Cory Chapman is a financial advisor with EFC Wealth Management Firm, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has held various roles since 2003, including leadership at EFC Wealth Group and work with multiple firms in advisory and consulting capacities. Outside of advisory work, Chapman provides personal development coaching through seminars, audios, books, and speaking events, and teaches a free financial education program at Pepperdine University. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, uses sub-advisors for portfolio implementation, and provides educational seminars plus a subscription coaching program for investors not yet qualifying for full asset management.

Eugene Yahiku is a financial advisor at Astravia Family Wealth Office LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Astravia in 2026, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2026. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis, quantitative techniques, and Modern Portfolio Theory in its investment approach.

Christopher Casanega is a financial advisor at Sharper & Granite LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2003. Sharper & Granite provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm uses a top-down asset allocation process focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, applying statistical methods to optimize portfolio allocations.

Scott Tolton is a financial advisor at Tolton Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked as an analytics consultant at Cornerstone Research since 2017. Prior to his current role, he spent seven years at Brigham Young University. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizing diversified portfolios with an allocation toward smaller-company and value exposures, and also operates an affiliated CPA division providing tax and accounting services.

Ba Rack Little is a financial advisor at EFC Wealth Management Firm LLC with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining EFC Wealth Management, Ba Rack Little worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of financial advising, Ba Rack Little owns NGNS Global, a fitness and health consulting business working with coaches and personal trainers. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, offers educational seminars and a subscription coaching program, and uses sub-advisors to implement model strategies.

Vivianna Zhao is a financial advisor at X and Y Advisors, Inc. in El Segundo, CA, holding a Series 65 designation with eight years of industry experience. She has worked at X and Y Advisors since 2017 and previously at Chapman, Bird & Tessler, Inc. from 2016 to 2020. X and Y Advisors, Inc. is a state-registered, fee-only firm serving individual and high-net-worth clients, offering financial planning along with tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm employs a primarily passive, low-cost investment approach based on Modern Portfolio Theory, utilizing index mutual funds and ETFs, and offers project-based or ongoing financial planning with coordination of implementation and referrals to outside professionals.

Nathan Flynn is a financial advisor with Hermosa Wealth Management in Hermosa Beach, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes roles at firms such as Fifth Third Securities, Siebert Williams Shank & Co., Keystone Group, and Crowe LLP. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment programs based on client goals, risk tolerance, and time horizons, and conducts educational seminars and workshops for the public.

Michael Woods is a financial advisor at Beach Cities Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beach Cities Wealth Management since 2011. In addition to his advisory role, he is also involved with Blue Cross Health Insurance in an insurance advisory capacity. Beach Cities Wealth Management serves individuals and high-net-worth clients by providing personalized asset management through tailored portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities. The firm uses fundamental and cyclical analysis with a combination of long-term, short-term, and trading strategies, maintaining nearly all assets on a non-discretionary basis.

Mitchel Katz Winnick is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at several firms, including Edelman Financial Engines and Morgan Stanley, before joining My Portfolio Guide, LLC. Outside of financial advising, his background includes time at In-N-Out Burger and studying at Chapman University. My Portfolio Guide, LLC offers discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and pension plan clients. The firm uses proprietary investment models tailored to client goals and risk tolerance, employing a mix of fundamental and technical analysis along with tactical trading strategies.

John O'Brien is a financial advisor at O'Brien Investment Management, LLC with 8 years of industry experience. He holds the Series 65 designation and has been with O'Brien Investment Management since 2016. O'Brien Investment Management provides discretionary investment management services to individuals, trusts, estates, charities, businesses, and individual retirement plan participants. The firm manages approximately $225–$275 million in regulatory assets across around 165 client relationships and specializes in managing held-away accounts such as 401(k), 403(b), and 529 plans through a third-party platform.

Somboon Wongvitavas is a financial advisor with Integrity Investment Portfolios LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years with Integrity Brokerage Services, Inc. The firm primarily serves individual clients, their families, and related trusts, providing portfolio management focused on public equities. Integrity Investment Portfolios uses a diversified analytic approach combining various methods and manages accounts on a non-discretionary basis with quarterly client reviews.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

John Sheehan is a financial advisor with Astravia Family Wealth Office LLC who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, he owns a personal training business. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Meridian, he worked at Universal Wealth, Encompass More Asset Management LLC, and Transamerica Financial Advisors, Inc. Outside of advising, he owns and operates The Tax Council, an accounting firm. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses multiple methods of analysis and offers a range of strategies, including cryptocurrency exposure and specialty investments such as real estate and venture capital funds.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United First Partners LLC and MML Investors Services. Outside his advisory role, he owns and operates Realm Business and Tax Advisory, a tax preparation business. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars and workshops to the public.

Michael Walsh is a financial advisor at PointOne Family Office with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at William Blair and Merrill Lynch/Bank of America. Walsh is also the owner of Front Row LLC, a private investment business. PointOne Family Office provides discretionary portfolio management and family office services to high-net-worth clients, employing a variety of investment strategies and conducting due diligence on third-party managers as part of its advisory process.