Tu Tran is a CFP®-designated financial advisor with 27 years of industry experience. He is the founder and principal of Crosspoint Financial, LLC, where he has worked since 2017, and he previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Tran is also affiliated with Alexander Capital, LP and Purshe Kaplan Sterling Investments. Crosspoint Financial, LLC provides asset management, financial planning, and retirement plan consulting to individual investors, including high-net-worth clients, and employer-sponsored plans. The firm manages $138.4 million in discretionary assets and serves 264 client relationships, using a broad investment toolkit and a fiduciary advisory approach.

Bryan Werlemann is the sole advisor at Werlemann Wealth Management in Newport Beach, CA, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Wells Fargo Advisors Financial Network LLC for 17 years. Werlemann Wealth Management provides discretionary asset management to individuals, trusts, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis to construct and manage portfolios that include stocks, bonds, ETFs, options, and alternative investments, utilizing strategies such as tactical asset allocation and margin trading.

Juerg Ciceri is a CFP® professional with 18 years of industry experience, operating through his firm, JC Financial Planning & Investments, LLC, since 2006. He holds a Series 63 license and serves clients from Long Beach, CA. Ciceri is also the owner and general partner of a Swiss investment holding company, Golden State Holding GmbH. JC Financial Planning & Investments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach focuses on individualized advice, continuous account supervision, and diversified asset allocation, offering both discretionary and non-discretionary management along with flexible financial planning arrangements.

Philip Milner is a financial advisor at Norberg Capital Management, LLC in Irvine, CA, holding a Series 66 designation with 24 years of industry experience. He previously worked at Buttonwood Tree Management, LLC and Standard Investment Chartered Inc before joining Norberg Capital Management in 2017. Norberg Capital Management provides portfolio management services primarily to high-net-worth individual investors through separately managed accounts. The firm focuses on consistent income and portfolio appreciation with lower volatility than the S&P 500, using long holding periods, limited turnover, and an emphasis on interest- and dividend-producing securities.

Robert Richter is the sole advisor at RJR Financial Services in Newport Beach, CA, with seven years of experience in investment advisory and over three decades as a Certified Public Accountant. He held a CPA practice from 1988 to 2021 and has been leading RJR Financial Services since 2014. Richter holds a Series 63 designation. RJR Financial Services primarily serves individual clients, offering discretionary portfolio management across a range of publicly traded securities including equities, mutual funds, ETFs, bonds, REITs, and occasional options. The firm’s investment approach is based on fundamental analysis and long-term investing, supplemented by short-term strategies, with accounts managed on a discretionary basis and near-daily reviews.

James McKeever is the sole advisor at Jim McKeever, an independent firm based in Huntington Beach, CA. He holds the ChFC® designation along with Series 63 and 65 licenses, and has 27 years of industry experience. His career includes operating as an insurance agent licensed in life, health, and property & casualty since 1985. Jim McKeever provides comprehensive financial planning and investment advisory services primarily to individual clients and households through a wrap-fee program. The firm also offers retirement plan consulting to ERISA-covered plan sponsors and serves charitable organizations, focusing on non-discretionary investment management that emphasizes retirement accumulation and tax-efficient distribution.

Adam Connors is the sole advisor at Commonwealth Family Office in Newport Beach, CA, holding a Series 66 designation with 18 years of industry experience. His prior work includes roles at Northland Securities Inc. and as a strategic advisor for Yucca Fins. Commonwealth Family Office provides discretionary investment management, wealth management, and financial planning services to high-net-worth individuals, trusts, estates, and businesses. The firm emphasizes portfolios constructed with exchange-traded funds and low-cost diversified mutual funds, combining fundamental and technical analysis with a focus on long-term holdings and selective short-term trading.

Christine Blanchard is a CFA® charterholder with 15 years of industry experience. She is the sole advisor at CDB Advisory & Consulting, an independent firm she has operated since 2019 following eight years at Wells Fargo Bank. CDB Advisory & Consulting provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, corporations, charitable organizations, and foundations. The firm employs a multi-method investment approach with discretionary management, encompassing a range of securities including derivatives and options, and serves both individual and institutional clients.

