Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.

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.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. 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 and emphasizes asset allocation across multiple model strategies.

Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. 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 client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Nolan Gouveia is an advisor at Ark Wealth Advisors, LLC in Yorba Linda, CA, with six years of experience through his role at NGFinco LLC since 2020 and nine years at California Baptist University. He holds no prior industry experience before these roles. Ark Wealth Advisors provides investment advisory services to individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs an individualized, asset-allocation-driven investment process and utilizes third-party managers and Schwab-managed account programs to implement and monitor diversified portfolios.

Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. 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’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Shirley Coria is a financial advisor with Hawley Advisors, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Ni Advisors, Inc., Independent Financial Group, LLC, and NPB Financial Group, LLC. She also works as an independent financial operations consultant, providing operational assistance to other financial advisors. Hawley Advisors offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, utilizing a strategic asset allocation approach based on Modern Portfolio Theory with mutual funds and ETFs. The firm manages approximately $74.2 million in client assets across 59 households and provides quarterly performance reporting.

Karl Hicks is a CFP® with 21 years of industry experience and has been with The Leonard Financial Group, LLC since 2003. He holds a Series 65 license and is based in Riverside, CA. The Leonard Financial Group serves individual clients, including both high-net-worth and non-high-net-worth households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services using a formal planning process combined with portfolio management that incorporates tactical and strategic tools such as option strategies and short sales.

Gaetano Scalzo is a financial advisor at Claremont Financial Group, Inc., holding a Series 66 credential with five years of industry experience. His background includes roles at Capital Investment Group Inc. and multiple positions related to financial services and other industries. Claremont Financial Group provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on professionals, pre-retirees, and retirees. The firm uses third-party asset allocation platforms and independent managers while maintaining oversight of model selection and portfolio management under fiduciary standards.

Joseph Richard is a financial advisor at Anchor Financial Group in Brea, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Anchor Financial Group since 1997, previously spending five years at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California life and health insurance agent. 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 selectively chosen active and alternative investments, managing approximately $96 million in discretionary assets for both individual and high-net-worth clients.

Rick Emmett is a Series 65-licensed financial advisor with InvestLinc Wealth Services, bringing seven years of industry experience. He has been associated with InvestLinc Wealth Services since 2024 and has a long tenure with InvestLinc Wealth Services, Inc. Outside of advising, Mr. Emmett is involved in several business activities including management consulting through MFO Resource, Inc. and roles in real estate and marketing firms. InvestLinc Wealth Services provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and related entities. The firm offers customized multi-asset portfolio management using fundamental, technical, and quantitative analysis, along with financial planning services covering retirement, estate, tax, and philanthropic matters.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Eric Bergquist is a financial advisor at LifeSteps Financial with 10 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial since 2015, including its predecessor entity, Foothill Financial Advisors, Inc. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporates tactical asset allocation, and provides integrated financial planning alongside discretionary and non-discretionary advisory services.

Mark Basile is a financial advisor with Legacy Investment Services, LLC, holding Series 65 and Series 63 credentials and with 10 years of industry experience. He has worked with Legacy Financial and Insurance Services since 2020 and previously served at WinGroup Financial, LLC. In addition to his advisory roles, Basile is an instructor at Pasadena City College. Legacy Investment Services provides fee-based management primarily focused on annuity products and refers clients to third-party money managers. The firm emphasizes non-discretionary portfolio assembly within annuity contracts and regular client approval before transactions.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Min Song is a CFP® professional with 19 years of industry experience. She has worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning since 2017, following nine years at TD Ameritrade Inc. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with more than $5 million under management. The firm employs a range of strategies including fundamental and technical analysis, modern portfolio theory, and options strategies, managing accounts primarily on a discretionary basis with quarterly reviews.

John Debiase is a CFA® charterholder and holds a Series 65 license, with 13 years of experience in the financial industry. He has been with Gould Asset Management LLC since 2012. Gould Asset Management LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and institutions. The firm offers discretionary portfolio management with tailored accounts and access to private market opportunities, focusing on risk-adjusted returns through diversified strategies and disciplined asset allocation.

Luz Curiel is a financial advisor at Kilter Group with a Series 65 credential and three years of industry experience. She has previously worked at Invst LLC, Challenger Wealth Management, and Morgan Stanley. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting.