Russell Kartub is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial industry. He has been with Insight Investment Counsel since 2014. Insight Investment Counsel is a SEC-registered advisory firm that provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm employs a mix of asset allocation, fundamental analysis, and mutual fund/ETF evaluation, using both long- and short-term strategies with regular account reviews and rebalancing.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Dante Sanchez is a financial advisor at EFC Wealth Management Firm LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining EFC Wealth Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Sanchez is also a licensed insurance agent in multiple states, providing accident, health, life, and variable insurance as a supplemental service within his financial planning practice. EFC Wealth Management Firm, LLC offers discretionary asset management, financial planning, and retirement plan advisory services to individuals and plan sponsors, along with educational seminars and a subscription coaching program for investors not yet qualifying for full asset management. The firm employs a combination of fundamental, technical, and charting analysis and uses sub-advisors to implement model strategies on a discretionary basis.

Donald Kim is a financial advisor at Positive Delta Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gemstone, a consulting service company for small businesses, where he serves as principal. Positive Delta Asset Management LLC provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF portfolio and customized portfolio management. The firm manages approximately $28.8 million on a discretionary basis and uses quantitative models and value-at-risk monitoring to manage exposure across various asset classes.

Ryan Peabody is a financial advisor at Sharper & Granite LLC with nine years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2016. Sharper & Granite LLC provides portfolio management services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down, asset-allocation strategy focusing on low-cost, tax-efficient index ETFs and mutual funds, and permits the use of margin in managed accounts.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

Richard Moon is a financial advisor at Ascendant Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Ascendant since 2015. Outside of his advisory role, he is a licensed insurance agent and an accountant. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of modern portfolio theory alongside fundamental and technical analysis to construct customized portfolios that are reviewed quarterly and may include a range of investment products.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

Tammy Trenta is a CFP® with 21 years of industry experience, currently serving at Family Financial. Her prior roles include positions at Creative Planning and Running Point Capital Advisors. In addition to her advisory work, she is involved in tax and accounting services through FF Business Management LLC and is an author affiliated with the Institute for Financial Empowerment. Family Financial is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm uses a primarily long-term investment approach with portfolios constructed from ETFs, mutual funds, individual securities, and digital currency, and incorporates borrowing and derivatives strategies that are relatively uncommon among peers.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Gregory Alessandra is a financial advisor at Alessandra Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisors, and First Allied Advisory Services. Alessandra has been involved with his own firm since 1999. Alessandra Capital Management, LLC provides discretionary portfolio management, wrap-fee portfolio options, and financial planning services to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and other business entities. The firm uses a tailored approach to client goals and risk tolerance, employing fundamental, cyclical, and technical analysis along with tactical asset allocation and trend strategies.

Garrett Jones is a CFP® with eight years of industry experience, currently serving at Crossroads Planning in Orange, CA. He has previously worked at Tax and Financial Group and Securian Financial Services Inc. In addition to his advisory role, Jones prepares tax returns and consults clients on tax matters. Crossroads Planning is a small advisory firm managing approximately $63 million for individuals, including high-net-worth clients, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, primarily passive, low-cost funds, and offers comprehensive financial planning alongside educational workshops.

Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of financial services, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Wealth Management offers discretionary portfolio management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through a combination of equity and fixed-income investments, employing value-based metrics and competitive advantage assessments.

Michelle Miller is a financial advisor at DeLarme Wealth Management, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. before returning to DeLarme Wealth Management. DeLarme Wealth Management offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, businesses, charitable organizations, and retirement plans. The firm employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified portfolios of mutual funds, ETFs, and other asset classes, along with documented use of derivatives and options strategies.

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Malaga Cove Capital since 2008. The firm provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Malaga Cove Capital focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.

Sean Miot is a financial advisor with Park Capital Group, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Park Capital Group in 2022, he worked at LPL Financial and Cowen Prime Services, and he serves as a board member for Liquid Lung Dx, participating in corporate strategy discussions. Park Capital Group, Inc. serves individual and pension/profit-sharing clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment analysis methods and offers participant education seminars alongside discretionary management of held-away participant accounts through a third-party platform.

Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.

Donald Bizub is a financial advisor at HG Wealth Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hamilton Grant LLC and Western International Securities, Inc. Bizub is also involved in life, health, and annuity insurance sales as a licensed insurance agent. HG Wealth Partners is a registered investment adviser serving a limited number of individual clients, families, trusts, and certain institutional or corporate accounts. The firm offers discretionary portfolio management and standalone financial planning, with investment decisions based on fundamental analysis and periodic account reviews.