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.

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.

Jonathan Wimbish is a CFA® charterholder with 13 years of industry experience. He has been with Kensington Investment Counsel since 2012 and is also involved with Nimin Energy. Additionally, he has been a member of Chisholm Partners II, LLC, an oil and gas production company, since 2011. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs fundamental and technical analysis across multiple equity strategies, emphasizes diversified equity and fixed-income exposure, and maintains low portfolio turnover to limit trading costs and tax impacts.

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.

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 financial advisor at Optivest, Inc. with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Gramercy Securities, Mass Mutual Investors Services, METLIFE Securities, LPL Financial, and Stifel. He is a 25% shareholder and registered advisory agent at Optivest. Optivest serves individuals and families, including high-net-worth clients, as well as trusts, foundations, and business entities, offering money management, family office services, and advice on real estate, mortgages, and private business transactions. The firm’s investment approach combines strategic asset allocation with tactical portfolio construction across various asset classes, supported by thorough due diligence and integrated financial planning tools.

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.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.