Mark Olhoeft is the principal of Olhoeft Financial, LLC, an independent advisory firm based in San Juan Capistrano, CA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. In addition to his advisory role since 2006, he operates an affiliated CPA practice providing bookkeeping, tax preparation, and accounting services. Olhoeft Financial serves high-net-worth individuals, business owners, and charitable organizations, offering comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach focuses on broad, low-cost, globally diversified asset allocation with periodic rebalancing and emphasizes tax and estate planning considerations.

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 10 years of industry experience. He has been with Fell Capital Management since 1997. Fell Capital Management provides discretionary investment management and advisory services to individuals, trusts, and corporate pension and profit-sharing plans. The firm manages diversified, balanced portfolios using a top-down asset allocation approach and fundamental analysis, serving a small client base with approximately $175 million in discretionary assets under management.

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 and sole advisor at Lai Capital Management LLC, an independent investment advisory firm based in Irvine, CA. He holds a Series 65 designation and has 23 years of industry experience, including founding Lai Capital Management in 2002. In addition to his advisory role, he is a partner at Ferncroft Investment Partners LLC, a partnership involved in real estate and securities investing. Lai Capital Management LLC manages discretionary separate accounts for individuals and qualified institutions, focusing on a value-oriented, quantitative investing strategy. The firm also operates a private investment partnership, Quantitative Value Strategies L.P., which targets accredited investors through concentrated portfolios customized to client guidelines.

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.

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.

Nicholas Yrizarry is a financial advisor at Align Wealth Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Securities America, and Securities Service Network. Outside of his advisory work, he is involved in performing arts as a guitar player. Align Wealth Advisors serves individual and high-net-worth clients by providing asset management, financial planning, ERISA plan consulting, and referrals to third-party managers. The firm builds tailored portfolios using a variety of investment vehicles and typically operates on a non-discretionary basis with regular portfolio reviews.

Aria Khalili is a financial advisor with Pariax Private Wealth Management in Newport Beach, CA, holding a Series 66 designation and 28 years of industry experience. She has worked at Bank of America and Merrill Lynch prior to joining Pariax in 2019. Outside of her advisory role, she serves as an officer of Runway Motorcars, LLC, and is president of Nawk Development Inc, a real estate development company. Pariax Private Wealth Management offers discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a range of asset allocation strategies and combines fundamental, technical, cyclical, qualitative, and sector analysis to tailor investments to client objectives and risk tolerance.

Scott Walker is a CFP® with 19 years of industry experience, affiliated with Walker Financial Advisors Inc. He has been with the firm since 1986. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and also serves as a third-party administrator and advisor for governmental 457(b) plans.

Caren Ober is a financial advisor at Balancing Life Financial Planning with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Independent Financial Group from 2012 to 2019. Ober is also the owner of Caren Ober Accountancy Corp., which offers estate and tax planning, business continuity planning, and tax preparation services. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning. The firm builds portfolios tailored to clients’ goals, tax considerations, and risk tolerance, often implementing strategies through outside managers and recommended custodians.

Antoine Lena is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and UBS Financials. Outside of his advisory role, he oversees a family investment LLC focused on managing his family's assets. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management services to institutional and pooled-vehicle clients, and sponsors a wrap fee program. The firm employs a core-satellite investment approach that integrates top-down macroeconomic analysis with bottom-up security selection across public and private markets.

Thomas Graffeo Jr. is a CFP® with 38 years of industry experience, currently serving as an advisor at Dove Investment Research and Management, Inc. in Irvine, CA. He has been with Dove Investment Research since 2015 and LPL Financial since 2009. Outside of his advisory roles, he is a landowner in Draper, UT. Dove Investment Research and Management serves individual and high-net-worth clients as well as charitable accounts, managing approximately $107 million across about 175 clients. The firm offers comprehensive financial planning, estate-resolution services, and portfolio management using customized model portfolios informed by modern portfolio theory, tactical overlays, and strategic asset allocation.

Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Stephen Banta is a financial advisor at Banta Asset Management LP with 27 years of industry experience. He has been with Banta Asset Management since 2007 and holds Series 63 and Series 65 designations. The firm serves individual and high-net-worth investors, trusts, estates, pension plans, charitable organizations, and businesses by providing discretionary investment management, financial planning, and consulting. Banta Asset Management focuses on customized portfolio construction using exchange-traded funds, individual equities, fixed-income securities, and other instruments tailored to client objectives and risk tolerance.