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.

Jason Prole is a CFA® credentialed financial advisor with seven years of industry experience. He has worked at the County of Orange from 2022 to 2024 and has been with Capital Risk Management since 2016. Capital Risk Management is an independent, single-advisor firm providing non-discretionary portfolio management, consulting, and financial planning to institutional and high-net-worth clients. The firm’s investment process emphasizes risk-focused portfolio design and asset-allocation analysis, with a focus on alternative assets and asset-liability analysis, serving a variety of public-sector and institutional clients.

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 with KFICO, LLC Registered Investment Advisor in Tustin, CA, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with KFICO since 2010 and previously worked at MCL Financial Group, Inc. and National Life Of Vermont. Outside of his advisory role, Kohli is also an insurance agent providing life, health, disability, property and casualty, and workers' compensation insurance, along with consulting and administrative services. KFICO serves individuals, including high-net-worth clients, trusts, estates, corporations, and nonprofit organizations, offering discretionary portfolio management, financial planning, and access to managed account programs. The firm emphasizes active asset management focusing on asset allocation, portfolio design, sub-advisor selection, and risk management, using a range of investment vehicles including 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.

Angela Dorsey is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. She is the principal of Dorsey Wealth Management, LLC, a firm she founded in 2011 after working at FinancialPlanning4Me, LLC. Dorsey Wealth Management is a fee-only, independent registered investment adviser that offers holistic financial planning and investment advisory services to individuals and families. The firm uses an evidence-based investment approach focused on diversification and systematic risk factors, employing low-cost mutual funds and ETFs alongside fixed income, with customized asset allocation tailored to clients' specific needs.

Edward Yoon is a CFP® professional with 13 years of industry experience. He is the sole advisor at MQ Private Wealth, an independent firm located in Torrance, CA. Prior to founding MQ Private Wealth in 2026, he worked for ten years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. MQ Private Wealth serves a diverse client base including high-net-worth families, institutional investors, charitable organizations, and a sovereign wealth fund. The firm employs a proprietary quantitative optimization model combined with fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and access to alternative investments and unique institutional services.

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.

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.

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.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

Paul Dozier is the sole advisor at PCD Wealth Strategies in Long Beach, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as operating his own insurance and wealth strategy businesses. PCD Wealth Strategies offers retirement planning, succession planning, and advisory services to individuals, small business owners, and non-profit organizations. The firm provides non-discretionary, fiduciary advice without asset custody or trading authority, combining fundamental analysis with third-party research to develop tailored financial models and also offers bookkeeping services for business clients.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.