Craig Frolich is a financial advisor with CM First Capital Corp. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with CM First Capital Corp. since 2005 and has prior affiliation with Cetera and First Allied Securities. Frolich serves as a board member of a real estate entity, SCIPIO DBA TimberOakes Shopping Center. CM First Capital Corp. offers investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and a systematic dollar-cost-averaging program, with an emphasis on closed-end funds and a blend of fundamental and technical analysis.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

Steven Medland is a CFP® with 21 years of industry experience and has been with TABR Capital Management, LLC since 2003. He holds the Series 66 designation and is based in Orange, California. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a technical analysis-driven investment approach that incorporates trend-following models and relative-strength screening to tailor asset allocations and manage risk across market cycles.

Brian Chew is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding a Series 63 designation and eight years of industry experience. He has worked at Sun Group Wealth Partners since 2018 and also maintains a law practice at the Law Offices of Brian Chew, PC, which he has operated since 2008. Sun Group Wealth Partners is a full-service wealth management firm serving high-net-worth individuals, families, business owners, corporate executives, members of the Hollywood community, and nonprofit organizations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and uses both discretionary portfolio management and LPL-sponsored advisory programs.

Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has a legal background, working at the Law Office of Sharma Kliche, LLP since 2009 and previously at the Law Office of Mark E. Lewis from 2005 to 2017. Prior to joining InvestLinc in 2026, she spent six years with The Fix Project. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment solutions and comprehensive financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to manage portfolios across traditional and alternative asset classes, conducting manager research and rebalancing regularly.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Munson, Cronick & Associates, LLP Certified Public Accountants, as well as running her own CPA practice. RAI Wealth Management serves individual investors, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary investment management and financial planning with a focus on diversified portfolios primarily composed of mutual funds and ETFs, emphasizing regular rebalancing and tax-management strategies.

Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.

Jack Jentz is a financial advisor at Elevate Wealth Advisors, LLC in Newport Beach, CA, holding a Series 65 credential. He has been with Elevate Wealth Advisors since 2025 and is also associated with Elevate Financial Partners, LLC. Jentz has a background as a student at UC Santa Barbara and has experience volunteering at the Indianapolis Community Center. Elevate Wealth Advisors, LLC provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients, focusing on an active, adaptive investment approach based primarily on fundamental analysis. The firm manages separate accounts and offers access to private investment vehicles, including a pooled private fund employing an ETF call-option long/short strategy.

Carl Fernandez is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He is currently with Pruvise and has prior work experience at Great Pacific Securities and Independent Trading. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services using fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, often managing accounts on a discretionary basis.

Ava Pompay is a CFP® professional with experience at Prosperity Wealth Planning LLC since 2024. Prior to her advisory role, she completed work and study roles including at California State University and Target. Prosperity Wealth Planning LLC serves individual and high-net-worth clients, as well as corporations and business entities, providing portfolio management, financial planning, family legacy planning, educational seminars, and divorce-planning services. The firm employs a disciplined investment approach using multiple analysis methods and offers unique programs such as Next Generation Preparation and client education workshops.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Capital Securities, Inc., Fortalice Group, Inc., and LPL Financial. Outside of his advisory role, he is involved as president of Oak Quarry Management, LLC, overseeing investments in real estate and small businesses, and serves as CEO of Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million across 53 client relationships using an investment process grounded in Modern Portfolio Theory, focusing on asset-class diversification, long-term allocations, and tailored rebalancing.

Glen Park is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Park Capital Group, Inc. since 2012 and has also worked with LPL Financial, LLC since 2010. In addition to his advisory work, Park is a licensed real estate agent and serves as Secretary of the nonprofit organization American Dream Builders. Park Capital Group, Inc. serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans with services such as discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and a variety of analytical methods to tailor investment strategies, and it emphasizes participant education and seminars for plan participants.

Emily Hermeno is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Financial Advocates LLP since 2006 and has been with Prosperity Road, LLC since 2015. Outside of her advisory role, she manages a CPA firm. Prosperity Road, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using no-load institutional mutual funds, ETFs, individual equities, and fixed income, and offers ongoing portfolio management and ERISA-focused plan oversight.

Michael Farah is the sole advisor at Farah Private Wealth Management, Inc. in Costa Mesa, CA, holding a Series 63 designation with 51 years of industry experience. He has managed Farah Private Wealth Management, LLC since 2005. In addition to his advisory role, Farah offers trustee services and serves in a leadership position for a 501(c)(3) charity. Farah Private Wealth Management provides discretionary, fee-only investment advisory services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs fundamental, technical, and charting analysis across equities, bonds, mutual funds, and ETFs with both long- and short-term strategies, while maintaining a single-advisor structure.

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.

Balamir Trunec is a financial advisor at SVL Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns 4CAM1 Advisory, Inc., which manages his personal income, expenses, and taxes. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach using top-down economic analysis, strategic asset allocation, and a proprietary statistical valuation model to construct individualized portfolios.

Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.