Somboon Wongvitavas is a financial advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Integrity Brokerage Services, Inc. since 2016. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, related trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and employs a broad investment approach combining multiple analytical methods to build tailored plans around clients' goals and risk tolerance.

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.

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.

Yuan Tang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and related advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of instruments including individual equities, ETFs, mutual funds, and fixed income.

Kavi Virk is a financial advisor with Veda Financial Investment Advisory in Los Angeles, holding Series 66, Series 63, and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles with Eagle Strategies (NY Life), NYLife Securities LLC, and New York Life Insurance Co. He volunteers as Vice-President and Board Member of the Georgetown University Alumni Association’s Los Angeles Chapter. Veda Financial provides discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized portfolios focused on equity and balanced strategies tailored to clients’ 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® with four years of industry experience, currently serving as an advisor at Anchor & Oak Wealth Advisors, LLC. Prior to joining Anchor & Oak, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Anchor & Oak Wealth Advisors, LLC provides discretionary portfolio management to individual clients along with advisory and pension consulting services for employee benefit plans. The firm uses a combination of model portfolios and third-party money managers to implement client strategies, applying methods such as modern portfolio theory and fundamental and technical analysis.

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.

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.

Yinyi Chen is a financial advisor with Castle Group Investment Counsel, Inc. in Arcadia, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Chen has worked with Castle Group since 2002 and has also been affiliated with Fortune Securities, Inc. since 1995. Outside of advisory work, Chen serves as a real estate agent at Golden Orange Realty Inc. Castle Group Investment Counsel provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs investment strategies that incorporate fundamental and technical analysis, along with a cyclical approach, tailoring portfolios based on client interviews and risk assessments.

Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.

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.

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 at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and custodians such as Buckingham Strategic Partners and Nationwide.

Donald Servan is a CFA® charterholder and holds a Series 63 license with over a decade of industry experience. He previously worked at Fiduciary Trust International of California for 12 years before joining Skylar Wealth Management, LLC, an independent advisory firm based in Pasadena, CA. Skylar Wealth Management serves individuals, trusts, pension plans, and business entities by offering asset management, wealth advisory, family office services, financial planning, and bookkeeping and bill-pay services. The firm employs an investment approach that integrates modern portfolio theory with fundamental, technical, quantitative, and qualitative analysis, utilizing a variety of instruments and third-party sub-advisers.

Greg Garabedian is the principal advisor at Garabedian Wealth Management Group in Pasadena, CA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial, LLC since 2002. His other business activities include selling fixed insurance products and life, health, disability, long-term care insurance, and fixed annuities. Garabedian Wealth Management Group serves individuals, trusts, pension plans, and business clients, providing comprehensive portfolio management, financial planning, and specialist consulting services. The firm manages client assets on a discretionary basis using quantitative models and offers a range of model portfolios primarily constructed with individual equities, including derivatives and options strategies, within separately managed accounts.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 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. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

Rick Emmett is a Series 65-licensed financial advisor with InvestLinc Wealth Services, bringing seven years of industry experience. He has been associated with InvestLinc Wealth Services since 2024 and has a long tenure with InvestLinc Wealth Services, Inc. Outside of advising, Mr. Emmett is involved in several business activities including management consulting through MFO Resource, Inc. and roles in real estate and marketing firms. InvestLinc Wealth Services provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and related entities. The firm offers customized multi-asset portfolio management using fundamental, technical, and quantitative analysis, along with financial planning services covering retirement, estate, tax, and philanthropic matters.