John Oneill Jr. is a financial advisor with O'Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with O'Neill Financial Management since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and other business clients. The firm emphasizes a Modern Portfolio Theory and buy-and-hold investment approach, focusing on broadly diversified, mainly passive mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Tuan Ly is a financial advisor with Charles Fish Investments, Inc. in Irvine, CA, holding a Series 65 designation and nine years of industry experience. Prior to joining Charles Fish Investments in 2026, he worked at Cetera, Avantax Advisory Services, and Gerry Andrade & Associates Inc., where he assisted with wealth management and client support. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income and municipal bonds for individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, emphasizing active management and a personalized approach through a small client roster and concentrated advisory team.

Michael King is a financial advisor at Baroldi Wood Mance Financial Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baroldi Gundersen Financial Advisors LLC since 2024. Outside of advisory work, he is an accountant at Baroldi Gundersen, LLP, where he prepares and analyzes financial statements and manages tax compliance and projections. Baroldi Wood Mance Financial Advisors serves individuals, trusts, retirement plans, and business entities with a multi-disciplinary investment approach that includes equities, fixed income, mutual funds, ETFs, and option strategies. The firm combines fundamental, technical, quantitative, sector, and cyclical analysis, managing primarily non-discretionary portfolios while integrating accounting and tax services through an affiliated CPA practice.

Aaron Wallace is a financial advisor at Pruvise with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fisher Investments, Gerry Andrade and Associates, and Carbide Capital Inc. Pruvise provides financial planning and portfolio management services to individuals, families, small businesses, and institutional clients, with a focus on corporate retirement-plan advisory and individual consultation. The firm uses a combination of fundamental, technical, and charting analysis to implement diverse asset-allocation strategies, primarily through a client-directed, non-discretionary trading approach.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been involved in wealth management since 2014, along with operating a CPA firm specializing in forensic accounting and litigation support. Skorheim is also a licensed attorney in California, though he does not practice law. Skorheim Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to construct diversified portfolios and manages approximately $71 million in discretionary assets.

Mark Aguilar is a financial advisor with ProCore Advisors, LLC, holding CFP® and Series 65 credentials and bringing two years of industry experience. He has worked at ProCore Advisors since 2023 and is also a part-time boat captain for City Cruises by Hornblower. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining fundamental, quantitative, technical, and modern portfolio theory approaches with access to alternatives and automated advisory solutions.

David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.

John Mac Willie IV is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working at LPL Financial and Boyer Financial Services, beginning his advisory career in 2024. Prior to entering the financial industry, he held positions at Chick-Fil-A and Servite High School. Boyer Financial Services serves individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on asset allocation, cost efficiency, tax awareness, and the use of technology tools alongside human adviser oversight.

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.

Jeff Fisher is a financial advisor with Capital Financial Consultants Group, Inc. in San Juan Capistrano, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Capital Financial Consultants Group since 2014 and is also associated with Independent Financial Group, LLC since 2009. Fisher is the 100% owner of JTJLIF, Inc., a holding company for Capital Financial Consultants Group. Capital Financial Consultants Group is an independent registered investment adviser serving individual clients, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary portfolios tailored to clients' objectives and risk tolerance, employing a range of strategies including the use of options, short sales, and margin in separately managed accounts.

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.

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 the sole advisor at LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with LBG Advisor since 2012. Outside of his advisory role, he provides retirement planning, life insurance consulting, estate planning consulting, and long-term care insurance services. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofits. The firm manages assets primarily on a non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.

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.

Mitchell Fisher is a CFP® with 18 years of industry experience, currently serving as an advisor 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 his advisory role, Fisher is involved in insurance sales and has engaged in occasional 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 across portfolios composed of stocks, bonds, mutual funds, ETFs, options, and certain private securities, with all accounts managed internally and tailored to client objectives.