Zhenzhe Wang is a financial advisor at Stonebridge Wealth Management LLC with three years of industry experience and holds a Series 66 designation. Prior to founding Stonebridge Wealth Management, he worked at Cetera and East West Bank. He is also the CEO of Ochre Holdings Alpha LLC, which operates preschools. Stonebridge Wealth Management LLC is an independent adviser providing discretionary separately managed account services to individuals and various legal entities. The firm uses proprietary quantitative and model-based investment methods and offers performance-based fee arrangements that are uncommon among similar independent advisers.

I'm Jason Stein, CFP®, RICP®, founder of Bluepoint Wealth Advisors, an independent, fee-only firm serving Irvine and Orange County. I started my career at Vanguard in 2013 and spent years at large firms. I saw how hard it is to give personal advice when each advisor carries too many clients. I built Bluepoint around the opposite: fewer clients and more time with each one. I work with people approaching or in retirement who have spent their careers saving and making good decisions, but are at a stage of life where the decisions ahead change: when to claim Social Security, how to draw from savings, Roth conversions, and how those decisions fit together over time. As a fiduciary, I'm paid only by my clients. No commissions and no products to sell. We work together over the long term.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

Michael Bienstock is a financial advisor at American Independent Securities Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2008. Outside of his advisory role, he is involved in several business ventures including Semaphore Brand Solutions, which connects new media talent with brands, and Semaphore Premier Licensing, which links influencers with product licensing opportunities. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management, and integrates multiple custodial and advisory platforms.

Suzan Hall is a financial advisor with Hall Financial Wellness in Newport Beach, CA, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her career includes roles at Edward Jones, TRPC Advisory Services, and The Retirement Plan Company. Outside of financial advising, she teaches group exercise classes and owns an online fashion jewelry store. Hall Financial Wellness primarily serves employer-sponsored retirement plans by providing plan-level management, fiduciary consulting, and investment advice. The firm emphasizes mutual-fund based allocations and analytics, focusing on pension consulting and non-discretionary plan assets while offering hands-on services such as employee education and plan design review.

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.

Edward Runyon is the sole advisor at Sagevest Financial Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Sagevest since 2012. In addition to his advisory role, he is a licensed insurance agent. Sagevest Financial Advisors provides discretionary investment management and wealth management services primarily to high-net-worth individuals and corporate pension and profit-sharing plans. The firm employs a long-term, diversified investment approach using no-load mutual funds, index funds, and ETFs, tailoring portfolios to clients’ risk tolerance and conducting regular reviews.

Harry Woo is a financial advisor at SC Advisory with Series 65 and Series 63 licenses. He has 11 years of industry experience, including a decade at Ares Management and recent tenure with SC Advisory. SC Advisory is a fee-only registered investment adviser serving individuals, small businesses, and non-profit organizations. The firm offers investment management services with a focus on diversified portfolios that include equities, fixed income, cash, and digital asset ETFs, notably incorporating Bitcoin-related products while addressing their specific risks.

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.

Paminder Gujral is a financial advisor with Robert Gujral CPA in Villa Park, CA, holding eight years of industry experience. She is also a certified public accountant, dedicating part of her time to preparing financial statements and tax returns. Gujral maintains separate records for her advisory and accounting practices, with some clients receiving both services. Robert Gujral CPA is an independent firm providing discretionary portfolio management to individuals, trusts, and IRAs, managing approximately $34.9 million across 53 clients. The firm emphasizes broad-market and technology ETFs, selected large-cap technology stocks, and a rules-based portfolio construction approach, with accounts reviewed at least weekly.

Paul Lo is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is the sole advisor at Hypo Financial Services and Investment Adviser, an independent firm where he has worked since 2012, with prior roles at firms including Unicredit Financial Services and Key West Investments. Outside of investment advising, he works as an independent contractor with fixed life insurance companies such as Assurity, AIG American General, and Allianz. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients, utilizing a strategic, long-term asset allocation approach supplemented by tactical adjustments. The firm employs both fundamental and technical analysis in selecting securities and offers discretionary and non-discretionary management services.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.

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.

Keith Danner is affiliated with Tanager Financial, LLC and holds a Series 65 designation. He has been employed at the University of California, Irvine since 2007. Tanager Financial provides financial planning and consulting primarily for individuals, high-net-worth individuals, charitable organizations, corporations, and other business entities, specializing in serving employees of colleges and universities. The firm delivers comprehensive plans and ongoing advice based on an evidence-based, passive investment approach without discretionary management or custody of client assets.

Shao Lin is a financial advisor at The Financial Advisors with 26 years of industry experience. He has been with the firm since 1991. Shao Lin holds a Series 63 designation and is the 100% shareholder of TFA. The Financial Advisors provides discretionary investment management to individuals, retirement accounts, trusts, pension plans, and small businesses, typically serving high-net-worth and individual clients. The firm emphasizes growth investing using both fundamental and technical analysis, managing portfolios on a discretionary basis tailored to client needs.

Bhoopinder Kohli is a financial advisor with KFICO, LLC Registered Investment Advisor in Tustin, CA, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with KFICO since 2010 and previously worked at MCL Financial Group, Inc. and National Life Of Vermont. Outside of his advisory role, Kohli is also an insurance agent providing life, health, disability, property and casualty, and workers' compensation insurance, along with consulting and administrative services. KFICO serves individuals, including high-net-worth clients, trusts, estates, corporations, and nonprofit organizations, offering discretionary portfolio management, financial planning, and access to managed account programs. The firm emphasizes active asset management focusing on asset allocation, portfolio design, sub-advisor selection, and risk management, using a range of investment vehicles including mutual funds, ETFs, individual securities, and insurance products.

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.

William Oconnor is a financial advisor with Applied Financial Planning, Inc. in Irvine, CA, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at LPL Financial and Midland National Life, and he currently owns and operates several financial and tax-related businesses. He also hosts a radio program called The Money Guys, which promotes local news and financial planning ideas. Applied Financial Planning, Inc. provides tax preparation and tax planning services to individuals, institutions, and various organizations, focusing on tax-efficiency and long-term investment considerations. The firm bills on a fixed-fee or hourly basis and does not manage client investment accounts directly.

Karen Brenner is the sole advisor at Fortuna Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with Fortuna Asset Management since 2001 and is also the owner and CEO of Fortuna Advisors, Inc., a consulting company that holds the software license for portfolio management used by her firm. She dedicates limited time to Fortuna Advisors, Inc., which is unrelated to investment activities. Fortuna Asset Management provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, foundations, and corporations. The firm emphasizes passive cash flow development and downside risk management through a diversified mix of income-generating securities, derivatives strategies, and a third-party macro portfolio.

Puneet Sahi is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Iron Horse Capital, Inc., an independent firm based in Irvine, CA. His prior roles include positions at Palo Capital, GenSpring Family Offices, and SunTrust Bank. Iron Horse Capital, Inc. provides discretionary portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as pooled vehicles and institutional clients. The firm manages a focused client base with tailored advice and model portfolios across varying risk tolerances, employing derivatives and related strategies within its investment approach.