Taylor Bell is a financial advisor with Aequitas Financial, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at firms including Blue Barn Wealth and Fidelity Brokerage Services and is also the owner of Aequitas Bookkeeping, a business providing bookkeeping and accounting services to small business owners. Additionally, Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Aequitas Financial is a single-advisor independent firm serving individual and high-net-worth clients with fee-only financial planning and discretionary investment management. The firm combines passive and active investments with socially responsible options and offers educational seminars alongside ongoing client engagements.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

Mark Billes is a financial advisor with Retirement Investment Advisors Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at multiple firms including Horter Investment Management and has operated Safe and Secure Retirement and Insurance Services, where he serves as president. Outside of advisory work, he is involved in life insurance, annuities, and long-term care insurance sales. Retirement Investment Advisors Inc. is an independent firm serving individuals and business entities through financial planning and advisory services. The firm refers clients to third-party money managers, assists with onboarding and paperwork, and monitors manager performance while providing educational seminars and workshops to the public at no charge.

Sagar Parikh is a financial advisor at PMA Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Silber Bennett Financial, Woodbury Financial Services, and Emerson Equity. Parikh is also a partner at Parikh, Mehta & Associates, a CPA firm providing tax preparation and business management services. PMA Wealth Management offers portfolio management services to individuals, high-net-worth clients, and charitable organizations. The firm employs a diverse investment approach that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, with a focus on ETFs and alternative investments such as private placements and venture capital funds.

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 in Chino Hills, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, World Financial Group, LPL Financial, and CUNA Brokerage Services. She is also involved in the sale of health and insurance products through Covered California and her own insurance agency. The Financial Architects Wealth Management LLC provides non-discretionary investment management, financial planning, and retirement plan advisory services to a small client base of individuals and employer-sponsored plans. The firm uses a blend of fundamental, technical, charting, and cyclical analysis methods and offers limited-scope ERISA 3(21) pension consulting and participant education services.

Prabhu Mogulla is a financial advisor with Peaceful Advisors LLC in Tustin, CA, holding a Series 66 designation and 12 years of industry experience. He has managed his own advisory firm since 2017 and has also served as president of Profcon Inc., a staffing services company, since 2001. Peaceful Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and preparing customized Investment Policy Statements. The firm offers both discretionary and non-discretionary account management and conducts regular account reviews.

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.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

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 the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

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.