Christopher De Lorimier is a financial advisor at O'Connor Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has been with O'Connor Wealth Management since 2014. In addition to his advisory role, he operates a tax preparation and planning business, Crown City Tax Planning, and is licensed as an independent insurance agent. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering discretionary wealth management combined with issue-specific financial planning. The firm focuses on strategic, long-term asset allocation using a variety of investment vehicles and manages client accounts with continuous monitoring tailored to client preferences.

Peter Heilbron is a CFA® charterholder with 14 years of industry experience. He is the sole advisor at Trace Wealth Advisors in Los Angeles and has held positions at Northern Trust Wealth Management, LPL Financial, and YDS Investments LLC, where he serves as Interim CFO consulting on estate planning, tax planning, and real estate investments. Trace Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and access to separately managed accounts through LPL Financial’s Manager Select program. The firm employs a tailored investment approach focused on ETFs and mutual funds, using fundamental analysis and modern portfolio theory alongside long-term purchase strategies.

James Ripley is a CFP® professional with 34 years of industry experience. He is affiliated with RAI Wealth Management and Gregory Advisors, Inc., holding roles at both firms since 2006 and 2020 respectively. RAI Wealth Management serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $160 million in client assets and focuses on diversified portfolios primarily composed of mutual funds and ETFs, employing strategies such as regular rebalancing, tax management, and dollar-cost averaging.

John O'Connor is a financial advisor with O'Connor Wealth Management, Inc. in Monrovia, CA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with O'Connor Wealth Management since 2012 and previously worked at Reged Financial Training. Additionally, he is licensed as an insurance agent and occasionally underwrites term life insurance and annuity products. O'Connor Wealth Management serves individuals, trusts, estates, and charitable organizations, offering a Wealth Management Service that combines discretionary investment management with ongoing, issue-specific financial planning. The firm emphasizes strategic, long-term asset allocation and creates customized portfolios using a range of investment vehicles while managing client accounts on a discretionary basis.

Joshua Benson is a financial advisor at Dishmi Capital, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has prior work history with Apollo Global Management, Pimco, Pacific Life, and Western Asset Management. Dishmi Capital provides discretionary investment management and advisory services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm utilizes a variety of strategies tailored to client objectives and manages wrap accounts individually, while also offering pension consulting and institutional portfolio management alongside high net worth individual services.

Stephen Dutka is a financial advisor at Skylar Wealth Management, LLC in Pasadena, CA. He holds the CFA® designation and Series 63 license and has over 23 years of industry experience, including a long tenure at Fiduciary Trust International of California. Skylar Wealth Management is an independent advisory firm that serves individuals, trusts, pension plans, and business entities with services including asset management, wealth advisory, family office support, financial planning, and bookkeeping. The firm’s investment approach integrates modern portfolio theory with multiple analytical methods and utilizes various instruments and third-party money managers.

Angel Mendez is a CFP®-designated financial advisor at RAI Wealth Management with three years of industry experience. Prior to joining RAI Wealth Management in 2023, he worked at Gregory Advisors, Inc. and operated Angel Mendez Landscaping. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $160 million in client assets. The firm utilizes diversified portfolios focused on mutual funds and ETFs, employs third-party model portfolios and tax-management tools, and maintains unique referral and operational affiliations with other advisers.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.

Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. He is currently the sole advisor at Apiis Wealth Management Corp. and has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC, among others. Outside of his advisory work, Choe is involved in garment design and sales through DK Designtrend Inc., where he serves as president. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third‑party sub‑advisers, serving clients including pension plans, corporations, nonprofits, and individuals. The firm combines tactical and strategic asset allocation with oversight of sub‑advisers and offers additional consulting and retirement plan services.

Martin Young is a CFP® with 16 years of industry experience. He is currently with FHWV Financial LLC and has previously worked at Ameriprise, H & R Block, Wells Fargo Clearing, and Wells Fargo Bank. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients. The firm operates mainly as a solicitor, referring clients to third-party registered investment advisers and implementing managed accounts through platform sponsors such as SEI and American Funds.

Rajiv Sharma is a financial advisor with Polestar Capital LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at B. Riley FBR, Inc. and Texas Capital Bank, where he currently serves as Managing Director, Equity Research. Sharma has been with Polestar Capital since 2007. Polestar Capital LLC manages discretionary portfolios for high-net-worth individuals, institutions, and pooled investment vehicles. The firm focuses on opportunistic trading in equity securities, employing strategies that include leverage, short sales, and options, and is notable for its private fund advisory role combined with a small client base and operational ties to broker-dealer activities.

Ajay Vadukul is a financial advisor with Endeavor Advisors LLC in Brea, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Lifetyme Financial Advisors and Transamerica Financial Advisors. Outside of advising, he is a licensed life and health insurance agent. Endeavor Advisors LLC offers investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a long-term, Modern Portfolio Theory-informed approach and provides educational seminars and estate planning services that are less common among similar advisers.

Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Guillermo Roditi Dominguez is a financial advisor at New River Investments with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Roditi & Roditi, LLC since 2012 and New River Investments Inc. since 2011. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and a related-person private fund. The firm employs a multifaceted investment approach combining charting, fundamental, technical, cyclical, and statistical analysis, utilizing strategies such as long and short trading, margin transactions, and options writing.

Helen Huang is a financial advisor at SVL Investment Management with over 21 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc., Sung, Huang & Co, CPAs, LLP, and currently at H Huang & Co CPAs LLP as a partner. Outside of her advisory role, she is involved as a partner and manager at H Huang & Co CPAs LLP. 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 process that uses top-down economic and market analysis, strategic asset allocation, and a proprietary statistical valuation model to structure customized portfolios aligned with clients’ objectives and risk tolerance.

Sen Zhang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elite Advisors LLC and Sunstone Management, Inc. He is also a licensed California real estate agent and part-time insurance agent. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using a combination of fundamental and technical analysis and offers personalized investment strategies through a three-advisor team.

Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.

Thomas Koch is a financial advisor at Hall Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hall Capital since 2024. Koch is also the managing member of Trancoso Capital Management LLC, an exempt California registered advisor serving as the general partner and investment advisor to Trancoso Partners LP. Hall Capital provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, endowments, and foundations. The firm manages approximately $164 million through a two-advisor team, employing an investment approach that includes fundamental analysis, active trading, and the use of leverage and derivatives within individualized portfolios.

Shaun Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, California, holding a Series 66 designation and 16 years of industry experience. He has worked at Sackett Wealth Advisors since 2017 and previously spent five years with Independent Financial Group. Outside of advisory services, he operates Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors serves individuals, trusts, pension plans, and businesses with discretionary portfolio management, financial consulting, and retirement plan services. The firm integrates diversified asset allocation strategies and maintains an affiliated accounting and tax practice offering tax planning, corporate tax guidance, and related services.

Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.