William Godines Castro is a financial advisor at Castle Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. Outside of his advisory role, he provides consulting services through Castle Consulting and Strategy LLC and manages insurance operations at WJ Insurance Solutions. Castle Capital Management offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes third-party strategies and employs fundamental analysis alongside modern portfolio theory to create customized investment allocations, managing accounts on both discretionary and non-discretionary bases.

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.

Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. Retirementadvice | Jka serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.

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.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.

Mitchel Katz Winnick is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at several firms, including Edelman Financial Engines and Morgan Stanley, before joining My Portfolio Guide, LLC. Outside of financial advising, his background includes time at In-N-Out Burger and studying at Chapman University. My Portfolio Guide, LLC offers discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and pension plan clients. The firm uses proprietary investment models tailored to client goals and risk tolerance, employing a mix of fundamental and technical analysis along with tactical trading strategies.

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.

Kenneth Hobbs III is a financial advisor at Clearview Investment Partners, LLC with 25 years of industry experience. He has been with Clearview since 2009 and holds Series 63 and Series 65 designations. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management and comprehensive financial planning. The firm utilizes proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions across mutual funds, ETFs, individual securities, and Independent Managers.

Traci Kaas is a financial advisor with Probitas Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Her work history includes roles at Shelter Wealth Strategies, Devon Investment Advisory, and Cambridge Investment Research, among others. She is also the president of Kaas Consulting, Inc., a structured settlement planning firm. Probitas Financial provides portfolio management services to individuals, high-net-worth clients, and ERISA-based plans, utilizing Turnkey Asset Manager Platforms to implement investment advice on a non-discretionary basis. The firm emphasizes strategic asset allocation tailored to client objectives and risk tolerance.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.

Somboon Wongvitavas is a financial advisor with Integrity Investment Portfolios LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years with Integrity Brokerage Services, Inc. The firm primarily serves individual clients, their families, and related trusts, providing portfolio management focused on public equities. Integrity Investment Portfolios uses a diversified analytic approach combining various methods and manages accounts on a non-discretionary basis with quarterly client reviews.

David Andresen is a financial advisor with Granite Capital Wealth Management LLC in Goodyear, AZ. He holds a Series 65 registration and has five years of industry experience. Prior to joining Granite Capital, he worked at M5 Capital Management LLC and M5 Capital Investments LP for 12 years each. Outside of advisory services, he is co-owner of Aladdan Construction Corp. Granite Capital Wealth Management provides individualized portfolio management to individuals, high-net-worth clients, and corporate entities, and serves as a sub-advisor to other registered advisers. The firm manages a private fund using a proprietary options-focused strategy that emphasizes active trading and risk management.

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.

Kim Magana is a financial advisor at Marathon Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Marathon Capital Management since 2004. Marathon Capital Management, LLC is an independent registered investment advisor serving individual clients, including many high net worth individuals, as well as select businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with a focus on diversification, index-based core holdings, and fundamental security analysis.

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.

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.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc in Long Beach, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Universal Wealth, Encompass More Asset Management LLC, Transamerica Financial Advisors, and World Financial Group. Outside of financial advising, he is involved in accounting as the owner of The Tax Council and holds a silent partnership in Muladhara Venture, a business engaged in real estate flips and retail payment systems. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate/business clients. The firm uses multiple analysis methods and offers a range of strategies including equities, fixed income, options, and specialty investments such as real estate funds and private placements.

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.