Brian Mandel is a financial advisor at Align Wealth Advisors with one year of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Mandel has also operated The Law Offices of Brian S. Mandel, Inc. since 2004. Align Wealth Advisors serves individual clients, including high-net-worth individuals, offering asset management, financial planning, ERISA-sponsored plan consulting, and referrals to third-party managers. The firm constructs tailored portfolios using a range of investment vehicles with periodic reviews and typically implements decisions on a non-discretionary basis.

Johnnie Goodman is a financial advisor with LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with LBG Advisor since 2012. In addition to his advisory work, Goodman provides consulting in retirement planning, life insurance, estate planning, and long-term care insurance. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and combines top-down sector rotation with bottom-up security selection across various asset types.

Leslie Rea is a CFP® professional with two years of industry experience, currently serving at AG Wealth Management, PLLC in Irvine, CA. Prior roles include positions at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual and high-net-worth clients, retirement plans, and corporate clients with investment management and comprehensive financial planning. The firm offers both ongoing portfolio management and discrete planning engagements, utilizing a variety of analytical techniques and incorporating third-party advisers for specialized solutions.

Mark Boyer is a financial advisor at Boyer Financial Services, Inc. with over 32 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm. Outside of his advisory practice, Boyer serves as president of KB Edge Inc., a sports performance training facility, and is a board member of the Southern California Fellowship of Christian Athletes, a local ministry serving athletes and coaches. Boyer Financial Services provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, tax awareness, and cost efficiency, offering strategies that include equities, fixed income, ETFs, options, and limited digital asset exposure, while incorporating third-party managers and technology tools for administrative support.

Ray Lombardo is a financial advisor at Clearview Investment Partners, LLC with 28 years of industry experience. He has been with Clearview Investment Partners since 2009 and holds Series 63 and Series 65 licenses. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management alongside comprehensive financial planning. The firm uses proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions, managing portfolios that include mutual funds, ETFs, individual securities, and Independent Managers.

Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving at Pacific Sun Financial Corp since 2016. He previously worked at National Asset Management, Inc and National Securities Corporation from 2007 to 2016. Outside of advising, he engages occasionally in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three investment adviser representatives, offering portfolios composed of various securities and managing accounts in-house with ongoing monitoring and tailored strategies.

Jeff Lowe is a ChFC® credentialed financial advisor at Emerald Blue Advisors with 14 years of industry experience. He has been with Emerald Blue Advisors since 2013. In addition to his advisory role, he works as an independent insurance agent, selling traditional insurance products through unaffiliated carriers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory-based strategies, offers educational seminars, and manages approximately $69 million in assets across a three-advisor team.

Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Western Growers Financial Services, he was involved with Cactus Card Game LLC and held various roles including positions at CSU Fullerton and Gann Global Financial. Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs fundamental analysis with some technical inputs to develop client-specific investment policies and offers both discretionary and non-discretionary portfolio management.

Edward Thomas is a financial advisor at Onitus Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Waddell & Reed, and LPL Enterprise. In addition to his advisory role, he provides tax preparation and accounting services through Hunter CPA. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million for about 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a variety of asset allocation strategies and monitoring third-party managers on an ongoing basis.

Patrick Mc Cann is a CFA® charterholder with one year of industry experience. He is currently with Spearhead Advisors, LLC and has previous experience at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. He is the founder and consultant of Brightwork Consulting, specializing in solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and retirement plan consulting services. The firm emphasizes fundamental analysis to create customized portfolios and offers limited financial planning at no additional charge.

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Brian Chew is a financial advisor at Sun Group Wealth Partners LLC with seven years of industry experience. He holds a Series 63 designation and has practiced law through his own firm, the Law Offices of Brian Chew, PC, since 2008. Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing a range of strategies such as discretionary investment management through multiple platforms and option writing.

Peter Perez is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. and Nollenberger Investment Management LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies and develops tailored Investment Policy Statements based on clients’ objectives, risk tolerance, and tax considerations.

Kyle De Paolo is a financial advisor with DePaolo & May Strategic Wealth LLC in Ladera Ranch, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience, including 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients by providing discretionary portfolio management and financial planning services. The firm’s investment approach combines multiple analytical methods and offers performance-based fee arrangements alongside standard asset-based fees.

Michael Cannivet is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He has worked at Silverlight Asset Management, LLC since 2016 and previously held positions at CS Planning Corp. and Palo Capital, Inc. Silverlight Asset Management provides portfolio management and financial planning services to individuals, partnership accounts, and charitable organizations. The firm uses an equity-focused approach combining multiple analytic methods and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.

Marianne Durham is a financial advisor at HF Advisory Group, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked with firms including Silversage Advisors and Geneos Wealth Management. Outside of her advisory role, she is also an insurance agent providing recommendations on life insurance, annuities, and long-term care insurance, and collaborates with a financial education nonprofit. HF Advisory Group, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $321.5 million in discretionary assets and utilizes tools like Riskalyze and Redtail to document client objectives and risk tolerance.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Western Growers Financial Services since 2002. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association representing growers, packers, and shippers in California and Arizona, where he provides investment and financial oversight. Western Growers Financial Services, Inc. offers investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a client-specific investment approach using fundamental analysis and provides both discretionary and non-discretionary services through a small team of advisors.

Nicole Plumlee is a financial advisor with RBA Wealth Management, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBA Wealth Management since 2017 and previously at Purshe Kaplan Sterling Investments and Morgan Stanley Smith Barney. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory, offering portfolios of individual equities, bonds, and ETFs through goal-based planning and regular rebalancing.

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.