Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Gary Miller is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Trusted Financial Advisors, an independent firm located in Laguna Niguel, CA, and previously worked at Noble Wealth Management, Inc. from 2016 to 2021. Trusted Financial Advisors serves primarily individuals and families, managing approximately $61 million in assets across 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach that incorporates both fundamental and technical analysis.

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

Clark Wilson is a financial advisor based in San Clemente, CA, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at R. W. Towt & Associates for three years. Outside of advisory work, he is active as a mortgage loan originator. Wilson, Clark Allen is an independent firm serving individual and institutional clients, including trusts, investment companies, and pension plans. The firm employs an active, rules-based investment approach centered on the CANSLIM methodology, incorporating frequent portfolio monitoring, hard stop-loss rules, and a combination of long and short positions using stocks, ETFs, and options. It offers portfolio management alongside proprietary algorithmic tools for defined-contribution and annuity products, and it provides subscription-based data services and is developing web and mobile applications.

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.

Strivent Financial provides fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.

Mark Robles is a financial advisor with Alta Pacific Wealth Management LLC in Mission Viejo, CA, holding Series 63 and Series 66 credentials and 46 years of industry experience. He has led Alta Pacific Wealth Management since 2014. Alta Pacific Wealth Management LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of charting, fundamental, technical, cyclical, and quantitative analysis. The firm manages over $61 million in assets with a focus on higher-risk strategies, including short sales, margin transactions, options trading, and private placements, and maintains direct, in-house discretionary management without third-party managers.

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.

Jerome Greene is a CFP® with 10 years of industry experience, currently serving as president and sole advisor at JG Wealth Management, LLC. His prior experience includes roles at Merrill and Union Capital Company. JG Wealth Management provides advisory services primarily to individual clients, charitable organizations, and business entities, offering financial planning, investment management, tax preparation, and estate planning. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory and offers a wrap fee program with bundled services including tax and estate document support.

Randall Kimmel is a CFP® and holds a Series 63 license, with two years of experience in financial advising at My Money Mgr, an independent fee-only firm based in Newport Beach, CA. Prior to this, he was retired for ten years. My Money Mgr serves individual clients, including high-net-worth households, offering discretionary investment management and project-based financial planning. The firm uses a combination of passive and active investment approaches and maintains a very small client roster, focusing on personalized service and individualized investment policies.

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.

Henry Hoang is a CFP® and ChFC® with 18 years of industry experience. He has worked at Northwestern Mutual and has operated his own insurance agency since 2011. Hoang currently serves as the sole advisor at Bright Wealth Advisors, LLC in Mission Viejo, CA, where he has been since 2018. In addition to advisory services, he maintains an insurance practice, spending part of his time as a licensed insurance agent. Bright Wealth Advisors is an independent firm managing approximately $21.9 million in assets for individuals and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management along with financial planning, utilizing a combination of fundamental analysis and both long-term and trading strategies.

Bryan Werlemann is a financial advisor at Werlemann Wealth Management in Newport Beach, CA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network and Citigroup Global Markets. Werlemann Wealth Management provides discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis to create and actively manage personalized portfolios that include a range of investments such as stocks, bonds, ETFs, options, and alternative assets.

Robert Padilla Jr. is a CFP®-certified financial advisor with 34 years of industry experience. He is the principal of Redefine Financial, an independent registered investment adviser based in Mission Viejo, CA, where he has worked since 2018. Prior to this, he held roles at First Allied Advisory Services and operates several other business ventures, including Federalretirementreport.com, an education and consulting service, and The Dog Pawrk Brewing Company. Redefine Financial serves individuals, families, and select pension and profit-sharing plans, managing approximately $37.8 million across about 90 clients. The firm offers discretionary portfolio management using SEI’s platform and integrates fundamental, technical, and goals-based analysis with quarterly reviews, along with formal pension consulting services and financial education seminars.

Bryan Chin is the sole advisor at BK Chin, an independent registered investment adviser based in Laguna Niguel, California. He holds Series 63 and 65 licenses and has 29 years of industry experience, having led Bryan K. Chin & Co. since 1997. Outside of his advisory work, he serves as an independent contractor salesperson with Chunha Insurance Agency, recommending non-investment insurance products to clients. BK Chin offers a single equity platform, Managed Equity Portfolios, providing separately managed, tailored equity portfolio management focused on long-term capital growth. The firm serves individual investors meeting a $20,000 minimum as well as corporate pension and profit-sharing plans, employing a growth and value-oriented equity selection process with primarily non-discretionary account management.

Stephen Shloss is a CFP® and holds a Series 66 license with 18 years of industry experience. He is the president of Castle Financial and has previously worked at firms including Crown Capital Securities, LP and Money Concepts Advisory Service. Outside of his advisory role, Shloss is involved in health insurance sales, tax preparation as a CPA, real estate brokerage activities, and serves as a treasurer for a nonprofit organization. Castle Financial provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment programs based on clients’ objectives, time horizon, and risk tolerance, and combines fixed-fee financial planning with individualized portfolio management and oversight of third-party sub-advisors.

Patrick Thompson is a financial advisor with Sentient Financial, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Sentient Financial since 2012 and previously with Foresters Equity Services, Inc from 2012 to 2018. Outside of his advisory role, he is a sales representative for Oxford University Press, a higher education publishing company. Sentient Financial is an independent registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management, employing a blend of fundamental and technical analysis within a Modern Portfolio Theory framework.

Eric Haney is the sole advisor at Haney Capital Management in Dana Point, CA, holding a Series 65 designation with 12 years of industry experience. Prior to founding his firm in 2013, he worked at The Boeing Company from 2002 to 2017. Haney Capital Management provides investment advisory services to individual clients without imposing a minimum account size. The firm employs fundamental analysis as the primary driver of investment decisions and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

Adam Connors is the sole advisor at Commonwealth Family Office, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Northland Securities Inc. and C.K. Cooper & Company, Inc., along with his ongoing involvement as a strategic advisor at Yucca Fins. Outside of advisory work, he manages residential real estate holdings. Commonwealth Family Office provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using ETFs, low-cost mutual funds, and may allocate portions of client portfolios to independent managers under ongoing oversight.

Denise Carcel is a financial advisor with Alpha Rising Advisors LLC in Newport Coast, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. Her career includes roles at Equitable Advisors, LLC and Axa Advisors, LLC from 2001 to 2020, as well as at The Leaders Group Inc and Client One Securities since 2020. Alpha Rising Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diverse range of investment strategies and analytical methods, offering access to alternative and complex investments while typically managing assets on a non-discretionary basis.