Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. 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 selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Munson, Cronick & Associates, LLP Certified Public Accountants, as well as running her own CPA practice. RAI Wealth Management serves individual investors, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary investment management and financial planning with a focus on diversified portfolios primarily composed of mutual funds and ETFs, emphasizing regular rebalancing and tax-management strategies.

Corey Cunningham is a financial advisor at Clearwave Capital with nine years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior roles include positions at BBVA S.A., Secfi Securities, LLC, and Sanford C. Bernstein & Co., LLC. Clearwave Capital serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and consulting services. The firm employs a range of investment analyses and manages accounts on both discretionary and non-discretionary bases while facilitating access to third-party money managers.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Capital Securities, Inc., Fortalice Group, Inc., and LPL Financial. Outside of his advisory role, he is involved as president of Oak Quarry Management, LLC, overseeing investments in real estate and small businesses, and serves as CEO of Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million across 53 client relationships using an investment process grounded in Modern Portfolio Theory, focusing on asset-class diversification, long-term allocations, and tailored rebalancing.

Peter Brown is a financial advisor with BSIAS Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and is also a shareholder in Brown-Shoemaker, a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management for individuals, families, trusts, and retirement accounts. The firm employs a fundamental, long-term buy-and-hold investment approach and plans to add income tax preparation services for existing clients starting in 2025.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as president of D'Arcy Insurance Agency, where he is involved in insurance sales. Cherry has worked at Darcy Wealth Management since 2016 and has a background including a role at Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation using fundamental and technical analysis for strategic, generally long-term portfolios, and manages accounts on a primarily non-discretionary basis while also offering life, health, Medicare, and long-term care insurance products.

Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Claire Cheng is an advisor at ValueTech Private Advisors with one year of industry experience. She is also the owner and CEO of C&Z Accounting Corp, an accounting services firm where she supervises operations. ValueTech Private Advisors is a small independent firm serving individual and business clients with customized financial planning and portfolio management. The firm emphasizes a value-oriented, active management approach with a focus on the technology sector and incorporates elements of Modern Portfolio Theory.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Tony Lim is a financial advisor with D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, Ace Diversified Capital, Inc., and Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation and combines fundamental and technical analysis for generally long-term portfolios, managing accounts on a non-discretionary basis through a wrap-fee program.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lighthouse Financial Services since 1998. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection, emphasizing asset allocation across multiple model strategies.

Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience. His prior roles include positions at B.B. Graham & Company, Inc., Crown Capital Securities, and Prudential Insurance Company of America. Outside of advising, he is a licensed life insurance agent, operates a pool cleaning business, and serves as a preacher and officer for the nonprofit Surrendered Church. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth persons, and corporate clients. The firm employs a generally passive, low-cost investment approach focused on index funds and ETFs, incorporating biblically responsible investing and offering educational seminars within a Biblical framework.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

Forest Fox is a financial advisor with FOX & HOLLAND INVESTING LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at FOX & HOLLAND INVESTING LLC since 2022 and was previously with FOX Investing for ten years. Fox is also a licensed CPA and partner at an affiliated accounting firm, where he provides tax and accounting services. FOX & HOLLAND INVESTING LLC provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers customized investment strategies using equities, fixed income, ETFs, and mutual funds, with a distinctive affiliation to an accounting practice supporting coordinated financial and tax planning.