Darin Guthrie is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Fidelity Investments, and TD Ameritrade. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program alongside hourly financial planning, emphasizing individualized portfolio construction using a mix of fundamental and technical analysis.

Derek Campbell is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley Smith Barney LLC and Beacon Pointe Advisors, LLC. Before entering financial services, he was involved with the Philadelphia Phillies and the Colombian Professional Baseball League. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to a range of clients, including individuals, high-net-worth individuals, trusts, retirement plans, and corporate entities. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection, using a core-and-satellite framework that incorporates indexed, tax-efficient, and active strategies.

Andrew Geller is a financial advisor at Quantumvest, Inc. in Los Alamitos, CA. He holds a Series 65 credential and has recently started his career, with experience beginning in 2025. Prior to joining Quantumvest, he worked in non-financial roles at Saxum Surgical and Allied Universal. Quantumvest serves individual and high-net-worth clients, trusts, estates, employer-sponsored retirement plans, and small businesses. The firm combines buy-and-hold portfolio construction with technical analysis and cycle-driven charting to guide timing and rebalancing decisions, and provides discretionary portfolio management, retirement plan consulting, and wealth-planning services.

Christopher Baum is a CFA® and holds a Series 65 license with 13 years of industry experience. He has worked at Coastal Capital Advisors since 2020 and previously spent seven years at Private Management Group, INC. Christopher operates out of Irvine, CA. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management alongside comprehensive financial planning and wealth management. The firm employs a blend of active and passive, long-term, value-based asset allocation using customized portfolios and integrates outside specialists and services into client programs.

Jason Clardy is a financial advisor with My Portfolio Guide, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining My Portfolio Guide, he worked at Edward Jones and has management experience outside finance as a superintendent at Fenix Marine Services, where he oversees cargo movement and ship discharge operations. My Portfolio Guide, LLC provides portfolio management and financial planning services to individual, high-net-worth clients, and pension plans, managing over $200 million in assets. The firm uses customized investment models and a mix of trading strategies, including short sales and tactical rebalancing, supported by educational resources for clients.

Robert Lingle is a financial advisor at Merus Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Growth Advisors, LLC, Capital Growth Securities LLC, and Pacific Alternative Investments, LLC. In addition to his advisory role, he is a managing partner at Pacific Alternative Investments, where he focuses on sourcing and marketing private investment offerings. Merus Advisors provides investment advisory and financial planning services primarily to individual clients and families, focusing on due diligence and monitoring of third-party managers rather than trade execution. The firm’s investment approach emphasizes diversification, low volatility, and tailored recommendations based on clients’ risk tolerance and goals.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA. He holds a Series 66 designation and has seven years of industry experience. Ryan’s background includes roles at Magic Elite, Bank of America, Merrill, and KPP Financial. Outside of finance, he owns and operates a basketball coaching program focused on training youth fundamentals in Southern California. Klein Pavlis & Peasley Financial provides discretionary investment management services to individuals, including high-net-worth clients, and corporate entities. The firm emphasizes client education through public newsletters and online classes and integrates a third-party digital estate-planning service into its advisory process.

Jason Jacobi is a CFP® with 12 years of industry experience and is currently an advisor at Boyer Financial Services, Inc. Prior to joining Boyer in 2024, he worked at LPL Financial, Pacific Life Insurance Company, and Pacific Select Distributors Inc. He is co-owner of The Jacobi Group, a family-run PR and marketing firm, and serves as a non-executive board member advising Unbiased Inc. on the US RIA space. Boyer Financial Services is an SEC-registered, fee-based wealth management firm serving individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, implementing tailored investment programs with ongoing monitoring and client education as key features.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.

Bing Cao is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. He holds a Series 65 designation and has prior work experience at Platinum Eco Capital, Hercules Investments, and Beijing Vitality Textiles Co. Ltd. Cao is also the founder and CEO of Egret Wealth Group LLC, a life and health insurance sales and services business. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth and individual clients. The firm employs a diverse investment approach that includes fundamental, technical, and quantitative analysis across various asset classes and conducts regular account reviews with personalized Investment Policy Statements.

Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, utilizing model-driven strategies based on Modern Portfolio Theory, options pricing, and proprietary technology. The firm offers Custom Strategies, options-based Overlay Solutions, and named strategies including the VOLT overlay, incorporating derivatives and margin to achieve targeted market exposure.

Laurie Dubchansky is a CFP® professional with nine years of experience in financial advising, currently serving at Havaplan Financial since 2016. She is based in Newport Beach, CA, and works alongside one other advisor in a two-person team. Havaplan Financial serves individual and high-net-worth clients with discretionary portfolio management and a comprehensive range of financial planning services. The firm primarily uses a passive investment approach with asset-class weighted portfolios built from index mutual funds and ETFs, supported by individualized Investment Policy Statements.

Frank Mercuri III is a financial advisor at Attivo Legacy Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Equivita Life Settlements, LLC since 2018 and Mercuri Asset Management, LLC since 2010. Outside of advising, he operates a licensed insurance agency and is involved in life settlements and trust services. Attivo Legacy Advisors provides portfolio management and comprehensive financial planning to individuals, retirement and corporate plans, trusts, estates, and other business entities. The firm manages assets on a non-discretionary basis, offers customized investment portfolios aligned with client risk profiles, and incorporates insurance products as part of its services.

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sagewater Financial LLC, United Planners' Financial Services, and other firms. Medina also served in the Oregon and California Air National Guard for a combined 23 years. Bridge Capital Consulting provides investment management and financial planning services to individual clients, including high-net-worth individuals, business owners, families, and charitable organizations. The firm employs a top-down investment approach using model portfolios from SEI Investments Company and American Funds Service Company, combining in-house discretionary management with external manager programs.

Samuel Wida is a financial advisor with Stock Traders in Huntington Beach, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Stock Traders since 2000. Outside of his advisory role, he operates a certified tax preparation business from home. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm manages assets on a largely non-discretionary basis and employs a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Darren Crume is a financial advisor at Marathon Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Granite Capital Wealth Management LLC and South Coast Investment Advisors, LLC. Crume is also a licensed real estate broker, though he does not actively use this license. Marathon Capital Management is an independent registered investment advisor serving individual clients, high net worth individuals, businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an emphasis on diversification, index-based core holdings, and fundamental security analysis.

Matthew Martinez is a financial advisor with Opus Private Wealth Group, LLC in Orange, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Opus Private Wealth Group since 2014. Outside of his advisory role, Martinez is involved in vintage trailer restoration through Classic Cans Inc. and serves as CEO of Legacy Private Wealth LLC, where he focuses on tax and estate planning education for clients. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $102 million in discretionary assets. The firm provides investment advisory and financial planning services, emphasizing individualized portfolio construction and offering a firm-sponsored wrap fee program alongside other management and consulting options.

Susan Miller is a financial advisor with Slaten Wealth Management in Anaheim, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Crown Capital Securities, LP, and has been with Slaten Financial and Slaten Wealth Management since 2008. Outside of her advisory role, she serves as president of Ballyhoo Ice Theatre Inc., a nonprofit focused on amateur competitive figure skating. Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis, offering custom portfolio management alongside third-party managed account oversight and integrating tax-related services and licensed insurance activities.

James Ripley is a CFP® professional with 34 years of industry experience. He is affiliated with RAI Wealth Management and Gregory Advisors, Inc., holding roles at both firms since 2006 and 2020 respectively. RAI Wealth Management serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $160 million in client assets and focuses on diversified portfolios primarily composed of mutual funds and ETFs, employing strategies such as regular rebalancing, tax management, and dollar-cost averaging.

Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.