Christana Freerks is a financial advisor at Pelorus Capital Management, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Wells Fargo Advisors and Morgan Stanley. Outside of advising, she serves as a notary public in Irvine, CA. Pelorus Capital Management is a newly registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses a personalized, discovery-based process to provide discretionary portfolio management and non-discretionary advisory services, combining active and passive strategies and occasionally employing third-party independent managers.

Bryan Clark is a financial advisor at Pelorus Capital Management, LLC, holding a Series 66 designation with six years of industry experience. His prior roles include six years at Wells Fargo Advisors and eight years with Lighting Supply Guy. He has a 50% ownership interest in Clark Stoddard, LLC, an investment-related business. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management, financial planning, and consulting. The firm employs a personalized, discovery-based process and uses a combination of active and passive strategies, including discretionary portfolio management and non-discretionary advisory services.

William Godines Castro is a CFP® with six years of industry experience, currently serving at Castle Capital Management in Irvine, CA. His prior roles include positions at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. He is also involved in consulting through Castle Consulting and Strategy LLC. Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm employs third-party strategies and combines fundamental analysis with modern portfolio theory to create tailored client allocations, managing a discretionary asset base while integrating insurance services through affiliated agencies.

Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.

Craig Sweeney is a financial advisor with LBG Advisor and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has been with LBG Advisor since 2015. In addition to his advisory role, he is the owner and consultant of Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and long-term care program education. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and employs a combined top-down and bottom-up investment approach using mutual funds, ETFs, equities, fixed income, and occasionally options and other instruments.

Most of my clients have already done the hard part. They’ve built successful careers or businesses and created meaningful wealth through years of focus and discipline. But once the dust settles, a new question usually comes up: how do we protect what we’ve built and make sure it truly supports our family, both now and in the future? That’s where my work begins. I help families bring order, strategy, and intention to their financial lives. It’s not just about investments or markets; it’s about aligning wealth with purpose. The goal is to simplify complexity, preserve what matters, and give clients the confidence that everything is working together in the right direction. At marrick wealth, we lead with tax strategy because that’s where so much long-term value is created. Every dollar saved in taxes is another dollar that can compound, buy freedom, or fund your family’s next chapter. Whether it’s structuring a liquidity event, managing concentrated stock, or coordinating gifting and estate plans, we focus on the after-tax outcome that helps you keep more of what you’ve earned. Our clients typically have between $2 million and $20 million in investable assets and value a relationship that feels more like a partnership than a transaction. We collaborate closely with their accountants, attorneys, and other advisors to make sure every piece of their financial life fits together. I co-founded marrick wealth to build something different: a boutique practice grounded in transparency, tax-smart strategy, and meaningful relationships. To me, wealth isn’t about accumulating more; it’s about creating options, protecting your time, and making sure the people and experiences that matter most always come first. That’s what our firm is about, for your family and for mine.

Daniel Pichardo is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Bridge Capital Consulting, LLC since 2016. The firm provides investment management and financial planning services to individuals, including high-net-worth clients, business owners, families, and charitable organizations. Bridge Capital Consulting employs a top-down investment approach across global markets and sectors, typically utilizing SEI Investments and American Funds Service Company models combined with discretionary and outside manager programs.

Nicholas Gower is a financial advisor at HIP Investor, Inc. with one year of industry experience. He holds a Series 65 credential and serves as Senior Vice President of HIP Investor Inc. In addition, he is President of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research for a variety of market participants. Outside of his advisory role, Gower is involved in these two businesses, splitting his time between them. 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, implementing its approach through model portfolios, separately managed accounts, and consulting engagements.

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC in San Clemente, CA. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at American Trust Investment Services, Inc., Westpark Capital (DBA Quiver Asset Management), Newport Coast Securities, Inc., Investors Capital Corp., and Brookstreet Securities Corporation. Outside of advisory activities, he serves as CEO of Quiver Financial Insurance Services and is managing partner of North Beach Auto, LLC, where he provides consulting on strategy and operations. Quiver Financial Holdings serves individual and high-net-worth clients as well as investment companies and corporations, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and managed account services. The firm uses a variety of strategies tailored to client objectives and offers a subscription newsletter with macro commentary on emerging sectors, alongside performance-based fee arrangements for qualified clients.

Paul Hewitt is a financial advisor at Optimus Advisory Group in Irvine, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Optimus Advisory Group since 2008. In addition to his advisory role, he works as an independent agent selling life and health insurance for various companies. Optimus Advisory Group provides financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs strategic asset allocation, fundamental and technical analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios, offering both discretionary client services and model strategies to other investment professionals.

Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.

Brandon Chang is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sun Group Wealth Partners since 2013 and also maintains a role with LPL Financial. Chang is involved in several related business activities including non-variable insurance and operates multiple DBAs connected to his advisory and brokerage work. Sun Group Wealth Partners serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers comprehensive financial planning, investment management, charitable giving, and pension consulting with ERISA fiduciary acknowledgements, utilizing discretionary investment management through various platforms and third-party managers.

Lawrence Bassell is a financial advisor at KOHR Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'CONNOR Wealth Management and Guardian Life. Bassell is also involved in insurance services across life, health, and long-term care products. KOHR Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented, long-only investment approach with strategic and tactical asset allocation, and offers educational seminars and workshops as part of its client services.

Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with 12 years of industry experience. She has been with Western Growers Financial Services since 2013 and joined its affiliated firm, Western Growers Financial Services, Inc., in 2026. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, focusing on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and serving a broad range of account sizes.

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.

Isaiah Real is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, Miramontes Capital, and UBS Financial Services. He serves as president of the California State University, Fullerton Alumni Finance Association, where he helps alumni engage with the business school and its students. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and clients nearing or in retirement. The firm offers portfolio management, retirement plan consulting, third-party money manager selection, and estate-planning services, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerances.

Gerald Graves is a financial advisor at Filigree Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Congress Wealth Management, LLC and Boston Private Wealth LLC. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both in-house portfolio management and third-party money managers, emphasizing asset allocation and risk analysis across a broad range of investment types.

Li Yu is a financial advisor at Investamily, LLC with two years of industry experience. Li holds a Series 65 designation and previously worked for Guangdong MCD Consultants Co. Ltd for ten years. Outside of advisory work, Li is involved with New Dream Services Inc. Investamily, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment strategies under written risk-tolerance guidelines and offers specialized services including cross-border relocation support and access to third-party advisers.

Patricia Vasquez is a CFP® with 14 years of industry experience. She has been with Advanced Financial Strategies Inc. since 2011. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans. The firm provides comprehensive financial planning, estate and business planning, asset management, risk management, and qualified plan consulting through a small team of advisors managing a multi-hundred-million dollar asset base. Their investment approach combines strategic asset allocation with tactical adjustments, blending passive and active management while incorporating real assets and alternative investments.

Vincent Baroldi is a financial advisor at Baroldi Wood Mance Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harvest Investment Services, LLC and ProEquities, Inc. Outside of his advisory role, he serves as president of Baroldi Gundersen, LLP, an accounting and tax firm. Baroldi Wood Mance Financial Advisors provides investment advisory and asset management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis, managing primarily non-discretionary portfolios that may incorporate options and margin transactions.