Mark Robertson is a CFP® professional with 39 years of experience in financial advising. He is the principal advisor at Maxim Capital Advisors, Inc., where he has worked since 1999. He previously worked at Royal Alliance Associates, Inc. from 1998 to 2023. Robertson is also president of Maxim Capital Insurance Services, a life insurance and annuities business serving financial planning clients. Maxim Capital Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm uses Modern Portfolio Theory combined with strategic, fundamental, and tactical analysis, employing Morningstar tools for portfolio optimization. It manages primarily non-discretionary accounts and offers wrap fee and non-wrap investment options.

Arthur Wiederman is the sole advisor at Wiederman & Associates with 18 years of industry experience. He has been associated with Wiederman & Associates since 1984. In addition to his advisory work, he is the managing partner of Wiederman Madurowicz Partnership, a dental practice brokerage business in California, where he is involved in listing, marketing, and selling dental practices. Wiederman & Associates is a state-registered adviser providing comprehensive financial planning services to individuals and high-net-worth clients. The firm does not manage assets directly but refers clients requiring investment management to an unaffiliated adviser based on factors such as account size and risk tolerance.

Scott Doll is a financial advisor with Doll Capital Advisors Incorporated in San Juan Capistrano, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Doll Capital Advisors since 1998 and was previously with LPL Financial for 30 years. Doll Capital Advisors serves individuals, high-net-worth clients, and charities by providing comprehensive financial planning, single-issue consulting, discretionary portfolio management, and advice on retirement accounts. The firm constructs customized portfolios using six proprietary model portfolios and incorporates technical analysis alongside a mix of mutual funds, ETFs, stocks, and selective options strategies.

Jonathon Cohen is a financial advisor at Pacific Shores Investment Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a financial advisor for In-N-Out Burger, Inc. since 2009, providing investment advice to principals. Pacific Shores Investment Advisors offers investment management services primarily to pooled or institutional accounts and high-net-worth clients. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct diversified portfolios including individual securities, ETFs, and mutual funds.

Noah Taylor is the sole advisor at NCT Advisors, an independent firm based in Irvine, CA. He holds a Series 65 designation and has 13 years of experience with NCT Advisors, founded in 2013. NCT Advisors provides discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm employs a long-term, risk-adjusted investment approach that combines fundamental and technical analysis, focusing on cost and tax efficiency through ongoing portfolio supervision.

Robert Lawrence Jr. is the sole advisor at Financial Strategies for Today and Tomorrow—Wealth Management Group in Santa Ana, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. In addition to his advisory role, he is president and owner of RSL Enterprises Inc., a tax and insurance services business. Financial Strategies for Today and Tomorrow—Wealth Management Group provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm operates as a liaison to third-party money managers, offering documented goal-setting and written investment policy processes without direct portfolio management or discretionary trading authority.

Joshua Crowe is a financial advisor at Sunpath Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sunpath Financial Group Incorporated since 2020, following prior roles at Interactive Financial Advisors and Sunpath Financial DBA. In addition to financial advising, he is a licensed insurance agent offering fixed insurance and annuity products through an affiliated insurance agency. Sunpath Financial serves individual and high-net-worth clients with personalized financial planning and portfolio management, employing a Core + Satellite investment approach. The firm integrates third-party investment managers and offers educational workshops alongside insurance agency services.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

James Erskine is a financial advisor at Corington Wealth with three years of industry experience. He previously worked at CERITY PARTNERS for three years and Gamble Jones Investment Counsel for eight years. Corington Wealth serves individuals and high-net-worth clients by providing portfolio management and financial planning services covering investment, tax, retirement, college, and debt planning. The firm’s approach incorporates fundamental analysis and long-term trading, using a variety of securities and occasionally higher-risk strategies such as margin and options.

Charles Rother is a CFA® charterholder with 20 years of industry experience, currently serving as the sole advisor at American Strategic Capital. He has worked extensively with Sector Logic LP and American Strategic Capital since 2012. Outside of his advisory roles, Rother is CEO of Top Decile, Inc., a legal entity established to provide a buffer between American Strategic Capital and Sector Logic. American Strategic Capital offers asset management and portfolio review services, as well as investment research and strategy tools to wealth managers and institutional investors. The firm employs proprietary quantitative models focused on industry sector rotation and dynamic asset allocation, including strategies that utilize leveraged funds, options, and margin.

Stephen Andrew is a financial advisor at Pacific Investment Counsel, Inc. with 36 years of industry experience. He has worked at Pacific Investment Counsel in two periods totaling 25 years and spent 14 years at Clifford Swan Investment Counsel. Pacific Investment Counsel primarily serves individual investors, retirement plans, and trusts by providing discretionary portfolio management focused on fundamental company analysis and lower-risk positions. The firm manages client accounts directly, emphasizing alignment by investing personally alongside clients and maintaining a small, long-tenured operation.

