James Cravotta is a financial advisor at Executive Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. from 2016 to 2020. In addition to advisory services, he is licensed as an insurance broker. Executive Services, LLC is an independent investment adviser that serves individuals and high-net-worth clients, managing approximately $30.5 million. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, equities, fixed income, and ETFs.

Anthony Montenegro is a financial advisor at The Blackmont Group in Fullerton, CA, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CFD Investments and D.A. Davidson & Co. Outside of his advisory role, he is involved in real estate investing, which accounts for a small portion of his time. The Blackmont Group is a fee-only advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, offering both active and passive strategies to build diversified portfolios and providing financial planning through ongoing or project-based engagements.

Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.

Alan Flores is a financial advisor at Darkhorse Advisor with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Clearview Investment Partners for 11 years before joining Darkhorse Advisor in 2020. Darkhorse Advisor provides wealth management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a blend of fundamental and technical analysis in an active, tax-aware investment approach, offering discretionary and non-discretionary portfolio management primarily invested in mutual funds, ETFs, and individual securities.

Christopher Obyrne is the principal adviser at Tactical Equity Partners, LLC in Irvine, CA. He holds Series 65 and Series 63 licenses and has three years of industry experience. In addition to his advisory role, he provides IT support and data analytics consulting for a corporate finance marketing firm. Tactical Equity Partners is an independent registered investment adviser serving qualified clients such as individuals, high-net-worth clients, trusts, charitable organizations, and institutions. The firm offers discretionary portfolio management with a focus on publicly traded equities, ETFs, and occasional options, combining fundamental and technical analysis with macroeconomic research to tailor strategies to client objectives and risk tolerance.

Danny Seth is a financial advisor at Capital Fluency in Irvine, California, with six years of industry experience. He holds a Series 65 designation and previously worked at Pimco from 2015 to 2019 before joining Capital Fluency in 2019. Capital Fluency provides investment management and financial consulting to individuals and institutional clients, including qualified retirement plans, not-for-profit organizations, and corporate entities. The firm offers customized financial planning, ongoing portfolio management, and CIO services, combining fundamental and cyclical analysis with tactical asset allocation and risk management.

Christopher Rogers is a CFA® charterholder and financial advisor at 7 Summits Investment Management, LLC with 18 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Jackson Financial Management. Mr. Rogers is also a licensed insurance agent affiliated with Enhanced Insurance Services LLC in Costa Mesa, CA, where he may recommend insurance products. 7 Summits Investment Management provides discretionary investment management and financial consulting services for pooled, institutional, and individual clients. The firm employs a core-and-satellite investment approach, utilizing passive index funds alongside active strategies and frequently allocates assets to specialist sub-advisers through a documented selection process.

Bruce Graham is the principal of Graham & Co. Advisory, Inc. in Orange, California, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Graham & Co. Advisory since 2003 and has been involved with B.B. Graham & Company, Inc. since 1996. Outside of financial advising, Graham owns several aviation-related businesses, including aircraft management and historic WWII aircraft restoration. Graham & Co. Advisory provides personalized investment supervisory services and financial advice to individuals, trusts, estates, corporations, and small businesses, managing approximately $18.5 million across fourteen client accounts. The firm uses a discretionary portfolio management approach tailored to client objectives and risk profiles, employing a range of investment strategies including equities, fixed income, mutual funds, and options.

Lisa Lockerman is the sole advisor at Lockerman Financial Group, Inc., an independent firm based in Newport Beach, CA. She holds the ChFC® designation along with Series 63 and 65 licenses and has 34 years of industry experience. Prior to founding Lockerman Financial Group in 2021, she worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2008 to 2021. In addition to her advisory work, she acts as an independent insurance agent. Lockerman Financial Group serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, offering comprehensive financial planning, consulting, and discretionary investment management. The firm uses multiple analytical methods and a variety of investment instruments, and it may implement client portfolios through recommended third-party managers.

