Jeffrey Reardon is a financial advisor at Wilson Financial Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Wilson Financial Advisors since 2019. Prior to this, he worked at FCA from 2016 to 2018. Reardon also works as an insurance agent through Wilson Financial Services. Wilson Financial Advisors provides investment advisory services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and financial planning. The firm employs a value-oriented, long-term investment approach based on fundamental security analysis and a mix of strategic and tactical asset allocation.

Michael Calkins is a financial advisor at Laguna Financial Advisory with 17 years of industry experience. He holds a Series 66 designation and has worked at Laguna Financial Advisory since 2011 and Grove Point Investments, LLC from 2010 to 2025. Outside of his advisory role, he coaches Little League baseball in South Mission Viejo. Laguna Financial Advisory serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $82 million in assets across 330 client relationships, employing both fundamental and technical analysis to create customized or predefined portfolio models aligned with client goals and risk tolerances.

Ryan Labriola is a financial advisor at Laguna Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for 17 years at Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services facilitated through Wealth.com. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor allocations to clients’ objectives and risk tolerances, and it regularly employs third-party separately managed accounts.

Seif Eldin Selim is a financial advisor at CS Tomasi Wealth Management in Costa Mesa, CA, holding a Series 66 designation. He has been with CS Tomasi Wealth Management and LPL Financial since 2024, transitioning from prior work outside the financial industry, including six years at Nekter Juicebar. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental analysis with rotational timing techniques, managing approximately $110 million in discretionary assets across about 84 clients.

Ralph Linzmeier Jr. is a financial advisor with Moran Tice Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley. Moran Tice Capital Management LLC provides discretionary portfolio management through private pooled investment vehicles and separately managed accounts, primarily serving accredited, high-net-worth, and institutional investors. The firm's investment approach focuses on long/short equity management with an emphasis on precious-metals equities as a hedge, employing strategies that may include short sales, leverage, and a broad range of public and private instruments.

Craig Kennedy is a financial advisor with Martin Wealth Management, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Martin Wealth Management since 2013 and is also a general partner in Seacliff Financial & Insurance Services Inc., a full-time insurance business. Martin Wealth Management provides 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 support long-term trading strategies and collaborates with third-party managers through a co-advisory relationship with Matson Money.

Jason Owyang is a CFP® professional with 22 years of industry experience. He has worked at Fidelity Investments and Securities America, Inc. before joining Lanes Wealth Management LLC, where he has been since 2017. He holds the Series 66 designation and is based in Irvine, CA. Lanes Wealth Management provides discretionary portfolio management and financial advice primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-only investment approach supplemented by strategic asset allocation and offers performance-based fee arrangements for qualified clients.

Michael Banta is a financial advisor at Banta Asset Management LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banta Asset Management since 2007. The firm serves individual and high-net-worth investors, as well as trusts, estates, pension plans, charitable organizations, and businesses, providing discretionary investment management alongside financial planning and consulting. Banta Asset Management typically uses exchange-traded funds in client portfolios and emphasizes customized portfolio construction based on client objectives, risk tolerance, and time horizon.

Mark Chandik is a ChFC® designated advisor with FDP Wealth Management, LLC in Irvine, CA, bringing 41 years of industry experience. He has held roles at ValMark Advisers, Inc., FDP Insurance Services, Inc., and Valmark Securities, Inc. Additionally, Chandik is the author of *10 Financial Strategies for the Smart Investor* and serves as president of The Grand Monarch HOA, a condominium association in Dana Point, CA. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, trusts, estates, and retirement plans, as well as corporate and institutional clients. The firm offers non-discretionary advice using fundamental analysis and diversification-focused asset allocation, and it features a specialized life-insurance trust analysis process called the TOLI Expert System.

Mark Banta is a financial advisor at Banta Asset Management LP with 27 years of industry experience. He has been with Banta Asset Management since 2007 and holds Series 63 and Series 65 licenses. Banta Asset Management serves individual and high-net-worth investors, trusts, estates, pension plans, charitable organizations, and businesses. The firm offers discretionary investment management along with financial planning and consulting, typically implementing portfolios primarily through exchange-traded funds while advising on individual equities, fixed-income securities, municipal bonds, and other instruments.

Connor Heimer is a financial advisor at Castle Capital Management in Irvine, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Castle Capital Management, Heimer worked at Ameritas Advisory Services, Ameritas Investment Company, and Guardian Life Insurance Company. He is also involved as an agent assisting individuals with Medicare-related health insurance products. Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to create tailored investment allocations and implements third-party strategies through AssetMark models and Advisors Capital Management selections.

Terry Anderson is a Certified Financial Planner® with 44 years of industry experience. He is currently with Laguna Financial Advisory, where he has worked since 2011, and previously spent 24 years at Grove Point Investments, LLC. Anderson also serves as a FINRA arbitrator. Laguna Financial Advisory serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities, managing approximately $82 million in assets. The firm uses both fundamental and technical analysis to build customized portfolios and provides comprehensive financial planning across tax, retirement, estate, and insurance topics.

Anh Tran is a financial advisor at Charles Fish Investments, Inc. in Irvine, CA, holding a Series 65 designation with 11 years of industry experience. He has been with Charles Fish Investments since 2014. Charles Fish Investments, Inc. provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions, focusing on active fixed-income strategies with an emphasis on the municipal bond market. The firm also offers sub-advisory services and non-discretionary consulting upon request.

Matthew Mcmanus is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently with Optivest, Inc. and Gramercy Securities, Inc., having previously worked at MML Investors Services, LLC and MetLife Securities Inc. Outside of his advisory work, he is involved in managing a short-term rental vacation home in Lake Arrowhead, CA. Optivest, Inc. provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm emphasizes customized portfolio construction using strategic asset allocation and tactical refinements, offering both discretionary and non-discretionary asset management along with access to third-party managers and alternative investments.

Ross Herman is a Series 65-licensed financial advisor with 16 years of industry experience. He serves as CEO of HIP Investor, Inc. and is the Managing Member of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research. Herman’s career includes roles at Sonoma Private Wealth LLC and long-term involvement with HIP Investor entities. HIP Investor, Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, offering discretionary management, custom consulting, and separately managed accounts.

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.

Nancy Challenger is the principal of Challenger Wealth Management with 40 years of industry experience. She has worked at Challenger Wealth Management since 2002 and previously at Royal Alliance Associates for 27 years. Nancy holds Series 63 and Series 65 licenses and provides long-term care and term insurance sales upon request. Challenger Wealth Management advises individual clients, including high-net-worth and non-high-net-worth individuals, as well as pension, profit-sharing, and charitable accounts. The firm offers discretionary asset management, third-party sub-adviser programs, and comprehensive financial planning, utilizing customized asset allocations and a long-term investment approach across various securities.