Tri Mai is the sole advisor and managing member of TM Wealth Management, LLC, an independent firm based in Murrieta, CA. He holds Series 65 and Series 63 licenses and has six years of experience at TM Wealth Management and nine years as a business advisor for NTM Digital, where he provides advice on digital content. TM Wealth Management serves individuals and high-net-worth clients with discretionary investment and portfolio management across multiple asset classes, utilizing both fundamental and technical analysis alongside systematic options strategies and hedging. The firm manages assets across six client accounts and employs a multi-asset approach that supports complex investment mandates.

Jeffrey Kilpatrick is a financial advisor at Newport Securities Corporation with 24 years of industry experience. He holds a Series 63 designation and has been with Newport Securities Corporation since 1979. Newport Securities Corporation provides discretionary and non-discretionary investment management to individual and high-net-worth clients through its Privately Managed Investment Portfolio program. The firm employs an analyst-driven, fundamentally oriented investment process with client-tailored portfolios and offers three strategies: income/preservation, blended growth, and aggressive equity.

Sam White is the sole advisor at White, Dunkirk & Price Investment Advisory Inc. in Temecula, CA, with 29 years of industry experience. He has been with the firm since 1996. White, Dunkirk & Price provides individualized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and trust programs. The firm’s approach includes portfolio balance improvement, tax management, and broad global diversification using a combination of fundamental, technical, cyclical, and charting analyses, with accounts managed non-discretionarily and reviewed at least semi-annually.

Aaron Johnson is a financial advisor with Bridger Financial Services, LLC in Temecula, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Bridger Financial Services and Duane Johnson Group, LLC since 2018, and previously at Cuna Brokerage Services and CUNA Mutual Group from 2015 to 2018. In addition to his advisory role, Johnson is involved in insurance and annuity sales through Duane Johnson Group, LLC. Bridger Financial Services manages approximately $40 million for individual and high-net-worth clients, offering fee-based financial planning and discretionary portfolio management tailored to client goals and risk tolerance. The firm provides ongoing asset management, written financial plans, access to third-party platforms, and conducts regular account reviews.

Scott Dauenhauer is a CFP® professional with 20 years of experience, currently serving as the sole advisor at Meridian Wealth Management, Inc. in Murrieta, CA, where he has worked since 2004. He is the author of the book "Wild West: Providing Fiduciary Advice to Public School Employees" and serves part-time as treasurer for the nonprofit 403bwise.org, which educates public school employees on retirement programs through podcasts, writing, and events. Meridian Wealth Management provides investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, and select institutional clients. The firm emphasizes tailored portfolios under a fiduciary standard and conducts educational outreach and fiduciary consulting for public-employee retirement plans.

Kylle Little is a financial advisor with Shift 4 Advisors, Inc. in Murrieta, California, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to founding Shift 4 Advisors, Little worked at Palomar Advisors Inc. and H.D. Vest Investment Services. Outside of advisory services, he is president of KLITTLE Accounting Inc., where he provides tax preparation, bookkeeping, and payroll services. Shift 4 Advisors serves individuals, families, trusts, estates, IRAs, corporations, small businesses, and pension and profit-sharing plans. The firm offers discretionary portfolio management, retirement plan consulting, and limited financial planning, employing a range of investment vehicles and analytical approaches while emphasizing tailored client service and active consulting for corporate and retirement-plan clients.

Garek Tauchen is the sole advisor at SpendVest, an independent firm based in Murrieta, CA. He holds a Series 65 designation and joined SpendVest in 2025. Outside of financial advising, Tauchen is a partner in six businesses, including pest control, solar marketing, and a SaaS company, where he focuses on recruiting sales representatives through his ownership entity, Tauchen Adventures. SpendVest offers a robo-advisory service that uses an algorithm-driven platform to map client spending to investments in equities and ETFs. The firm employs a rules-based, quantitative approach with automated portfolio management and charges a flat subscription fee rather than a percentage of assets under management.

Dean Hunter is the principal of Hunter VIP Investments, LLC, an independent investment advisory firm. He holds Series 65 and Series 66 licenses and has one year of experience in financial advising. Prior to founding his firm, Hunter worked at People 2.0 Global, LLC and Thrivent Investment Management and spent 35 years with Boeing. Hunter VIP Investments serves individual and high-net-worth clients, providing discretionary investment management and retirement account advice using diversified portfolios primarily composed of low-cost mutual funds and ETFs, with additional use of stocks, bonds, options, and certificates of deposit. The firm utilizes a fiduciary, long-term investment approach augmented by fundamental and technical analysis, offering portfolio customization and oversight, including allocations to independent managers.

Jared Valencia is a financial advisor at Vineyard Wealth Advisory LLC with Series 63 and Series 65 licenses and one year of industry experience. He has a background in healthcare and emergency services, having worked at Riverside University Health Systems since 2018 and American Medical Response from 2007 to 2017. Vineyard Wealth Advisory is a small firm managing approximately $39.5 million for around 74 clients, including both high‑net‑worth and non‑HNW households. The firm offers portfolio management and financial planning services, often operating on a non‑discretionary basis and integrating insurance products as part of its client solutions.

Enrique Sanchez is a financial advisor at Wolfgang Capital with no prior advisory industry experience. He has served as president of E.G Sanchez & Associates, CPAs, a tax and accounting firm, since 2006. Wolfgang Capital advises individual clients, including both non-high-net-worth and high-net-worth households, providing discretionary asset management and financial planning services. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis in managing portfolios.

Donna Gebhart is a financial advisor at Gebhart & Associates, Inc. in Fallbrook, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Gebhart & Associates since 1998. Outside of her advisory role, she is also licensed as an insurance agent offering life, health, disability, long-term care, and fixed annuities. Gebhart & Associates is a small registered advisory firm providing financial planning, modular consulting, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written financial plans and asset-class or diversified-portfolio recommendations rather than ongoing portfolio management.

