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.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

Robert Vaughn Jr. is a financial advisor at Vaughn Investment Advisors Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with the firm since 2005. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets for individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection, using fundamental, technical, and charting methods to tailor portfolios to client goals and risk tolerances.

Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.

Joseph Richard is a financial advisor at Anchor Financial Group in Brea, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Anchor Financial Group since 1997, previously spending five years at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California life and health insurance agent. 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 selectively chosen active and alternative investments, managing approximately $96 million in discretionary assets for both individual and high-net-worth clients.

Edward Ober is a financial advisor at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and custodians such as Buckingham Strategic Partners and Nationwide.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

Rick Emmett is a Series 65-licensed financial advisor with InvestLinc Wealth Services, bringing seven years of industry experience. He has been associated with InvestLinc Wealth Services since 2024 and has a long tenure with InvestLinc Wealth Services, Inc. Outside of advising, Mr. Emmett is involved in several business activities including management consulting through MFO Resource, Inc. and roles in real estate and marketing firms. InvestLinc Wealth Services provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and related entities. The firm offers customized multi-asset portfolio management using fundamental, technical, and quantitative analysis, along with financial planning services covering retirement, estate, tax, and philanthropic matters.