Roger Chang is a financial advisor at Rhb Capital, Inc. in Huntington Beach, CA, with 14 years of industry experience. He holds a Series 66 designation and has been with Rhb Capital since 2012. Outside of his advisory role, he also practices law as an attorney through a separate legal services business. Rhb Capital, Inc. provides investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis and uses both long- and short-term trading strategies, including options and margin transactions, to manage approximately $35 million in discretionary assets.

Denise Carcel is a financial advisor with Alpha Rising Advisors LLC in Newport Coast, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. Her career includes roles at Equitable Advisors, LLC and Axa Advisors, LLC from 2001 to 2020, as well as at The Leaders Group Inc and Client One Securities since 2020. Alpha Rising Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diverse range of investment strategies and analytical methods, offering access to alternative and complex investments while typically managing assets on a non-discretionary basis.

Ronald Gable is a CFP® with 54 years of industry experience, currently affiliated with Centaurus Financial, Inc. He has held roles at multiple firms, including American Skandia, Lincoln Benefit Life, Nationwide, First Colony Life, and Transamerica Life. In addition to his advisory work, he has served as a college instructor since 2014. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Myung Lee is a financial advisor at Simple Portfolio Management, Inc. in Irvine, CA, with 15 years of industry experience. He holds a Series 65 designation and previously worked at Billions Finance for 10 years before founding his current firm in 2020. Simple Portfolio Management serves individual and high-net-worth clients, as well as certain business entities, offering personalized investment advisory and portfolio management with ancillary financial-planning advice. The firm follows a fee-only model and employs a strategy based on Modern Portfolio Theory, passive management, and strategic asset allocation, primarily using index mutual funds and ETFs alongside educational seminars integrated into the client onboarding and review process.

James Cravotta is a financial advisor at Executive Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. from 2016 to 2020. In addition to advisory services, he is licensed as an insurance broker. Executive Services, LLC is an independent investment adviser that serves individuals and high-net-worth clients, managing approximately $30.5 million. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, equities, fixed income, and ETFs.

Anthony Montenegro is a financial advisor with The Blackmont Group, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His career includes roles at CFD Investments, D.A. Davidson & Co., and Creative Financial Designs. In addition to his advisory work, he is active as a real estate investor. The Blackmont Group is an independent, fee-only advisory firm providing investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of passive and active strategies informed by modern portfolio theory and various analytical approaches, managing approximately $8.9 million across a limited client base.

Thomas Seaman is the sole advisor at Thomas Seaman Company in Laguna Beach, CA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has led his firm since 1996. In addition to investment advisory services, he serves as a court-appointed receiver managing assets involved in litigation. Thomas Seaman Company provides discretionary portfolio management to individual and high-net-worth clients, including families and trusts. The firm combines passive ETFs with selective value-oriented active equity and fixed income investments, tailoring strategies to client objectives, risk tolerance, and tax considerations, and occasionally employs margin and derivatives within separately managed accounts.

Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.

Alan Flores is a financial advisor at Darkhorse Advisor with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Clearview Investment Partners for 11 years before joining Darkhorse Advisor in 2020. Darkhorse Advisor provides wealth management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a blend of fundamental and technical analysis in an active, tax-aware investment approach, offering discretionary and non-discretionary portfolio management primarily invested in mutual funds, ETFs, and individual securities.

Christopher Obyrne is a financial advisor with Tactical Equity Partners, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He also serves as a consultant for Financial Analysis Corp, providing IT support and data analytics for finance and marketing departments. Tactical Equity Partners, LLC is an independent registered investment adviser managing discretionary portfolios for qualified clients, primarily investing in publicly traded equities, ETFs, and occasional options. The firm employs a combination of fundamental and technical analysis with macroeconomic research to tailor strategies to client objectives and risk tolerance.

Matthew Crandall is a financial advisor at Next Level Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Mr. Crandall operates an entertainment-focused YouTube channel called Fracture, to which he devotes significant monthly time. Next Level Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental analysis and diversified equity allocations, using structured notes and derivatives to complement long-only strategies and manage risk.

Danny Seth is a financial advisor at Capital Fluency in Irvine, California, with six years of industry experience. He holds a Series 65 designation and previously worked at Pimco from 2015 to 2019 before joining Capital Fluency in 2019. Capital Fluency provides investment management and financial consulting to individuals and institutional clients, including qualified retirement plans, not-for-profit organizations, and corporate entities. The firm offers customized financial planning, ongoing portfolio management, and CIO services, combining fundamental and cyclical analysis with tactical asset allocation and risk management.