Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.

Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. 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 assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.

Joshua Garcia is a CFP® professional with 15 years of experience in financial advising. He is currently with Veritas Financial Consulting LLC, where he has worked since 2021, following nine years at Garrett Investment Advisors, LLC. In addition to his advisory role, he provides independent tax preparation services during tax season. Veritas Financial Consulting offers investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies guided by Modern Portfolio Theory and provides services including retirement, estate, tax planning, and risk management.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., LPL Financial, and Larson Financial Group, LLC. Outside of advisory work, he is involved in real estate development and fund management through roles such as CEO of Two Plots, LLC, and President of Oak Quarry Management, LLC. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a Modern Portfolio Theory-based approach with diversified asset allocation and periodic rebalancing tailored to client objectives.

Balamir Trunec is a financial advisor at SVL Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns 4CAM1 Advisory, Inc., which manages his personal income, expenses, and taxes. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach using top-down economic analysis, strategic asset allocation, and a proprietary statistical valuation model to construct individualized portfolios.

Dempster Cherry Jr. is a financial advisor with D'arcy Wealth Management, Inc. in Corona, California, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at several firms including Lindsey Financial, Inc., Nelson Securities, Inc., and Hoplon Financial Group. In addition to his advisory role, he serves as president of D'Arcy Insurance Agency, LLC, which sells life, health, disability, and property and casualty insurance. D'arcy Wealth Management primarily serves individual clients and small business owners, providing investment advisory and asset management services alongside insurance product recommendations. The firm focuses on strategic asset allocation through a combination of fundamental and technical analysis, managing portfolios largely on a non-discretionary basis with some tactical adjustments.

Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Daniel Duffy is a financial advisor at InvestLinc Wealth Services with one year of industry experience. He has previously worked with LPL Financial LLC and has been involved with 1 Track Management since 2008. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment strategies and comprehensive financial planning, employing a mix of fundamental, technical, and quantitative analysis across various asset classes.

Kevin Cifuentes is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Veritas Financial Consulting LLC since 2021 and previously worked at Chase Bank and California State Polytechnic University. Veritas Financial Consulting LLC serves individual and high-net-worth clients with tailored investment management and financial planning services. The firm employs a mix of passive and active ETFs and mutual funds based on modern portfolio theory and fundamental, technical, and cyclical analysis, managing about $86 million in assets for roughly 68 clients.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Claire Cheng is an advisor at ValueTech Private Advisors with one year of industry experience. She is also the owner and CEO of C&Z Accounting Corp, an accounting services firm where she supervises operations. ValueTech Private Advisors is a small independent firm serving individual and business clients with customized financial planning and portfolio management. The firm emphasizes a value-oriented, active management approach with a focus on the technology sector and incorporates elements of Modern Portfolio Theory.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Tony Lim is a financial advisor at D’Arcy Wealth Management, Inc. in Corona, California, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Fidelity Funding, Interest Smart Home Loans, and True Colors Investing. D’Arcy Wealth Management provides investment advisory and asset management services primarily to individuals, small business owners, and other business entities, emphasizing asset allocation and a mix of fundamental and technical analysis for generally long-term portfolios. The firm manages client accounts on a non-discretionary basis and offers performance-based fee arrangements alongside a wrap-fee program.

Suzanne Muniz is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with AIS Asset Management, where she has worked since 2022, and previously worked at City National Bank and Comerica Securities. In addition to her advisory role, Muniz owns Ms. Fiscal, a financial coaching business focused on teaching women how to manage their finances. AIS Asset Management is a small, supported registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension plans, and small businesses. The firm offers discretionary portfolio management and financial advice through tailored asset-allocation strategies, utilizing fundamental analysis and employing risk-managed options strategies for select clients.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and over 35 years of industry experience. He founded Sackett Financial Group in 1987, providing tax, accounting, business consulting, and insurance services, and serves as a board member of a propane and natural gas distribution company. He also holds a supervisory role at an e-commerce business specializing in HVAC control systems. Sackett Wealth Advisors offers investment advisory services to individuals, trusts, estates, and various business entities, focusing on diversified portfolio management with both active and passive strategies. The firm integrates investment management with affiliated tax and retirement plan consulting services, providing a coordinated approach to wealth, tax, and corporate planning.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc in Brea, CA, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lighthouse Financial Services since 1998. 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, emphasizing asset allocation across multiple model strategies.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Crown Capital Securities, Prudential Insurance Company of America, and other financial firms. Outside of advising, he serves as a preacher and officer for Surrendered Church, delivering weekly sermons, and he is involved in a family pool cleaning business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a generally passive, low-cost investment approach using index funds and ETFs, tailoring recommendations through detailed client profiles and incorporating biblically responsible investing principles.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

Yaohui Wang is a CFP® professional at Ambrosia Asset Management with experience spanning several roles since 2014, including positions at Aeon Private Wealth LLC, MMG Financial and Insurance Services, Universal Business Agency Inc, and Shunxin Inc. Wang's current role is within a small firm that employs a rule-based investment strategy focusing on U.S. equities and options tied to the S&P 500. Ambrosia Asset Management provides discretionary managed account services to individual and institutional clients, using a systematic investment approach combined with fundamental and technical analysis. The firm employs performance-based compensation for qualified clients and maintains accounts with independent custodians.

Forest Fox is a financial advisor with FOX & HOLLAND INVESTING LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at FOX & HOLLAND INVESTING LLC since 2022 and was previously with FOX Investing for ten years. Fox is also a licensed CPA and partner at an affiliated accounting firm, where he provides tax and accounting services. FOX & HOLLAND INVESTING LLC provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers customized investment strategies using equities, fixed income, ETFs, and mutual funds, with a distinctive affiliation to an accounting practice supporting coordinated financial and tax planning.