Winifred Sun is a financial advisor at Sun Group Wealth Partners LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she is active as a writer and media personality, contributing articles to publications such as Forbes.com and hosting a radio show and television program. Sun Group Wealth Partners is a full-service wealth management firm serving high-net-worth individuals, families, business owners, executives, and nonprofit organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process, incorporating long-term, short-term, and trading strategies including option writing, and offers discretionary management along with access to LPL-sponsored advisory programs.

Rafay Khalid is a CFA® charterholder and holds the Series 66 credential, with five years of experience at Solomon and Associates LLC. His prior work includes a position at XAI LLC and a longstanding role as a Senior Industry Analyst at GCS Risk Management. Outside the advisory business, he is involved in risk analysis and holds membership roles in accounting and insurance entities. Solomon and Associates provides investment management and financial planning services to individuals, families, small businesses, trusts, and charitable organizations. The firm employs a discretionary investment approach guided by client-specific policy statements, utilizing asset allocation, fundamental and technical analysis, and strategic use of derivatives and borrowing in client accounts.

Carolanne Chavanne is a CFP® with 31 years of industry experience. She is currently with Prosperity Wealth Planning LLC, where she has been since 2019, following prior roles at Dynamic Wealth Advisors and LPL Financial. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial and family legacy planning, educational seminars, and specialized divorce-planning services. The firm employs a long-term investment approach with diversified portfolios and provides unique programs such as next-generation financial education and periodic client workshops.

Jonathon Nguyen is a CFP® professional with 22 years of experience in financial advising. He has been with Advanced Financial Strategies Inc. since 2004. The firm serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans, offering comprehensive financial planning, asset management, and related services. Their investment approach combines strategic asset allocation with tactical adjustments, utilizing a mix of passive and active managers alongside real assets and alternative investments.

Ryan Thomason is a Series 66 registered financial advisor with Optivest, Inc. in San Juan Capistrano, CA, and has 11 years of industry experience. He previously worked at City National Rochdale from 2014 to 2020 before joining Optivest and Gramercy Securities in 2020. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring.

Gary Gordon is a CFP® with 21 years of industry experience. He has been with Pacific Park Financial, Inc. since 2002. Pacific Park Financial, Inc. provides portfolio management and consultative investment advice to a diverse client base, including individuals, families, businesses, pensions, trusts, estates, and charitable organizations. The firm manages approximately $209.5 million in client assets using a combination of technical, fundamental, macroeconomic, industry, and contrarian analysis across a wide range of securities.

Jiaxin Wan is a financial advisor at Actuarial Direct LLC with a Series 65 credential and no prior industry experience. Their work history includes roles at Actuarial Management Corporation, the University of Rochester Simon Business School, and UC Irvine. Actuarial Direct LLC provides discretionary portfolio management primarily to individuals and institutions, focusing on ETFs and applying quantitative techniques such as mean-variance optimization and the Black–Litterman model. The firm manages all assets in-house, reviews client accounts weekly, and coordinates trades to execute simultaneously across accounts.

Tyler Graffeo is a financial advisor with Dove Investment Research and Management, Inc. He holds a Series 66 designation and has three years of industry experience. His background includes roles at LPL Financial and Apple, as well as time as a full-time student. Dove Investment Research and Management serves individual, high-net-worth, and charitable clients, offering financial planning, portfolio management, and estate resolution assistance. The firm customizes advice and implements portfolios using proprietary models and modern portfolio theory, typically managing accounts on a discretionary basis.

James Peebles is a financial advisor at Financial Security Solutions, Corp. in Newport Beach, CA, holding a Series 66 designation with 39 years of industry experience. He has worked at Financial Security Solutions Corp. since 2005 and Royal Alliance Associates, Inc. since 1989, and has operated Peebles Financial Services since 1976. Outside of advisory work, he provides income tax preparation and insurance sales through his sole proprietorship. Financial Security Solutions Corp. offers asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm typically employs a non-discretionary advisory model, using model portfolios and outside managers, with financial planning and consulting provided on an hourly or flat-fee basis.

