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.

Harinne Kim is a financial advisor with Apiis Wealth Management Corp. and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at Ameritas Investment Company, LLC, Royal Alliance Associates, Inc., and Espy Asset Management LLC. In addition to her advisory work, she serves as vice president of Apiis Financial Inc. and president of Harik Insurance Agency, both of which involve insurance-related activities. Apiis Wealth Management Corp. provides discretionary portfolio management through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves corporations, pension and profit-sharing plans, charities, and high-net-worth individuals, employing tactical and strategic asset allocation while delegating trading discretion to sub-advisers.

Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation with eight years of industry experience. He has been associated with Ivanoff Wealth Management and Tucker Asset Management LLC since 2017, and he is also the president of Travis Ivanoff Insurance Services Inc., an insurance agency he founded in 2015. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses a due-diligence process to evaluate and monitor third-party sub-advisors and tailors portfolios to client-specific objectives, risk tolerance, and restrictions.

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 65 and Series 63 licenses and has worked previously with Ameritas Advisory Services, Ameritas Investment Company, and Guardian Life Insurance Company. He also assists individuals in selecting and enrolling in Medicare-related health insurance products. Castle Capital Management is a registered investment adviser that provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory, offering a range of investment strategies and access to trust services through independent attorneys or third-party platforms.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

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.

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.

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.

Robert Kargenian is a financial advisor at TABR Capital Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with TABR Capital Management since 2003. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a technical analysis approach with trend-following models and relative-strength screening to guide asset allocation and manage downside risk, tailoring portfolios to client risk profiles through a combination of core and tactical exposures.

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.

Scott Anderson Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial, Inc. and has been an instructor in accounting at Chapman University since 2010. In addition to his advisory roles, he provides personal tax services as a CPA and enrolled agent. GW Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy, and investment management. The firm employs an evidence-based, factor-informed investment approach using broadly diversified portfolios primarily with exchange-traded funds and no-load mutual funds, offering advisory relationships through ongoing wealth management engagements.

Noah Kiedrowski is a financial advisor at Unity Wealth Partners with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has held positions at Stock Options Dad, LLC and currently works in quality assurance at Dendreon Pharmaceuticals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning, employing a blend of analytical methods alongside Modern Portfolio Theory. The firm integrates both active and passive strategies and frequently utilizes outside managers to implement client portfolios.