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 a legal background, working at the Law Office of Sharma Kliche, LLP since 2009 and previously at the Law Office of Mark E. Lewis from 2005 to 2017. Prior to joining InvestLinc in 2026, she spent six years with The Fix Project. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities, offering customized investment solutions and comprehensive financial planning. The firm uses a mix of fundamental, technical, and quantitative analysis to manage portfolios across traditional and alternative asset classes, conducting manager research and rebalancing regularly.

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 the Series 63 and Series 65 credentials and has previously worked at Munson, Cronick & Associates, LLP Certified Public Accountants, her own CPA practice, and Richey Advisors, Inc. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and consulting. The firm focuses on diversified portfolios using mutual funds and ETFs, employs tax-management tools, and maintains relationships with independent managers and other advisory firms to deliver comprehensive services.

George Yackey Jr is a financial advisor with IBN Advisory Services, Inc. He holds Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise Financial Services. 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 a combination of internal investment teams and third-party managers to implement strategies tailored through individualized investment policy statements.

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.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 15 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., LPL Financial, and Larson Financial Group, LLC. Outside of advisory work, he is involved in real estate development and fund management through roles such as CEO of Two Plots, LLC, and President of Oak Quarry Management, LLC. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, using a Modern Portfolio Theory-based approach with diversified asset allocation and periodic rebalancing tailored to client objectives.

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 23 years of experience in financial advisory. She is the principal at Fineberg Financial Management LLC, where she has worked since 2022. Her prior experience includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of her advisory work, she serves as president and executive director of a nonprofit focused on empowering women through financial literacy and STEAM field awareness. Fineberg Financial Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting for individuals, trusts, estates, pension plans, and small businesses. The firm employs a blend of fundamental, technical, quantitative, and sector analysis complemented by various asset-allocation strategies, and manages a diverse range of investment instruments while utilizing third-party sub-advisors and due diligence in implementation.

Peter Brown is a financial advisor at BSIAS Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Brown-Shoemaker Investment Advisory Services, LLC, and Brown-Shoemaker, CPA's, where he was a shareholder in a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts, following a fundamental, long-term buy-and-hold investment philosophy. The firm integrates accounting and tax expertise into its services and plans to provide income tax preparation to clients starting in 2025.

Joseph Ramirez is a Series 65-licensed financial advisor at Retirementadvice | Jka in Anaheim, CA, with one year of industry experience. Prior to joining Retirementadvice | Jka in 2024, he was a student for ten years and was unemployed for one year. Outside of his advisory role, he assists with clerical tasks at a local tax firm. Retirementadvice | Jka provides asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers continuous, individualized account supervision with quarterly reviews and rebalancing.

Tiffany Delarosa is a financial advisor at Meridian Venture Partners, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Universal Wealth and Vantage Financial Alliance. Outside of her advisory role, she is co-owner and administrative assistant at Diamond Senior Living. Meridian Venture Partners serves individuals, high-net-worth clients, and business entities by providing portfolio management and financial planning tailored to client needs. The firm employs a variety of investment strategies, including fundamental and quantitative methods, and offers access to alternative investments such as cryptocurrency.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Srdjan Nastasic is a financial advisor at Augustus Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial and Telenor. Augustus Wealth provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm uses a combination of fundamental, technical, quantitative, and sector analysis to create tailored asset-allocation strategies and employs both long- and short-term trading approaches, including borrowing and option strategies within separately managed accounts.

Minxing Lin is a financial advisor at FHWV Financial LLC in Los Alamitos, CA, holding a Series 65 designation with two years of industry experience. Prior to joining FHWV Financial LLC, Lin worked at the Paul Merage School of Business, University of Irvine, from 2023 to 2024. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships. The firm refers prospective clients to third-party registered investment advisers and utilizes platform sponsors such as SEI and American Funds to implement investment strategies.

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.

Daniel Duffy is a financial advisor at InvestLinc Wealth Services with one year of industry experience. He has previously worked with LPL Financial LLC and has been involved with 1 Track Management since 2008. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment strategies and comprehensive financial planning, employing a mix of fundamental, technical, and quantitative analysis across various asset classes.

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.