Curtis Hollowell is a financial advisor at Redmount Capital Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cobalt Commercial Credit, LLC and Redmount Mergers and Acquisitions, LLC. Outside of advising, he serves as president of SellWise Inc., a business data and analytics company. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $36.9 million across discretionary and non-discretionary arrangements and offers private-equity advisory services with an investment approach combining fundamental analysis, Modern Portfolio Theory, and a variety of trading strategies.

I am a CERTIFIED FINANCIAL PLANNER® professional and have been with Havaplan Financial since 2023. I am also a graduate of UCLA’s Personal Financial Planning Program. Prior to entering the financial planning profession, I worked as a professional engineer after earning my bachelor’s degree in mechanical engineering from California State University Long Beach. I later transitioned careers to financial planning to pursue my passion for personal finance and helping others. I am also a member of the Financial Planning Association in Orange County and am a proud volunteer on the Pro Bono Committee. I love giving back to the community and helping improve everyones financial literacy. I also love playing ultimate frisbee and golf, cheering on the Dodgers and Steelers, and spending time outdoors whenever I can.

Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. 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, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.

Brock Butlett is a financial advisor at Wealth Financial Group West, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Financial Group West, Inc. since 2017, with a brief tenure at Gradient Advisors in 2022. In addition to his advisory role, he is an insurance agent at Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West provides investment advisory and financial planning services primarily to individual and high-net-worth clients, combining model portfolios, external platforms, and various security analysis methods as part of its investment process. The firm also offers third-party managed programs and manages client onboarding, disclosures, and portfolio monitoring for those programs.

Edward Haro is a financial advisor at Edward Haro Financial, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Crown Capital Securities, Lp and Foresters Equity Services Inc. In addition to his advisory work, he is an independent insurance agent. Edward Haro Financial, LLC serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and advanced options trading programs. The firm employs a combination of technical and fundamental analysis across a broad range of securities and manages accounts on a discretionary basis with quarterly reviews.

Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.

Barbara Crane is a financial advisor with Crane Investments Inc in Laguna Beach, CA. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Crane Investments since 1992. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies and maintains conservative cash management practices, with a focus on continuous, individualized portfolio supervision.

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 one year of industry experience. He holds a Series 65 designation and previously worked for 17 years at the Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth and individual clients, qualified retirement plans, business entities, trusts, and individuals nearing or in retirement. The firm provides comprehensive portfolio management, retirement plan consulting, third-party money manager selection and oversight, and estate-planning services, employing a mix of fundamental, technical, charting, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Seif Eldin Selim is an advisor at CS Tomasi Wealth Management in Costa Mesa, CA, holding a Series 66 designation. He has been with CS Tomasi Wealth Management since 2024 and previously worked at Nekter Juicebar for six years. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth individuals, trusts, and estates. The firm manages client accounts custodied at LPL Financial and employs a long-term investment approach combining fundamental analysis with rotational timing and internal due diligence.

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 significant tenure at Morgan Stanley and Citigroup Global Markets. Moran Tice Capital Management provides discretionary portfolio management primarily for accredited, high-net-worth, and institutional investors, combining private fund advisory with separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-supported trading across 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® with 23 years of experience in the financial industry, currently serving at Lanes Wealth Management LLC since 2017. His prior experience includes roles at Fidelity Investments, Centaurus Financial, and Morgan Stanley. Lanes Wealth Management LLC provides discretionary asset management and portfolio supervision primarily for individual and high-net-worth clients, focusing on value-oriented, long-term equity selection combined with tactical and strategic asset allocation. The firm manages approximately $73 million for a limited client base 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.

Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management LLC and Ivanoff Wealth Management since 2017. Outside of advisory services, he is president of Travis Ivanoff Insurance Services Inc., where he sells insurance products. Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm primarily uses third-party sub-advisors and co-advisors to manage portfolios tailored to client objectives and risk tolerance.

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 with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Guardian Life Insurance Company. Outside of his advisory role, Heimer assists individuals with Medicare-related health insurance products. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to construct tailored allocations, employing both discretionary management and a range of investment vehicles including mutual funds, ETFs, fixed income, and private placements.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.