Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

David Van Overeem is a financial advisor with RMR Capital Management LLC in Tustin, CA, holding a Series 66 designation and 26 years of industry experience. Prior to founding RMR Capital Management in 2016, he worked at Purshe Kaplan Sterling Investments, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he plays drums in a cover band. RMR Capital Management provides individualized investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes a conservative fixed-income management approach with tailored portfolios, managing approximately $171 million in discretionary assets for about 72 clients.

Brian Cleugh is a Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Rhubarb Investments, LLC, an independent firm he has led since 2016. Prior to founding Rhubarb Investments, he worked at Flinn West from 2008 to 2021. Cleugh holds an active California real estate broker’s license, though he is not currently engaged in real estate activities. Rhubarb Investments provides discretionary portfolio management and individualized investment advice to both non-high-net-worth and high-net-worth individual clients. The firm employs a model-driven investment process that combines fundamental, quantitative, and qualitative analysis, with a focus on asset allocation across diverse proprietary portfolios. It also accepts performance-based fee arrangements for qualified clients and uses derivatives in managed accounts, practices that are relatively uncommon among similarly sized independent advisers.

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.

For over 10 years, Jason has been helping clients achieve their financial goals through transparent advice and client education. Prior to establishing Bluepoint Wealth Advisors, Jason spent nearly 6 years with The Vanguard Group in Scottsdale, AZ. Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity. “My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.” Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients. Learn more at Bluepointwealth.com

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 credentials and 14 years of industry experience. Her prior roles include positions at Edward Jones, The Retirement Plan Company, and TRPC Advisory Services. Outside of financial services, she teaches group exercise classes and owns an online fashion jewelry store. Hall Financial Wellness primarily serves employer-sponsored retirement plans, offering fiduciary consulting, plan-level investment advice, and plan management services. The firm focuses on pension consulting and non-discretionary asset management with an emphasis on mutual fund allocations and long-term investment strategies.

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 and has 11 years of industry experience, including a decade at Ares Management. He started SC Advisory in 2026 as a fee-only registered investment adviser based in Brea, CA. SC Advisory provides investment management services to individuals, small businesses, and non-profit organizations, focusing on diversified portfolios of equities, fixed income, digital asset ETFs, and cash. The firm’s approach notably includes digital asset ETFs with Bitcoin exposure and emphasizes transparent risk disclosures, while operating without performance-based fees or third-party referral arrangements.

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.

Paul Barlow is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Barlow, Paul David since 2016. He also owns Barlow Insurance Services, an insurance sales business he has operated since 1987. The firm provides discretionary investment management and financial planning services to individuals, trusts, and small businesses. Its approach is grounded in Modern Portfolio Theory, emphasizing long-term, passively managed, diversified model portfolios primarily composed of no-load mutual funds and ETFs.

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 CFP®-credentialed financial advisor with 34 years of industry experience. He is the principal of Hypo Financial Services and Investment Adviser in Yorba Linda, CA, where he has worked since 2017. Prior to his current role, he held positions at Unicredit Financial Services and Ace Diversified Capital, Inc. Lo also works independently with various fixed life insurance companies. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients with a minimum account size of $50,000. The firm employs a strategic, long-term asset allocation approach complemented by tactical adjustments, using both fundamental and technical analysis to select securities.

Yohei Fukuda is a CFP® professional with 18 years of industry experience, operating as the sole advisor at Honest Wealth LLC in Irvine, CA. He has held ownership roles in several businesses, including Advanced Micro Precision, LLC, a sales and marketing consulting firm, and is involved as a passive investor in food service and music licensing companies. Fukuda also maintains a separate insurance practice brokering fixed insurance products. Honest Wealth LLC is a fee-only, independent investment adviser providing discretionary and non-discretionary portfolio management and financial planning primarily for individual investors, as well as trusts, estates, and retirement plans. The firm supports both household accounts and employer-sponsored retirement arrangements, using documented investment policy statements and a blend of fundamental and technical analysis for investment decisions, and offers pension consulting services that include plan monitoring and participant education.

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.

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 ChFC®-designated financial advisor with 24 years of industry experience, currently serving at KFICO, LLC since 2010. He has prior experience with MCL Financial Group, Inc. and National Life of Vermont. Outside of his advisory role, Kohli is an insurance agent providing life, health, disability, property and casualty, and workers' compensation insurance, along with consulting and administrative services. KFICO, LLC offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and small businesses. The firm employs an active asset-management process focused on asset allocation, portfolio design, sub-advisor selection, portfolio construction, and risk management, managing roughly $47 million across about 104 accounts.