Eric Domingues is a financial advisor with Retirementadvice | Jka in Anaheim, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Jack Keeter & Associates, Inc. since 2007. In addition to advisory services, he provides bookkeeping through a tax advice business affiliated with JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios with a combination of fundamental, technical, and cyclical analysis and provides ongoing account supervision with periodic reviews and rebalancing.

Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

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.

David Jones is a CFP® with 21 years of industry experience, currently serving at Flatrock Wealth Partners LLC. He previously worked at Yosemite Capital Management LLC and Securities Equity Group. Outside of his advisory role, he is licensed to sell fixed life and annuities and occasionally teaches business law classes at Concordia University as a substitute. Flatrock Wealth Partners provides wealth management services to high net worth individuals, trusts, estates, foundations, and businesses, managing approximately $417.6 million across about 73 client relationships. The firm’s investment approach is long-term and household-level, incorporating a broad range of assets and utilizing ETFs, mutual funds, individual stocks, and private investment funds as appropriate.

Gary Vyneman is the president of Probitas Financial and holds a Series 66 designation with 21 years of industry experience. His background includes roles at TCFG Investment Advisors, United Planners' Financial Services of America, and independent insurance services. Outside of finance, he is involved as treasurer and board member of Viewpoint Church and owns a roasted nuts business. Probitas Financial provides investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, and certain ERISA-based retirement accounts. The firm emphasizes individualized investment policy development with an asset-allocation focus and implements portfolios on a non-discretionary basis through turnkey asset manager platforms.

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, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include a decade at JPMorgan Chase Bank and partnerships in fast food restaurant businesses where he contributes to business strategy and leadership. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, using a strategic-core with tactical-overlay investment approach and offering access to private funds and structured products.

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 in Brea, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Anchor Financial Group since 1997, previously spending five years at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California life and health insurance agent. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selectively chosen active and alternative investments, managing approximately $96 million in discretionary assets for both individual and high-net-worth clients.

Rola Hajeb is a financial advisor at Emerald Blue Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Emerald Blue Advisors since 2013. In addition to her advisory role, Hajeb is a licensed insurance agent with America's IRA Centers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, analysis techniques, and modern portfolio theory, and provides educational seminars on various financial topics.

Gregory Ramirez is a financial advisor with Advisors On Call in Laguna Hills, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His prior work includes roles at Cabin Securities, Inc. and Silber Bennett Financial, Inc., as well as a long tenure with Claraphi Advisory Network, LLC. He has been involved in direct work with insurance companies since 2008. Advisors On Call offers personalized investment advisory and financial planning services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement and pension plans. The firm emphasizes tailored asset allocation, manager and security selection, and ongoing risk assessment, with services including discretionary portfolio management and pension consulting.

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.

Edward Ober is a financial advisor at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and 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 in Newport Beach, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining his current firm, he worked at Beacon Hill Staffing and Insight Global. Nollenberger McCullough Investment Advisors LLC provides discretionary investment management and limited fixed-fee consulting primarily to high-net-worth individuals, trusts, estates, and retirement plans. The firm employs equity-focused strategies and tailors investment policy statements to client objectives, using fundamental, technical, and cyclical analysis to guide portfolio decisions.