN SLIM–based investment approach with discretionary trading, market timing, stop-loss rules, and various option strategies, supported by proprietary algorithmic allocation systems delivered through subscription and app platforms.

Michael Templeman is a CFP® professional with five years of experience at Templeman Wealth Management Inc. and over two decades leading Michael S Templeman Inc. In addition to his advisory work, he owns Paradigm Table Games, Inc., which licenses proprietary casino table game content, and T Lot Realty LLC, a commercial real estate holding company. Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis within a long-term trading framework. The firm operates as a solo practice managing approximately $52 million in discretionary assets.

Jared Fenlason is a financial advisor at The DR Team with six years of industry experience. He holds a Series 65 designation and has worked at Fenlason Financial Services Inc., CAC Planning and Insurance Services, Fenlason Group Inc., and Soberlink Inc. Fenlason Financial Services Inc., doing business as The DR Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice. The firm emphasizes a long-term investment approach focused on mutual funds and ETFs and offers educational seminars and workshops tailored to medical programs.

Rick Alvarado is a CFP®-designated financial advisor with 36 years of industry experience. He has been with Wealth One Advisors since 2000 and has a prior affiliation with LPL Financial dating back to 1993. Rick is based in Fallbrook, CA, and holds the Series 63 license. Wealth One Advisors provides financial planning and consulting services to individuals, high-net-worth households, trusts, estates, and certain pension or profit-sharing plans, with a focus on retirement, estate, and protection planning. The firm offers written plans and consulting engagements without managing client assets, using both fundamental and technical analysis to tailor investment strategies that emphasize long-term asset allocation and periodic rebalancing.

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.

Christine Turnbull is a financial advisor and principal of 401K Assist, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has led her independent firm since 2016. In addition to her advisory role, she works as an independent insurance agent, selling life, accident and health, and variable contracts. 401K Assist, LLC serves a small client base including high-net-worth individuals, retirement plans, corporations, charities, and other business entities. The firm offers financial planning, portfolio management, and retirement plan consulting with a focus on individualized asset allocation using mutual funds and periodic rebalancing, relying on third-party advisers and custodians for investment management.

Elizabeth Schell is a financial advisor at Creative Financial Advisor Group LLC with four years of industry experience. She holds a Series 65 credential and operates an independent advisory firm based in San Clemente, CA. In addition to her advisory role, she is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Creative Financial Advisor Group LLC is a newly formed registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary, customized portfolios primarily using low-cost mutual funds and ETFs, combines fundamental and technical analysis, maintains a long-term investment orientation, and operates under a written fiduciary standard and code of ethics.

Glenn Cunningham is a CFP® with 25 years of industry experience and the sole advisor at GC Asset Management, which he founded in 2011. Prior to this, he founded and serves as president of Airoptions Aviation, LLC, a private air charter business. He also holds a leadership role as an action officer in the U.S. Marine Corps focused on military training support. GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a proprietary investment strategy that combines fundamental, technical, and market analysis, incorporating options, margin, and concentrated positions as part of active portfolio management and hedging.

Ross Hunt is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with LPL Financial and has been involved with RMH Advisors, LLC and Ross and Mary Hunt, Inc. since 2003. Hunt's business activities include providing non-variable insurance services through Ross and Mary Hunt, Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Karen Corcoran is the principal of Corcoran Wealth Management LLC in Temecula, CA, with 16 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory work, she operates an insurance agency. Corcoran Wealth Management LLC is an independent firm serving individual and high-net-worth clients. The firm provides discretionary asset management, financial planning, and consulting, using a blend of fundamental, technical, charting, and cyclical analysis, and oversees third-party managed account relationships.

Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with eight years of industry experience. He previously worked at Merrill Lynch and Bank of America. Ortiz also operates as an independent insurance agent, providing life, disability, and fixed annuity insurance illustrations for clients. Athena Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with financial planning, investment consultation, investment management, and life insurance products. The firm’s investment approach emphasizes Modern Portfolio Theory, utilizing low-cost ETFs and index funds, diversified allocations, and fundamental analysis, while supporting clients through periodic portfolio reviews and ongoing consultation.

Alexander Newman is a financial advisor at Grape Modern Wealth Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors and J.P. Morgan Securities. Outside of his advisory role, he founded Retire Temecula, a social group for retirees, and the Temecula Polo Club, where he serves as president. Grape Modern Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm focuses on fundamental analysis and a long-term investment approach, managing accounts primarily in equities, fixed income, ETFs, and commodities without requiring an account minimum.

Michael Burke is a financial advisor at AMB Financial LLC in Temecula, CA, holding a Series 65 credential with one year of industry experience. He has worked at AMB Financial since 2023 and concurrently maintains a clinical practice as an orthodontist at Burke and Redford Orthodontics, where he has been diagnosing and treating patients since 2013. AMB Financial serves individual investors, some high-net-worth clients, and business entities by providing fee-only investment management and financial planning. The firm emphasizes asset allocation using a combination of passive and active strategies and operates primarily on a non-discretionary basis with a small, hands-on client roster.

Daniel Crosby is a financial advisor at Pacific Empire Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pacific Empire Financial Group since 2018, following 15 years of self-employment. He has also been involved in life insurance and annuity sales as a sole proprietor. Pacific Empire Financial Group, LLC is an independent investment adviser that combines advisory services with insurance brokerage. The firm does not provide portfolio management for individual accounts or use asset-based fee arrangements, distinguishing its approach within the industry.

Scott Monroe is a CFP® and CFA® with 21 years of experience in the financial services industry. He is the sole advisor at 8020 Capital Management, an independent firm he joined in 2026. Prior to this, Monroe worked for Towneley Capital Management and TD Waterhouse Investor Services. 8020 Capital Management is a fee-only advisory firm specializing in wealth management and discretionary portfolio management for individuals and high-net-worth clients. The firm employs an asset-allocation approach combining passive and active strategies and offers both ongoing and project-based financial planning services.

Duff Mayer is the sole advisor at All Weather Portfolio Management, Inc. in San Clemente, CA, with 21 years at his current firm and 11 years of industry experience. He also owns and manages Financial Planning Group, LLC, an income tax preparation business serving approximately 250 clients. All Weather Portfolio Management, Inc. provides financial planning, investment management, and tax-return analysis for individuals, trusts, retirement accounts, and pension plans. The firm employs a primarily passive investment approach using diversified portfolios and conducts annual or semi-annual rebalancing while utilizing Schwab Institutional’s trading and custody services.

Tommy Wadsworth is a Series 65-licensed financial advisor with three years of industry experience. He operates Safe Harbor Assets, an independent registered investment adviser based in Fallbrook, CA. Prior to founding Safe Harbor Assets, Wadsworth worked at Voice by the Sea Inc. for over a decade. Safe Harbor Assets serves individuals, high-net-worth clients, and business entities by offering discretionary and non-discretionary asset management along with financial planning and consulting. The firm tailors portfolios to client goals and risk tolerance using various analysis methods and investment strategies, and it does not impose a minimum account size.