Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He holds 13 years of industry experience and has been managing his own RIA since 1998. His firm provides discretionary portfolio management to individuals and trusts, focusing on customized accounts tailored to clients' risk profiles and investment goals. The investment approach emphasizes high-quality dividend-paying equities, master limited partnerships, real estate investment trusts, and option overlays, with active daily management and trading conducted on a discretionary basis.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.

Gregory Gevorkian is the sole advisor and founder of Stormbreaker Financial LLC in Irvine, CA. He holds a Series 65 designation and has less than one year of experience in investment management. Outside of his advisory role, he works as a flight instructor, dedicating more than half of his time to that activity. Stormbreaker Financial is a newly formed registered investment adviser providing discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm focuses on customized portfolio construction primarily using exchange-traded funds, including leveraged ETFs for certain clients, with ongoing supervision and periodic reviews.

David Van Overeem is a financial advisor with RMR Capital Management LLC in Tustin, CA, holding a Series 66 designation and 27 years of industry experience. Prior to founding RMR Capital Management in 2016, he worked at Ameriprise from 1999 to 2016. Outside of finance, he plays drums in a cover band. RMR Capital Management LLC provides individualized investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes a conservative fixed-income approach with tailored portfolios and manages approximately $171 million in discretionary assets for about 72 clients, often offering complimentary financial planning and consultations.

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.

I'm Jason Stein, CFP®, RICP®, founder of Bluepoint Wealth Advisors, an independent, fee-only firm serving Irvine and Orange County. I started my career at Vanguard in 2013 and spent years at large firms. I saw how hard it is to give personal advice when each advisor carries too many clients. I built Bluepoint around the opposite: fewer clients and more time with each one. I work with people approaching or in retirement who have spent their careers saving and making good decisions, but are at a stage of life where the decisions ahead change: when to claim Social Security, how to draw from savings, Roth conversions, and how those decisions fit together over time. As a fiduciary, I'm paid only by my clients. No commissions and no products to sell. We work together over the long term.

Suzan Hall is a financial advisor with Hall Financial Wellness in Newport Beach, CA, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her career includes roles at Edward Jones, TRPC Advisory Services, and The Retirement Plan Company. Outside of financial advising, she teaches group exercise classes and owns an online fashion jewelry store. Hall Financial Wellness primarily serves employer-sponsored retirement plans by providing plan-level management, fiduciary consulting, and investment advice. The firm emphasizes mutual-fund based allocations and analytics, focusing on pension consulting and non-discretionary plan assets while offering hands-on services such as employee education and plan design review.

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. He has 11 years of industry experience, including a decade at Ares Management and recent tenure with SC Advisory. SC Advisory is a fee-only registered investment adviser serving individuals, small businesses, and non-profit organizations. The firm offers investment management services with a focus on diversified portfolios that include equities, fixed income, cash, and digital asset ETFs, notably incorporating Bitcoin-related products while addressing their specific risks.

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.

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 Certified Financial Planner (CFP®) with 35 years of industry experience. He is the sole advisor at Hypo Financial Services and Investment Adviser, an independent firm where he has worked since 2012, with prior roles at firms including Unicredit Financial Services and Key West Investments. Outside of investment advising, he works as an independent contractor with fixed life insurance companies such as Assurity, AIG American General, and Allianz. Hypo Financial Services and Investment Adviser provides portfolio management and financial planning primarily to individual clients, utilizing a strategic, long-term asset allocation approach supplemented by tactical adjustments. The firm employs both fundamental and technical analysis in selecting securities and offers discretionary and non-discretionary management services.

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.

Cristopher Cuevas is a financial advisor at Bright Legacy LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Raymond James. Outside of advising, he serves as president and loan originator for a mortgage company and also consults on business cloud solutions. Bright Legacy provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm follows a primarily long-term, value-oriented investment approach, combining fundamental and technical analysis to manage portfolios that include individual stocks, ETFs, and mutual funds.

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 financial advisor with KFICO, LLC Registered Investment Advisor in Tustin, CA, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with KFICO since 2010 and previously worked at MCL Financial Group, Inc. and National Life Of Vermont. Outside of his advisory role, Kohli is also an insurance agent providing life, health, disability, property and casualty, and workers' compensation insurance, along with consulting and administrative services. KFICO serves individuals, including high-net-worth clients, trusts, estates, corporations, and nonprofit organizations, offering discretionary portfolio management, financial planning, and access to managed account programs. The firm emphasizes active asset management focusing on asset allocation, portfolio design, sub-advisor selection, and risk management, using a range of investment vehicles including mutual funds, ETFs, individual securities, and insurance products.

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.