Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.

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.

Joseph Guo is a CFP® and holds a Series 66 designation, with eight years of industry experience. He has worked at Empath Wealth LLC since 2024 and previously spent seven years at Ameriprise Financial. Empath Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients through financial planning and investment management. The firm emphasizes asset allocation using a combination of passive and active strategies and coordinates with outside managers and model-portfolio providers to implement client portfolios.

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.

Cecilia Tenner is a Series 65 licensed financial advisor with Brink Financial Group, Inc., bringing three years of industry experience. She previously worked at Western International Securities, Inc. and Alliance 360° Insurance Solutions. In addition to her advisory role, she is involved in independent insurance sales, dedicating approximately 10% of her time to this activity. Brink Financial Group, Inc. provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a multi-method investment approach and focuses on aligning portfolios with each client’s goals, time horizon, and risk tolerance.

Wayne Park is a CFP® with four years of industry experience, currently with Ridgepoint Wealth Partners LLC. His prior roles include positions at Validus Capital LLC and Mariner Wealth Advisors. Ridgepoint Wealth Partners LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on asset allocation using a blend of active and passive strategies guided by fundamental analysis and modern portfolio theory.

Avery Wenck is a CFP® certificant and Series 65 license holder with eight years of industry experience. He is the principal advisor at Dundee Capital Management LLC, where he has worked since 2026. Prior to founding Dundee Capital Management, he was employed at Leisure Capital Management, Inc. for seven years and had earlier roles at Mercer Global Advisors Inc. Dundee Capital Management LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only advisory model with an investment approach that combines passive and active strategies across multiple asset classes, and offers both ongoing portfolio management and project-based financial planning.

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.

Joseph Gagnon is the sole advisor at J.D. Gagnon, Inc. in Palos Verdes Estates, CA, holding the CFA® designation with nine years of industry experience and over two decades in his career. His firm provides discretionary investment management services to individuals, trusts, estates, charitable organizations, businesses, and pension and profit-sharing plans. J.D. Gagnon, Inc. employs an actively managed, value-oriented equity strategy focused on a concentrated portfolio, combining fundamental and technical analysis with a long-term investment horizon. The firm offers institutional-level services uncommon for a one-advisor practice, managing approximately $37.7 million in discretionary assets.

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® with 14 years of industry experience and has been with Dorsey Wealth Management, LLC since 2011. She also worked at FinancialPlanning4Me, LLC in 2017. Located in Torrance, CA, she holds a Series 65 license in addition to her CFP® credential. Dorsey Wealth Management is a fee-only registered investment adviser serving individuals and families with comprehensive financial planning and investment advisory services. The firm employs an evidence-based investment approach focusing on diversification, systematic risk factors, and low-cost mutual funds and ETFs, offering customized portfolios that align with clients’ objectives and financial situations.

Edward Yoon is a financial advisor at MQ Private Wealth with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for 10 years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in various capacities before founding his independent firm. MQ Private Wealth manages approximately $86.9 million for about 57 clients, including individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and access to third-party managers, employing a combination of strategic and tactical asset allocation supported by quantitative, technical, and fundamental analysis.

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.

Randy Jacobson is the sole advisor at ATIP, Inc., an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role since 2014, he owns a life insurance and annuities business and is a licensed real estate agent and loan originator. ATIP, Inc. provides personalized investment management and planning services to a small number of clients, including individuals, trusts, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with actively managed funds and tactical sector allocations, managing accounts on a non-discretionary basis with client approval required for each trade.

Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

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.

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.