Charles Rowan is a financial advisor at Balanced Wealth Management with 14 years of industry experience. He holds a Series 65 designation and also serves as president of an independent insurance agency, a role he has maintained since 2009. Rowan has a background that includes mortgage brokerage spanning over three decades. Balanced Wealth Management primarily serves individual clients, including many high net worth individuals, as well as businesses, charities, and small pension plans. The firm focuses on assessing clients’ financial situations and matching them with third-party money managers, monitoring those relationships without directly managing assets or taking discretionary authority.

Anthony Di Liberto is a CFP® professional with 32 years of experience in financial advising. He is the sole advisor at Fiduciary Planners and has held roles at firms including Noble Wealth Management, Foothill Securities, and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent marketing associate with Pre-Paid Legal Services, Inc., and owns Journey2Freedom, Inc., which serves as the operating entity for his business activities. Fiduciary Planners provides personalized financial planning and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plan consulting. The firm uses tailored model or custom portfolios, employing various analytic approaches and may incorporate insurance and membership products through licensed insurance and marketing activities.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.

Darius Bozorgi is a financial advisor at Veros Capital Management, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been involved with Veros Software since 2001. Veros Capital Management is an investment manager that has primarily served pooled vehicles and institutional mandates. The firm’s investment approach is quantitative and model-driven, utilizing proprietary automated predictive technology to construct and manage portfolios of exchange-traded funds and publicly traded equities.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Rohit Singh is the principal and investment advisor representative at Hexeum Capital, an independent firm based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to founding Hexeum Capital in 2018, Singh worked at firms including Four Points Capital Partners and Primerica Financial Services. Outside of his advisory role, he owns and manages a hotel through Shivshakti LLC. Hexeum Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by providing customized financial planning, investment consultation, and management primarily through third-party portfolio managers. The firm also offers corporate consulting, workplace retirement plan advice, and educational workshops on retirement and estate planning topics.

Brent Seehusen is a financial advisor at White Sail Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been with White Sail Advisors since 2021. Prior to this, he worked at loanDepot.com LLC for five years. Outside of advisory work, he is involved in a rental property business. White Sail Advisors LLC provides discretionary asset management, financial planning, and assets-under-advisement services to individuals, high net worth clients, trusts, and estates. The firm uses a tailored investment approach incorporating fundamental, cyclical, and technical analysis, with regular portfolio reviews and rebalancing.

Troy Wirth is a CFP®-designated financial advisor with 27 years of industry experience. He is the principal of Ingen Strategies, LLC, an independent firm he has led since 2019. Prior to this, he worked at Eagle Strategies and New York Life Insurance Company for over two decades. Outside of advising, he owns Syxivm, a retail business specializing in men's and women's surf and sports apparel. Ingen Strategies serves individual investors as well as business and institutional clients, providing discretionary asset management and standalone financial planning. The firm offers tailored portfolios and a range of consulting services, including retirement and estate planning, and utilizes third-party money managers alongside model portfolios and the Betterment for Advisors platform for implementation.

Dan Carney is the principal and sole advisor at Carney Portfolio Management Inc. in Costa Mesa, CA. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Since 2005, he has led his independent advisory firm and also serves as Chief Investment Officer and board member of Midwest Insurance, a home insurance agency. Carney Portfolio Management, Inc. is an independent investment adviser serving individuals, high-net-worth clients, financial firms, corporate retirement plans, and charitable organizations. The firm employs a discretionary investment approach based on macroeconomic outlooks, fundamental analysis, and tailored asset allocation across equities, bonds, and cash equivalents.

Brian Spahr is the owner and principal of Spahr Financial Group, LLC, an independent advisory firm based in Huntington Beach, CA. He holds the CFP® designation and Series 63 license and has 23 years of industry experience. He founded Spahr Financial Group in 1992 and has been leading the firm since its inception. Spahr Financial Group provides investment management and financial planning services to individuals, including high-net-worth and accredited investors, as well as related trusts, estates, and select institutional clients. The firm employs a modern portfolio theory approach with customized asset-allocation models focused on low-cost index funds and ETFs, supplemented by fixed income, REITs, and sector exposures.