James Patterson is a financial advisor at Premier Financial Planning, Inc. in Valley Center, CA, holding a Series 65 credential with four years of industry experience. He has been with Premier Financial Planning since 2011. Premier Financial Planning, Inc. is a small, state-registered investment adviser serving individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm provides financial planning and discretionary portfolio management using a strategic asset allocation approach guided by Modern Portfolio Theory, with services tailored to clients’ time horizons and risk tolerances.

Alvin Gebhart Jr. is a CFP® with 44 years of industry experience and is a principal at Gebhart & Associates, Inc. in Fallbrook, California, where he has worked since 1998. He has served on the Fallbrook Public Utility Board since 2006. In addition to his advisory role, he is also an insurance agent offering life, accident, health, property and casualty insurance, and fixed annuities. Gebhart & Associates is a small registered advisory firm that provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm delivers written financial plans and modular consulting with a focus on asset-class and diversified-portfolio recommendations rather than ongoing portfolio management.

Jeffrey Wiyninger is a Certified Financial Planner® with 17 years of industry experience. He has been with Pathway Advisors, LLC since 2016 and previously worked at Independent Financial Group from 2012 to 2020. In addition to his advisory role, he is also a licensed independent insurance agent. Pathway Advisors is a small supported registered investment adviser serving individual and high-net-worth households, as well as pension plans and small businesses. The firm offers portfolio management, financial planning, and pension consulting services, frequently employing model portfolios and third-party sub-advisers while maintaining predominantly non-discretionary client relationships.

Thomas Haynes is a financial advisor at Vine Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Vine Capital since 2015. He also maintains an insurance agent role with LPL Financial Insurance Associates, where he sells life insurance policies. Vine Capital Management provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, focusing on asset management through a wrap fee program. The firm employs a contrarian security-selection approach and manages accounts based on clients’ objectives, risk tolerance, and time horizon.

Joshua Richardson is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional dedicated to helping individuals, families, and business owners bring clarity and confidence to their financial lives. His approach blends advanced planning knowledge with a practical perspective shaped by his early career in small business finance. Working alongside entrepreneurs taught him that financial decisions are never made in isolation—cash flow, investments, taxes, and long-term goals are all interconnected. That experience instilled in him a big-picture view that he now applies to every client relationship. In his advisory work, Joshua focuses on guiding clients through the complexities of financial planning in a way that feels approachable and actionable. He believes the best plans are those that not only look good on paper but also work in the real world, adapting to life’s changes. Whether it’s structuring a retirement plan, developing a tax-efficient investment strategy, or helping a family prepare for major life transitions, Joshua works to simplify complexity and provide a clear path forward. Joshua has a special appreciation for clients whose financial lives are more involved—such as professionals balancing career and family goals, or small business owners navigating the overlap between personal wealth and business success. His ability to translate complex strategies into straightforward, step-by-step plans allows clients to focus on what matters most to them, while knowing the financial details are well-managed. At the heart of Joshua’s philosophy is a commitment to client-centered advice. He acts as a fiduciary at all times, putting his clients’ best interests first. His goal is simple: to help people plan, invest, and prosper with clarity and confidence, knowing they have a trusted partner guiding them each step of the way.

Zachary Herzog is a financial advisor at Wolfgang Capital with 12 years of industry experience. He holds a Series 65 designation and has been involved with multiple affiliated firms, including a tax and accounting practice where he is a partner. Herzog also works as a fixed life and health insurance salesman through Wolfgang Financial and Insurance Agency. Wolfgang Capital provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, combining fundamental, technical, and cyclical analysis in portfolio construction. The firm offers ongoing asset management with no account minimum and conducts no-fee educational seminars and webinars.

Sierra Hotel Financial was founded when I was working as a financial advisor at a fortune 100 company and my father Joe, who was retiring from the marine corps, expressed interest in joining me. After joining forces at that company for a year we decided that the only way to grow the way we wanted to was to start our own firm. Thus we left and started Sierra Hotel Financial, an independent Registered Investment Advisor with the goal of serving active duty military, veterans, federal employees and government contractors. Since I went to school for mathematics, I have a unique and evidenced-based approach to solving the problems that our clients face. Joe's experience led our firm to better understand what these problems are and how to better communicate the solutions. In order to give back to active duty, reservists and veterans: In September of 2023 we set out to build 500 free financial plans for military members. These plans are comprehensive and offer actionable recommendations that are evidence-based. At the time of writing this description we have built over 100 of those plans. We plan to continue doing this service until we hit 500 free plans which is over $1,000,000 worth of free financial plans for the military community.

Gregory Ashcraft is an advisor at R & R Financial with one year of industry experience. He is also the owner of The Ashcraft Firm, a law practice specializing in estate planning, probate, and trust administration. Prior to joining R & R Financial, he has managed his own firm since 2010. R & R Financial is a fee-only registered investment adviser serving individuals, including high-net-worth clients, and employer retirement plans. The firm combines passive and active investment strategies based on client-specific policies and offers discretionary portfolio management alongside financial planning and retirement plan consulting.

Andrew Davies is a CFP® professional with 26 years of industry experience. He is affiliated with Davies Financial Advisors, Inc., where he has worked since 2006, and previously with Commonwealth Financial Network for 16 years. Outside of his advisory role, Davies serves as a board member of an insurance brokerage firm and is a licensed insurance agent. Davies Financial Advisors provides financial planning, discretionary asset management, and retirement plan consulting to individual clients, businesses, pension/profit-sharing plans, and charitable organizations. The firm employs multiple methods of analysis and manages client accounts on a discretionary basis, offering access to a broad range of securities and insurance products.