Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.

Armand Batocabe is a financial advisor at Golden State Capital Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including LTNG Capital, X Capital Advisors, and SecureVest Financial Group. He is also involved with ACB Partners LLC and has prior experience at Blue Sky MLS, Inc. Golden State Capital Inc. provides investment advisory services primarily to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs a non-discretionary, tailored approach emphasizing long-term strategies and customized due diligence on private placements.

Mark Shoemaker is a financial advisor with BSIAS Advisors, LLC in Anaheim, CA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Peter P. Brown in real estate for 16 years and has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and Brown-Shoemaker, CPA's since 1979. BSIAS Advisors, LLC provides discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts. The firm follows a fundamental, long-term buy-and-hold investment philosophy with tailored asset allocations and plans to offer income tax preparation services to existing clients starting in 2025.

Kayla Phillips is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She has worked at Purposeful Strategic Partners since 2025 and previously held roles at St. Clair Financial and RW Baird. Purposeful Strategic Partners serves individuals and small businesses, offering financial planning, investment management, business coaching, and retirement plan advising. The firm emphasizes strategic asset allocation with low-cost funds and ETFs, ongoing client education, and supports clients through a variety of engagement models, including subscriptions and assets-under-management.

Cody Darrow is a financial advisor with Darrow Wealth Group in Ontario, CA, holding a Series 65 designation and four years of industry experience. He previously worked with Ameritas Advisory Services and Capstone Partners. Darrow is also an independent licensed insurance agent. Darrow Wealth Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm typically directs client assets to third-party managers, creates tailored Investment Policy Statements, and offers ongoing planning supported by eMoney software and quarterly reviews.

Mark Deily is a financial advisor with RBA Wealth Management, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been president and manager of Deily & Company PC CPAs for over a decade and worked previously at Davidson, Deily and Company PC, CPA for 19 years. Outside of his advisory role, he serves as a CPA and holds a Life & Health Insurance license with United Health Care. RBA Wealth Management provides financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, trusts, and corporate entities. The firm uses a goal-based investment approach that integrates fundamental and behavioral analysis within a Modern Portfolio Theory asset allocation framework.

Frank Mercuri III is a financial advisor at Attivo Legacy Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Equivita Life Settlements, LLC since 2018 and Mercuri Asset Management, LLC since 2010. Outside of advising, he operates a licensed insurance agency and is involved in life settlements and trust services. Attivo Legacy Advisors provides portfolio management and comprehensive financial planning to individuals, retirement and corporate plans, trusts, estates, and other business entities. The firm manages assets on a non-discretionary basis, offers customized investment portfolios aligned with client risk profiles, and incorporates insurance products as part of its services.

Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.

Mark Bindon is an advisor at McClure Investment Management, LLC with one year of industry experience. His prior work includes roles at ESS Technology, Inc., Bloom Energy, Turntide Technologies, and Liquid Robitics. McClure Investment Management provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves primarily individual clients, including high-net-worth individuals, using a tailored investment process that incorporates fundamental and cyclical analysis, modern portfolio theory, and model portfolios, with the potential for short-term trading and use of leverage.

Richard Yang is a financial advisor at BOS Taurus with two years of industry experience. He holds a Series 65 credential and has previously worked at Brightwater Associates. Yang also serves as an Academic Dean for a private school. BOS Taurus provides ongoing portfolio management and standalone financial planning primarily for individual clients. The firm operates under a fiduciary standard, employing personalized Investment Policy Statements and discretionary portfolio management that includes mutual funds, ETFs, fixed income, real estate funds, annuities, and cryptocurrencies, utilizing both long- and short-term trading strategies.

James Ripley is a CFP® professional with 34 years of industry experience. He is affiliated with RAI Wealth Management and Gregory Advisors, Inc., holding roles at both firms since 2006 and 2020 respectively. RAI Wealth Management serves individual investors, including high-net-worth clients, as well as trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $160 million in client assets and focuses on diversified portfolios primarily composed of mutual funds and ETFs, employing strategies such as regular rebalancing, tax management, and dollar-cost averaging.

Matthew Holland is a financial advisor with FOX & HOLLAND INVESTING LLC, holding a Series 65 designation and four years of industry experience. He is also a partner at Fox & Stephens, CPAs, where he provides accounting, tax, and consulting services to individuals, businesses, and organizations. FOX & HOLLAND INVESTING, LLC offers discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, and corporations. The firm combines customized investment strategies with coordination alongside clients’ attorneys and accountants, leveraging its affiliation with an accounting practice.

Angel Mendez is a CFP®-designated financial advisor at RAI Wealth Management with three years of industry experience. Prior to joining RAI Wealth Management in 2023, he worked at Gregory Advisors, Inc. and operated Angel Mendez Landscaping. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $160 million in client assets. The firm utilizes diversified portfolios focused on mutual funds and ETFs, employs third-party model portfolios and tax-management tools, and maintains unique referral and operational affiliations with other advisers.

Jayce Lowe is a financial advisor at Lighthouse Financial Services Inc with 12 years of industry experience. He has been with Lighthouse Financial Services since 2017 and previously worked at Next Financial Group Inc for three years. He holds the Series 66 designation. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm combines a top-down macroeconomic approach with bottom-up security selection and emphasizes asset allocation across multiple model strategies.

Ajay Vadukul is a financial advisor with Endeavor Advisors LLC in Brea, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Lifetyme Financial Advisors and Transamerica Financial Advisors. Outside of advising, he is a licensed life and health insurance agent. Endeavor Advisors LLC offers investment management, financial planning, estate planning facilitation, and retirement plan services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm follows a long-term, Modern Portfolio Theory-informed approach and provides educational seminars and estate planning services that are less common among similar advisers.

Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.

Helen Huang is a financial advisor at SVL Investment Management with over 21 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc., Sung, Huang & Co, CPAs, LLP, and currently at H Huang & Co CPAs LLP as a partner. Outside of her advisory role, she is involved as a partner and manager at H Huang & Co CPAs LLP. 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 that uses top-down economic and market analysis, strategic asset allocation, and a proprietary statistical valuation model to structure customized portfolios aligned with clients’ objectives and risk tolerance.

Shaun Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, California, holding a Series 66 designation and 16 years of industry experience. He has worked at Sackett Wealth Advisors since 2017 and previously spent five years with Independent Financial Group. Outside of advisory services, he operates Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors serves individuals, trusts, pension plans, and businesses with discretionary portfolio management, financial consulting, and retirement plan services. The firm integrates diversified asset allocation strategies and maintains an affiliated accounting and tax practice offering tax planning, corporate tax guidance, and related services.

Nolan Gouveia is an advisor at Ark Wealth Advisors, LLC in Yorba Linda, CA, with six years of experience through his role at NGFinco LLC since 2020 and nine years at California Baptist University. He holds no prior industry experience before these roles. Ark Wealth Advisors provides investment advisory services to individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs an individualized, asset-allocation-driven investment process and utilizes third-party managers and Schwab-managed account programs to implement and monitor diversified portfolios.

Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.