Enrique Villalobos is a CFP® professional with 25 years of industry experience, operating through his independent firm, Enrique Villalobos & Associates, since 2016. He has a background in tax preparation and accounting, running a separate tax service business since 1995. Outside of financial advising, he serves as president of the Canyon Crest Villas Homeowners Association. Enrique Villalobos & Associates provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on direct management via proprietary model portfolios that emphasize mutual funds and ETFs. The firm manages a small client base and integrates accounting services through its principal’s role as an Enrolled Agent.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.

Nixon James is a CFP® with 17 years of industry experience, currently serving as the principal advisor at Shepherd Advisor. His prior experience includes roles at Merrill, Eagle Strategies (NY Life), and U.S. Bancorp Investments. Outside of advising, he is involved in software technology consulting and AI product strategy, serving as Managing Director at FORSYS and Head of Insurance Solutions at COGNICOR TECHNOLOGIES INC, and he founded a software consulting firm, AIDEO LLC. Shepherd Advisor provides advisory services to individual clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and pension/401(k) consulting. The firm employs a range of analytic methods and investment strategies, serving mainly on a non-discretionary basis with custody at Schwab Institutional.

Nolan Chevalier is a financial advisor at Seapoint Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed in advisory roles since 2015. Seapoint Capital Management LLC is an independent investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm focuses on tailored portfolios using fundamental analysis and a mix of investment strategies, maintaining a small client base with internal supervision and compliance.

Cristopher Cuevas is a financial advisor at Bright Legacy LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator at Golden Springs View d/b/a True Prime Mortgage and consults on business cloud solutions through Cloud Partners. Bright Legacy LLC is a small advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary investment management and integrated financial planning with a customized, long-term, value-oriented approach, incorporating fundamental and technical analysis.

Timothy Moore is the sole advisor at Moore Money Advisory in Azusa, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Allstate Insurance Company for five years and is a licensed insurance agent in California, selling individual and small group policies in the Los Angeles area. Moore Money Advisory provides growth-oriented investment advisory and portfolio management services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses a goal-based planning process emphasizing capital preservation and risk management, offers financial planning and education through no-cost workshops, and integrates insurance discussions as part of comprehensive client service.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC in Chino Hills, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, World Financial Group, LPL Financial, and CUNA Brokerage Services. She is also involved in the sale of health and insurance products through Covered California and her own insurance agency. The Financial Architects Wealth Management LLC provides non-discretionary investment management, financial planning, and retirement plan advisory services to a small client base of individuals and employer-sponsored plans. The firm uses a blend of fundamental, technical, charting, and cyclical analysis methods and offers limited-scope ERISA 3(21) pension consulting and participant education services.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Annelise Li is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Fintent in Monrovia, CA. She has worked with AJC Capital Management Japan LLC since 2024 and has been involved with AJC Capital Management, LLC and Fintent Invest, Inc. since 2017. Outside of her advisory roles, Li manages corporate management, accounting, and tax responsibilities for these related entities during non-trading hours. Fintent Invest, Inc. provides fee-based, discretionary portfolio management and comprehensive financial planning tailored to individuals, trusts, and specialized clients, including medical professionals and accredited investors. The firm employs a strategic, long-term, value-oriented investment approach with tactical flexibility, supported by six proprietary model portfolios and a behavioral finance framework integrated into client engagement.

Craig Pelletier is a PFS™ credentialed advisor with P&L Family Wealth, where he has worked since 2026. His prior experience includes roles at Carmel Capital Partners and Axxcess Wealth Management, along with five years at Pelletier & Leo, LLP, and five years at PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines ongoing portfolio management with written financial plans, employing a mix of passive and active investment strategies that include stocks, bonds, mutual funds, ETFs, municipal securities, and digital assets when appropriate.

Lawrence Bartlett is the sole advisor at Bartlett, Lawrence E and holds a CPA designation with 40 years of experience in accounting. He has been practicing as Lawrence E Bartlett CPA since 1986. The firm provides discretionary investment supervisory services primarily to individuals, corporations, and charitable organizations, focusing on U.S. common-stock portfolios with a growth and momentum orientation. Its approach combines fundamental research and technical analysis, with portfolio tactics including ADRs, high-dividend stocks, covered calls, and, with client consent, margin or listed options.

David De Koekkoek is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) with over 30 years of experience in financial planning and tax services. He operates an independent firm in Ontario, California, providing tax preparation, planning, consulting, and bookkeeping services alongside financial advisory. His professional activities include licensed insurance sales and property management. His firm primarily serves individual clients as well as trustees, estates, trusts, and charitable organizations, offering financial planning, investment advice, and fee-for-service tax and business services. The firm employs a long-term investment approach with fundamental security analysis and delivers non-discretionary advisory services, with most assets custodied at Schwab Institutional.

Michael Kedis is the founder of Affinity Asset Management in Chino, CA. He holds a Series 65 license and has two years of industry experience. Since 2011, he has also been involved with Cedars Express International Inc., a shipping services business. Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through managed and guided plan options. The firm employs a macro-to-micro investment approach using both fundamental and technical analysis, considers private market opportunities, and operates without discretionary trading authority or receipt of commissions and performance-based fees.

Quincy Baynes is the principal of Baynes Financial LLC in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at firms including Transamerica Financial Advisors and World Financial Group, and is the author of a personal development book titled "Infinite Success Blueprint." Baynes also operates an insurance agency and maintains a business selling finance-related books. Baynes Financial LLC provides investment advisory, financial planning, coaching, and insurance-related services to individuals, trusts, corporations, and retirement plans, primarily on a non-discretionary basis. The firm integrates fundamental and technical analysis, may recommend third-party managers, and offers ongoing client education through articles, newsletters, and workshops.

Omar Nasir is a financial advisor at Pierpont Investment Group, LLC in Ontario, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Pierpont Investment Group since 2011. Pierpont Investment Group serves individual and high-net-worth clients by offering discretionary investment portfolio management as well as financial planning and consulting. The firm uses a customized, long-term approach to portfolio construction, employing ETFs, individual equities, fixed income securities, and, when appropriate, mutual funds, stocks, bonds, and covered call options.

Nikolai Chuvakhin is a financial advisor with Fort Ross Capital Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has been affiliated with Pepperdine University for 25 years. In addition to his advisory role, he is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. Fort Ross Capital Management provides discretionary investment management to private investment companies and high-net-worth individuals, employing a quantitative market-timing strategy that involves equity, fixed-income, volatility, and select commodity markets. The firm manages highly customized, hedge-fund style strategies with concentrated long and short positions and occasional use of options.

Hillary Srilamsingha is a financial advisor with Golden State Capital Inc. holding Series 63 and Series 66 licenses. Although new to the industry with less than a year of experience, Hillary has held roles at several organizations including Golden State Tech Inc. and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, and venture capital. The firm emphasizes long-term strategies and customized due diligence, offering non-discretionary advice and periodic investment reviews.