Joseph Vedell is a financial advisor at XWealth with a Series 66 designation and three years of industry experience. His work history includes roles at Centaurus Financial INC., Wealth Management Advisers, and California Pizza Kitchen. Outside of his advisory role, Vedell is a licensed life and health insurance independent agent and an owner of VikingX Capital LLC, a strategic consulting and partnership company. XWealth provides portfolio management, financial planning, and concierge consulting services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, quantitative, technical, and charting analyses, and combines investment management with hourly financial planning and fixed-fee consulting services.

Hi, and welcome! If your financial life has gotten complicated and you have a feeling you don’t know what you don’t know, you’re in the right place. Maybe your business is doing well, but your income, your taxes, and most of your net worth run through it. Maybe your RSUs keep vesting, your ESPP shares keep piling up, and you’re not sure what to sell, what to hold, or what you’ll owe in April. Or maybe you inherited money or were named a trustee, and you’re not sure what you can do, what you should do, or who to ask. We work with business owners, people with equity compensation, and inheritors and trustees. Our first real conversation is about your life, not your numbers. From there, we build one clear plan for your whole financial life, then help you actually get it done. We sit on your side of the table. That means coordinating your taxes, investments, estate plan, and major decisions, and working alongside your CPA and attorney so the moving parts stay in sync. If it has a dollar sign on it, we want to be part of that discussion. I’m a CFP® professional with more than ten years in the industry. Before starting Luhman Wealth Partners, I worked at a multi-family office serving wealthy families. I helped manage their portfolios, pulled together each family’s full wealth picture, and talked with them about their plans, trusts, and estates. Tax planning became my focus because it’s one of the few areas you can actually control. You can’t control the market, but the tax code has rules you can use in your favor. I started this firm to build the firm I’d want as a client: fee-only, a fiduciary at all times, and advice that is only ever about you. We’re a boutique firm by design, based in Irvine in Orange County, and we serve clients nationwide virtually.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

Daniel Holt is a financial advisor with Holt Investment Partners LLC in Newport Beach, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer and Pilot Catastrophe Services. Outside of his advisory work, he owns and operates an independent insurance brokerage, Amethyst Insurance Agency LLC, which offers life, long-term care, and annuity products. Holt Investment Partners provides investment advisory services primarily to individuals, families, trusts, estates, and small business owners. The firm employs a long-term, diversified investment strategy using ETFs, fixed-income securities, individual equities, and cash equivalents, and maintains client accounts at Charles Schwab for custody and trading.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

Jason Zhao is the sole advisor at MinorKey Management, an independent firm based in Corona Del Mar, CA. He holds Series 63 and Series 65 licenses and has 10 years of experience in the industry, all with MinorKey Management since 2016. MinorKey Management provides discretionary portfolio management primarily for pooled and institutional vehicles, while also serving individual and high-net-worth clients. The firm employs a value-oriented, event-driven, long/short strategy based on fundamental research and a proprietary quantitative model, investing across various geographies and market capitalizations.

Amirreza Kayyal is a CFP® with 19 years of industry experience and is the sole advisor at Fusion Financial in Laguna Hills, CA. His prior roles include positions at Quest Capital Strategies, Newport Coast Securities, Inc., and MSI Financial Services, Inc. Outside of his advisory work, he is a licensed real estate and mortgage broker, involved in brokering residential properties and originating mortgages. Fusion Financial provides portfolio management and financial planning services primarily to individual clients, occasionally serving small businesses and non-profits. The firm uses a mix of fundamental and technical analysis with a range of investment vehicles, tailoring strategies from passive income to active growth based on client objectives and risk tolerance.

Joseph Kogon is a financial advisor at Parkwood Capital Management LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ready Medi Inc., Adelante Medical Group, US Bank, and Grupo Karims. Parkwood Capital Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses a variety of analytical methods and investment vehicles, including ETFs, mutual funds, fixed income, and alternative strategies, while acting as a fiduciary for retirement plan accounts and IRAs.

Paul Hegener is the principal advisor at Veraison Asset Management, LLC in Newport Beach, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Veraison Asset Management and related entities since 2008. Outside of his advisory role, he is a part-owner of Safer Sports, Inc. and serves as Chief Risk Officer at Asterozoa Management. Veraison Asset Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and small institutions. The firm integrates fundamental, quantitative, and technical analysis to manage client portfolios across a range of asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.