John Labriola is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013 and at Sagent Wealth Management since 2010. He is also president and a partial owner of Fountain Valley Skating Center, a roller skating facility where he holds a board position and operates an on-site snack bar. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, providing comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and regularly utilizes third-party separately managed accounts tailored to client objectives and risk tolerances.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Kevin Winters is a CFP® with 26 years of industry experience, currently serving as an advisor at Flatrock Wealth Partners LLC since 2022. He previously worked at Pacific Investment Management Company LLC and PIMCO Investments LLC from 2006 to 2022. Winters also works on an interim basis as a consultant to these firms and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides wealth management, discretionary investment management, financial planning, and insurance consulting to high-net-worth individuals, trusts, foundations, and businesses. The firm employs a customized, primarily long-term investment approach combining ETFs, mutual funds, individual equities, and selective alternative investments, managing approximately $232 million across about 51 client relationships.

Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.

Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.

Kyle Soucy is a CFP® professional with nine years of industry experience, currently serving as the sole owner and managing member of Onitus Capital, LLC in Newport Beach, CA. His prior experience includes roles at Paulson Investment Company and Northern Lights Distributors. Outside of financial advising, he is a co-executive producer for Kharisma Entertainment, where he sources movie projects and occasionally performs small acting roles. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million across around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing a range of asset allocation strategies and monitoring third-party managers to align portfolios with client objectives.

Vinh Tran is a financial advisor at KYUR, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with KYUR since 2016. In addition to his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and acts as a subadvisor to other advisers, primarily serving individual investors. The firm employs a combination of fundamental analysis, behavioral finance, and quantitative methods, including proprietary algorithms, to tailor investment strategies that typically emphasize ETFs and U.S. equities alongside alternative instruments.

William Godines Castro is a financial advisor at Castle Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. Outside of his advisory role, he provides consulting services through Castle Consulting and Strategy LLC and manages insurance operations at WJ Insurance Solutions. Castle Capital Management offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes third-party strategies and employs fundamental analysis alongside modern portfolio theory to create customized investment allocations, managing accounts on both discretionary and non-discretionary bases.

Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.

Craig Sweeney is a financial advisor with LBG Advisor and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has been with LBG Advisor since 2015. In addition to his advisory role, he is the owner and consultant of Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and long-term care program education. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and employs a combined top-down and bottom-up investment approach using mutual funds, ETFs, equities, fixed income, and occasionally options and other instruments.

Most of my clients have already done the hard part. They’ve built successful careers or businesses and created meaningful wealth through years of focus and discipline. But once the dust settles, a new question usually comes up: how do we protect what we’ve built and make sure it truly supports our family, both now and in the future? That’s where my work begins. I help families bring order, strategy, and intention to their financial lives. It’s not just about investments or markets; it’s about aligning wealth with purpose. The goal is to simplify complexity, preserve what matters, and give clients the confidence that everything is working together in the right direction. At marrick wealth, we lead with tax strategy because that’s where so much long-term value is created. Every dollar saved in taxes is another dollar that can compound, buy freedom, or fund your family’s next chapter. Whether it’s structuring a liquidity event, managing concentrated stock, or coordinating gifting and estate plans, we focus on the after-tax outcome that helps you keep more of what you’ve earned. Our clients typically have between $2 million and $20 million in investable assets and value a relationship that feels more like a partnership than a transaction. We collaborate closely with their accountants, attorneys, and other advisors to make sure every piece of their financial life fits together. I co-founded marrick wealth to build something different: a boutique practice grounded in transparency, tax-smart strategy, and meaningful relationships. To me, wealth isn’t about accumulating more; it’s about creating options, protecting your time, and making sure the people and experiences that matter most always come first. That’s what our firm is about, for your family and for mine.

Maryann Harrison is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following 12 years at McCullugh & Associates LLC. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning primarily for high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm focuses on equity-based strategies tailored to clients’ objectives and employs independent third-party performance measurement in its reporting.

Daniel Pichardo is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Bridge Capital Consulting, LLC since 2016. The firm provides investment management and financial planning services to individuals, including high-net-worth clients, business owners, families, and charitable organizations. Bridge Capital Consulting employs a top-down investment approach across global markets and sectors, typically utilizing SEI Investments and American Funds Service Company models combined with discretionary and outside manager programs.

Nicholas Gower is a financial advisor at HIP Investor, Inc. with one year of industry experience. He holds a Series 65 credential and serves as Senior Vice President of HIP Investor Inc. In addition, he is President of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research for a variety of market participants. Outside of his advisory role, Gower is involved in these two businesses, splitting his time between them. HIP Investor Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, implementing its approach through model portfolios, separately managed accounts, and consulting engagements.

Troy Brown is a CFP®-credentialed financial advisor at Tidecrest Wealth Management, LLC with nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of finance, he pursues a hobby creating screw art from painted screws and wooden boards. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, and other entities, offering portfolio management and comprehensive financial planning. The firm combines quantitative, fundamental, technical, and economic analysis in its investment approach and integrates private placements and alternative investments into client portfolios.

Paul Hewitt is a financial advisor at Optimus Advisory Group in Irvine, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Optimus Advisory Group since 2008. In addition to his advisory role, he works as an independent agent selling life and health insurance for various companies. Optimus Advisory Group provides financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs strategic asset allocation, fundamental and technical analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios, offering both discretionary client services and model strategies to other investment professionals.

Shaun Mutch is a financial advisor at Fairway Capital Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Purshe Kaplan Sterling Investments. Based in Newport Beach, CA, he has been with Fairway Capital Advisors since 2021. Fairway Capital Advisors provides investment advisory and planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages client accounts primarily on a non-discretionary basis, utilizing a range of investment strategies and third-party manager due diligence while combining retirement plan consulting with individualized portfolio management.

Brandon Chang is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sun Group Wealth Partners since 2013 and also maintains a role with LPL Financial. Chang is involved in several related business activities including non-variable insurance and operates multiple DBAs connected to his advisory and brokerage work. Sun Group Wealth Partners serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers comprehensive financial planning, investment management, charitable giving, and pension consulting with ERISA fiduciary acknowledgements, utilizing discretionary investment management through various platforms and third-party managers.