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.

Joanne Nishiyama is a financial advisor at Insight Investment Counsel with 26 years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Inc. and The Kinney Group, LLC for 11 years each. Insight Investment Counsel manages approximately $245.7 million across about 92 client accounts, providing individualized portfolio management to a diverse client base including high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm’s investment approach focuses on asset allocation, fundamental analysis, and utilizes mutual funds and ETFs with both long- and short-term 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.

John Koudsi is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is a managing member and strategist of Trojan Storage, a commercial storage firm, and also serves as managing member of 31Ten Lounge, a restaurant and lounge in Santa Monica. He has worked at Counterpoint Mutual Funds, LLC since 2014 and Core Financial Partners Inc. since 2010. Core Financial Partners is an SEC-registered adviser serving individuals, pension and profit-sharing plans, corporations, and insurance company clients. The firm provides financial planning, consulting, and wrap-fee asset management, constructing portfolios with mutual funds, ETFs, individual securities, and a range of private and alternative investments.

Dixon Karmindro Sr. is a financial advisor at Mainstream Capital Management with 16 years of industry experience. He has previously worked at Blue Dog Capital Management LLC and Cheviot Value Management, LLC. Outside of his advisory role, he is a passive investor and provides business consulting services through separate entities. Mainstream Capital Management serves individual and high-net-worth clients as well as businesses, offering comprehensive financial planning and discretionary portfolio management. The firm employs fundamental security analysis and tactical asset allocation, including alternative strategies such as long/short and selective use of leveraged or inverse funds.

Valerie Lemmon is a CFA® charterholder with 13 years of industry experience. She has been with Ridgewood Investments since 2012. Valerie is also a partial owner of Dividend Research and Management Inc, an entity created to share administrative costs and manage employee payments connected to Ridgewood. Ridgewood Investments provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, pension plans, and business entities. The firm employs fundamental analysis and model-level portfolio construction with a long-term investment horizon, offering both model portfolios and bespoke solutions, including access to private pooled investment vehicles.

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.

Donald Hance is a CFP® and Series 65-certified advisor with 18 years of industry experience. He has been with Glenmore Financial, Inc. since 2007. Outside of his advisory role, he works seasonally as a tax preparer assisting individual clients with their tax returns. Glenmore Financial is a fee-only advisory firm serving individuals and families, with a branded practice called LifeSighted focused on young professionals. The firm emphasizes tax-aware, individualized financial planning and uses low-cost index funds, ETFs, government bonds, and cash equivalents in portfolio management.

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.

Cory Chapman is a financial advisor with EFC Wealth Management Firm, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has held various roles since 2003, including leadership at EFC Wealth Group and work with multiple firms in advisory and consulting capacities. Outside of advisory work, Chapman provides personal development coaching through seminars, audios, books, and speaking events, and teaches a free financial education program at Pepperdine University. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, uses sub-advisors for portfolio implementation, and provides educational seminars plus a subscription coaching program for investors not yet qualifying for full asset management.

Christopher Casanega is a financial advisor at Sharper & Granite LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2003. Sharper & Granite provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm uses a top-down asset allocation process focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, applying statistical methods to optimize portfolio allocations.

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.

Scott Tolton is a financial advisor at Tolton Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked as an analytics consultant at Cornerstone Research since 2017. Prior to his current role, he spent seven years at Brigham Young University. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizing diversified portfolios with an allocation toward smaller-company and value exposures, and also operates an affiliated CPA division providing tax and accounting services.

Ba Rack Little is a financial advisor at EFC Wealth Management Firm LLC with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining EFC Wealth Management, Ba Rack Little worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of financial advising, Ba Rack Little owns NGNS Global, a fitness and health consulting business working with coaches and personal trainers. EFC Wealth Management Firm, LLC provides discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm employs fundamental, technical, and charting analysis, offers educational seminars and a subscription coaching program, and uses sub-advisors to implement model strategies.

Vivianna Zhao is a financial advisor at X and Y Advisors, Inc. in El Segundo, CA, holding a Series 65 designation with eight years of industry experience. She has worked at X and Y Advisors since 2017 and previously at Chapman, Bird & Tessler, Inc. from 2016 to 2020. X and Y Advisors, Inc. is a state-registered, fee-only firm serving individual and high-net-worth clients, offering financial planning along with tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm employs a primarily passive, low-cost investment approach based on Modern Portfolio Theory, utilizing index mutual funds and ETFs, and offers project-based or ongoing financial planning with coordination of implementation and referrals to outside professionals.

Nathan Flynn is a financial advisor with Hermosa Wealth Management in Hermosa Beach, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes roles at firms such as Fifth Third Securities, Siebert Williams Shank & Co., Keystone Group, and Crowe LLP. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment programs based on client goals, risk tolerance, and time horizons, and conducts educational seminars and workshops for the public.

Michael Woods is a financial advisor at Beach Cities Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beach Cities Wealth Management since 2011. In addition to his advisory role, he is also involved with Blue Cross Health Insurance in an insurance advisory capacity. Beach Cities Wealth Management serves individuals and high-net-worth clients by providing personalized asset management through tailored portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities. The firm uses fundamental and cyclical analysis with a combination of long-term, short-term, and trading strategies, maintaining nearly all assets on a non-discretionary basis.

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.