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.

Vinee Mehta is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Truly Unbiased LLC. Her prior roles include positions at Nectarine, OneEleven, Origin Financial, Strome Group Inc, and Combs Enterprises. Truly Unbiased LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through flat-fee or hourly engagements. The firm operates on a primarily non-discretionary basis and focuses on tailored financial plans without managing or custodizing client investment accounts.

Geoffrey Fellows is a financial advisor at Embarcadero Capital Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at firms including LPL Financial, Royal Alliance, and Edward Jones. In addition to his advisory role, he is an independent insurance agent. Embarcadero Capital Advisors provides advisory services to individuals, trusts, estates, corporations, and employee benefit plans. The firm focuses on primarily long-term portfolio management with the flexibility to apply short-term tactical strategies, integrating tax-aware advice supported by licensed tax preparers.

Frank Lupu is a financial advisor at Lupu Financial in Westlake Village, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Securities America and Cooper Financial Group. In addition to advisory work, he is active as an insurance agent through Lupu Insurance Services. Lupu Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm employs a combination of top-down macro analysis with fundamental and technical approaches and manages accounts on a discretionary basis with regular reviews.

Jason Hathaway is a financial advisor at Hathaway Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Legacy Wealth Advisors, LLC and Williams Capital Advisors, LLC. Hathaway is involved in managing private pooled investment vehicles as a general partner and chief investment officer in several related entities. Hathaway Capital Management is an independent registered investment adviser managing approximately $41 million for around 25 clients. The firm provides discretionary portfolio management and outsourced chief investment officer consulting services to individuals, corporations, multi-family offices, and other advisers, employing a fundamentally driven, long-term investment approach including guidance on private investments and oversight of pooled private vehicles.

Brendan Cummins is a financial advisor at Asymmetric Advisors with a Series 65 designation and three years of industry experience. He has previously worked at Laguna Private Capital LLC and several insurance and service firms. Asymmetric Advisors is a fee-only, state-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, offering strategies including short-term options credit spreads, proprietary ETF timing and rotation, and value stock selection.

Lynne Connolly is a financial advisor at Emerald Wealth Management, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has been associated with Emerald Wealth Management and Lynne Connolly & Associates, LLC since 1998. Emerald Wealth Management serves individuals, families, high-net-worth clients, pension and profit-sharing plans, and corporations, providing portfolio management, manager selection, and financial planning. The firm employs a disciplined investment approach that includes fundamental, technical, and quantitative analysis alongside modern portfolio theory, managing portfolios on a non-discretionary basis and offering educational seminars and pension consulting.

Shannon Webb is a financial advisor at Webb Financial Group in Mission Viejo, CA, with 19 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation prior to founding his firm in 2017. Webb Financial Group provides discretionary investment management and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily uses a passive investment approach with portfolios built from index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis, managing approximately $84 million in discretionary assets across more than 200 client relationships.

William Ratner is the sole advisor at Ratner & Associates LLC, holding a Series 66 designation with 16 years of industry experience. He has worked with Ratner & Associates since 2009. Outside of his advisory role, he is involved as a real estate investor and property manager. Ratner & Associates LLC is a small SEC-registered investment adviser formed in 2020 that provides portfolio management services primarily to high-net-worth individuals. The firm customizes portfolios based on clients’ goals, tax situations, time horizons, and risk tolerances, utilizing a range of investment vehicles and both long- and short-term trading strategies.

Henk Pieters is a CFP® and Series 65 registered financial advisor with 19 years of industry experience. He has been the sole advisor at Investus Financial in Costa Mesa, CA since 2004. Investus Financial Planning, Inc. is an independent, fee-only registered investment adviser serving individual clients, including trusts, estates, and retirement accounts. The firm provides financial planning, consulting, and asset management services, often coordinating with clients’ attorneys, accountants, and insurance agents, and employs a long-term value investment approach focused on mutual funds and ETFs.

Steven Park is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He is the sole advisor at Fell Capital Management, where he has worked since 1997. Fell Capital Management provides investment advisory services to individuals, trusts, and corporate pension and profit-sharing plans, offering discretionary portfolio management and related advisory services. The firm employs a top-down approach to asset allocation, utilizing fundamental analysis and database screening to construct diversified portfolios composed of individual securities, mutual funds, ETFs, and alternative investments.

Alan Aidekman is the sole advisor at Orange County Asset Management in Orange, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Orange County Asset Management since 2014. Orange County Asset Management offers discretionary asset management and retirement-focused portfolio services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and employs strategies including long-term holdings, short-term trading, options, and margin within a discretionary management framework.

Eugene Lai is the principal advisor at Lai Capital Management LLC in Irvine, CA, with 23 years of industry experience. He holds the Series 65 designation and has managed Lai Capital Management since 2002. Outside of his advisory role, he is involved in Ferncroft Investment Partners LLC, a partnership investing in real estate and securities. Lai Capital Management provides discretionary portfolio management to individual clients and serves as the general partner and investment manager of a private pooled investment partnership for high-net-worth limited partners. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and may use margin and options strategies.

Don Hilario is the sole advisor at Hilpan Moxie Wealth Management, LLC in Irvine, CA, holding CFP® and Series 66 designations with 19 years of industry experience. He has led Hilpan Moxie since its founding in 2012. Hilpan Moxie provides customized financial planning and investment management primarily for professionals and clients in the technology sector, offering both integrated and standalone services. The firm employs a combination of technical and fundamental analysis along with asset-allocation strategies, managing assets on discretionary and non-discretionary bases with regular client reviews.

Steven Wells is the sole advisor at Third Act Financial Planning LLC in Huntington Beach, CA. He holds a Series 65 credential and began his financial advisory career in 2026 after a diverse background that includes roles at Nectar Product Development and GF Signet. Third Act Financial Planning LLC offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines passive and active investment strategies, tailors individualized plans, and operates with a planner-led approach without product sales or commission incentives.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Patrick Chu is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marrick Wealth, LLC since 2012. Marrick Wealth is an SEC-registered advisor providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options when appropriate.

Mohan Martin is a financial advisor at Martin Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been with Martin Wealth Management since 2022. In addition to his advisory role, he is involved in selling Medicare insurance through an affiliated agency, working with individuals aged 65 and older. Martin Wealth Management provides investment advisory services primarily as a co-advisor, directing client accounts to a third-party money manager, Matson Money. The firm focuses on onboarding, compliance, and ongoing monitoring while clients’ assets are managed externally.

Mohammad Popal is a financial advisor at Solid State Wealth Advisory Group with 15 years of industry experience. He holds the Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he is involved in freelance photography. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth individuals, and businesses. The firm offers discretionary investment management, financial planning, and consulting services, employing a client-tailored approach using various analytical methods and may appoint sub-advisors to manage client portfolios.

Matthew Bradley is a CFP® with 25 years of experience in the financial services industry. He has worked at RBA Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Bradley is also a licensed agent for fixed and traditional insurance products. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities through wealth management, financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment process based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, managing portfolios with equities, bonds, and ETFs through goal-based planning and regular rebalancing.