Cristopher Cuevas is a financial advisor at Bright Legacy LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator at Golden Springs View d/b/a True Prime Mortgage and consults on business cloud solutions through Cloud Partners. Bright Legacy LLC is a small advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management and integrated financial planning with a customized, long-term, value-oriented approach, incorporating fundamental and technical analysis.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Gradient Securities, Transamerica Financial Advisors, and World Financial Group. She is also active as an insurance agent, selling both health and other insurance products. The Financial Architects Wealth Management provides investment advice and financial planning to individual investors and qualified retirement plan sponsors. The firm typically operates on a non-discretionary basis, recommending third-party portfolio managers and emphasizing ongoing oversight and client approval for transactions.

Eric La Nier is a financial advisor at Higher Impact Financial, LLC in Riverside, California, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wealthtech Partners LLC. In addition to his advisory role, he is an online securities instructor, teaching courses such as the SIE, Series 7, and Series 66 exams. Higher Impact Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a range of strategies tailored to client objectives, including tax planning and retirement-plan consulting, and utilizes qualified custodians and third-party managers in its implementation.

David De Koekkoek is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) with over 30 years of experience in financial planning and tax services. He operates an independent firm in Ontario, California, providing tax preparation, planning, consulting, and bookkeeping services alongside financial advisory. His professional activities include licensed insurance sales and property management. His firm primarily serves individual clients as well as trustees, estates, trusts, and charitable organizations, offering financial planning, investment advice, and fee-for-service tax and business services. The firm employs a long-term investment approach with fundamental security analysis and delivers non-discretionary advisory services, with most assets custodied at Schwab Institutional.

Michael Kedis is the founder of Affinity Asset Management in Chino, CA. He holds a Series 65 license and has two years of industry experience. Since 2011, he has also been involved with Cedars Express International Inc., a shipping services business. Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through managed and guided plan options. The firm employs a macro-to-micro investment approach using both fundamental and technical analysis, considers private market opportunities, and operates without discretionary trading authority or receipt of commissions and performance-based fees.

Quincy Baynes is the principal of Baynes Financial LLC in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at firms including Transamerica Financial Advisors and World Financial Group, and is the author of a personal development book titled "Infinite Success Blueprint." Baynes also operates an insurance agency and maintains a business selling finance-related books. Baynes Financial LLC provides investment advisory, financial planning, coaching, and insurance-related services to individuals, trusts, corporations, and retirement plans, primarily on a non-discretionary basis. The firm integrates fundamental and technical analysis, may recommend third-party managers, and offers ongoing client education through articles, newsletters, and workshops.

Omar Nasir is a financial advisor at Pierpont Investment Group, LLC in Ontario, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Pierpont Investment Group since 2011. Pierpont Investment Group serves individual and high-net-worth clients by offering discretionary investment portfolio management as well as financial planning and consulting. The firm uses a customized, long-term approach to portfolio construction, employing ETFs, individual equities, fixed income securities, and, when appropriate, mutual funds, stocks, bonds, and covered call options.

Matthew Theal is a financial advisor at Evermont Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services from 2015 to 2018. Theal has been with Evermont Wealth since 2013. Evermont Wealth is a three-advisor registered investment adviser with approximately $334 million in assets under management, serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA retirement plan consulting, and management of annuity and variable life products, combining in-house discretionary authority with delegation to independent managers and employing supervised AI tools for research support.

Joshua Winterswyk is a financial advisor at Evermont Wealth with 10 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and ERISA plan consulting. The firm combines retail wealth management with institutional ERISA consulting and sub-advisory services, managing approximately $278 million across several hundred clients.

David Romero is a financial advisor with Nautica Asset Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Gradient Advisors, LLC and has longstanding involvement in the insurance sector through Verch Insurance and Sherri Romero Insurance Agency. He operates a licensed insurance practice focused on life, health disability, and property casualty insurance. Nautica Asset Management LLC serves individual investors and pension or profit-sharing plans, managing approximately $1.0 million in assets for a small client base. The firm offers portfolio management alongside tiered financial planning services, incorporating fundamental, technical, and cyclical analysis and occasionally utilizing insurance products within client plans.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Corey Cunningham is a financial advisor at Clearwave Capital with nine years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior roles include positions at BBVA S.A., Secfi Securities, LLC, and Sanford C. Bernstein & Co., LLC. Clearwave Capital serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a range of investment analyses and manages accounts on both discretionary and non-discretionary bases while facilitating access to third-party money managers.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Claire Cheng is an advisor at ValueTech Private Advisors with one year of industry experience. She is also the owner and CEO of C&Z Accounting Corp, an accounting services firm where she supervises operations. ValueTech Private Advisors is a small independent firm serving individual and business clients with customized financial planning and portfolio management. The firm emphasizes a value-oriented, active management approach with a focus on the technology sector and incorporates elements of Modern Portfolio Theory.

Forest Fox is a financial advisor with FOX & HOLLAND INVESTING LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at FOX & HOLLAND INVESTING LLC since 2022 and was previously with FOX Investing for ten years. Fox is also a licensed CPA and partner at an affiliated accounting firm, where he provides tax and accounting services. FOX & HOLLAND INVESTING LLC provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers customized investment strategies using equities, fixed income, ETFs, and mutual funds, with a distinctive affiliation to an accounting practice supporting coordinated financial and tax planning.

Samuel Escobar is a financial advisor with Lagos Wealth Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Madison Avenue Securities since 2022 and Triad Advisors Inc from 2013 to 2022. In addition to his advisory role, he is active as a real estate broker with True Realty dba EFG Realty, providing real estate and mortgage services. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a specialized IRA program. The firm uses the AssetMark platform and third-party managers to implement investment strategies tailored to client-specific investment policy statements.

Ryne Umemoto is a financial advisor at Darrow Wealth Group with one year of industry experience. He holds a Series 65 designation and has prior experience at JPMorganChase and Bank of Hawaii. Outside of advisory services, he is also an insurance agent involved in selling and servicing insurance products. Darrow Wealth Group serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities, providing portfolio management, pension consulting, and tiered financial planning packages. The firm typically directs client assets to third-party investment managers, offers discretionary management when authorized, and provides ongoing planning using eMoney software and specialized financial planning services.

Ara Oghoorian is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of experience at Acap Asset Management, Inc. He also serves as a board member for Mission Valley Bank and Orbit Health, contributing to the oversight of bank management and strategic growth in telemedicine. Additionally, he is a Certified Public Accountant at Acap Accounting Services, Inc. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios and comprehensive financial planning. The firm integrates investment management with tax and retirement-plan consulting, leveraging both fundamental and technical analysis alongside tax-sensitive strategies.