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.

Angela Dorsey is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. She is the principal of Dorsey Wealth Management, LLC, a firm she founded in 2011 after working at FinancialPlanning4Me, LLC. Dorsey Wealth Management is a fee-only, independent registered investment adviser that offers holistic financial planning and investment advisory services to individuals and families. The firm uses an evidence-based investment approach focused on diversification and systematic risk factors, employing low-cost mutual funds and ETFs alongside fixed income, with customized asset allocation tailored to clients' specific needs.

Edward Yoon is a CFP® professional with 13 years of industry experience. He is the sole advisor at MQ Private Wealth, an independent firm located in Torrance, CA. Prior to founding MQ Private Wealth in 2026, he worked for ten years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. MQ Private Wealth serves a diverse client base including high-net-worth families, institutional investors, charitable organizations, and a sovereign wealth fund. The firm employs a proprietary quantitative optimization model combined with fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and access to alternative investments and unique institutional services.

Taylor Bell is a financial advisor with Aequitas Financial, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at firms including Blue Barn Wealth and Fidelity Brokerage Services and is also the owner of Aequitas Bookkeeping, a business providing bookkeeping and accounting services to small business owners. Additionally, Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Aequitas Financial is a single-advisor independent firm serving individual and high-net-worth clients with fee-only financial planning and discretionary investment management. The firm combines passive and active investments with socially responsible options and offers educational seminars alongside ongoing client engagements.

Denny Hooten is a Financial Advisor with Merrill Lynch Wealth Management who integrates his expertise in wealth management and healthcare finance with a strong background in economics. He focuses on helping families prepare for unforeseen circumstances and develop clear strategies aimed at achieving financial independence. Denny’s approach emphasizes tailoring financial plans to each individual's unique needs and goals, recognizing that there is no one-size-fits-all solution in investment and wealth planning. Denny holds an MBA from Pepperdine University’s Graziadio School of Business with an emphasis on economics, a Bachelor’s degree from Otis College of Art and Design, and a Financial Analysis & Valuation Graduate Certificate from the USC Marshall School of Business. He has earned the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. Additionally, Denny teaches finance in the Master of Health Administration program at the University of Southern California’s Sol Price School of Public Policy. Beyond his professional work, Denny is involved with Leyna’s Love Across the Ocean (LATO). His personal interests include adventure sports such as football, golfing, hiking, scuba diving, surfing, and traveling.

Kate Gregory Walker is a CFP® with 24 years of industry experience, currently serving at RAI Wealth Management. She has been with Gregory Advisors Inc. since 2000 and joined RAI Wealth Management in 2020. In addition to her advisory work, she is licensed as an insurance agent and conducts insurance sales to retail clients. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies through discretionary management primarily using mutual funds and ETFs, with tailored approaches to client risk profiles.

Randy Jacobson is the sole advisor at ATIP, Inc., an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role since 2014, he owns a life insurance and annuities business and is a licensed real estate agent and loan originator. ATIP, Inc. provides personalized investment management and planning services to a small number of clients, including individuals, trusts, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with actively managed funds and tactical sector allocations, managing accounts on a non-discretionary basis with client approval required for each trade.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

Recalibrating Wealth is a fee-only Registered Investment Advisor based in Orange County, CA, serving clients both locally and virtually. We provide comprehensive financial planning and investment management for thoughtful, busy mid-career professionals and families who feel stretched thin by the growing complexity of their financial lives. Whether you're establishing your financial foundation, preparing for major milestones, or navigating big career or life changes, our collaborative life-centered financial planning approach is designed to align your money with what matters most to you so that you can live more, worry less, and plan for your future with confidence. There are two ways for us to work together: - "Financial check-up" - a 3-4 month financial planning deep-dive designed to organize finances, clarify goals, and create a clear, actionable roadmap for the years ahead. Ideal for DIYers and those earlier on in their wealth building journey. - Ongoing Support - Ongoing comprehensive financial planning, tax planning, and investment management for those seeking a long-term partnership with a trusted financial professional.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Kenneth Hinkle is a financial advisor with Kenneth Dean & Co Financial Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waddell & Reed Financial Advisors and longstanding involvement in mortgage brokerage through Midcity Mortgage. He continues to operate as a mortgage broker alongside his advisory work. Kenneth Dean & Co Financial Advisory Services offers non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach is based on fundamental analysis and customized asset allocation, with client approval required before transactions and regular account reviews.

Alphonse Calicchio III is a financial advisor with California Benefits and Retirement Group, LLC, where he has served as president since 2019. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Euro Pacific Capital Inc. and Alliance Global Partners. Outside of his advisory work, he is a managing member of JCAL Capital Management, LLC, a consulting firm, and serves as co-chair of Drive Out Cancer – Endless Summer Invitational, a volunteer organization that raises funds for cancer research and support for children with cancer. California Benefits and Retirement Group provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a multifaceted investment approach, including charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory, typically focusing on long-term trading aligned with client risk tolerances.

Rajko Novakovich is a financial advisor at Old World Financial Advisors in Newport Beach, CA, holding Series 63 and Series 65 designations with two years of industry experience. He has operated as a mortgage broker and sole proprietor since 2002. Old World Financial Advisors is an independent firm serving individuals, high-net-worth clients, families, trusts, estates, small businesses, and charitable organizations. The firm focuses on customized investment management and financial planning, employing an asset-allocation approach based on macroeconomic analysis and client-specific factors, primarily managing portfolios through mutual funds and ETFs on a non-discretionary basis.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

Paul Dozier is the sole advisor at PCD Wealth Strategies in Long Beach, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as operating his own insurance and wealth strategy businesses. PCD Wealth Strategies offers retirement planning, succession planning, and advisory services to individuals, small business owners, and non-profit organizations. The firm provides non-discretionary, fiduciary advice without asset custody or trading authority, combining fundamental analysis with third-party research to develop tailored financial models and also offers bookkeeping services for business clients.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.

Nicholas Monterrosa is a CFA® charterholder and the sole advisor at Paradox Investment Partners LLC with six years of industry experience. He previously worked at The Cypress Funds LLC from 2015 to 2019 before founding Paradox Investment Partners in 2019. Paradox Investment Partners is an independent registered investment advisor that provides discretionary investment management primarily to individual and high-net-worth clients. The firm employs an actively managed global long-short small-cap strategy combining quantitative screens with fundamental research and macro overlays, utilizing borrowing, derivatives, and performance-based compensation structures uncommon among similar independent firms.

Robert Cobb is the sole advisor at Cobb Planning Group in Santa Ana, CA, with 47 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and divides his time among advisory services, insurance sales, and estate planning consulting. Cobb is a licensed insurance agent offering life insurance and annuities. Cobb Planning Group serves primarily individual clients, including some high-net-worth individuals, by coordinating relationships with third-party money managers rather than managing portfolios internally. The firm employs a conservative investment approach with low turnover and tailors its services through detailed consultations to select appropriate third-party managers.

Ricardo Ulivi is the sole advisor at Ulivi Wealth Management in Orange, CA, with 2 years of industry experience. He has been active in his career since 1988. Outside of advising, he manages his own real estate properties. Ulivi Wealth Management is an independent, single-advisor firm providing customized investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm uses an asset-allocation driven process informed by macroeconomic analysis, offering both discretionary and non-discretionary account management with ongoing monitoring and quarterly reporting.