Armen Grigorian is a financial advisor with Redmount Capital Partners LLC in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cobalt Commercial Credit, SellWise Inc., and Redmount Mergers and Acquisitions. He is also involved in business data and analytics as treasurer and secretary of SellWise Inc. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering discretionary and non-discretionary management, private-equity advisory, and performance-based fee arrangements.

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.

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.

Collin Zines is a CFP® professional at Stephenson and Company, Inc. with seven years of industry experience. Prior to joining Stephenson and Company in 2025, he worked at AssetMark Financial Holdings and AssetMark Brokerage for six years. Stephenson and Company, Inc. is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs client-specific strategies based on strategic asset allocation and offers both discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting.

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.

Ryan Thomason is a Series 66 registered financial advisor with Optivest, Inc. in San Juan Capistrano, CA, and has 11 years of industry experience. He previously worked at City National Rochdale from 2014 to 2020 before joining Optivest and Gramercy Securities in 2020. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring.

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.

Marcus Brutoco is a financial advisor at Fortuna Investors LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PAM and several self-employed ventures. Outside of his advisory role, he is also an independent insurance agent appointed with various carriers. Fortuna Investors LLC provides discretionary portfolio management and financial planning to individual and corporate clients, focusing on ETF-based portfolios that incorporate dynamic asset allocation and precious-metal ETFs. The firm employs quantitative analysis and modern portfolio theory with a long-term trading orientation, managing accounts on a discretionary basis with monthly reviews and personalized oversight.

Brandon Rivera is a financial advisor with Unity Wealth Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at multiple firms, including Crown Capital Securities and Regal Investment Advisors, and is founder of Nurture Financial Planning, which focuses on marketing and branding to attract clients in medical and healthcare professions. Rivera is also involved in several insurance-related businesses where he provides access to fixed life, health, and accident insurance products. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of multiple analysis methods and Modern Portfolio Theory, often implementing strategies through outside managers, and is notable for its involvement in fund sponsorship and its affiliation with related tax and fintech businesses.

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.

Glenn Stoddard is a financial advisor at Pelorus Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Morgan Stanley. Outside of his advisory role, he serves as a Director at Large for the Association for Corporate Growth Orange County. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm utilizes a personalized, discovery-based process and offers both discretionary portfolio management and non-discretionary advisory services, employing a combination of active and passive strategies.

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.

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.