Carl Fernandez is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He is currently with Pruvise and has prior work experience at Great Pacific Securities and Independent Trading. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services using fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, often managing accounts on a discretionary basis.

Yvonne Oneill is a financial advisor with O’Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at O’Neill Financial Management since 2016 and serves on the board and finance and audit committee of The Wooden Floor, a nonprofit organization. Additionally, she is a council member at St. Kilian Catholic Church. O’Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing mainly passive mutual funds and ETFs, and offers tax and accounting services through a CPA principal under separate agreements.

Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Ava Pompay is a CFP® professional with experience at Prosperity Wealth Planning LLC since 2024. Prior to her advisory role, she completed work and study roles including at California State University and Target. Prosperity Wealth Planning LLC serves individual and high-net-worth clients, as well as corporations and business entities, providing portfolio management, financial planning, family legacy planning, educational seminars, and divorce-planning services. The firm employs a disciplined investment approach using multiple analysis methods and offers unique programs such as Next Generation Preparation and client education workshops.

Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as Vice President and Board Member of a homeowners association in Hacienda Heights. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individual clients. The firm employs a diverse investment process using various analytical techniques and asset classes, managing approximately $101 million for around 82 clients through a three-advisor team.

Brendan Kennedy is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America and Merrill. Western Growers Financial Services provides investment management and financial planning to individuals, trusts, estates, businesses, and retirement plans, with a focus on professionals, pre-retirees, and retirees. The firm combines advisory services with broker-dealer and insurance offerings, managing portfolios through fundamental analysis and accommodating smaller accounts.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., LPL Financial, and Larson Financial Group, LLC. Outside of advisory work, he is involved in real estate development and fund management through roles such as CEO of Two Plots, LLC, and President of Oak Quarry Management, LLC. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a Modern Portfolio Theory-based approach with diversified asset allocation and periodic rebalancing tailored to client objectives.

Emily Hermeno is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at Prosperity Road, LLC since 2015 and previously held positions at Financial Advocates LLP, Financial Advocates, LLC, and Goldman Sachs Wealth Services. In addition to her advisory role, she also serves as a manager at a CPA firm. Prosperity Road provides wealth management, financial planning, retirement-plan advisory, and portfolio management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a long-term, fundamental-analysis investment approach, utilizing no-load mutual funds, ETFs, individual equities, and fixed income to build diversified portfolios tailored to client goals and risk tolerance.

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.

Balamir Trunec is a financial advisor at SVL Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns 4CAM1 Advisory, Inc., which manages his personal income, expenses, and taxes. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach using top-down economic analysis, strategic asset allocation, and a proprietary statistical valuation model to construct individualized portfolios.

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 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 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.