Shawn Williams is a financial advisor with Temecula Valley Stock Exchange LLC in Murrieta, CA, holding Series 63, 65, and 66 licenses and five years of industry experience. He has previously worked with Amer-Dadian International Corporation and related insurance agencies, where he also manages insurance portfolios and corporate projects. Temecula Valley Stock Exchange provides investment advisory and portfolio management services to individual investors and small businesses, using a systematic, multi-disciplinary investment process that incorporates quantitative methods, technical and fundamental analysis, and AI-driven income generation programs.

Old-school wealth management firms largely fall short of addressing the needs of small business owners. They typically require a minimum amount of investible assets, offer generic planning advice, and schedule infrequent reviews. I launched Two Palms Financial to provide an experience to business owners based on greater customization, deeper planning work, year-round reviews and a flexible fee structure. Time and attention are finite resources. Business owners know this all too well. I help business owners focus their time and energy on what they are passionate about and excel at. With year-round cash flow & tax planning, saving & investing, retirement planning, debt management, insurance reviews, trust & estate planning, I help business owners develop a plan to grow their business with intention, create long-term wealth, minimize taxes over their lifetime, and protect their assets from unforeseen threats. I also believe Life Planning is an integral part of the planning process. Through my training with the Kinder Institute of Life Planning, I use the EVOKE (Exploration, Vision, Obstacles, Knowledge & Execution) experience to help my clients build a financial plan around their unique vision of a fulfilled life.

Michael Cortina is the sole advisor at Cortina Capital, LLC, where he holds Series 65 and 66 licenses and has 11 years of industry experience. He previously worked at UCSD from 2012 to 2016 before founding Cortina Capital in 2016. Located in Fallbrook, CA, he focuses on portfolio management and investment strategies. Cortina Capital, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating written Investment Policy Statements that outline goals, time horizons, and risk tolerance. The firm employs an investment approach combining charting, fundamental, and technical analysis, with concentrated positions in mid- and large-cap technology stocks, using a range of long and short strategies as well as options trading tailored to account type and risk tolerance.

John Klein is the sole advisor at Klein Financial Advisors, an independent firm based in Rancho Mission Viejo, CA. He holds a Series 63 designation and has 25 years of industry experience, having led his firm since 2000. Klein is also licensed as an insurance agent. Klein Financial Advisors serves individual clients as well as pension plans, businesses, trusts, estates, banks, and charitable organizations. The firm offers financial planning, portfolio management, and implements investment and insurance recommendations with a focus on fundamental security analysis and a generally long-term investment approach.

Michael Vandenburg is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Coast Wealth Management, Inc. since 2003, where he is the sole advisor. The firm provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Coast Wealth Management employs a strategic asset allocation approach combining passive index and ETF core holdings with selective active funds, and it is notable for managing a high proportion of assets on a non-discretionary basis.

Yvette Spillman is a financial advisor at National Retirement Institute with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Gradient Advisors, Secure Investment Management, and Kinetic Investment Management. National Retirement Institute serves individuals, entrepreneurs, and institutional clients by providing investment management and financial planning services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, managing accounts primarily on a non-discretionary basis while integrating financial planning and coordinating with other advisors.

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.

Mario Avila is the founder and sole advisor at Vertex Investments Group, LLC, holding a Series 65 designation with one year of industry experience. He is also the founder and CEO of Efficient-Aire Mechanical Inc., an HVAC company he has led since 2017. Prior to his current roles, Avila worked at Energy Options Inc. for seven years. Vertex Investments Group provides wealth management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of fundamental, technical, and charting analysis to build portfolios using both passive and active investment vehicles, operating on a non-discretionary basis with a long-term investment orientation.

Park Randazzo is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal of Randazzo Capital Management, LLC, an independent advisory firm he founded in 2018. Prior to establishing his firm, Randazzo worked at SELECT Money Management, Inc., Select Portfolio Management, Inc., and Securities Equity Group from 2012 to 2018. He is also a licensed independent insurance agent in California. Randazzo Capital Management provides discretionary investment management and financial consulting to individuals and small businesses, managing approximately $23 million in client assets. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active managers and offers formal periodic communications including quarterly comprehensive portfolio reviews and market updates.

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.

Dennis Korte is a financial advisor with Railroad Canyon Insurance and Financial Services in Canyon Lake, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2002. In addition to his advisory role, he owns and operates an insurance brokerage specializing in life insurance and annuity policies. Railroad Canyon Insurance and Financial Services primarily serves individuals approaching or in retirement, focusing on capital preservation for baby boomers and their parents. The firm emphasizes a safety-first investment approach, providing financial planning, retirement advice, and insurance product recommendations through non-discretionary management and annual account reviews.

Karl Schorr is the principal of Karl Schorr Wealth Management, LLC, an independent firm based in Lake Elsinore, CA. He holds a Series 65 designation and has 13 years of industry experience. Karl has led his firm since 2012. Karl Schorr Wealth Management, LLC provides fee-based portfolio management primarily to individual investors, with occasional services for small businesses and non-profits. The firm employs a largely passive investment approach focused on low-cost index funds and ETFs, complemented by ancillary services including personal and business tax return preparation and consulting on 1031 real estate exchanges.

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.