Jay Master is the sole advisor at Master Structured Alternative Asset Related Strategies, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has led his firm since 2010. Master Structured Alternative Asset Related Strategies, LLC provides asset management, portfolio monitoring, referrals to third-party money managers, and sub-advisory services primarily to high-net-worth individuals and other investment advisers. The firm operates mainly on a non-discretionary basis and is notable for its sub-advisory role to private investment funds that invest with major managers like Blackstone and Carlyle across various strategies.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

David Van Overeem is a financial advisor with RMR Capital Management LLC in Tustin, CA, holding a Series 66 designation and 26 years of industry experience. Prior to founding RMR Capital Management in 2016, he worked at Purshe Kaplan Sterling Investments, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he plays drums in a cover band. RMR Capital Management provides individualized investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes a conservative fixed-income management approach with tailored portfolios, managing approximately $171 million in discretionary assets for about 72 clients.

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.

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.

Harry Woo is a financial advisor at SC Advisory with Series 65 and Series 63 licenses and has 11 years of industry experience, including a decade at Ares Management. He started SC Advisory in 2026 as a fee-only registered investment adviser based in Brea, CA. SC Advisory provides investment management services to individuals, small businesses, and non-profit organizations, focusing on diversified portfolios of equities, fixed income, digital asset ETFs, and cash. The firm’s approach notably includes digital asset ETFs with Bitcoin exposure and emphasizes transparent risk disclosures, while operating without performance-based fees or third-party referral arrangements.

Isai Juarez is a financial advisor at Journey Equity Wealth Management LLC in Downey, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial, Inc., NEST EGG ETFs, LLC, and J.P. Morgan Chase bank. Juarez operated a business called Premier Hookah Supplies in 2018. Journey Equity Wealth Management serves individual clients, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with tailored portfolios using a variety of investment strategies and offers a broad range of services despite its relatively small size.

Paminder Gujral is a financial advisor with Robert Gujral CPA in Villa Park, CA, holding eight years of industry experience. She is also a certified public accountant, dedicating part of her time to preparing financial statements and tax returns. Gujral maintains separate records for her advisory and accounting practices, with some clients receiving both services. Robert Gujral CPA is an independent firm providing discretionary portfolio management to individuals, trusts, and IRAs, managing approximately $34.9 million across 53 clients. The firm emphasizes broad-market and technology ETFs, selected large-cap technology stocks, and a rules-based portfolio construction approach, with accounts reviewed at least weekly.

Paul Lo is a CFP®-credentialed financial advisor with 34 years of industry experience. He is the principal of Hypo Financial Services and Investment Adviser in Yorba Linda, CA, where he has worked since 2017. Prior to his current role, he held positions at Unicredit Financial Services and Ace Diversified Capital, Inc. Lo also works independently with various fixed life insurance companies. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients with a minimum account size of $50,000. The firm employs a strategic, long-term asset allocation approach complemented by tactical adjustments, using both fundamental and technical analysis to select securities.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.

Shao Lin is a financial advisor at The Financial Advisors with 26 years of industry experience. He has been with the firm since 1991. Shao Lin holds a Series 63 designation and is the 100% shareholder of TFA. The Financial Advisors provides discretionary investment management to individuals, retirement accounts, trusts, pension plans, and small businesses, typically serving high-net-worth and individual clients. The firm emphasizes growth investing using both fundamental and technical analysis, managing portfolios on a discretionary basis tailored to client needs.

Bhoopinder Kohli is a financial advisor at KFICO, LLC and holds the ChFC® and Series 63 designations with 24 years of industry experience. He has been with KFICO since 2010 and has a background that includes roles at MCL Financial Group, Inc. and National Life of Vermont. Kohli is also licensed as an insurance agent, providing life, health, disability, property and casualty, and workers’ compensation insurance, along with consulting and administrative services. KFICO serves individuals, personal trusts and estates, corporations, and nonprofit organizations by offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines active asset management with an internal due-diligence process and includes diversified mutual funds, ETFs, individual securities, and insurance products.

Todd Jones is the sole advisor at Strategic Portfolio Advisors, Inc. in Long Beach, CA, with 39 years of industry experience. He has led the firm since 2008. Strategic Portfolio Advisors, Inc. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and institutional clients. The firm manages approximately $87 million in discretionary assets through a wrap fee program, employing a mix of analytical approaches and both long- and short-term strategies tailored to client objectives and risk tolerance.

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.

Denny Hooten is a Financial Advisor with Merrill Lynch Wealth Management who integrates his expertise in wealth management and healthcare finance with a strong background in economics. He focuses on helping families prepare for unforeseen circumstances and develop clear strategies aimed at achieving financial independence. Denny’s approach emphasizes tailoring financial plans to each individual's unique needs and goals, recognizing that there is no one-size-fits-all solution in investment and wealth planning. Denny holds an MBA from Pepperdine University’s Graziadio School of Business with an emphasis on economics, a Bachelor’s degree from Otis College of Art and Design, and a Financial Analysis & Valuation Graduate Certificate from the USC Marshall School of Business. He has earned the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. Additionally, Denny teaches finance in the Master of Health Administration program at the University of Southern California’s Sol Price School of Public Policy. Beyond his professional work, Denny is involved with Leyna’s Love Across the Ocean (LATO). His personal interests include adventure sports such as football, golfing, hiking, scuba diving, surfing, and traveling.

Kate Gregory Walker is a CFP® with 24 years of industry experience, currently serving at RAI Wealth Management. She has been with Gregory Advisors Inc. since 2000 and joined RAI Wealth Management in 2020. In addition to her advisory work, she is licensed as an insurance agent and conducts insurance sales to retail clients. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies through discretionary management primarily using mutual funds and ETFs, with tailored approaches to client risk profiles.

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.

Recalibrating Wealth is a fee-only Registered Investment Advisor based in Orange County, CA, serving clients both locally and virtually. We provide comprehensive financial planning and investment management for thoughtful, busy mid-career professionals and families who feel stretched thin by the growing complexity of their financial lives. Whether you're establishing your financial foundation, preparing for major milestones, or navigating big career or life changes, our collaborative life-centered financial planning approach is designed to align your money with what matters most to you so that you can live more, worry less, and plan for your future with confidence. There are two ways for us to work together: - "Financial check-up" - a 3-4 month financial planning deep-dive designed to organize finances, clarify goals, and create a clear, actionable roadmap for the years ahead. Ideal for DIYers and those earlier on in their wealth building journey. - Ongoing Support - Ongoing comprehensive financial planning, tax planning, and investment management for those seeking a long-term partnership with a trusted financial professional.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

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.