Michael Farah is the principal of Farah Private Wealth Management, Inc in Costa Mesa, CA, holding a Series 63 designation and bringing 50 years of industry experience. He has led his firm since 2005. Farah also provides trustee services in a personal capacity and leads a charitable foundation. Farah Private Wealth Management offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm focuses on investment management using fundamental, technical, and charting analysis across various asset classes with both long- and short-term strategies.

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 with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Sun Group Wealth Partners since 2013 and LPL Financial since 2011. Outside of her advisory role, she is active as an author and media personality, contributing articles to publications such as Forbes.com and TurboTax, and producing and hosting shows including “Renegade Millionaire with Winnie Sun” and “Level Up with Winnie Sun.” Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing discretionary investment management through various platforms and employing strategies such as option writing and third-party portfolio management.

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.

Balamir Trunec is a financial advisor at SVL Investment Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns a personal financial management business and holds insurance agent licenses related to income and health insurance. SVL Investment Management provides research-oriented, fundamental portfolio management to individuals, pension and profit-sharing plans, trusts, endowments, and corporate entities. The firm employs a top-down, global investment approach focused on capital conservation, low volatility, and multi-year holding periods, combining strategic asset allocation with proprietary valuation models.

Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.

Peter Brown is a financial advisor with BSIAS Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and is also a shareholder in Brown-Shoemaker, a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management for individuals, families, trusts, and retirement accounts. The firm employs a fundamental, long-term buy-and-hold investment approach and plans to add income tax preparation services for existing clients starting in 2025.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio 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 an advisor at Unity Wealth Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including Crown Capital Securities and Regal Investment Advisors. Rivera is the founder of Nurture Financial Planning, which focuses on clients in medical, dental, biotech, and healthcare professions. Unity Wealth Partners serves individual and high-net-worth clients by providing discretionary investment management and both ongoing and project-based financial planning. The firm uses a multi-method investment approach that combines active and passive strategies, emphasizing 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 Series 66-licensed advisor with Dove Investment Research and Management, Inc., where he has worked since 2017 in multiple roles, accumulating two years of industry experience. His prior work includes positions at LPL Financial and Apple. Dove Investment Research and Management provides financial planning, estate resolution, and discretionary portfolio management for individual and high-net-worth clients, using customized portfolios based on modern portfolio theory and strategic asset allocation. The firm manages approximately $107.6 million across 173 clients and operates multiple client service locations.

Dale Woodward is a CFP® with 20 years of industry experience, currently serving as the sole advisor at DW Financial Inc. He has been with DW Financial since 2001 and has been self-employed since 1996. In addition to his advisory work, he is also a licensed real estate broker. DW Financial Inc. provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected and monitored internally, delivering client-specific portfolios with regular performance reviews and integrated tax services through an affiliated accounting practice.

Mark Bonds is a financial advisor at Crystal Cove Asset Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Crystal Cove since 2017, following ten years at LPL Financial and a two-year period at Lyft. Outside of his advisory role, Mr. Bonds is a 50% owner and principal of Crystal Cove Realty Advisors, LLC, where he provides financial support and assists in management. Crystal Cove Asset Management is a California-registered adviser serving individuals, foundations, and retirement plans with customized portfolio management and financial planning. The firm employs a range of investment strategies, including the use of derivatives, options, and structured products, managing approximately $90 million across 66 client relationships.

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.

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.