William Godines Castro is a financial advisor at Castle Capital Management with six years of industry experience. He holds Series 65 and Series 63 licenses and 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 business consulting services through Castle Consulting and Strategy LLC and owns an insurance sales business, WJ Insurance Solutions. Castle Capital Management is a registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, offering services that may include asset allocation, risk-tolerance documentation, and access to trust services through independent attorneys or third-party platforms.

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 the sole advisor at LBG Advisor and holds Series 63 and Series 65 licenses, with seven years of industry experience. He has been with LBG Advisor since 2015 and also owns and consults for Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and insurance sales. 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 operates on a non-custodial, primarily non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.

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 13 years of industry experience. She holds the Series 66 designation and has worked at Nollenberger McCullough since 2020, following a 12-year tenure at McCullugh & Associates LLC. Nollenberger McCullough provides wealth and investment management primarily to high-net-worth individuals and entities such as trusts, estates, and corporations, focusing on discretionary portfolio management. The firm emphasizes customized client relationships through Investment Policy Statements and employs strategies ranging from conservative dividend-oriented portfolios to growth strategies targeting recently public companies.

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® with eight years of industry experience, currently serving as a financial advisor at Tidecrest Wealth Management, LLC. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, he pursues a hobby creating art by drilling painted screws into wooden boards to form figures and shapes. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension plans, charitable organizations, and other entities. The firm employs a comprehensive investment process integrating quantitative, fundamental, technical, and economic analyses, and it actively incorporates private placements and alternative investments into client portfolios.

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Quiver Financial Holdings since 2020 and previously worked at American Trust Investment Services, Inc. Mcfadden is also CEO of Quiver Financial Insurance Services and manages a non-investment related consulting role at North Beach Auto, LLC. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations, offering portfolio management, financial planning, consulting, and managed account services. The firm provides a subscription newsletter focused on macro commentary and emerging sectors, employing a variety of investment strategies tailored to client goals and risk tolerances.

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.

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.

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.

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 KOHR Investments since 2019, alongside roles at O'CONNOR Wealth Management and Kohr Financial & Insurance Services dating back to 2006. His other business activities include providing insurance services for various carriers covering life, health, and long-term care. KOHR Investments offers advisory services primarily to individual and high-net-worth clients through discretionary portfolio management, financial planning, and retirement rollover advice. The firm employs a value-oriented, long-only investment approach with strategic and tactical asset-allocation overlays and conducts educational seminars and workshops for clients and the public.

Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with Western Growers Financial Services since 2013. Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm uses fundamental analysis combined with technical inputs to develop client-specific investment policies and offers both discretionary and non-discretionary services through a three-advisor team managing approximately $115.6 million in assets.

Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.

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.

Christopher Wescott is a financial advisor at Edward Haro Financial, LLC with one year of industry experience. He holds a Series 66 designation. His prior work includes positions at Crown Capital Securities, LP and self-employment before joining Edward Haro Financial. Edward Haro Financial serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training and access to private placements. The firm manages approximately $16.7 million across about 143 client accounts using a documented Investment Policy Statement and a mix of fundamental and technical analysis, modern portfolio theory, and options strategies.