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.

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.

Jose Vitela Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Silicon Beach Wealth, LLC since 2020, following roles at Vicon Capital Partners LLC dba BlueReef Capital and Core Financial Partners. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and uses borrowing and active options strategies within separately managed accounts, serving clients with customized portfolios and written financial plans.

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.

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.

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.

Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United First Partners LLC and MML Investors Services. Outside his advisory role, he owns and operates Realm Business and Tax Advisory, a tax preparation business. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars and workshops to the public.

Michael Walsh is a financial advisor at PointOne Family Office with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at William Blair and Merrill Lynch/Bank of America. Walsh is also the owner of Front Row LLC, a private investment business. PointOne Family Office provides discretionary portfolio management and family office services to high-net-worth clients, employing a variety of investment strategies and conducting due diligence on third-party managers as part of its advisory process.

Jessica Henderson is a financial advisor at South Bay Financial Partners in Torrance, CA, holding a Series 65 designation with two years of industry experience. She has worked at South Bay Financial Partners since 2021 and previously spent five years at Pillars Community Health. South Bay Financial Partners serves individual clients, high-net-worth families, small businesses, trusts, and pooled income funds with integrated financial services including customized financial planning, investment advice, tax preparation, and small-business planning. The firm emphasizes a buy-and-hold investment approach tailored to client goals and risk tolerance, and provides financial coaching, therapy, and extensive client education through workshops, courses, and an online platform.

Garrett Edson is a financial advisor with Clarus Group LLC and holds a Series 65 credential. He has one year of industry experience. Prior to joining Clarus Group, he worked in various roles including at Dragonfly Rack and Plus24, and has a background in audio engineering and education at Berklee College of Music. Clarus Group provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across around 182 clients, utilizing a blend of fundamental and technical analysis to create primarily long-term portfolios with tactical adjustments.

Mark Boujikian Jr. is a CFP® certificant with 14 years of industry experience. He has worked at Keymark Financial since 2017 and previously spent five years at Harris Financial Advisors, Inc. Outside of his advisory work, he performs bookkeeping for a wildlife rehabilitation organization. Keymark Financial provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and offers comprehensive planning covering retirement, estate, tax, business, insurance, and college 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.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.