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.

Tony Lim is a financial advisor at D'Arcy Wealth Management, Inc., holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, and several other firms. D'Arcy Wealth Management provides investment advisory and asset management services mainly to individuals, small business owners, and business entities, combining fundamental and technical analysis in a primarily long-term, asset allocation-focused approach. The firm manages accounts through wrap-fee programs on a mainly non-discretionary basis and offers a mix of performance-based fees alongside significant insurance brokerage activities.

Paul Hensler is a financial advisor at Core Financial Advisors in San Bernardino, CA, with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Core Financial Advisors since 2003 and Purshe Kaplan Sterling Investments since 2013. Core Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using ETFs, mutual funds, stocks, and bonds with both long- and short-term strategies, and integrates automated portfolio management tools alongside personalized consulting.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Crown Capital Securities, Prudential Insurance Company of America, and other financial firms. Outside of advising, he serves as a preacher and officer for Surrendered Church, delivering weekly sermons, and he is involved in a family pool cleaning business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a generally passive, low-cost investment approach using index funds and ETFs, tailoring recommendations through detailed client profiles and incorporating biblically responsible investing principles.

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.

Ryne Umemoto is a financial advisor at Darrow Wealth Group with one year of industry experience. He holds a Series 65 designation and has prior experience at JPMorganChase and Bank of Hawaii. Outside of advisory services, he is also an insurance agent involved in selling and servicing insurance products. Darrow Wealth Group serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities, providing portfolio management, pension consulting, and tiered financial planning packages. The firm typically directs client assets to third-party investment managers, offers discretionary management when authorized, and provides ongoing planning using eMoney software and specialized financial planning services.

Richard Mc Burney is a Series 65 licensed financial advisor with Core Financial Advisors in San Bernardino, CA. He has seven years of industry experience, including eight years with Core Financial Advisors and two years working at the BYU-Idaho University Store. Core Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm uses fundamental and cyclical analysis, employing ETFs, mutual funds, stocks, and bonds with both long- and short-term strategies, while offering discretionary and non-discretionary management, portfolio monitoring, and consulting services.

Andrew Boyd is a financial advisor with Core Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Core Financial Advisors since 2013 and is a partner and owner of the firm. Core Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, providing portfolio management, financial and pension consulting, and access to automated portfolio programs. The firm employs fundamental and cyclical analysis with a mix of ETFs, mutual funds, stocks, and bonds, using both discretionary and non-discretionary approaches.

Navy Klomsue is a financial advisor with Financial Equations Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining his current firm in 2020, he worked at Wealthsource Partners, LLC and Ameriprise Financial Services, Inc. Financial Equations Advisors serves individual and business clients, providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight, and it offers both wrap-fee and non-wrap advisory options.

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Robert Boyd is a financial advisor at Core Financial Advisors with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both Core Financial Advisors and Purshe Kaplan Sterling Investments since 2013. Additionally, he operates a tax preparation business as a sole proprietor outside of his investment advisory work. Core Financial Advisors provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, pension plans, and charitable organizations. The firm employs a blend of fundamental and cyclical analysis across various investment vehicles, offering both discretionary and non-discretionary portfolio management alongside financial and pension consulting.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Cody Darrow is a financial advisor with Darrow Wealth Group in Ontario, CA, holding a Series 65 designation and four years of industry experience. He previously worked with Ameritas Advisory Services and Capstone Partners. Darrow is also an independent licensed insurance agent. Darrow Wealth Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm typically directs client assets to third-party managers, creates tailored Investment Policy Statements, and offers ongoing planning supported by eMoney software and quarterly reviews.

David Young is a CFA® charterholder with nine years of experience in financial advising at Ambrosia Asset Management in Corona, CA. He has been involved in business ventures outside finance, including Ambrosia Herb Tea, LLC, and has worked full-time at Sunrider International since 2005. Ambrosia Asset Management is a small, owner-operated registered investment adviser serving individual and institutional clients through discretionary Separate Managed Account services. The firm employs a rule-based relative-strength strategy focused on U.S. equities and options on the S&P 500, combining technical and fundamental analysis with backtesting.

Gail Gonzales is a financial advisor at Financial Equations Advisors, Inc. in Corona, CA, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Collier Simon, Spinifex, Ignited, CoBird, and Gearys. Financial Equations Advisors serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight.

Mark Deily is an advisor at RBA Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and serves as President and Manager of Deily & Company PC CPAs. Deily has prior experience at 1st Global Advisors Inc and maintains his CPA practice alongside his advisory role. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a goal-based approach and integrates fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage client assets.

Frank Mercuri III is a financial advisor at Attivo Legacy Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Equivita Life Settlements, LLC since 2018 and Mercuri Asset Management, LLC since 2010. Outside of advising, he operates a licensed insurance agency and is involved in life settlements and trust services. Attivo Legacy Advisors provides portfolio management and comprehensive financial planning to individuals, retirement and corporate plans, trusts, estates, and other business entities. The firm manages assets on a non-discretionary basis, offers customized investment portfolios aligned with client risk profiles, and incorporates insurance products as part of its services.

Micki Hicks is a financial advisor at The Leonard Financial Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. The Leonard Financial Group serves individual clients, including high-net-worth and non-HNW households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services, utilizing a formal planning process combined with portfolio management that includes advanced trading strategies and regular account reviews.

Matthew Holland is a financial advisor with FOX & HOLLAND INVESTING LLC, holding a Series 65 designation and four years of industry experience. He is also a partner at Fox & Stephens, CPAs, where he provides accounting, tax, and consulting services to individuals, businesses, and organizations. FOX & HOLLAND INVESTING, LLC offers discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, and corporations. The firm combines customized investment strategies with coordination alongside clients’ attorneys and accountants, leveraging its affiliation with an accounting practice.

Brian Colla is a financial advisor at Palo Seco Wealth Management with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Palo Seco Wealth Management, Colla has worked at several firms, including Ameriprise, Planned Financial Freedom, and California Bank and Trust. Outside of his advisory role, he is also a licensed real estate and mortgage loan broker. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm follows a generally passive, low-cost investment approach focused on index funds and ETFs, with investment recommendations tailored to each client's profile and incorporates biblically responsible investing practices.