Timothy Moore is the sole advisor at Moore Money Advisory in Azusa, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Allstate Insurance Company for five years and is a licensed insurance agent in California, selling individual and small group policies in the Los Angeles area. Moore Money Advisory provides growth-oriented investment advisory and portfolio management services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses a goal-based planning process emphasizing capital preservation and risk management, offers financial planning and education through no-cost workshops, and integrates insurance discussions as part of comprehensive client service.

Mark Billes is a financial advisor at Retirement Investment Advisors Inc. in Corona, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, LLC, and Safe and Secure Retirement and Insurance Services, Inc., where he is president. Outside of advising, he also maintains a significant role in the insurance sector. Retirement Investment Advisors Inc. provides financial planning and investment advisory services primarily by referring clients to registered third-party money managers. The firm serves individuals, high-net-worth clients, and business entities, and offers educational seminars and workshops on various financial topics.

Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC in Chino Hills, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, World Financial Group, LPL Financial, and CUNA Brokerage Services. She is also involved in the sale of health and insurance products through Covered California and her own insurance agency. The Financial Architects Wealth Management LLC provides non-discretionary investment management, financial planning, and retirement plan advisory services to a small client base of individuals and employer-sponsored plans. The firm uses a blend of fundamental, technical, charting, and cyclical analysis methods and offers limited-scope ERISA 3(21) pension consulting and participant education services.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Jonathan Berman is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. in Fullerton, CA. He has held roles at Squire S. Burke, Inc. and IronTree Insurance Services since 2012 and previously worked with Foresters Equity Services, Inc. and Osaic FA, Inc. In addition to advisory work, Berman is involved in tax preparation and bookkeeping services through his association with Squire S. Burke, Inc. Irontree Wealth Management, Inc. is an independent advisory firm serving individual, high-net-worth clients, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, employing a primarily buy-and-hold investment approach rooted in Modern Portfolio Theory. Its integrated services include tax preparation and insurance brokerage, alongside business consulting and retirement-plan advisory work.

Jeremie McKee is a financial advisor with Stonebridge Asset Management LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Springboard Capital Management, Inc. for 13 years before founding Stonebridge in 2017. In addition to his advisory role, McKee is a licensed insurance agent involved in insurance and annuity sales. Stonebridge Asset Management LLC is an independent, single-advisor firm providing discretionary portfolio management to individuals, trusts, estates, and business entities. The firm uses a blend of passive, fundamental, and active technical analysis strategies to manage portfolios tailored to client objectives and risk tolerances.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

Parth Bhatt is the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

Betty Azmoon is a financial advisor with Griffin Financial in Anaheim Hills, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at LPL Financial, Woodbury Financial Services Inc, and Centaurus Financial, Inc. Outside of investment advisory, she provides divorce financial planning, forensic analysis, and mediation services through a separate business entity. Griffin Financial offers financial planning and investment consulting to individuals, trusts, estates, and charitable organizations, emphasizing both investment and non-investment topics such as cash flow, estate planning, and divorce-related financial issues. The firm provides fee-based advice without managing client portfolios or taking custody of assets, and it integrates fundamental analysis and asset allocation in its recommendations.

David De Koekkoek is a Certified Financial Planner® and Enrolled Agent with over 30 years of experience in financial and tax services. He operates independently through his own firm, David De Koekkoek, CFP, EA, based in Chino, California. His professional background includes tax preparation, planning, and consulting, as well as serving as a licensed life insurance agent. His firm serves individual clients as well as trustees, estates, trusts, charitable organizations, and business clients, providing financial planning, retirement-transition planning, tax services, bookkeeping, and payroll support. The firm emphasizes long-term planning and fundamental security analysis, offering non-discretionary investment advice and maintaining client assets with third-party custodians.

David Chapman is a CFP® with three years of industry experience, currently serving as the sole advisor at DFS Capital Management. Prior to founding the firm, he worked at APX Operating Company and the Automobile Club of Southern California. Outside of his advisory role, Chapman conducts freelance analyst work on Upwork, providing financial statement analysis for small businesses. DFS Capital Management is an independent firm offering discretionary portfolio management and financial planning to individual and business clients. The firm specializes in managing employer-sponsored retirement plans and held-away assets, employing a mix of charting, cyclical, fundamental, and technical analysis with an emphasis on equity strategies.

Michael Kedis is the founder of Affinity Asset Management in Chino, CA. He holds a Series 65 license and has two years of industry experience. Since 2011, he has also been involved with Cedars Express International Inc., a shipping services business. Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through managed and guided plan options. The firm employs a macro-to-micro investment approach using both fundamental and technical analysis, considers private market opportunities, and operates without discretionary trading authority or receipt of commissions and performance-based fees.

Quincy Baynes is the principal of Baynes Financial LLC in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at firms including Transamerica Financial Advisors and World Financial Group, and is the author of a personal development book titled "Infinite Success Blueprint." Baynes also operates an insurance agency and maintains a business selling finance-related books. Baynes Financial LLC provides investment advisory, financial planning, coaching, and insurance-related services to individuals, trusts, corporations, and retirement plans, primarily on a non-discretionary basis. The firm integrates fundamental and technical analysis, may recommend third-party managers, and offers ongoing client education through articles, newsletters, and workshops.

Omar Nasir is a financial advisor at Pierpont Investment Group, LLC in Ontario, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Pierpont Investment Group since 2011. Pierpont Investment Group serves individual and high-net-worth clients by offering discretionary investment portfolio management as well as financial planning and consulting. The firm uses a customized, long-term approach to portfolio construction, employing ETFs, individual equities, fixed income securities, and, when appropriate, mutual funds, stocks, bonds, and covered call options.

Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 designations and one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm emphasizes long-term purchase strategies and customized due diligence, offering non-discretionary advice with periodic monitoring.

Matthew Theal is a financial advisor at Evermont Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services from 2015 to 2018. Theal has been with Evermont Wealth since 2013. Evermont Wealth is a three-advisor registered investment adviser with approximately $334 million in assets under management, serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA retirement plan consulting, and management of annuity and variable life products, combining in-house discretionary authority with delegation to independent managers and employing supervised AI tools for research support.

Joshua Winterswyk is a financial advisor at Evermont Wealth with 11 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth is a three-advisor firm managing approximately $334 million in assets, serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and specialized retirement-plan services, combining in-house management with delegated independent managers and utilizing AI tools for research support.

David Romero is a financial advisor at Nautica Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Gradient Advisors, LLC, and Portfolio Medics. Outside of advisory services, he operates a life, health disability, and property casualty insurance business. Nautica Asset Management LLC provides investment management and financial planning primarily to individual clients and pension or profit-sharing plans. The firm employs a client-specific investment process combining fundamental, technical, and cyclical analysis, with a focus on retirement strategies that include bucket planning and the integration of securities and insurance products.