Susan Miller is a financial advisor with Slaten Wealth Management in Anaheim, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Crown Capital Securities, LP, and has been with Slaten Financial and Slaten Wealth Management since 2008. Outside of her advisory role, she serves as president of Ballyhoo Ice Theatre Inc., a nonprofit focused on amateur competitive figure skating. Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis, offering custom portfolio management alongside third-party managed account oversight and integrating tax-related services and licensed insurance activities.

James Ripley is a CFP® professional with 34 years of industry experience. He is affiliated with RAI Wealth Management and Gregory Advisors, Inc., holding roles at both firms since 2006 and 2020 respectively. RAI Wealth Management serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $160 million in client assets and focuses on diversified portfolios primarily composed of mutual funds and ETFs, employing strategies such as regular rebalancing, tax management, and dollar-cost averaging.

Angel Mendez is a CFP®-designated financial advisor at RAI Wealth Management with three years of industry experience. Prior to joining RAI Wealth Management in 2023, he worked at Gregory Advisors, Inc. and operated Angel Mendez Landscaping. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $160 million in client assets. The firm utilizes diversified portfolios focused on mutual funds and ETFs, employs third-party model portfolios and tax-management tools, and maintains unique referral and operational affiliations with other advisers.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.

Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. He is currently the sole advisor at Apiis Wealth Management Corp. and has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC, among others. Outside of his advisory work, Choe is involved in garment design and sales through DK Designtrend Inc., where he serves as president. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third‑party sub‑advisers, serving clients including pension plans, corporations, nonprofits, and individuals. The firm combines tactical and strategic asset allocation with oversight of sub‑advisers and offers additional consulting and retirement plan services.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Crown Capital Securities, LP for 12 years and has been involved with Accounting & Legal Network since 2010. Legacy Advisory Group, Inc provides portfolio management and advisory services to individual and high-net-worth clients, pension, and profit-sharing plans, utilizing a model-informed investment process overseen by an internal committee. The firm offers discretionary and non-discretionary accounts and manages its own wrap-fee program, integrating multiple investment strategies.

Bryan Reynoso is a financial advisor at CS Tomasi Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial advisory field, his work history includes roles in various industries such as moving services and staffing. CS Tomasi Wealth Management offers discretionary wealth management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach that combines fundamental analysis with relative strength timing and an internal due-diligence process, managing approximately $110 million in assets across about 84 clients.

Martin Young is a CFP® with 16 years of industry experience. He is currently with FHWV Financial LLC and has previously worked at Ameriprise, H & R Block, Wells Fargo Clearing, and Wells Fargo Bank. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm operates mainly as a solicitor, referring clients to third-party registered investment advisers and implementing managed accounts through platform sponsors such as SEI and American Funds.

Ajay Vadukul is a financial advisor with Endeavor Advisors LLC in Brea, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Lifetyme Financial Advisors and Transamerica Financial Advisors. Outside of advising, he is a licensed life and health insurance agent. Endeavor Advisors LLC offers investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a long-term, Modern Portfolio Theory-informed approach and provides educational seminars and estate planning services that are less common among similar advisers.

Helen Huang is a financial advisor at SVL Investment Management with over 21 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc., Sung, Huang & Co, CPAs, LLP, and currently at H Huang & Co CPAs LLP as a partner. Outside of her advisory role, she is involved as a partner and manager at H Huang & Co CPAs LLP. 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 that uses top-down economic and market analysis, strategic asset allocation, and a proprietary statistical valuation model to structure customized portfolios aligned with clients’ objectives and risk tolerance.

Jay Alexander is the principal advisor at Greystone Wealth Management LLC in Huntington Beach, CA, with seven years of industry experience. He holds Series 63, 66, and 65 licenses and has worked at firms including AE Wealth Management LLC and Charles Schwab & Co., Inc. In addition to his advisory role, he owns and operates an affiliated insurance business. Greystone Wealth Management LLC serves individuals and families approaching or in retirement, offering discretionary asset management, comprehensive financial planning, and public educational seminars. The firm employs a tailored investment approach using fundamental analysis, modern portfolio theory, and a proprietary framework to coordinate wealth, income, strategy, and estate planning.

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

Shaun Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, California, holding a Series 66 designation and 16 years of industry experience. He has worked at Sackett Wealth Advisors since 2017 and previously spent five years with Independent Financial Group. Outside of advisory services, he operates Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors serves individuals, trusts, pension plans, and businesses with discretionary portfolio management, financial consulting, and retirement plan services. The firm integrates diversified asset allocation strategies and maintains an affiliated accounting and tax practice offering tax planning, corporate tax guidance, and related services.

Nolan Gouveia is an advisor at Ark Wealth Advisors, LLC in Yorba Linda, CA, with six years of experience through his role at NGFinco LLC since 2020 and nine years at California Baptist University. He holds no prior industry experience before these roles. Ark Wealth Advisors provides investment advisory services to individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs an individualized, asset-allocation-driven investment process and utilizes third-party managers and Schwab-managed account programs to implement and monitor diversified portfolios.

Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.

Osvaldo Arambulo is a financial professional with the Series 66 designation and two years of industry experience. He is currently affiliated with CM First Capital Corp. in Huntington Beach, CA, having held previous roles at Cetera Advisors and Vector Office Solutions. Outside of finance, his work history includes roles in health research and education. CM First Capital Corp. provides investment advisory services to individuals, plans, trusts, and organizations. The firm emphasizes tailored portfolio management with a focus on closed-end funds, employing both fundamental and technical analysis along with various trading strategies to meet client objectives.

Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. Retirementadvice | Jka serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.

Mitchel Katz Winnick is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at several firms, including Edelman Financial Engines and Morgan Stanley, before joining My Portfolio Guide, LLC. Outside of financial advising, his background includes time at In-N-Out Burger and studying at Chapman University. My Portfolio Guide, LLC offers discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and pension plan clients. The firm uses proprietary investment models tailored to client goals and risk tolerance, employing a mix of fundamental and technical analysis along with tactical trading strategies.

Brandon Chang is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sun Group Wealth Partners since 2013 and also maintains a role with LPL Financial. Chang is involved in several related business activities including non-variable insurance and operates multiple DBAs connected to his advisory and brokerage work. Sun Group Wealth Partners serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers comprehensive financial planning, investment management, charitable giving, and pension consulting with ERISA fiduciary acknowledgements, utilizing discretionary investment management through various platforms and third-party managers.