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.

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.

Christopher Obyrne is the principal adviser at Tactical Equity Partners, LLC in Irvine, CA. He holds Series 65 and Series 63 licenses and has three years of industry experience. In addition to his advisory role, he provides IT support and data analytics consulting for a corporate finance marketing firm. Tactical Equity Partners is an independent registered investment adviser serving qualified clients such as individuals, high-net-worth clients, trusts, charitable organizations, and institutions. The firm offers discretionary portfolio management with a focus on publicly traded equities, ETFs, and occasional options, combining fundamental and technical analysis with macroeconomic research to tailor strategies to client objectives and risk tolerance.

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.

Charles Rowan is a financial advisor at Balanced Wealth Management with 14 years of industry experience. He holds a Series 65 designation and also serves as president of an independent insurance agency, a role he has maintained since 2009. Rowan has a background that includes mortgage brokerage spanning over three decades. Balanced Wealth Management primarily serves individual clients, including many high net worth individuals, as well as businesses, charities, and small pension plans. The firm focuses on assessing clients’ financial situations and matching them with third-party money managers, monitoring those relationships without directly managing assets or taking discretionary authority.

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.

Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.

Ruixin Li is a financial advisor at Robin Lee Wealth Management with a Series 65 designation and recent experience in quantitative finance and financial mathematics. His work history includes roles as a Quantitative Financial Analyst at AmCan Capital LLC and current business assistant responsibilities at Faraday Future Intelligent Electric Inc. Prior to his advisory role, he held academic positions at North Carolina State University’s Mathematics and Financial Mathematics departments. Robin Lee Wealth Management provides investment advisory and financial planning services to individuals and families, including students and recent immigrants. The firm employs a disciplined approach focused on strategic asset allocation and diversified ETFs and mutual funds, tailoring advice to clients’ goals, time horizons, and risk tolerances.

Milind Pasari is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He is the principal of Surya Capital, LLC, where he has worked since 2012, and also owns an accounting and tax practice, Pasari CPA PC. Prior to Surya Capital, he worked at BLC Tustin Inc. Surya Capital serves individual investors, including both high-net-worth and non-high-net-worth clients, providing ongoing investment and portfolio management with a range of strategies from long-term investing to short-term trading. The firm is affiliated with an accounting practice, allowing clients to receive both investment management and tax-related advice.

Vladimir Kouznetsov is a CFP®-credentialed financial advisor with 12 years of industry experience. He is the principal and sole advisor at Retegy LLC, an independent firm based in Irvine, CA. In addition to his advisory role, Mr. Kouznetsov works as a software engineer at Stryker Corporation, a medical device company. Retegy LLC provides discretionary asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm utilizes multiple analytical methods and a range of investment instruments, often working with third-party sub-advisors, and offers educational seminars and workshops as part of its client service approach.

Larry Beltramo is a CFP® professional with 16 years of experience in financial advising. He is the sole advisor at Beltramo Financial Services, Inc., an independent firm he has led since 2010. Beltramo Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach focused on passive index funds and ETFs, complemented by selective active management, with accounts managed on a discretionary basis and regular reviews.

Lee Jones is a financial advisor at Tangent Retirement with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Stratos Wealth Partners, LPL Financial, and U.S. Bancorp Advisors. Tangent Retirement serves individuals, families, trusts, and incorporated entities, providing comprehensive financial planning and discretionary portfolio management. The firm integrates goal-setting into its process and uses fundamental and technical analysis to guide investment decisions.

Gary Rennie is a CFP® professional with 17 years of industry experience. He has been with Rennie & Associates, an independent firm based in Irvine, CA, since 2008. Rennie & Associates provides comprehensive financial planning services to individual and high-net-worth clients, covering insurance, estate, tax, education, investment, and retirement matters. The firm employs a long-term, buy-and-hold investment approach using no-load mutual funds and ETFs, offering written plans and ongoing retainer services without discretionary trading or asset custody.

Stephen Patel is the principal advisor at Patels Capital in Irvine, CA. He holds the CFA® designation and Series 63 license, and has one year of experience in financial advising. Prior to founding Patels Capital in 2025, he worked at Southern California Edison since 2017 as a Senior Manager of Investments overseeing pension and other trust assets, and previously was with Toyota North America from 2014 to 2017. Patels Capital provides advisory and consulting services to individuals, families, trusts, estates, small businesses, endowments, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management across public and private markets, financial planning, and specialized private fund consulting with a focus on customized investment policy development and thorough due diligence processes.

Bryan Gould is a financial advisor at Ultra Advisory Group with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwest Asset Management, Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. He is also insurance licensed in California. Ultra Advisory Group provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth households, family offices, and institutional clients. The firm customizes investment programs using asset allocation and diversification principles, and offers a distinctive multi-custodian wrap fee program.

Tie Chen is a CFA® charterholder affiliated with Global Alpha Investment Advisors LLC and has over a decade of industry experience, including 13 years at Victory Capital Management. He is currently with Global Alpha Investment Advisors, a recently established firm based in Irvine, CA. Global Alpha Investment Advisors offers discretionary portfolio management and integrated financial planning services primarily to individuals and high-net-worth clients. The firm focuses on equity markets and ETFs using a multi-factor investment approach that incorporates fundamental analysis, quantitative screening, and macroeconomic trend evaluation.

Dong Ngo is a financial advisor at 86 Republic, LLC, an independent firm based in Irvine, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining 86 Republic in 2020, he was self-employed for seven years. 86 Republic provides portfolio management services to individuals, high-net-worth clients, and investment companies. The firm employs a fundamental analysis approach with a long-term trading strategy, offering both discretionary and non-discretionary management across a range of asset classes including mutual funds, ETFs, equities, fixed income, real estate funds, and international securities.

Joshua Iversen is a financial advisor with Syzygy Financial LLC in Newport Beach, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Syzygy Financial since its founding in 2010. Syzygy Financial LLC is an independent registered investment adviser that provides portfolio management and financial planning primarily to individual clients, while also serving institutional clients. The firm manages approximately $775,906 in assets and offers ongoing portfolio management and financial planning services under asset-based fee arrangements.

Thomas Podgorski is a financial advisor at CAtrs Teachers Retirement Services LLC in Riverside, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 14 years with the Riverside Unified School District. Podgorski has also been involved with community nonprofit boards. CAtrs Teachers Retirement Services LLC is a small independent advisory practice serving individual clients with a limited roster. The firm provides advisory services and transacts fixed and indexed annuities without charging fees based on assets under management, differentiating its approach from typical advisory models.

Andrew Blackburn is a CFA® charterholder and the sole advisor at Laguna Coast Capital in Irvine, CA, with five years of industry experience. Prior to founding Laguna Coast Capital in 2021, he worked at Direxion Asia Limited for six years and took a two-year retirement from 2019 to 2021. Laguna Coast Capital offers discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm focuses on constructing tailored portfolios using low-cost mutual funds, ETFs, and selected individual securities, applying fundamental, technical, and cyclical analysis with a predominantly long-term orientation while allowing opportunistic trading strategies.