Jonathan Berman is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. in Fullerton, CA. He has held roles at Squire S. Burke, Inc. and IronTree Insurance Services since 2012 and previously worked with Foresters Equity Services, Inc. and Osaic FA, Inc. In addition to advisory work, Berman is involved in tax preparation and bookkeeping services through his association with Squire S. Burke, Inc. Irontree Wealth Management, Inc. is an independent advisory firm serving individual, high-net-worth clients, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, employing a primarily buy-and-hold investment approach rooted in Modern Portfolio Theory. Its integrated services include tax preparation and insurance brokerage, alongside business consulting and retirement-plan advisory work.

Craig Pelletier is a financial advisor at P&L Family Wealth in City of Industry, CA, holding the PFS™ designation with one year of industry experience. His prior roles include positions at Carmel Capital Partners, Axxcess Wealth Management (Osprey Capital Partners), Pelletier & Leo, LLP, and PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses, using a combination of passive and active investment strategies grounded in Modern Portfolio Theory. The firm employs model portfolios and third-party managers, offers discretionary trading authority with client-imposed restrictions, and features standalone financial planning and fixed-fee arrangements in its service offerings.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

Parth Bhatt is the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

Betty Azmoon is a financial advisor with Griffin Financial in Anaheim Hills, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at LPL Financial, Woodbury Financial Services Inc, and Centaurus Financial, Inc. Outside of investment advisory, she provides divorce financial planning, forensic analysis, and mediation services through a separate business entity. Griffin Financial offers financial planning and investment consulting to individuals, trusts, estates, and charitable organizations, emphasizing both investment and non-investment topics such as cash flow, estate planning, and divorce-related financial issues. The firm provides fee-based advice without managing client portfolios or taking custody of assets, and it integrates fundamental analysis and asset allocation in its recommendations.

David De Koekkoek is a Certified Financial Planner® and Enrolled Agent with over 30 years of experience in financial and tax services. He operates independently through his own firm, David De Koekkoek, CFP, EA, based in Chino, California. His professional background includes tax preparation, planning, and consulting, as well as serving as a licensed life insurance agent. His firm serves individual clients as well as trustees, estates, trusts, charitable organizations, and business clients, providing financial planning, retirement-transition planning, tax services, bookkeeping, and payroll support. The firm emphasizes long-term planning and fundamental security analysis, offering non-discretionary investment advice and maintaining client assets with third-party custodians.

David Chapman is a CFP® with three years of industry experience, currently serving as the sole advisor at DFS Capital Management. Prior to founding the firm, he worked at APX Operating Company and the Automobile Club of Southern California. Outside of his advisory role, Chapman conducts freelance analyst work on Upwork, providing financial statement analysis for small businesses. DFS Capital Management is an independent firm offering discretionary portfolio management and financial planning to individual and business clients. The firm specializes in managing employer-sponsored retirement plans and held-away assets, employing a mix of charting, cyclical, fundamental, and technical analysis with an emphasis on equity strategies.

Michael Kedis is the founder of Affinity Asset Management in Chino, CA. He holds a Series 65 license and has two years of industry experience. Since 2011, he has also been involved with Cedars Express International Inc., a shipping services business. Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through managed and guided plan options. The firm employs a macro-to-micro investment approach using both fundamental and technical analysis, considers private market opportunities, and operates without discretionary trading authority or receipt of commissions and performance-based fees.

Alan Aidekman is the sole advisor at Orange County Asset Management in Orange, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Orange County Asset Management since 2014. Orange County Asset Management offers discretionary asset management and retirement-focused portfolio services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis and employs strategies including long-term holdings, short-term trading, options, and margin within a discretionary management framework.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Caren Ober is a financial advisor at Balancing Life Financial Planning with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Independent Financial Group from 2012 to 2019. Ober is also the owner of Caren Ober Accountancy Corp., which offers estate and tax planning, business continuity planning, and tax preparation services. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning. The firm builds portfolios tailored to clients’ goals, tax considerations, and risk tolerance, often implementing strategies through outside managers and recommended custodians.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Steven Mais is a financial advisor at The Chartist with 41 years of industry experience. He has been with The Chartist since 1992 and holds Series 63 and Series 65 designations. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines predefined model portfolios with charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters featuring trade recommendations.

Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 designations and one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation, among others. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm emphasizes long-term purchase strategies and customized due diligence, offering non-discretionary advice with periodic monitoring.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.