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.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Pacific Sun Financial Corp since 2016. Prior to this, he worked for B. Riley Wealth Advisors, Inc. for nine years. In addition to his advisory role, he is involved in insurance sales and occasionally participates in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and tailored strategies, offering a wrap fee program and a range of investment and insurance products.

Jeff Lowe is a ChFC® credentialed financial advisor at Emerald Blue Advisors with 14 years of industry experience. He has been with Emerald Blue Advisors since 2013. In addition to his advisory role, he works as an independent insurance agent, selling traditional insurance products through unaffiliated carriers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory-based strategies, offers educational seminars, and manages approximately $69 million in assets across a three-advisor team.

Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. with one year of industry experience. He holds a Series 66 license and has worked in various roles including at Gann Global Financial and Cactus Card Game LLC. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, with a focus on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and accommodating smaller accounts than many independent managers.

Edward Thomas is a financial advisor at Onitus Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Waddell & Reed, and LPL Enterprise. In addition to his advisory role, he provides tax preparation and accounting services through Hunter CPA. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million for about 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a variety of asset allocation strategies and monitoring third-party managers on an ongoing basis.

Patrick Mc Cann is a CFA® charterholder with one year of industry experience. He is currently with Spearhead Advisors, LLC and has previous experience at firms including 6 3 9, iTrust Capital, Happy Money, Kingfield, and Pimco. He is the founder and consultant of Brightwork Consulting, specializing in solar financial and construction consulting. Spearhead Advisors serves individual and high-net-worth clients with discretionary portfolio management and retirement plan consulting services. The firm emphasizes fundamental analysis to create customized portfolios and offers limited financial planning at no additional charge.

Steven Medland is a CFP® with 21 years of industry experience and has been with TABR Capital Management, LLC since 2003. He holds the Series 66 designation and is based in Orange, California. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a technical analysis-driven investment approach that incorporates trend-following models and relative-strength screening to tailor asset allocations and manage risk across market cycles.

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Brian Chew is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding a Series 63 designation and eight years of industry experience. He has worked at Sun Group Wealth Partners since 2018 and also maintains a law practice at the Law Offices of Brian Chew, PC, which he has operated since 2008. Sun Group Wealth Partners is a full-service wealth management firm serving high-net-worth individuals, families, business owners, corporate executives, members of the Hollywood community, and nonprofit organizations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and uses both discretionary portfolio management and LPL-sponsored advisory programs.

Peter Perez is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. and Nollenberger Investment Management LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies and develops tailored Investment Policy Statements based on clients’ objectives, risk tolerance, and tax considerations.

Michael Cannivet is a CFA® charterholder with 18 years of industry experience. He has worked at Silverlight Asset Management, LLC since 2016 and previously held positions at CS Planning Corp., Palo Capital, Inc., and Fisher Investments. Silverlight Asset Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as partnership accounts and charitable organizations. The firm uses an equity-focused investment approach combining fundamental, technical, quantitative, and other analytic methods, offering both discretionary and non-discretionary management tailored to clients’ specific goals and risk tolerances.

Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.

Marianne Durham is a financial advisor at HF Advisory Group, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked with firms including Silversage Advisors and Geneos Wealth Management. Outside of her advisory role, she is also an insurance agent providing recommendations on life insurance, annuities, and long-term care insurance, and collaborates with a financial education nonprofit. HF Advisory Group, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $321.5 million in discretionary assets and utilizes tools like Riskalyze and Redtail to document client objectives and risk tolerance.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. with 28 years of industry experience. He has held his current role since 2002 and previously worked at Sentra Securities Corporation. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association, where he provides investment and financial guidance. Western Growers Financial Services, Inc. offers investment management and financial planning primarily to professionals, pre-retirees, retirees, trusts, estates, businesses, and qualified retirement plans. The firm combines individualized portfolio management and third-party oversight with both fee-based advisory services and commission-based brokerage and insurance offerings.

Nicole Plumlee is a financial advisor with RBA Wealth Management, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBA Wealth Management since 2017 and previously at Purshe Kaplan Sterling Investments and Morgan Stanley Smith Barney. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory, offering portfolios of individual equities, bonds, and ETFs through goal-based planning and regular rebalancing.

Jack Jentz is a financial advisor at Elevate Wealth Advisors, LLC in Newport Beach, CA, holding a Series 65 credential. He has been with Elevate Wealth Advisors since 2025 and is also associated with Elevate Financial Partners, LLC. Jentz has a background as a student at UC Santa Barbara and has experience volunteering at the Indianapolis Community Center. Elevate Wealth Advisors, LLC provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients, focusing on an active, adaptive investment approach based primarily on fundamental analysis. The firm manages separate accounts and offers access to private investment vehicles, including a pooled private fund employing an ETF call-option long/short strategy.

Jason Prattes is a financial advisor at Prattes Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2010 to 2019 before founding Jason A. Prattes Financial Inc. in 2018. Prattes Wealth Partners provides investment management and financial planning services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a combination of fundamental, technical, and economic analysis in its investment process and acts as sponsor and manager of private funds, a role uncommon for similarly sized supported advisors.

Carl Fernandez is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He is currently with Pruvise and has prior work experience at Great Pacific Securities and Independent Trading. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services using fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, often managing accounts on a discretionary basis.

Yvonne Oneill is a financial advisor with O’Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at O’Neill Financial Management since 2016 and serves on the board and finance and audit committee of The Wooden Floor, a nonprofit organization. Additionally, she is a council member at St. Kilian Catholic Church. O’Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing mainly passive mutual funds and ETFs, and offers tax and accounting services through a CPA principal under separate agreements.