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 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.

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 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.

Minxing Lin is a financial advisor at FHWV Financial LLC in Los Alamitos, CA, holding a Series 65 designation with two years of industry experience. Prior to joining FHWV Financial LLC, Lin worked at the Paul Merage School of Business, University of Irvine, from 2023 to 2024. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships. The firm refers prospective clients to third-party registered investment advisers and utilizes platform sponsors such as SEI and American Funds to implement investment strategies.

Dempster Cherry Jr. is a financial advisor with D'arcy Wealth Management, Inc. in Corona, California, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at several firms including Lindsey Financial, Inc., Nelson Securities, Inc., and Hoplon Financial Group. In addition to his advisory role, he serves as president of D'Arcy Insurance Agency, LLC, which sells life, health, disability, and property and casualty insurance. D'arcy Wealth Management primarily serves individual clients and small business owners, providing investment advisory and asset management services alongside insurance product recommendations. The firm focuses on strategic asset allocation through a combination of fundamental and technical analysis, managing portfolios largely on a non-discretionary basis with some tactical adjustments.

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.

Daryl Hable is a financial advisor at Wealth Advisory Lab LLC in Newport Beach, CA, with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including American Trust Investment Services and WestPark Capital. Outside of his advisory role, he is involved with Hable Life Settlements LLC and Hable Planning & Consulting LLC. Wealth Advisory Lab LLC provides non-discretionary portfolio management and standalone financial planning for individual and high-net-worth clients. The firm uses third-party model allocations from Schwab, Dimensional Fund Advisors, and Russell Investments as baselines, tailoring portfolios to clients’ risk profiles, tax situations, and goals.

Phillip Vigil is a CFA® charterholder with 27 years of industry experience. He has been with Osage Pacific Advisors, Inc. since 2016 and is also the managing member of Specialty Income Advisors, LLC, a hedge fund money manager. Osage Pacific Advisors provides investment management and financial planning to individuals, trusts and estates, retirement plan participants, businesses, and private funds. The firm emphasizes overall asset allocation combined with fundamental, cyclical, charting, and technical analysis, generally favoring longer-term holdings while occasionally using options, short sales, or margin.

Markus Boyer is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working in athlete management and solar energy prior to joining the firm. His career includes roles at various financial and consulting organizations as well as academic affiliations. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes asset allocation, cost efficiency, and tax awareness, using a range of investment strategies and technology tools while maintaining human oversight of investment decisions.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC, holding a Series 65 license with three years of industry experience. He is the majority owner of Yayati Inc., the holding company for Yayati Asset Management, and also works for Yayati LLC, the firm’s technology subsidiary. His prior experience includes roles at AssetMark and Hightree Advisors. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing a model-driven approach based on Modern Portfolio Theory and option pricing techniques. The firm offers custom strategies and options-based overlay solutions, incorporating derivatives and leverage in certain strategies.

Joseph Volz is a CFP® and holds a Series 66 license with 28 years of experience in the financial industry. He is currently affiliated with Pelorus Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 10 years at Wells Fargo Advisors and 17 years at Merrill. Outside of his advisory role, Volz has a minority ownership interest in Alpha Sports LLC, a soccer training business. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs a personalized, discovery-based process and offers a mix of active and passive strategies, including discretionary and non-discretionary advisory services.

Scott Parent is a CFA® charterholder with 28 years of industry experience. He has worked at Pacific Specialty Investment Group, LLC since 2015 and previously held roles at Parent Investment Management, LLC, Innovative Capital Management, LLC, and F500 Advisory Services, Inc. He is based in Newport Beach, CA. Pacific Specialty Investment Group, LLC 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 across about 100 client accounts, employing a customized, active investment approach that integrates macroeconomic analysis and a combination of fundamental and technical research.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.