Michael Farah is the sole advisor at Farah Private Wealth Management, Inc. in Costa Mesa, CA, holding a Series 63 designation with 51 years of industry experience. He has managed Farah Private Wealth Management, LLC since 2005. In addition to his advisory role, Farah offers trustee services and serves in a leadership position for a 501(c)(3) charity. Farah Private Wealth Management provides discretionary, fee-only investment advisory services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs fundamental, technical, and charting analysis across equities, bonds, mutual funds, and ETFs with both long- and short-term strategies, while maintaining a single-advisor structure.

Hicham Nasreddine is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He has worked at Emerald Blue Advisors since 2020 and previously held roles at Auto Nation, AXA Advisors, and GMIB SAL. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, charting, fundamental and quantitative analysis, and modern portfolio theory, and provides educational seminars on various financial topics.

Zheng Zhu is a financial advisor at ScholarDog with a Series 65 license and no prior industry experience. He has been involved with Changsha 233 Network Technology Co., Ltd. since 2005. Outside of advisory services, he is connected to an online-education business separate from his firm’s operations. ScholarDog is a newly registered advisory firm that has not yet commenced services or taken on clients. The firm plans to offer non-discretionary portfolio advice primarily to individuals, families, and closely held businesses, using a goals-based, low-complexity investment approach focused on passive ETFs, index funds, and U.S. Treasury securities.

Winifred Sun is a financial advisor at Sun Group Wealth Partners LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she is active as a writer and media personality, contributing articles to publications such as Forbes.com and hosting a radio show and television program. Sun Group Wealth Partners is a full-service wealth management firm serving high-net-worth individuals, families, business owners, executives, and nonprofit organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process, incorporating long-term, short-term, and trading strategies including option writing, and offers discretionary management along with access to LPL-sponsored advisory programs.

Rafay Khalid is a CFA® charterholder and holds the Series 66 credential, with five years of experience at Solomon and Associates LLC. His prior work includes a position at XAI LLC and a longstanding role as a Senior Industry Analyst at GCS Risk Management. Outside the advisory business, he is involved in risk analysis and holds membership roles in accounting and insurance entities. Solomon and Associates provides investment management and financial planning services to individuals, families, small businesses, trusts, and charitable organizations. The firm employs a discretionary investment approach guided by client-specific policy statements, utilizing asset allocation, fundamental and technical analysis, and strategic use of derivatives and borrowing in client accounts.

Peter Brown is a financial advisor at BSIAS Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Brown-Shoemaker Investment Advisory Services, LLC, and Brown-Shoemaker, CPA's, where he was a shareholder in a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts, following a fundamental, long-term buy-and-hold investment philosophy. The firm integrates accounting and tax expertise into its services and plans to provide income tax preparation to clients starting in 2025.

Joseph Ramirez is a Series 65-licensed financial advisor at Retirementadvice | Jka in Anaheim, CA, with one year of industry experience. Prior to joining Retirementadvice | Jka in 2024, he was a student for ten years and was unemployed for one year. Outside of his advisory role, he assists with clerical tasks at a local tax firm. Retirementadvice | Jka provides asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers continuous, individualized account supervision with quarterly reviews and rebalancing.

Carolanne Chavanne is a CFP® with 31 years of industry experience. She is currently with Prosperity Wealth Planning LLC, where she has been since 2019, following prior roles at Dynamic Wealth Advisors and LPL Financial. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial and family legacy planning, educational seminars, and specialized divorce-planning services. The firm employs a long-term investment approach with diversified portfolios and provides unique programs such as next-generation financial education and periodic client workshops.

Jonathon Nguyen is a CFP® professional with 22 years of experience in financial advising. He has been with Advanced Financial Strategies Inc. since 2004. The firm serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans, offering comprehensive financial planning, asset management, and related services. Their investment approach combines strategic asset allocation with tactical adjustments, utilizing a mix of passive and active managers alongside real assets and alternative investments.

Raelyn Andresen is a financial advisor at Granite Capital Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has worked at Granite Capital Wealth Management since 2022. Outside of her advisory role, she manages operations at Aladdan Construction. Granite Capital Wealth Management LLC is a state-registered investment adviser managing approximately $30 million for about 45 individual and high-net-worth clients. The firm employs a proprietary options-oriented investment strategy and offers customized portfolios with performance-linked compensation for qualified clients.

