Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Carolanne Chavanne is a CFP® with 31 years of industry experience. She is currently with Prosperity Wealth Planning LLC, where she has been since 2019, following prior roles at Dynamic Wealth Advisors and LPL Financial. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial and family legacy planning, educational seminars, and specialized divorce-planning services. The firm employs a long-term investment approach with diversified portfolios and provides unique programs such as next-generation financial education and periodic client workshops.

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc with three years of industry experience. She holds the Series 63 and Series 65 licenses and is also a licensed insurance agent with Universal Wealth. In addition to her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a variety of analytical methods and offers a range of investment strategies, including discretionary portfolio management, cryptocurrency exposure, and specialty investments such as real-estate funds and venture capital.

Raelyn Andresen is a financial advisor at Granite Capital Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has worked at Granite Capital Wealth Management since 2022. Outside of her advisory role, she manages operations at Aladdan Construction. Granite Capital Wealth Management LLC is a state-registered investment adviser managing approximately $30 million for about 45 individual and high-net-worth clients. The firm employs a proprietary options-oriented investment strategy and offers customized portfolios with performance-linked compensation for qualified clients.

Brandon Rivera is an advisor at Unity Wealth Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including Crown Capital Securities and Regal Investment Advisors. Rivera is the founder of Nurture Financial Planning, which focuses on clients in medical, dental, biotech, and healthcare professions. Unity Wealth Partners serves individual and high-net-worth clients by providing discretionary investment management and both ongoing and project-based financial planning. The firm uses a multi-method investment approach that combines active and passive strategies, emphasizing asset allocation and tax-aware rebalancing.

Jiaxin Wan is a financial advisor at Actuarial Direct LLC with a Series 65 credential and no prior industry experience. Their work history includes roles at Actuarial Management Corporation, the University of Rochester Simon Business School, and UC Irvine. Actuarial Direct LLC provides discretionary portfolio management primarily to individuals and institutions, focusing on ETFs and applying quantitative techniques such as mean-variance optimization and the Black–Litterman model. The firm manages all assets in-house, reviews client accounts weekly, and coordinates trades to execute simultaneously across accounts.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Mark Bonds is a financial advisor at Crystal Cove Asset Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Crystal Cove since 2017, following ten years at LPL Financial and a two-year period at Lyft. Outside of his advisory role, Mr. Bonds is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he provides financial support and assists in management. Crystal Cove Asset Management is a California-registered adviser serving individuals, foundations, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies, including the use of derivatives, options, and structured products, managing approximately $90 million across 66 client relationships.

Matthew Drehs is a financial advisor with Legacy Financial Group in Torrance, CA, holding a Series 66 designation and over 24 years of industry experience. He has held roles at firms including Sagepoint Financial and H.D. Vest Advisory Services. Drehs serves as Chairman of the Finance Board and President of the First Evangelical Lutheran Church of Torrance, a nonprofit religious organization. Legacy Financial Group provides financial planning, asset allocation, and portfolio management to individuals, trusts, and estates, using model-based allocation and third-party platform solutions grounded in Modern Portfolio Theory. The firm manages approximately $20 million across three advisors and acts as a wrap fee program sponsor and portfolio manager across multiple wrap programs.

James Peebles is a financial advisor at Financial Security Solutions, Corp. in Newport Beach, CA, holding a Series 66 designation with 39 years of industry experience. He has worked at Financial Security Solutions Corp. since 2005 and Royal Alliance Associates, Inc. since 1989, and has operated Peebles Financial Services since 1976. Outside of advisory work, he provides income tax preparation and insurance sales through his sole proprietorship. Financial Security Solutions Corp. offers asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm typically employs a non-discretionary advisory model, using model portfolios and outside managers, with financial planning and consulting provided on an hourly or flat-fee basis.

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, operating primarily as a solicitor rather than managing portfolios directly.

John Wolfe is a financial advisor at RBA Wealth Management, LLC in Newport Beach, CA. He holds the Series 66 designation and has over 12 years of industry experience, including 11 years at Northern Trust and recent roles at RBA Wealth Management and Purshe Kaplan Sterling Investments. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a goal-based planning approach with portfolios built on fundamental, cyclical, and behavioral analysis within an asset-allocation framework.

Ann Cooper is a CFP® and holds a Series 66 license with over 13 years of experience in the financial services industry. She has worked with Legacy Financial Group since 2015 and has prior experience at SagePoint Financial. Cooper also serves as a co-trustee on a family trust, reviewing and managing the account. Legacy Financial Group provides financial planning, asset allocation, and portfolio management for individuals—including high-net-worth clients—as well as trusts and estates. The firm uses model-based allocations grounded in Modern Portfolio Theory and partners with third-party platforms like SEI and Vision2020 to construct and manage portfolios, offering both discretionary and non-discretionary management across various wrap fee programs.

Mark Zielinski is a financial advisor with Fiduciary Architects LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Balboa Wealth Partners, and SANDLAPPER Securities, LLC. He also operates Zielinski & Associates, a consulting and recruiting business. Fiduciary Architects is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, charting, cyclical, and economic analysis to implement tailored investment strategies and typically manages a small client roster.

Daryl Hable is a financial advisor at Wealth Advisory Lab LLC with 25 years of industry experience. His background includes roles at American Trust Investment Services, Rushmore Group, and WestPark Capital. He holds Series 65 and Series 66 licenses and also operates Hable Life Settlements LLC and Hable Planning & Consulting LLC. Wealth Advisory Lab LLC provides portfolio management and financial planning services tailored to client goals, risk tolerance, and time horizon, using written investment policy statements and model allocations. The firm employs an investment approach based on modern portfolio theory and long-term trading, requiring client permission before transactions, and offers hourly financial planning arrangements.

Markus Boyer is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working in athlete management and solar energy prior to joining the firm. His career includes roles at various financial and consulting organizations as well as academic affiliations. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes asset allocation, cost efficiency, and tax awareness, using a range of investment strategies and technology tools while maintaining human oversight of investment decisions.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC, holding a Series 65 license with three years of industry experience. He is the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and also works for Yayati LLC, the firm’s technology subsidiary. His prior experience includes roles at AssetMark and Hightree Advisors. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing a model-driven approach based on Modern Portfolio Theory and option pricing techniques. The firm offers custom strategies and options-based overlay solutions, incorporating derivatives and leverage in certain strategies.

Timothy Crane is a financial advisor at Crane Investments Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Crane Investments since 2023. Outside of advising, he has experience in self-employment and retail operations, including working at a Shell Station. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to manage portfolios, maintaining a conservative approach to cash management and offering a broad range of planning services.