Samantha Powell is a financial advisor at New River Investments in Los Angeles, CA, holding a Series 65 designation with eight years of industry experience. She has been with New River Investments since 2014. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and by advising a related private fund. The firm utilizes a combination of charting, fundamental, technical, cyclical, and statistical analysis and employs a range of trading strategies, including the use of derivatives.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Somboon Wongvitavas is a financial advisor with Integrity Investment Portfolios LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years with Integrity Brokerage Services, Inc. The firm primarily serves individual clients, their families, and related trusts, providing portfolio management focused on public equities. Integrity Investment Portfolios uses a diversified analytic approach combining various methods and manages accounts on a non-discretionary basis with quarterly client reviews.

Yeewa Chu is a financial advisor with Eagle Investors LLC, holding a Series 65 designation and no prior industry experience. Her work history includes roles at Discovery Behavioral Health and RnO Billing and Consulting. She is also involved in an S corporation, Turning Points Entities, which provides data analytics services. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, offering both impersonal trade recommendations and personalized, non-discretionary financial advice. The firm focuses on active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that incorporates AI-generated analysis.

Christopher Wescott is a financial advisor at Edward Haro Financial, LLC with one year of industry experience. He holds a Series 66 designation. His prior work includes positions at Crown Capital Securities, LP and self-employment before joining Edward Haro Financial. Edward Haro Financial serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training and access to private placements. The firm manages approximately $16.7 million across about 143 client accounts using a documented Investment Policy Statement and a mix of fundamental and technical analysis, modern portfolio theory, and options strategies.

Zully Ruiz is a financial advisor with BlackLines Financial in Los Angeles, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BlackLines Financial in 2025, she worked at Northwestern Mutual in various capacities from 2022 to 2025. Before entering the financial industry, she spent nine years in the hospitality sector. BlackLines Financial serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning through its WealthBuilder and Mastery programs. The firm employs client-specific investment policy statements and long-term trading strategies, and it offers advisory-based insurance products alongside other financial services.

Kavi Virk is a financial advisor with Veda Financial Investment Advisory in Los Angeles, holding Series 63, 65, and 66 licenses and possessing 10 years of industry experience. His prior work includes roles at Eagle Strategies (NY Life) and New York Life Insurance Co. He volunteers as Vice-President of the Georgetown University Alumni Association’s Los Angeles Chapter. Veda Financial provides discretionary, value-oriented portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with active management, customizing equity-focused and balanced strategies based on client time horizons and liquidity needs.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

Kenneth Cagnolatti is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Anchor & Oak Wealth Advisors, where he has been since 2026. Prior to this, he spent five years with Wells Fargo Clearing Services and one year at Wells Fargo Bank. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm primarily serves plans, other RIAs, corporations, charities, and institutional clients, using a combination of fundamental and technical analysis, modern portfolio theory, and model portfolios in their investment approach.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc in Long Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Universal Wealth, Encompass More Asset Management LLC, Transamerica Financial Advisors, and World Financial Group. Outside of financial advising, he is involved in accounting as the owner of The Tax Council and holds a silent partnership in Muladhara Venture, a business engaged in real estate flips and retail payment systems. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate/business clients. The firm uses multiple analysis methods and offers a range of strategies including equities, fixed income, options, and specialty investments such as real estate funds and private placements.

Eric Domingues is a financial advisor with Retirementadvice | Jka in Anaheim, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Jack Keeter & Associates, Inc. since 2007. In addition to advisory services, he provides bookkeeping through a tax advice business affiliated with JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios with a combination of fundamental, technical, and cyclical analysis and provides ongoing account supervision with periodic reviews and rebalancing.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

Sean Richardson is a financial advisor with Allstreet Capital LLC in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Allstreet Capital since 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Allstreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, focusing on comprehensive wrap-fee portfolio management with an emphasis on asset allocation, fundamental and technical analysis, and various trading strategies tailored to client objectives.

Robert Vaughn Jr. is a financial advisor at Vaughn Investment Advisors Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with the firm since 2005. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets for individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection, using fundamental, technical, and charting methods to tailor portfolios to client goals and risk tolerances.

Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space. 8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do! While the milestones may not be unique, how you approach them will be. You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day). A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at Balancing Life Financial Planning since 2019 and previously spent seven years at Independent Financial Group, LLC. Additionally, he is employed as a staff accountant at Ober Financial, where he has been active for over two decades. Balancing Life Financial Planning serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning. The firm builds portfolios aligned with clients’ goals, tax considerations, and risk tolerance, often using outside managers and recommended custodians such as Buckingham Strategic Partners and Nationwide.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. for spans ranging from 7 to 17 years. He also operates a tax and business service firm alongside his advisory work. Integrity Investment Portfolios primarily serves individual clients, their families, related trusts, and retirement accounts, focusing on ongoing portfolio management of public equities and related securities. The firm employs a diversified analytic approach and typically pursues long-term trading strategies with non-discretionary account management.