Brandon Rivera is a financial advisor at Unity Wealth Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Crown Capital Securities and Regal Investment Advisors. Rivera is also the founder of Nurture Financial Planning, which focuses on marketing and branding to healthcare professionals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analyses alongside Modern Portfolio Theory, using active and passive strategies with an emphasis on asset allocation and tax-aware rebalancing.

Gary Gordon is a CFP® with 21 years of industry experience. He has been with Pacific Park Financial, Inc. since 2002. Pacific Park Financial, Inc. provides portfolio management and consultative investment advice to a diverse client base, including individuals, families, businesses, pensions, trusts, estates, and charitable organizations. The firm manages approximately $209.5 million in client assets using a combination of technical, fundamental, macroeconomic, industry, and contrarian analysis across a wide range of securities.

Jiaxin Wan is a financial advisor at Actuarial Direct LLC with a Series 65 credential and no prior industry experience. Their work history includes roles at Actuarial Management Corporation, the University of Rochester Simon Business School, and UC Irvine. Actuarial Direct LLC provides discretionary portfolio management primarily to individuals and institutions, focusing on ETFs and applying quantitative techniques such as mean-variance optimization and the Black–Litterman model. The firm manages all assets in-house, reviews client accounts weekly, and coordinates trades to execute simultaneously across accounts.

Tyler Graffeo is a financial advisor with Dove Investment Research and Management, Inc. He holds a Series 66 designation and has three years of industry experience. His background includes roles at LPL Financial and Apple, as well as time as a full-time student. Dove Investment Research and Management serves individual, high-net-worth, and charitable clients, offering financial planning, portfolio management, and estate resolution assistance. The firm customizes advice and implements portfolios using proprietary models and modern portfolio theory, typically managing accounts on a discretionary basis.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Mark Bonds is a financial advisor with Crystal Cove Asset Management in Newport Beach, CA. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at LPL Financial and Lyft. Outside of advising, he is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he contributes financial support and management assistance. Crystal Cove Asset Management advises individuals, pension plans, charitable organizations, and institutions with a focus on discretionary portfolio management, pension consulting, and financial planning. The firm utilizes a combination of fundamental, technical, and charting analysis, employing both long- and short-term strategies that include tactical fixed income, ETFs, options, and structured products, with an in-house approach to derivatives and options trading.

James Peebles is a financial advisor at Financial Security Solutions, Corp. in Newport Beach, CA, holding a Series 66 designation with 39 years of industry experience. He has worked at Financial Security Solutions Corp. since 2005 and Royal Alliance Associates, Inc. since 1989, and has operated Peebles Financial Services since 1976. Outside of advisory work, he provides income tax preparation and insurance sales through his sole proprietorship. Financial Security Solutions Corp. offers asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm typically employs a non-discretionary advisory model, using model portfolios and outside managers, with financial planning and consulting provided on an hourly or flat-fee basis.

Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been involved with D'Arcy Wealth Management since 2016 and also serves as president of D'Arcy Insurance Agency, LLC, where he focuses on insurance sales including life, health, disability, and property and casualty coverage. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities, combining asset allocation with fundamental and technical analysis to construct primarily long-term portfolios. The firm manages a modest number of client accounts through a non-discretionary, client-consent approach and integrates insurance product offerings alongside its advisory services.

John Wolfe is a financial advisor at RBA Wealth Management, LLC in Newport Beach, CA. He holds the Series 66 designation and has over 12 years of industry experience, including 11 years at Northern Trust and recent roles at RBA Wealth Management and Purshe Kaplan Sterling Investments. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a goal-based planning approach with portfolios built on fundamental, cyclical, and behavioral analysis within an asset-allocation framework.

Mark Zielinski is a financial advisor with Fiduciary Architects LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Balboa Wealth Partners, and SANDLAPPER Securities, LLC. He also operates Zielinski & Associates, a consulting and recruiting business. Fiduciary Architects is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, charting, cyclical, and economic analysis to implement tailored investment strategies and typically manages a small client roster.