Betty Azmoon is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 33 years of industry experience and previously worked at Woodbury Financial Services Inc and Centaurus Financial, Inc. Azmoon also provides financial planning and consulting services through Griffin Financial, LLC, a separate registered investment advisory firm she has operated since 2019. LPL Financial serves a broad range of clients including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse advisory and brokerage services supported by an in-house research team and a wide array of investment solutions tailored to client needs.

David De Koekkoek is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) with over 30 years of experience in financial planning and tax services. He operates an independent firm in Ontario, California, providing tax preparation, planning, consulting, and bookkeeping services alongside financial advisory. His professional activities include licensed insurance sales and property management. His firm primarily serves individual clients as well as trustees, estates, trusts, and charitable organizations, offering financial planning, investment advice, and fee-for-service tax and business services. The firm employs a long-term investment approach with fundamental security analysis and delivers non-discretionary advisory services, with most assets custodied at Schwab Institutional.

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.

Eugene Lai is the principal advisor at Lai Capital Management LLC in Irvine, CA, with 23 years of industry experience. He holds the Series 65 designation and has managed Lai Capital Management since 2002. Outside of his advisory role, he is involved in Ferncroft Investment Partners LLC, a partnership investing in real estate and securities. Lai Capital Management provides discretionary portfolio management to individual clients and serves as the general partner and investment manager of a private pooled investment partnership for high-net-worth limited partners. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and may use margin and options strategies.

Don Hilario is the sole advisor at Hilpan Moxie Wealth Management, LLC in Irvine, CA, holding CFP® and Series 66 designations with 19 years of industry experience. He has led Hilpan Moxie since its founding in 2012. Hilpan Moxie provides customized financial planning and investment management primarily for professionals and clients in the technology sector, offering both integrated and standalone services. The firm employs a combination of technical and fundamental analysis along with asset-allocation strategies, managing assets on discretionary and non-discretionary bases with regular client reviews.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Mohan Martin is a financial advisor at Martin Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been with Martin Wealth Management since 2022. In addition to his advisory role, he is involved in selling Medicare insurance through an affiliated agency, working with individuals aged 65 and older. Martin Wealth Management provides investment advisory services primarily as a co-advisor, directing client accounts to a third-party money manager, Matson Money. The firm focuses on onboarding, compliance, and ongoing monitoring while clients’ assets are managed externally.

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.

Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Tuan Ly is a financial advisor with Charles Fish Investments, Inc. in Irvine, CA, holding a Series 65 designation and nine years of industry experience. Prior to joining Charles Fish Investments in 2026, he worked at Cetera, Avantax Advisory Services, and Gerry Andrade & Associates Inc., where he assisted with wealth management and client support. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income and municipal bonds for individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, emphasizing active management and a personalized approach through a small client roster and concentrated advisory team.

Johnnie Goodman is a financial advisor with LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with LBG Advisor since 2012. In addition to his advisory work, Goodman provides consulting in retirement planning, life insurance, estate planning, and long-term care insurance. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and combines top-down sector rotation with bottom-up security selection across various asset types.

Leslie Rea is a CFP® professional with two years of industry experience, currently serving at AG Wealth Management, PLLC in Irvine, CA. Prior roles include positions at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual and high-net-worth clients, retirement plans, and corporate clients with investment management and comprehensive financial planning. The firm offers both ongoing portfolio management and discrete planning engagements, utilizing a variety of analytical techniques and incorporating third-party advisers for specialized solutions.

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.

Brian Chew is a financial advisor at Sun Group Wealth Partners LLC with seven years of industry experience. He holds a Series 63 designation and has practiced law through his own firm, the Law Offices of Brian Chew, PC, since 2008. Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing a range of strategies such as discretionary investment management through multiple platforms and option writing.

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.

George Yackey Jr is a financial advisor with IBN Advisory Services, Inc. He holds the Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services Inc, and Guardian Life Insurance Company. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates client assets to proprietary strategies or independent third-party managers, with ongoing due diligence and monitoring.

Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of 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 a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.

Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as Vice President and Board Member of a homeowners association in Hacienda Heights. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individual clients. The firm employs a diverse investment process using various analytical techniques and asset classes, managing approximately $101 million for around 82 clients through a three-advisor team.