Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Kana Liu is a Series 65-licensed advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. She has worked at Sky Vision Wealth Management Corp. since 2021 and has held roles at affiliated firms since 2015. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individuals, managing approximately $101 million across a three-advisor team. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory, utilizing a broad range of asset classes and trading strategies.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lighthouse Financial Services since 1998. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection, emphasizing asset allocation across multiple model strategies.

Garrett Jones is a CFP® with eight years of industry experience, currently serving at Crossroads Planning in Orange, CA. He has previously worked at Tax and Financial Group and Securian Financial Services Inc. In addition to his advisory role, Jones prepares tax returns and consults clients on tax matters. Crossroads Planning is a small advisory firm managing approximately $63 million for individuals, including high-net-worth clients, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, primarily passive, low-cost funds, and offers comprehensive financial planning alongside educational workshops.

Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at St. Cloud Capital, Messari, SVB Securities LLC, Boston College, and served five years in the United States Department of the Army. Collar Capital Management serves individual and high-net-worth clients with asset management, pension consulting, and non-discretionary investment administration services. The firm employs multiple analysis methods and includes digital assets and options strategies in its portfolios, providing integrated financial planning without a separate charge.

Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.

Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.

Yongduk Chung is a financial advisor at JC&Company with six years of industry experience. He holds Series 65 and Series 63 licenses. Chung has worked at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments, and he also serves as president of JC & Co, Inc and JC & Co Law Corp, where he manages accounting and legal practices in addition to his advisory role. JC&Company provides discretionary investment management and financial planning services to individuals, families, trusts, ERISA-governed retirement plans, and business entities. The firm offers customized, diversified portfolios using fundamental and macroeconomic analysis and operates with affiliated professional firms in accounting, insurance, and law, disclosing referral arrangements and potential conflicts of interest.

Ulli Niemann is a financial advisor at Southland Investments with 33 years of industry experience. He has been with Southland Investments since 1993. Niemann maintains an investment-related blog, The ETF Bully, which generates advertising revenue. Southland Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a proprietary trend-tracking methodology using passively managed index funds and ETFs, managing roughly $22.6 million across about 95 discretionary accounts.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience. His prior roles include positions at B.B. Graham & Company, Inc., Crown Capital Securities, and Prudential Insurance Company of America. Outside of advising, he is a licensed life insurance agent, operates a pool cleaning business, and serves as a preacher and officer for the nonprofit Surrendered Church. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth persons, and corporate clients. The firm employs a generally passive, low-cost investment approach focused on index funds and ETFs, incorporating biblically responsible investing and offering educational seminars within a Biblical framework.

Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.

Dion Collins is a CFP® professional with 25 years of industry experience. He has operated Collins Advisory since 1999 and is affiliated with James Curtis Financial And Insurance Services in Fullerton, CA. In addition to his advisory role, he is involved in independent insurance sales. James Curtis Financial And Insurance Services provides customized financial planning and portfolio management to individuals, high-net-worth clients, and other investment advisers on a non-discretionary basis. The firm employs a tailored Investment Policy Statement and combines fundamental and quantitative analysis with modern portfolio theory to construct long-term portfolios, offering a range of investment options including mutual funds, equities, fixed income, ETFs, real estate funds, and insurance products.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

Max Abrams is a financial advisor at Money Managers, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in mortgage and finance companies before joining Money Managers, Inc. Outside of his advisory work, Abrams is involved in real estate brokerage and mortgage funding activities. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm employs a long-term investment approach, utilizing mutual funds, ETFs, and individual securities, and offers portfolio management, financial planning, tax-related services, and 401(k) plan reviews.

Tristan De Mers is a financial advisor at Pruvise with seven years of industry experience and holds a Series 65 designation. He has been with Pruvise since 2016 and also serves as President of an affiliated accounting and business consulting firm. Additionally, he assists with office administration at Mason Dean Capital. Pruvise provides financial planning and portfolio management services to individuals, families, small businesses, and institutional clients. The firm combines fundamental, technical, and charting analysis to implement multiple asset-allocation strategies, managing accounts primarily on a non-discretionary, client-directed basis.

Tommy Lau is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Fidelity Investments for 10 years and Securities America, Inc. for one year before joining Lanes Wealth Management LLC, where he has been since 2017. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.

Husni Gama is a financial advisor with GAMA Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His background includes multiple tenures at GAMA Wealth Management and a three-year period at Credit Suisse. In addition to his advisory role, he provides non-fiduciary international business development consulting to overseas clients. GAMA Wealth Management primarily serves high-net-worth individuals, managing approximately $29.6 million across nine client accounts through a wrap-fee asset management program. The firm offers discretionary portfolio management with an investment approach that includes fundamental analysis, asset allocation, and a range of trading strategies.

Christopher Soukup is a financial advisor at Lighthouse Financial Services Inc with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Fidelity in various advisory roles. Lighthouse Financial Services serves individual, high-net-worth, pension, and institutional clients by providing discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach integrates top-down macroeconomic analysis with bottom-up security selection, emphasizing diversified asset allocation across multiple model strategies.