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 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 serves as a partner at H Huang & Co CPAs LLP. Outside of her advisory role, she is involved in managing Fountain Business Group LLC, which invests in real estate properties. SVL Investment Management provides research-oriented, fundamental portfolio management to individuals, pension and profit-sharing plans, trusts, endowments, and corporate entities. The firm employs a top-down, global investment process focused on capital conservation, low volatility, and multi-year holding periods, using a proprietary statistical valuation model alongside Modern Portfolio Theory diversification.

Evan Pan is a CFA® charterholder with 10 years of industry experience. He is currently with Tax Efficient Asset Management Solution, Inc. and has prior experience at Fuller Investment Management Company and TWW Invests, LLC. Evan serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. Tax Efficient Asset Management Solution, Inc. provides tax-focused investment management, estate and financial planning, and alternative investment oversight for high-net-worth individuals and corporate clients. The firm employs a multi-phase advisory process emphasizing tax-aware portfolio optimization and estate integration, supported by formal affiliations with legal, insurance, and investment advisory practices.

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.

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.

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.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.

Somboon Wongvitavas is a financial advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Integrity Brokerage Services, Inc. since 2016. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, related trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and employs a broad investment approach combining multiple analytical methods to build tailored plans around clients' goals and risk tolerance.

Yeewa Chu is a financial advisor with Eagle Investors LLC, holding a Series 65 designation and no prior industry experience. Her work history includes roles at Discovery Behavioral Health and RnO Billing and Consulting. She is also involved in an S corporation, Turning Points Entities, which provides data analytics services. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, offering both impersonal trade recommendations and personalized, non-discretionary financial advice. The firm focuses on active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that incorporates AI-generated analysis.

Christopher Wescott is a financial advisor at Edward Haro Financial, LLC with one year of industry experience. He holds a Series 66 designation. His prior work includes positions at Crown Capital Securities, LP and self-employment before joining Edward Haro Financial. Edward Haro Financial serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training and access to private placements. The firm manages approximately $16.7 million across about 143 client accounts using a documented Investment Policy Statement and a mix of fundamental and technical analysis, modern portfolio theory, and options strategies.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Meridian, he worked at Universal Wealth, Encompass More Asset Management LLC, and Transamerica Financial Advisors, Inc. Outside of advising, he owns and operates The Tax Council, an accounting firm. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses multiple methods of analysis and offers a range of strategies, including cryptocurrency exposure and specialty investments such as real estate and venture capital funds.

Eric Domingues is a financial advisor at Retirementadvice | Jka with 14 years of industry experience. He holds the Series 65 designation and has been with Jack Keeter & Associates, Inc. since 2007. Domingues also provides bookkeeping services through a tax advice business associated with JKA. 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 and employs an investment process that includes fundamental, technical, and cyclical analysis, with regular portfolio reviews and the use of third-party sub-advisors.