Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Scott Wetzel is the principal of Greenworth Investment Advisors, LLC, an independent firm based in Santa Ana, CA. He holds Series 63 and Series 65 licenses and has 13 years of experience in the financial industry. Prior to founding Greenworth Investment Advisors in 2011, he was president and partner at Ticon General Contractors, a commercial construction company, where he worked from 1998 to 2021. Greenworth Investment Advisors serves individual clients through fee-based portfolio management and hourly consultations. The firm employs a long-term, rules-based investment approach focusing on value investing and passive strategies, managing client accounts directly without outsourcing.

Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Jeffrey Bunch is the sole advisor at Pacific Haven Financial, LLC, an independent registered investment adviser based in Torrance, CA. He holds a Series 63 designation and has 28 years of industry experience. Prior to founding Pacific Haven Financial in 2015, he provided tax preparation services to clients. Pacific Haven Financial serves individual and high-net-worth clients through discretionary asset management and standalone financial planning. The firm employs a fundamental analysis approach with both long- and short-term trading strategies, including the use of short sales and option writing, and manages approximately $45 million across about 78 client relationships.

Vincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.

Jason Hamilton is a CFP® with 10 years of experience in the financial industry. He is the sole advisor at Keep It Simple Financial Planning, an independent advisory firm based in Orange, CA, where he has worked since 2015. Keep It Simple Financial Planning serves individuals and couples approaching or in retirement, high-net-worth individuals, and employer plan sponsors. The firm offers comprehensive financial planning, discretionary portfolio management with a predominantly passive investment approach, and ongoing advice-only planning options. It also provides pension and employee-benefit consulting and conducts educational seminars and speaking engagements.

Stephanie Hancock is a CFP® with 32 years of experience in the financial services industry. She is the principal of Hancock Wealth Advisory, an independent firm she has led since 2002. Hancock has a longstanding affiliation with LPL Financial dating back to 1999. In addition to her advisory work, she operates a college financial-aid consulting business and provides life coaching services. Hancock Wealth Advisory offers financial planning and consulting services primarily to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and technical analysis in constructing recommendations and uses an hourly or fixed-fee billing model rather than charging based on assets under management.

Joseph Barretto is a Certified Financial Planner® with 15 years of industry experience, currently operating as the sole advisor at Abacus Wealth International in Santa Ana, CA. He has managed his own advisory practice since 2020 and previously worked briefly at Cross Border Wealth, LLC. In addition to his advisory role, he is a licensed insurance agent. Abacus Wealth International provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as governments and nonprofits. The firm employs a Manager-of-Managers approach, developing personalized allocation strategies and overseeing third-party advisers to implement them, primarily on a non-discretionary basis.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Rene Rigard is a financial advisor at R. L. Rigard & Associates Ltd. in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has managed his firm since 2015 and also serves as CFO of Nikkimomo, LLC, a catering company where he oversees financial management and marketing. R. L. Rigard & Associates Ltd. offers portfolio management, financial planning, pension consulting, and related advisory services to a diverse client base including investment vehicles, pension plans, corporations, charitable organizations, and individual clients. The firm employs a fundamental, long-term value-oriented investment approach and provides services such as a subscription newsletter, investor events, educational seminars, and private fund management.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.

Mazi Malekafzali is a financial advisor at Afzali Investments, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at Afzali Investments since 2019 and is also involved with the Palos Verdes Peninsula School District since 2018. Afzali Investments provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, and select entities such as trusts and charitable organizations. The firm employs a client-specific, long-term growth approach using fundamental, economic, and technical analysis, and distinguishes itself by utilizing margin and derivatives within separately managed accounts and negotiating performance-based fee arrangements.

Amin Khakiani is the sole advisor and owner of his independent firm, with 21 years of industry experience. The firm provides discretionary investment advisory and portfolio management services to individual investors and select institutions, including charitable organizations and foundations. It manages approximately $19.3 million in regulatory assets from a single office in Torrance, CA. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes, utilizing equities, mutual funds, and ETFs, with portfolios managed on a discretionary basis and reviewed quarterly.

Rainee Handley is a CFP® professional at Wentworth-Baer Wealth Management with two years of experience in financial advisory and related roles. Prior to joining Wentworth-Baer, Handley worked at the Law Office of Raymond Green and Ashland Investment Advisors. Wentworth-Baer Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolios using both passive and active investment vehicles, operates on a fee-only basis, and emphasizes client approval for trading decisions.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor, an independent firm based in Long Beach, CA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to founding TaxDude Financial Advisor, he worked at H.D. Vest Advisory Services and Valic Financial Advisors. Outside of financial advising, he owns Big Ass Fortune Cookie.com, a business selling oversized fortune cookies. TaxDude Financial Advisor offers investment management, financial planning, and educational workshops to individuals, trusts, estates, corporations, and other business entities. The firm operates on a non-discretionary basis, tailoring investment decisions to client goals, time horizons, and risk tolerances, and is notable for its close affiliation with an operating accounting and tax practice.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Yuanming Mao is a financial advisor at Sapphire Wealth Advisory in Westminster, CA, holding a Series 65 designation with one year of industry experience. Prior to founding Sapphire Wealth Advisory, Mao has been involved in various business activities including roles at Siam Sapphire Inc, Navigators Real Estate, Inc., Bittalk Tech Inc., and An Francis LLC. He also has experience in education, having worked at University of California, Berkeley and Long Beach City College. Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, including both retail and high-net-worth clients. The firm focuses on long-term, diversified portfolio construction using a variety of asset classes and offers non-discretionary portfolio management alongside financial planning on fixed-fee or hourly terms.

Edward Runyon is the sole advisor at Sagevest Financial Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Sagevest since 2012. In addition to his advisory role, he is a licensed insurance agent. Sagevest Financial Advisors provides discretionary investment management and wealth management services primarily to high-net-worth individuals and corporate pension and profit-sharing plans. The firm employs a long-term, diversified investment approach using no-load mutual funds, index funds, and ETFs, tailoring portfolios to clients’ risk tolerance and conducting regular reviews.

Joseph Guo is a CFP® and holds a Series 66 designation, with eight years of industry experience. He has worked at Empath Wealth LLC since 2024 and previously spent seven years at Ameriprise Financial. Empath Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients through financial planning and investment management. The firm emphasizes asset allocation using a combination of passive and active strategies and coordinates with outside managers and model-portfolio providers to implement client portfolios.