Henry Hoang is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Bright Wealth Advisors, LLC, where he has worked since 2018 following a decade at Northwestern Mutual. Hoang also maintains an active insurance practice, spending part of his time as a licensed insurance agent focusing on fixed insurance sales. Bright Wealth Advisors is an independent firm serving individuals and high-net-worth clients, managing approximately $21.9 million in assets across 50 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, combining fundamental analysis with long-term and trading strategies, and offers educational seminars on investment topics.

Erik Halvorsen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been the CEO of My Advisors, LLC since 2012, where he also provides non-investment-related management and education advising outside of trading hours. My Advisors, LLC is a state-registered investment adviser serving individuals, families, trusts, and institutional clients with non-discretionary investment management. The firm specializes in globally diversified, low-cost index portfolios using a Multi-Factor framework and primarily invests in passively managed mutual funds and ETFs.

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.

Robert Padilla Jr. is a CFP®-certified financial advisor with 34 years of industry experience. He is the principal of Redefine Financial, an independent registered investment adviser based in Mission Viejo, CA, where he has worked since 2018. Prior to this, he held roles at First Allied Advisory Services and operates several other business ventures, including Federalretirementreport.com, an education and consulting service, and The Dog Pawrk Brewing Company. Redefine Financial serves individuals, families, and select pension and profit-sharing plans, managing approximately $37.8 million across about 90 clients. The firm offers discretionary portfolio management using SEI’s platform and integrates fundamental, technical, and goals-based analysis with quarterly reviews, along with formal pension consulting services and financial education seminars.

Bryan Chin is the sole advisor at BK Chin, an independent registered investment adviser based in Laguna Niguel, California. He holds Series 63 and 65 licenses and has 29 years of industry experience, having led Bryan K. Chin & Co. since 1997. Outside of his advisory work, he serves as an independent contractor salesperson with Chunha Insurance Agency, recommending non-investment insurance products to clients. BK Chin offers a single equity platform, Managed Equity Portfolios, providing separately managed, tailored equity portfolio management focused on long-term capital growth. The firm serves individual investors meeting a $20,000 minimum as well as corporate pension and profit-sharing plans, employing a growth and value-oriented equity selection process with primarily non-discretionary account management.

Stephen Shloss is a CFP® and holds a Series 66 license with 18 years of industry experience. He is the president of Castle Financial and has previously worked at firms including Crown Capital Securities, LP and Money Concepts Advisory Service. Outside of his advisory role, Shloss is involved in health insurance sales, tax preparation as a CPA, real estate brokerage activities, and serves as a treasurer for a nonprofit organization. Castle Financial provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment programs based on clients’ objectives, time horizon, and risk tolerance, and combines fixed-fee financial planning with individualized portfolio management and oversight of third-party sub-advisors.

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.

Patrick Thompson is a financial advisor at Sentient Financial, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sentient Financial since 2012, including a prior affiliation with Foresters Equity Services, Inc. Outside of finance, he works as a sales representative for Oxford University Press, a higher education publishing company. Sentient Financial serves individual and small business clients by providing comprehensive financial planning, portfolio management, and retirement-plan advice. The firm employs a diversified investment approach based on Modern Portfolio Theory, blending fundamental and technical analysis, and may utilize institutional third-party managers to construct portfolios.

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.

Eric Haney is the sole advisor at Haney Capital Management in Dana Point, CA, holding a Series 65 designation with 12 years of industry experience. Prior to founding his firm in 2013, he worked at The Boeing Company from 2002 to 2017. Haney Capital Management provides investment advisory services to individual clients without imposing a minimum account size. The firm employs fundamental analysis as the primary driver of investment decisions and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

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.

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.

Gary Psotka is the sole advisor at Service One Financial in San Juan Capistrano, CA, holding a Series 63 license with 28 years of industry experience. He has been with Service One Financial and its related entities since 2003, with additional roles in insurance sales and mortgage brokerage. Outside of investment advising, he is also a licensed real estate broker and insurance agent. Service One Financial provides investment advisory and financial planning services to individuals, institutional retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary, custom-tailored advice and offers portfolio management, pension consulting, and 401(k) plan services, with investment recommendations spanning stocks, ETFs, mutual funds, hedge funds, private equity, and managed futures.

Kelley Wright is a financial advisor with IQ Trends Private Client Asset Management, holding a Series 63 designation and 27 years of industry experience. Wright has operated Kelley Wright & Co., Inc. since 1998. In addition to advisory work, Wright serves as managing editor of Investment Quality Trends, an investment newsletter providing research and recommendations on high-quality, dividend-paying stocks. IQ Trends Private Client Asset Management offers discretionary and non-discretionary investment advisory services primarily to individual and high-net-worth clients, including retirement and ERISA plan arrangements. The firm’s investment approach centers on a proprietary Dividend Yield Strategy focused on dividend-paying Select Blue Chip stocks, supported by in-house research from its newsletter and automated portfolio management.

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.

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.

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.