Urmimala Dasgupta is a financial advisor at Veda Financial Investment Advisory with 11 years of industry experience. She holds a Series 65 designation and has been with Veda Financial Inc. since 2017, following prior work with Veda Value Funds. Veda Financial is an independent California-registered investment adviser offering discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized portfolios and focuses on active management using financial-statement analysis and valuation metrics.

Meghan Mc Nulty is the founder of Wealth Advisory Lab LLC in Newport Beach, CA, where she has provided investment management and financial planning services since 2022. She holds a Series 65 designation and has three years of industry experience. In addition to her advisory role, Mc Nulty is a licensed attorney running an estate planning law firm and also consults in biomedical business development for a medical device company. She is managing partner of a political consulting and lobbying firm based in Wyoming. Wealth Advisory Lab LLC serves individual and high-net-worth clients with tailored portfolio management grounded in modern portfolio theory, offering a range of investment options including mutual funds, ETFs, equities, and fixed income. The firm operates on a non-discretionary basis with a focus on client authorization for trades and provides financial planning on fixed-fee or hourly terms.

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.

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.

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.

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.

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.

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 previously worked at The Fix Project and legal firms including the Law Office of Sharma Kliche, LLP and the Law Office of Mark E. Lewis. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth clients, including families, trusts, and foundations. The firm offers customized multi-asset portfolio management and comprehensive financial planning using fundamental, technical, and quantitative analysis.

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.

George Yackey Jr is a financial advisor with IBN Advisory Services, Inc. He holds the Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services Inc, and Guardian Life Insurance Company. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates client assets to proprietary strategies or independent third-party managers, with ongoing due diligence and monitoring.

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.