Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Kenneth Hinkle is a financial advisor with Kenneth Dean & Co Financial Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waddell & Reed Financial Advisors and longstanding involvement in mortgage brokerage through Midcity Mortgage. He continues to operate as a mortgage broker alongside his advisory work. Kenneth Dean & Co Financial Advisory Services offers non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach is based on fundamental analysis and customized asset allocation, with client approval required before transactions and regular account reviews.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Gradient Securities, Transamerica Financial Advisors, and World Financial Group. She is also active as an insurance agent, selling both health and other insurance products. The Financial Architects Wealth Management provides investment advice and financial planning to individual investors and qualified retirement plan sponsors. The firm typically operates on a non-discretionary basis, recommending third-party portfolio managers and emphasizing ongoing oversight and client approval for transactions.

Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Robert Cobb is the sole advisor at Cobb Planning Group in Santa Ana, CA, with 47 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and divides his time among advisory services, insurance sales, and estate planning consulting. Cobb is a licensed insurance agent offering life insurance and annuities. Cobb Planning Group serves primarily individual clients, including some high-net-worth individuals, by coordinating relationships with third-party money managers rather than managing portfolios internally. The firm employs a conservative investment approach with low turnover and tailors its services through detailed consultations to select appropriate third-party managers.

Ricardo Ulivi is the sole advisor at Ulivi Wealth Management in Orange, CA, with 2 years of industry experience. He has been active in his career since 1988. Outside of advising, he manages his own real estate properties. Ulivi Wealth Management is an independent, single-advisor firm providing customized investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm uses an asset-allocation driven process informed by macroeconomic analysis, offering both discretionary and non-discretionary account management with ongoing monitoring and quarterly reporting.

Jonathan Berman is a CFP® certificant with 17 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. He has prior experience at H.D. Vest Advisory Services and related entities, and he is also involved with Squire S. Burke, Inc. and IronTree Insurance Services, where he provides tax preparation and insurance services. Irontree Wealth Management offers financial planning, portfolio management, and investment consultation to individual investors, small businesses, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, primarily passive allocations, and integrates tax, bookkeeping, and insurance services through affiliated businesses.

Craig Pelletier is a PFS™ credentialed advisor with P&L Family Wealth, where he has worked since 2026. His prior experience includes roles at Carmel Capital Partners and Axxcess Wealth Management, along with five years at Pelletier & Leo, LLP, and five years at PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines ongoing portfolio management with written financial plans, employing a mix of passive and active investment strategies that include stocks, bonds, mutual funds, ETFs, municipal securities, and digital assets when appropriate.

Feiyu You is the principal of You Investment Management LLC and holds a Series 65 designation. Their professional background includes roles at Ameriprise Financial Services, Chongqing Zheyu Law Firm, Shanghai Huibei Investment Management, and Junkang Life Insurance. Feiyu You has experience spanning law, insurance, and investment management over several years. You Investment Management LLC provides portfolio management and investment consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on liquid, publicly traded securities and employs a combination of fundamental, technical, and cyclical analysis to inform investment strategies, offering both discretionary and non-discretionary portfolio management.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

Parth Bhatt is a financial advisor at Maaxiom Capital LLC in Fullerton, CA, holding a Series 65 designation with four years of industry experience. He also serves as Chief Investment Officer for the County of San Bernardino, overseeing treasury and fund management since 2016. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan advisory and investment-manager services, combining fundamental and technical analysis to develop client-specific investment programs.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

Betty Azmoon is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 33 years of industry experience and previously worked at Woodbury Financial Services Inc and Centaurus Financial, Inc. Azmoon also provides financial planning and consulting services through Griffin Financial, LLC, a separate registered investment advisory firm she has operated since 2019. LPL Financial serves a broad range of clients including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse advisory and brokerage services supported by an in-house research team and a wide array of investment solutions tailored to client needs.

David De Koekkoek is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) with over 30 years of experience in financial planning and tax services. He operates an independent firm in Ontario, California, providing tax preparation, planning, consulting, and bookkeeping services alongside financial advisory. His professional activities include licensed insurance sales and property management. His firm primarily serves individual clients as well as trustees, estates, trusts, and charitable organizations, offering financial planning, investment advice, and fee-for-service tax and business services. The firm employs a long-term investment approach with fundamental security analysis and delivers non-discretionary advisory services, with most assets custodied at Schwab Institutional.

David Chapman is a financial advisor at DFS Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at APX Operating Company and the Automobile Club of Southern California. In addition to his advisory role, he performs freelance financial analysis for small businesses through Upwork. DFS Capital Management provides discretionary portfolio management and financial planning to individuals and businesses, including advisory services for employer-sponsored retirement plans and 529 accounts. The firm employs a combination of charting, cyclical, fundamental, and technical analysis with a focus on equities, mutual funds, ETFs, fixed income, and options strategies.

Michael Kedis is the founder of Affinity Asset Management in Chino, CA. He holds a Series 65 license and has two years of industry experience. Since 2011, he has also been involved with Cedars Express International Inc., a shipping services business. Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through managed and guided plan options. The firm employs a macro-to-micro investment approach using both fundamental and technical analysis, considers private market opportunities, and operates without discretionary trading authority or receipt of commissions and performance-based fees.

Alan Aidekman is the sole advisor at Orange County Asset Management in Orange, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Orange County Asset Management since 2014. Orange County Asset Management offers discretionary asset management and retirement-focused portfolio services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and employs strategies including long-term holdings, short-term trading, options, and margin within a discretionary management framework.

Omar Nasir is a financial advisor at Pierpont Investment Group, LLC in Ontario, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Pierpont Investment Group since 2011. Pierpont Investment Group serves individual and high-net-worth clients by offering discretionary investment portfolio management as well as financial planning and consulting. The firm uses a customized, long-term approach to portfolio construction, employing ETFs, individual equities, fixed income securities, and, when appropriate, mutual funds, stocks, bonds, and covered call options.