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.

Peter Brown is a financial advisor with BSIAS Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and is also a shareholder in Brown-Shoemaker, a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management for individuals, families, trusts, and retirement accounts. The firm employs a fundamental, long-term buy-and-hold investment approach and plans to add income tax preparation services for existing clients starting in 2025.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Dale Woodward is a CFP® with 20 years of industry experience, currently serving as the sole advisor at DW Financial Inc. He has been with DW Financial since 2001 and has been self-employed since 1996. In addition to his advisory work, he is also a licensed real estate broker. DW Financial Inc. provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected and monitored internally, delivering client-specific portfolios with regular performance reviews and integrated tax services through an affiliated accounting practice.

Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as president of D'Arcy Insurance Agency, where he is involved in insurance sales. Cherry has worked at Darcy Wealth Management since 2016 and has a background including a role at Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation using fundamental and technical analysis for strategic, generally long-term portfolios, and manages accounts on a primarily non-discretionary basis while also offering life, health, Medicare, and long-term care insurance products.

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.

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.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

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 with D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, Ace Diversified Capital, Inc., and Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation and combines fundamental and technical analysis for generally long-term portfolios, managing accounts on a non-discretionary basis through a wrap-fee program.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

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.

Garrett Jones is a CFP® with eight years of industry experience, currently serving at Crossroads Planning in Orange, CA. He has previously worked at Tax and Financial Group and Securian Financial Services Inc. In addition to his advisory role, Jones prepares tax returns and consults clients on tax matters. Crossroads Planning is a small advisory firm managing approximately $63 million for individuals, including high-net-worth clients, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, primarily passive, low-cost funds, and offers comprehensive financial planning alongside educational workshops.

Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience. His prior roles include positions at B.B. Graham & Company, Inc., Crown Capital Securities, and Prudential Insurance Company of America. Outside of advising, he is a licensed life insurance agent, operates a pool cleaning business, and serves as a preacher and officer for the nonprofit Surrendered Church. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth persons, and corporate clients. The firm employs a generally passive, low-cost investment approach focused on index funds and ETFs, incorporating biblically responsible investing and offering educational seminars within a Biblical framework.

Dion Collins is a CFP® professional with 25 years of industry experience. He has operated Collins Advisory since 1999 and is affiliated with James Curtis Financial And Insurance Services in Fullerton, CA. In addition to his advisory role, he is involved in independent insurance sales. James Curtis Financial And Insurance Services provides customized financial planning and portfolio management to individuals, high-net-worth clients, and other investment advisers on a non-discretionary basis. The firm employs a tailored Investment Policy Statement and combines fundamental and quantitative analysis with modern portfolio theory to construct long-term portfolios, offering a range of investment options including mutual funds, equities, fixed income, ETFs, real estate funds, and insurance products.

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.