Christy Schlegel is a financial advisor at Stewardship Wealth Management Solutions with a Series 65 credential and four years at the firm. Her prior work includes roles at New Life Preschool, Buffalo Exchange, and Julie Borba. Stewardship Wealth Management Solutions provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.

Nolan Gouveia is an advisor at Ark Wealth Advisors, LLC in Yorba Linda, CA, with six years of experience through his role at NGFinco LLC since 2020 and nine years at California Baptist University. He holds no prior industry experience before these roles. Ark Wealth Advisors provides investment advisory services to individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs an individualized, asset-allocation-driven investment process and utilizes third-party managers and Schwab-managed account programs to implement and monitor diversified portfolios.

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.

Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.

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.

Osvaldo Arambulo is a financial professional with the Series 66 designation and two years of industry experience. He is currently affiliated with CM First Capital Corp. in Huntington Beach, CA, having held previous roles at Cetera Advisors and Vector Office Solutions. Outside of finance, his work history includes roles in health research and education. CM First Capital Corp. provides investment advisory services to individuals, plans, trusts, and organizations. The firm emphasizes tailored portfolio management with a focus on closed-end funds, employing both fundamental and technical analysis along with various trading strategies to meet 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.

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.

Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. Retirementadvice | Jka serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.

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.

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.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.

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.

Kenneth Hobbs III is a financial advisor at Clearview Investment Partners, LLC with 25 years of industry experience. He has been with Clearview since 2009 and holds Series 63 and Series 65 designations. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management and comprehensive financial planning. The firm utilizes proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions across mutual funds, ETFs, individual securities, and Independent Managers.

Traci Kaas is a financial advisor with Probitas Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Her work history includes roles at Shelter Wealth Strategies, Devon Investment Advisory, and Cambridge Investment Research, among others. She is also the president of Kaas Consulting, Inc., a structured settlement planning firm. Probitas Financial provides portfolio management services to individuals, high-net-worth clients, and ERISA-based plans, utilizing Turnkey Asset Manager Platforms to implement investment advice on a non-discretionary basis. The firm emphasizes strategic asset allocation tailored to client objectives and risk tolerance.