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.

Avery Wenck is a CFP® certificant and Series 65 license holder with eight years of industry experience. He is the principal advisor at Dundee Capital Management LLC, where he has worked since 2026. Prior to founding Dundee Capital Management, he was employed at Leisure Capital Management, Inc. for seven years and had earlier roles at Mercer Global Advisors Inc. Dundee Capital Management LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only advisory model with an investment approach that combines passive and active strategies across multiple asset classes, and offers both ongoing portfolio management and project-based financial planning.

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.

Joseph Gagnon is the sole advisor at J.D. Gagnon, Inc. in Palos Verdes Estates, CA, holding the CFA® designation with nine years of industry experience and over two decades in his career. His firm provides discretionary investment management services to individuals, trusts, estates, charitable organizations, businesses, and pension and profit-sharing plans. J.D. Gagnon, Inc. employs an actively managed, value-oriented equity strategy focused on a concentrated portfolio, combining fundamental and technical analysis with a long-term investment horizon. The firm offers institutional-level services uncommon for a one-advisor practice, managing approximately $37.7 million in discretionary assets.

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.

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® with 14 years of industry experience and has been with Dorsey Wealth Management, LLC since 2011. She also worked at FinancialPlanning4Me, LLC in 2017. Located in Torrance, CA, she holds a Series 65 license in addition to her CFP® credential. Dorsey Wealth Management is a fee-only registered investment adviser serving individuals and families with comprehensive financial planning and investment advisory services. The firm employs an evidence-based investment approach focusing on diversification, systematic risk factors, and low-cost mutual funds and ETFs, offering customized portfolios that align with clients’ objectives and financial situations.

Edward Yoon is a financial advisor at MQ Private Wealth with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for 10 years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in various capacities before founding his independent firm. MQ Private Wealth manages approximately $86.9 million for about 57 clients, including individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and access to third-party managers, employing a combination of strategic and tactical asset allocation supported by quantitative, technical, and fundamental analysis.

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.

Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

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.

Robert Mcguire Jr. is the sole advisor at Granite Research, LLC, an independent firm based in Redondo Beach, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nearly two decades at Keybanc Capital Markets Inc. and shorter tenures at several other firms before founding Granite Research in 2022. Granite Research provides fundamental investment research and issuer ratings to publicly traded companies and institutional investors, focusing on detailed financial and market analysis. The firm operates on a flat-fee, non-contingent research model and does not offer portfolio management or accept custody of client assets.

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.

Corey Johnson is a financial advisor at Shorebird, LLC in Newport Beach, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Shorebird Financial since 2017 and serves as Chief Analyst at Finch c/o CIP Holdings, LLC, a professional services firm specializing in accounting and finance. Prior to these roles, he was employed at General Atomics from 2011 to 2017. Shorebird, LLC is a single-advisor firm providing financial planning, ongoing advising, portfolio management, and referrals to third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation, model portfolios, long-term purchase strategies, and periodic rebalancing tailored to client objectives and risk tolerance.