Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

Robert Brooks is a financial advisor with The Financial Group in Diamond Bar, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with The Financial Group since 2014 and is also an independent insurance agent specializing in fixed insurance products. The Financial Group provides investment advisory services to individuals, including high-net-worth clients, pension or profit-sharing plans, and business entities, offering comprehensive asset management and financial planning. The firm uses a combination of fundamental and technical analysis to manage portfolios employing a range of securities, with discretionary management and periodic reviews tailored to client goals.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

Gary Tickel is the sole advisor at Inplay Global Advisors in San Marino, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Futu Wealth Advisors, Moomoo Financial Inc, and SharesPost Financial Corporation among others. Outside his advisory work, he is the founder of Data Collider Technology LLC, a data center colocation startup, and is involved in several nonprofit organizations focused on community support. Inplay Global Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, corporations, and specified real estate entities. The firm offers non-discretionary advice using a combination of charting, fundamental, technical, and cyclical analysis and structures engagements around project scopes rather than ongoing custodial management.

Arpi Vardanyan is a CFP® with 20 years of industry experience, serving as the sole advisor at Jones Wealth Advisors, LLC. She has a background in law, operating the Law Offices of Arpi Vardanyan since 2018, with a focus on trusts, estates, probate, and elder law. Additionally, she maintains affiliations with various insurance agencies. Jones Wealth Advisors primarily serves individual clients, as well as corporations and retirement plans, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a modern portfolio theory approach emphasizing broad diversification with passive funds and bonds, with documented investment policies and regular account reviews.

Shahab Tabatabai is the sole advisor at S & L Financial Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has over three years of industry experience, with prior roles including work at Heart for Serving and God's Pantry. Outside of his advisory work, he holds a compensated ministerial role. S & L Financial Management provides discretionary portfolio management and project-based financial counseling to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated value strategy focused on long-term capital appreciation and utilizes both fundamental and technical analysis within a tactical allocation framework.

Fai Liao is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is the sole advisor at Raymond Liao Investment Advisor and has operated multiple related businesses, including a tax and accounting firm where he is the sole shareholder, as well as licensed roles as a life and health insurance agent, real estate agent, and mortgage loan originator. Raymond Liao Investment Advisor is a California-registered firm providing customized investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach combined with tactical asset allocation, managing accounts on a non-discretionary basis and utilizing both fundamental and technical analysis across a range of asset classes.

Enrique Villalobos is a CFP® professional with 25 years of industry experience, operating through his independent firm, Enrique Villalobos & Associates, since 2016. He has a background in tax preparation and accounting, running a separate tax service business since 1995. Outside of financial advising, he serves as president of the Canyon Crest Villas Homeowners Association. Enrique Villalobos & Associates provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on direct management via proprietary model portfolios that emphasize mutual funds and ETFs. The firm manages a small client base and integrates accounting services through its principal’s role as an Enrolled Agent.

Cynthia Sforza is a CFP® and holds a Series 66 license, with 18 years of industry experience. She is the sole advisor at Lucidity Wealth Advisors Inc., where she has worked since 2023. Her prior experience includes roles at Towneley Capital Management, Creative Planning, Bronfman E.L. Rothschild, and a position at the University of California, Irvine. Lucidity Wealth Advisors serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and holistic wealth management services. The firm employs long-term investment strategies using primarily low-cost, diversified ETFs and mutual funds, alongside individual stocks and bonds, with continuous monitoring and annual reviews.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Alfonso Aduna is the principal of Aduna Capital and holds Series 63 and Series 65 designations, with 11 years of industry experience. He previously worked at Nationwide Insurance and owns Aduna Travel LLC, a travel agency franchise under the Expedia Cruise Center brand. Aduna Capital is an independent firm offering discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining bottom-up and top-down analysis using fundamental and technical methods, managing portfolios that include equities, mutual funds, ETFs, fixed income, options, and derivatives.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.

Nixon James is a CFP® with 17 years of industry experience, currently serving as the principal advisor at Shepherd Advisor. His prior experience includes roles at Merrill, Eagle Strategies (NY Life), and U.S. Bancorp Investments. Outside of advising, he is involved in software technology consulting and AI product strategy, serving as Managing Director at FORSYS and Head of Insurance Solutions at COGNICOR TECHNOLOGIES INC, and he founded a software consulting firm, AIDEO LLC. Shepherd Advisor provides advisory services to individual clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and pension/401(k) consulting. The firm employs a range of analytic methods and investment strategies, serving mainly on a non-discretionary basis with custody at Schwab Institutional.

Earl Jordan Yaokasin is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Wealtharch Investment Services, LLC since 2014. Wealtharch Investment Services, LLC advises individuals, charities, and corporate entities, offering financial planning, portfolio and wealth management, and a subscription research service for self-directed investors. The firm employs a value-driven, fundamental analysis approach focused on intrinsic value and long-term holdings in U.S. equities, with portfolios tailored to clients’ objectives and risk tolerance.

Cathy Zhang is the principal advisor at Easy Sunday Financial Planning in San Gabriel, CA. She holds a Series 65 credential and has been operating in the financial planning industry since 2026. Prior to founding Easy Sunday Financial Planning, she ran See Why Zhang LLC dba Easy Sunday Club, a creative business, for ten years. Easy Sunday Financial Planning is a fee-only registered investment adviser serving individuals, families, and small businesses. The firm uses primarily passive investment strategies within an asset-allocation framework and offers both ongoing investment management and one-time planning engagements.

Nolan Chevalier is a financial advisor at Seapoint Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Seapoint Capital since its founding in 2024. Prior to that, he was self-employed from 2015 to 2018 and worked in other roles between 2018 and 2024. Seapoint Capital Management is a small, state-registered advisory firm serving individuals and high-net-worth clients with discretionary asset management and financial planning. The firm uses client-goal-driven, fundamental analysis-based strategies and requires assets to be custodied at Interactive Brokers.

Harry Woo is a financial advisor at SC Advisory with Series 65 and Series 63 licenses. He has 11 years of industry experience, including a decade at Ares Management and recent tenure with SC Advisory. SC Advisory is a fee-only registered investment adviser serving individuals, small businesses, and non-profit organizations. The firm offers investment management services with a focus on diversified portfolios that include equities, fixed income, cash, and digital asset ETFs, notably incorporating Bitcoin-related products while addressing their specific risks.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.