Phillip Vigil is a CFA® charterholder with 27 years of industry experience. He has been with Osage Pacific Advisors, Inc. since 2016 and is also the managing member of Specialty Income Advisors, LLC, a hedge fund money manager. Osage Pacific Advisors provides investment management and financial planning to individuals, trusts and estates, retirement plan participants, businesses, and private funds. The firm emphasizes overall asset allocation combined with fundamental, cyclical, charting, and technical analysis, generally favoring longer-term holdings while occasionally using options, short sales, or margin.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC, holding a Series 65 license with three years of industry experience. He is the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and also works for Yayati LLC, the firm’s technology subsidiary. His prior experience includes roles at AssetMark and Hightree Advisors. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing a model-driven approach based on Modern Portfolio Theory and option pricing techniques. The firm offers custom strategies and options-based overlay solutions, incorporating derivatives and leverage in certain strategies.

Timothy Crane is a financial advisor at Crane Investments Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Crane Investments since 2023. Outside of advising, he has experience in self-employment and retail operations, including working at a Shell Station. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to manage portfolios, maintaining a conservative approach to cash management and offering a broad range of planning services.

Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.

Matthew Mc Kinney is a financial advisor at Moler Capital Management with 10 years of industry experience. He holds a Series 65 designation and serves as treasurer for Grace Community Church Boy Scout Troop 121. Moler Capital Management is an SEC-registered firm managing approximately $204 million across fewer than 100 client relationships. The firm provides discretionary investment management primarily to individuals, trusts, estates, retirement plans, charitable organizations, and select businesses, using a Modern Portfolio Theory approach with broadly diversified mutual funds and ETFs, mainly from Dimensional Fund Advisors.

Jessica Krusey is a CFP® and holds a Series 66 designation with 21 years of industry experience. She is currently with Ehrlich Financial Group, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services and Federated investment Counseling. Outside of her advisory work, she engages in insurance sales on a limited basis. Ehrlich Financial Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory, and insurance consulting. The firm employs diversified portfolios using low-cost mutual funds, ETFs, and occasionally stocks, bonds, and options, supported by fundamental, cyclical, and charting analysis alongside proprietary quantitative algorithms.

Haynes Kendall Jr. is a financial advisor with Independent Financial Group, LLC and Capital Financial Consultants Group, Inc. He holds the CFP® designation and Series 63 license and has 41 years of industry experience. Kendall has served as an independent insurance agent since 1994. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory platforms and third-party managers.

Jason Rotman is a financial advisor at Elevate Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance, and other financial firms. Outside of his advisory role, he is also involved with Elevate Financial & Insurance Services, LLC as an insurance agent. Elevate Wealth Advisors, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary investment management and portfolio services. The firm employs an active, fundamental analysis-based approach and offers specialized strategies, including a private fund with an ETF call-option long/short strategy for accredited investors.

Dane May is a financial advisor at DePaolo & May Strategic Wealth LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Mitchell Anthony Capital Management, Panasonic Avionics, and JP Morgan Chase & Co. May also provides financial consulting services to the Achievement Network, a nonprofit organization. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients, including employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm’s investment approach combines fundamental, technical, cyclical, and economic analysis, with a focus on ongoing supervision and strategic asset allocation.

Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.

Timothy Voorhees is a financial advisor with Tax Efficient Asset Management Solution, Inc. (TEAMS) in Newport Beach, CA, holding Series 63 and 65 licenses and bringing 41 years of industry experience. He has been associated with Matsen Voorhees Mintz, LLP since 2011 and Voorhees Intellectual Property, LLC since 2008. Outside of his advisory work, Voorhees provides mediation services related to his church and supports community covenant-building initiatives. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, comprehensive financial and estate planning, and customized investment policy statements. The firm employs a phased, multidisciplinary approach combining proprietary technology and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers through sub-advisory relationships.