Michael Martin is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Goldman Lancaster since 2013 and has also maintained a relationship with LPL Financial since 2007. Outside of his advisory work, he provides occasional support for a small family business, A Bite of Good. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $321 million for about 382 clients, offering tailored investment strategies that include ETFs, mutual funds, stocks, bonds, and annuities, with both discretionary and non-discretionary services.

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.

Robert Vaughn Jr. is a financial advisor at Vaughn Investment Advisors Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with the firm since 2005. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets for individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection, using fundamental, technical, and charting methods to tailor portfolios to client goals and risk tolerances.

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.

John Ramey III is a financial advisor at Yayati Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and operates Ramey Capital, Inc. since 2015. Yayati Asset Management specializes in quantitative portfolio management for institutional clients, individual investors, and trusts. The firm uses a model-driven approach incorporating Modern Portfolio Theory, options strategies, and proprietary technology to construct ETF- and stock-based portfolios.

John Heldman is a CFA® charterholder with 26 years of industry experience. He has been with Triad Investment Management, LLC since 2008, where he is one of two advisors at the firm. Triad Investment Management serves individual investors, including high-net-worth clients, as well as foundations and businesses. The firm focuses on fundamental security analysis and concentrated equity portfolios aimed at long-term capital growth, managing approximately $120 million across about 40 client relationships.

Avinash Mirchandani is the sole advisor at Alternity Investment Advisors with 11 years of industry experience. He has been with Alternity Investments since 2015 and also owns Accountax Solutions, where he provides tax preparation and bookkeeping services as an Enrolled Agent. Alternity Investment Advisors is an independent firm serving individuals, business owners, pensions, endowments, and nonprofits. The firm focuses on long-term investing and combines charting, fundamental, technical, and cyclical analysis to develop portfolio recommendations, which are implemented on a primarily non-discretionary basis to allow clients to maintain trading authority.

Luke Guerrero is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Klein Pavlis & Peasley Financial in 2023, he worked for seven years at Dimensional Fund Advisors. He also serves as Vice President and Director of the Charles C. Volberg Company, a family-owned real estate holding company. Klein Pavlis & Peasley Financial provides discretionary investment management to individuals, including high-net-worth clients, and corporate entities through model asset allocation portfolios. The firm emphasizes client education through subscription-based offerings and integrates estate-planning services alongside a range of investment strategies tailored to client objectives.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Gregory Ramirez is a financial advisor at Advisors on Call in Laguna Hills, CA, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cabin Securities, Silber Bennett Financial, Claraphi Advisory Network, and B. Riley Wealth Advisors. Since 2013, he has been with Advisors on Call, which he also owns. Advisors on Call provides fee-based investment advisory services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm manages approximately $47.6 million for about 129 clients, offering tailored asset allocation, money-manager selection, and comprehensive financial planning with an emphasis on personalized strategies and periodic educational seminars.

David Dardashti is a financial advisor at Spearhead Advisors, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Elevate Wealth Advisors, LLC and Mulholland Vista Capital Advisors, LLC. Spearhead Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients, with services including retirement plan consulting and advisory work for held-away assets. The firm focuses on fundamentally driven, equity-focused portfolios tailored to each client and serves certain pension plan sponsors under ERISA arrangements.

Joon Hyon is a financial advisor with Yayati Asset Management, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. Prior to joining Yayati Asset Management in 2023, he worked at Savos Investments/AssetMark and Genworth Financial Asset Management. He has an ownership stake in the holding company Yayati Inc. and contributes to its technology subsidiary, Yayati LLC. Yayati Asset Management provides quantitative portfolio management to institutional clients and individual investors, using a model-driven approach that incorporates Modern Portfolio Theory, option pricing, and proprietary technology. The firm offers strategies involving derivatives and leverage, including options-based overlays and tax-focused approaches.

Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at Balancing Life Financial Planning since 2019 and previously spent seven years at Independent Financial Group, LLC. Additionally, he is employed as a staff accountant at Ober Financial, where he has been active for over two decades. Balancing Life Financial Planning serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning. The firm builds portfolios aligned with clients’ goals, tax considerations, and risk tolerance, often using outside managers and recommended custodians such as Buckingham Strategic Partners and Nationwide.

Arlene Stokes is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at The Financial Coaching Group, Inc. in Laguna Hills, CA. She has been with The Financial Coaching Group and its predecessor entities since 2009 and also has experience with Innovative Retirement Solutions & Insurance Services since 2008. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm provides financial planning, individualized portfolio management, and assistance with selecting and monitoring third-party money managers, focusing on tailored advice and generally conservative, low-turnover portfolios.

Eric Wong is a CFA® charterholder with 37 years of industry experience. He is a principal at Pavion Blue Capital, LLC, where he has worked since 2019. Prior to joining Pavion Blue Capital, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs a disciplined, value-based investment approach focused on long-term total return across a broad range of asset classes and tailors investment strategies to the specific objectives and restrictions of each client.

Blake Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Beacon Hill Staffing and Insight Global. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm offers equity-focused portfolio strategies tailored to clients’ objectives and employs independent performance measurement and reporting.

Mark Turner is the sole advisor at WMS Financial Services in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Wealth Management Strategies Financial Services since 2018 and previously at Global Investment Solutions, LLC. In addition to advisory services, Turner is the owner of an insurance sales business, operating since 2000. WMS Financial Services provides discretionary asset management and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analyses to tailor strategies to client objectives, managing accounts on a discretionary basis and offering educational seminars at no charge.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.