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.

Kyle Soucy is a CFP® professional with nine years of industry experience, currently serving as the sole owner and managing member of Onitus Capital, LLC in Newport Beach, CA. His prior experience includes roles at Paulson Investment Company and Northern Lights Distributors. Outside of financial advising, he is a co-executive producer for Kharisma Entertainment, where he sources movie projects and occasionally performs small acting roles. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million across around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of asset allocation strategies and monitoring third-party managers to align portfolios with client objectives.

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.

John O'Brien is a financial advisor at O'Brien Investment Management, LLC with 8 years of industry experience. He holds the Series 65 designation and has been with O'Brien Investment Management since 2016. O'Brien Investment Management provides discretionary investment management services to individuals, trusts, estates, charities, businesses, and individual retirement plan participants. The firm manages approximately $225–$275 million in regulatory assets across around 165 client relationships and specializes in managing held-away accounts such as 401(k), 403(b), and 529 plans through a third-party platform.

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.

David Andresen is a financial advisor with Granite Capital Wealth Management LLC in Goodyear, AZ. He holds a Series 65 registration and has five years of industry experience. Prior to joining Granite Capital, he worked at M5 Capital Management LLC and M5 Capital Investments LP for 12 years each. Outside of advisory services, he is co-owner of Aladdan Construction Corp. Granite Capital Wealth Management provides individualized portfolio management to individuals, high-net-worth clients, and corporate entities, and serves as a sub-advisor to other registered advisers. The firm manages a private fund using a proprietary options-focused strategy that emphasizes active trading and risk management.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. 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, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Kim Magana is a financial advisor at Marathon Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Marathon Capital Management since 2004. Marathon Capital Management, LLC is an independent registered investment advisor serving individual clients, including many high net worth individuals, as well as select businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with a focus on diversification, index-based core holdings, and fundamental security analysis.

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.

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.