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.

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.

Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience, including 17 years with Integrity Brokerage Services, Inc. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages client accounts on a non-discretionary basis, tailoring plans to clients’ goals and risk tolerance while employing a broad range of analytical methods and maintaining a distinctive operational setup without third-party sub-advisers.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. 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 uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 credentials and less than one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services mainly to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs fundamental, technical, and quantitative analysis with a long-term investment approach and offers tailored recommendations on a non-discretionary basis.

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.

Steven Medland is a CFP® with 21 years of industry experience and has been with TABR Capital Management, LLC since 2003. He holds the Series 66 designation and is based in Orange, California. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a technical analysis-driven investment approach that incorporates trend-following models and relative-strength screening to tailor asset allocations and manage risk across market cycles.

Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Fix Project and legal firms including the Law Office of Sharma Kliche, LLP and the Law Office of Mark E. Lewis. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth clients, including families, trusts, and foundations. The firm offers customized multi-asset portfolio management and comprehensive financial planning using fundamental, technical, and quantitative analysis.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Munson, Cronick & Associates, LLP Certified Public Accountants, as well as running her own CPA practice. RAI Wealth Management serves individual investors, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary investment management and financial planning with a focus on diversified portfolios primarily composed of mutual funds and ETFs, emphasizing regular rebalancing and tax-management strategies.

Steven Le is a financial advisor at SVL Investment Management with 39 years at the firm and 20 years of industry experience. He also worked at California State University for 38 years. Outside of his advisory role, he owns and manages 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 strategic asset allocation and a proprietary valuation model.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Capital Securities, Inc., Fortalice Group, Inc., and LPL Financial. Outside of his advisory role, he is involved as president of Oak Quarry Management, LLC, overseeing investments in real estate and small businesses, and serves as CEO of Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million across 53 client relationships using an investment process grounded in Modern Portfolio Theory, focusing on asset-class diversification, long-term allocations, and tailored rebalancing.

Emily Hermeno is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Financial Advocates LLP since 2006 and has been with Prosperity Road, LLC since 2015. Outside of her advisory role, she manages a CPA firm. Prosperity Road, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using no-load institutional mutual funds, ETFs, individual equities, and fixed income, and offers ongoing portfolio management and ERISA-focused plan oversight.

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.

Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.

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.

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, operating primarily as a solicitor rather than managing portfolios directly.