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.

Brandon Clark is a CFP® with seven years of industry experience currently at The Clark Group Asset Management. His prior experience includes roles at Bank of America, Merrill, William Morris Endeavor, and Paradigm. Outside of financial advising, he works part-time as a tennis instructor at the Beverly Hills Tennis Center. The Clark Group Asset Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm utilizes a blend of fundamental and technical research to create tailored portfolios that include a range of asset classes and permit the use of derivatives and option strategies.

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.

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.

Chia Liang Lian is a CFA® charterholder and financial advisor at Crosslight Global Investment Partners, LLC with nine years of industry experience, including a prior role at Western Asset Management. After a two-year sabbatical, Lian joined Crosslight Global in 2026. Crosslight Global Investment Partners is a boutique advisory firm serving employer plan sponsors, RIAs, and individual clients with retirement plan consulting, private wealth management, sub‑advisory portfolio management, and project-based engagements such as litigation support. The firm uses a multi-asset, risk-managed investment approach that integrates fundamental, quantitative, and technical analysis alongside artificial intelligence and machine learning tools.

Iris Aillaud is a financial advisor at Sagent Wealth Management with five years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Sagent Capital, LLC since 2019. Prior to that, she was employed at HomeMaker and Whirlpool. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial planning, retirement, and estate-planning coordination, utilizing a blend of proprietary model portfolios, customized strategies, and third-party managers.

Marilyn Horsley is a financial advisor with Bell & Brown Wealth Advisors, LLC, holding a Series 66 credential and bringing 15 years of industry experience. She has been with Bell & Brown Wealth Advisors since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs fundamental analysis and a long-term purchase strategy focused on large-cap equities and investment-grade fixed income, and it distinguishes itself with a wrap fee program and a high level of assets managed per advisor.

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.

Samantha Dalby is a financial advisor at Spearhead Advisors, LLC with a Series 65 credential and four years of industry experience. Her work history includes roles at Spearhead Investments, Essential Trust Financial, Coto Insurance, and DaVinci Financial. Spearhead Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, retirement plan consulting, and limited financial planning integrated with investment management. The firm constructs individualized portfolios based on fundamental analysis of public securities and offers clients flexibility to impose investment restrictions.

Daniel Mcclory is a ChFC® credentialed financial advisor with 26 years of industry experience, affiliated with Sutter Capital Partners, LLC in Irvine, CA. He has held roles at multiple firms, including Boustead Capital Markets, LLP and Sutter Securities Clearing, LLC. Outside of advisory work, Mcclory serves as President and Secretary of Cadogen & Cie Limited, a business consulting firm, and is involved in various other business ventures internationally. Sutter Capital Partners offers investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, generally providing non-discretionary advisory services, and supports consultant and intermediary relationships without maintaining investor accounts for those managers.