Daniel Thomas is the principal of Thomas Investment Advisors LLC in Orange, CA, holding the Personal Financial Specialist (PFS™) designation with one year of experience at his current firm. He has managed a certified public accounting practice, Thomas & Thomas, since 1987 and serves as a trustee for the Group Insurance Trust of the California Society of CPAs. Thomas Investment Advisors LLC provides discretionary investment and wealth management services primarily to individuals and high-net-worth clients, emphasizing long-term investment strategies using low-cost mutual funds, ETFs, and occasional individual securities. The firm operates alongside a tax and accounting practice under common control, with Thomas using his CPA and PFS credentials to coordinate investment advice with tax and planning considerations.

Juliette Cooke is a CFP® professional with nine years of experience in financial advising. She is a principal at Cooke Wealth Management, LLC, where she has worked since 2014. Cooke Wealth Management serves individuals, families, trusts, estates, and pension clients, managing approximately $136.9 million across about 114 accounts. The firm employs a long-term, allocation-driven investment strategy based on Modern Portfolio Theory and integrates financial planning with a Christian stewardship perspective.

Eric Figarsky is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has worked at Clearview Wealth Management since 2018 and previously spent nine years at Commonwealth Financial Network. Figarsky also engages in fixed insurance sales under the name Clearview Financial Planning Group. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors with financial planning, investment management, and retirement plan consulting. The firm employs a range of investment strategies and vehicles, offers tax preparation services to existing clients, and uses both discretionary management and third-party managers as part of its approach.

Robert Kargenian is a financial advisor at TABR Capital Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with TABR Capital Management since 2003. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a technical analysis approach with trend-following models and relative-strength screening to guide asset allocation and manage downside risk, tailoring portfolios to client risk profiles through a combination of core and tactical exposures.

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Jordan Bromley is a CFP® with three years of industry experience, currently serving as a financial advisor at Prosperity Wealth Planning LLC. His prior experience includes roles at Cetera, True Wealth Advisory Group, and Merrill Lynch. Prosperity Wealth Planning serves individual and high-net-worth clients as well as corporations and business entities, providing comprehensive financial planning, portfolio management, family legacy planning, and specialized divorce-planning services. The firm employs a long-term trading approach using fundamental, quantitative, and technical analysis, and offers educational seminars, workshops, and a Next Generation Preparation program.

Daniell Alvarez is a financial advisor at Castle Capital Management with a Series 65 credential and one year of industry experience. Prior to joining Castle Capital Management, Alvarez held positions at Guardian Life Insurance and Park Avenue Securities. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing third-party strategies and a combination of fundamental analysis and modern portfolio theory to create tailored investment allocations.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Charles Fish is the principal of Charles Fish Investments, Inc. in Irvine, California, with 30 years of industry experience. He has been with Charles Fish Investments since its founding in 1996. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income, especially municipal bonds, serving individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, employing an active investment approach supported by internal research and industry relationships.

Robert Price is a CFP® professional with four years of industry experience, currently with Prosperity Wealth Planning LLC. His prior roles include positions at Apella Wealth and Inspired Financial. Outside of his advisory work, he coaches high school basketball. Prosperity Wealth Planning serves individual and high-net-worth clients as well as corporations, providing portfolio management, comprehensive financial planning, and specialized services such as family legacy and divorce planning. The firm employs a disciplined investment approach grounded in fundamental, quantitative, and technical analysis, with offerings that include educational seminars and a program for next-generation financial education.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Raymond Martin is a financial advisor at Martin Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has previously worked at LifePro Asset Management, LLC. In addition to his advisory role, Martin volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education. Martin Wealth Management, LLC offers financial planning and advisory services primarily to individual clients with a minimum account size of $100,000. The firm employs both fundamental and technical analysis to pursue long-term trading strategies tailored to client Investment Policy Statements and operates a co-advisory relationship with Matson Money.

Christopher Rhodes is a financial advisor at Pacific Specialty Investment Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pacific Specialty Income Group since 2016. Outside of his advisory role, Rhodes grows cactus from seed as the owner of Orange County Cactus. Pacific Specialty Investment Group provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $123 million and employs a custom-built portfolio approach using equities, ETFs, closed-end funds, REITs, and fixed-income ETFs, applying macroeconomic and monetary-cycle analysis alongside fundamental and technical research.

Bryan Duckett is a financial advisor at Duckett Wealth Management in Irvine, CA, with 27 years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. He has been with Duckett Wealth Management since 2022. Duckett Wealth Management provides discretionary investment management and financial planning services to individuals, businesses, retirement plans, foundations, trusts, and other institutions. The firm uses model portfolios based on fundamental analysis and diversified exposures, offers estate-planning support, and manages client assets on a discretionary basis without imposing a minimum account size.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.