Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.

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.

Lawrence Bassell is a financial advisor at KOHR Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'CONNOR Wealth Management and Guardian Life. Bassell is also involved in insurance services across life, health, and long-term care products. KOHR Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement rollover advice. The firm emphasizes a value-oriented, long-only investment approach with strategic and tactical asset allocation, and offers educational seminars and workshops as part of its client services.

Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with 12 years of industry experience. She has been with Western Growers Financial Services since 2013 and joined its affiliated firm, Western Growers Financial Services, Inc., in 2026. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, focusing on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and serving a broad range of account sizes.

David Andresen is a financial advisor with Granite Capital Wealth Management LLC in Goodyear, AZ. He holds a Series 65 registration and has five years of industry experience. Prior to joining Granite Capital, he worked at M5 Capital Management LLC and M5 Capital Investments LP for 12 years each. Outside of advisory services, he is co-owner of Aladdan Construction Corp. Granite Capital Wealth Management provides individualized portfolio management to individuals, high-net-worth clients, and corporate entities, and serves as a sub-advisor to other registered advisers. The firm manages a private fund using a proprietary options-focused strategy that emphasizes active trading and risk management.

Isaiah Real is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, Miramontes Capital, and UBS Financial Services. He serves as president of the California State University, Fullerton Alumni Finance Association, where he helps alumni engage with the business school and its students. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and clients nearing or in retirement. The firm offers portfolio management, retirement plan consulting, third-party money manager selection, and estate-planning services, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerances.

Gerald Graves is a financial advisor at Filigree Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Congress Wealth Management, LLC and Boston Private Wealth LLC. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both in-house portfolio management and third-party money managers, emphasizing asset allocation and risk analysis across a broad range of investment types.

Kim Magana is a financial advisor at Marathon Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Marathon Capital Management since 2004. Marathon Capital Management, LLC is an independent registered investment advisor serving individual clients, including many high net worth individuals, as well as select businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with a focus on diversification, index-based core holdings, and fundamental security analysis.

Li Yu is a financial advisor at Investamily, LLC with two years of industry experience. Li holds a Series 65 designation and previously worked for Guangdong MCD Consultants Co. Ltd for ten years. Outside of advisory work, Li is involved with New Dream Services Inc. Investamily, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment strategies under written risk-tolerance guidelines and offers specialized services including cross-border relocation support and access to third-party advisers.

Patricia Vasquez is a CFP® with 14 years of industry experience. She has been with Advanced Financial Strategies Inc. since 2011. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans. The firm provides comprehensive financial planning, estate and business planning, asset management, risk management, and qualified plan consulting through a small team of advisors managing a multi-hundred-million dollar asset base. Their investment approach combines strategic asset allocation with tactical adjustments, blending passive and active management while incorporating real assets and alternative investments.

Vincent Baroldi is a financial advisor at Baroldi Wood Mance Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harvest Investment Services, LLC and ProEquities, Inc. Outside of his advisory role, he serves as president of Baroldi Gundersen, LLP, an accounting and tax firm. Baroldi Wood Mance Financial Advisors provides investment advisory and asset management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis, managing primarily non-discretionary portfolios that may incorporate options and margin transactions.

Peter Crane is a financial advisor at Crane Investments Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crane Investments since 1992. Outside of his advisory work, he serves as co-trustee of the James J. Patrick Trust. Crane Investments serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs tailored asset management strategies that incorporate fundamental, technical, cyclical, and charting analysis, and maintains conservative cash management practices.

Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Summer Miller is a financial advisor with Pelorus Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and J.P. Morgan Securities. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and offers discretionary portfolio management alongside non-discretionary advisory services for retirement plans, employing a mix of active and passive strategies across various asset types.

David Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at Flatrock Wealth Partners LLC. He previously worked at Yosemite Capital Management LLC for 14 years and Securities Equity Group for 12 years. Outside of his advisory role, he teaches a business law class at Concordia University as a substitute instructor. Flatrock Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on larger portfolios and constructing customized, primarily long-term investments using ETFs, mutual funds, individual equities, and other vehicles.

Joseph Marshall is a financial advisor at Coastal Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Procore Technologies from 2016 to 2020. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management along with comprehensive financial planning and wealth management. The firm combines active and passive long-term, value-based asset allocation strategies with customized portfolios and integrates outside specialists and services into client programs.

Ivanna Berrio Paeva is a financial advisor at Ticino Wealth with a Series 66 designation and five years of industry experience. She worked at Wells Fargo Clearing for 13 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and third-party manager oversight.

Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.

Panos Grivakis is a financial advisor with Lakewood Financial Group, LLC in Newport Beach, CA, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Northeast Financial Group, Inc. Outside of financial advising, he is a partner involved in business strategy and leadership for fast food restaurant ventures. Lakewood Financial Group serves individual investors and families with at least $1 million in investable assets, offering discretionary wealth management that integrates portfolio construction, tax-loss harvesting, and comprehensive financial planning. The firm employs a blend of strategic core and tactical overlays with a focus on risk management, including the use of derivatives and alternative investments, supporting a limited client base through its boutique structure.