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.

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.

Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.

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.

Hubert Frederick is a financial advisor at New Talents Financial Services Inc and holds a Series 65 designation. He has one year of advisory experience, previously working in an investment club and spending 17 years at ADP. New Talents Financial Services is a family-owned, independent registered investment adviser that provides discretionary portfolio management and financial planning focused on portfolio-related matters for individuals, high-net-worth clients, and family trusts. The firm emphasizes diversified, long-term investment strategies with low trading frequency, uses third-party custodians, and offers a performance-based fee option for qualified clients.

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.

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.

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 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.

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.

Christopher Rogers is a CFA® charterholder and financial advisor at 7 Summits Investment Management, LLC with 18 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Jackson Financial Management. Mr. Rogers is also a licensed insurance agent affiliated with Enhanced Insurance Services LLC in Costa Mesa, CA, where he may recommend insurance products. 7 Summits Investment Management provides discretionary investment management and financial consulting services for pooled, institutional, and individual clients. The firm employs a core-and-satellite investment approach, utilizing passive index funds alongside active strategies and frequently allocates assets to specialist sub-advisers through a documented selection process.

Bruce Graham is the principal of Graham & Co. Advisory, Inc. in Orange, California, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Graham & Co. Advisory since 2003 and has been involved with B.B. Graham & Company, Inc. since 1996. Outside of financial advising, Graham owns several aviation-related businesses, including aircraft management and historic WWII aircraft restoration. Graham & Co. Advisory provides personalized investment supervisory services and financial advice to individuals, trusts, estates, corporations, and small businesses, managing approximately $18.5 million across fourteen client accounts. The firm uses a discretionary portfolio management approach tailored to client objectives and risk profiles, employing a range of investment strategies including equities, fixed income, mutual funds, and options.

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.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

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.

Darius Bozorgi is a financial advisor at Veros Capital Management, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been involved with Veros Software since 2001. Veros Capital Management is an investment manager that has primarily served pooled vehicles and institutional mandates. The firm’s investment approach is quantitative and model-driven, utilizing proprietary automated predictive technology to construct and manage portfolios of exchange-traded funds and publicly traded equities.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Troy Wirth is a CFP®-designated financial advisor with 27 years of industry experience. He is the principal of Ingen Strategies, LLC, an independent firm he has led since 2019. Prior to this, he worked at Eagle Strategies and New York Life Insurance Company for over two decades. Outside of advising, he owns Syxivm, a retail business specializing in men's and women's surf and sports apparel. Ingen Strategies serves individual investors as well as business and institutional clients, providing discretionary asset management and standalone financial planning. The firm offers tailored portfolios and a range of consulting services, including retirement and estate planning, and utilizes third-party money managers alongside model portfolios and the Betterment for Advisors platform for implementation.