David Young is a CFA® charterholder with nine years of experience in financial advising at Ambrosia Asset Management in Corona, CA. He has been involved in business ventures outside finance, including Ambrosia Herb Tea, LLC, and has worked full-time at Sunrider International since 2005. Ambrosia Asset Management is a small, owner-operated registered investment adviser serving individual and institutional clients through discretionary Separate Managed Account services. The firm employs a rule-based relative-strength strategy focused on U.S. equities and options on the S&P 500, combining technical and fundamental analysis with backtesting.

Gail Gonzales is a financial advisor at Financial Equations Advisors, Inc. in Corona, CA, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Collier Simon, Spinifex, Ignited, CoBird, and Gearys. Financial Equations Advisors serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight.

Mark Deily is a financial advisor with RBA Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also president and manager of Deily & Company PC CPAs, where he serves as a CPA. RBA Wealth Management offers financial planning, investment management, and retirement plan consulting to a diverse client base including individuals, trusts, and corporate entities. The firm employs a goal-based investment approach incorporating fundamental, cyclical, and behavioral analysis within an asset-allocation framework and provides continuous account monitoring and regular reviews.

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.

Micki Hicks is a financial advisor at The Leonard Financial Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. The Leonard Financial Group serves individual clients, including high-net-worth and non-HNW households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services, utilizing a formal planning process combined with portfolio management that includes advanced trading strategies and regular account reviews.

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 experience in financial advising. He has been with RAI Wealth Management and its predecessor entities since 1992 and previously worked with Gregory Advisors, Inc. from 2020 to 2026. RAI Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, focusing on diversified portfolios primarily made up of mutual funds and ETFs, with an emphasis on tax management and regular portfolio rebalancing.

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.

Helen Huang is a financial advisor at Svl Investment Management with 22 years of industry experience. She holds a Series 63 designation and has worked at H Huang & Co CPAs LLP, Sung, Huang & Co, CPAs, LLP, and Avantax Investment Services, Inc. Outside of advising, she is a partner at H Huang & Co CPAs, LLP. Svl Investment Management is a boutique, research-oriented firm serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with strategic asset allocation and proprietary valuation models to manage discretionary portfolios.

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.

Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. Retirementadvice | Jka serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Christopher Wescott is a financial advisor at Edward Haro Financial, LLC with one year of industry experience. He holds a Series 66 designation. His prior work includes positions at Crown Capital Securities, LP and self-employment before joining Edward Haro Financial. Edward Haro Financial serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training and access to private placements. The firm manages approximately $16.7 million across about 143 client accounts using a documented Investment Policy Statement and a mix of fundamental and technical analysis, modern portfolio theory, and options strategies.

Brian Colla is a financial advisor with Palo Seco Wealth Management in Corona, CA, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior roles include positions at Ameriprise, Planned Financial Freedom, California Bank and Trust, and CitiGroup. In addition to his advisory work, he operates as a real estate and mortgage loan broker outside of securities trading hours. Palo Seco Wealth Management serves individuals, high-net-worth clients, and corporations, offering investment management and financial planning with a focus on passive, low-cost strategies using index funds and ETFs. The firm incorporates biblically responsible investing based on client preferences and provides educational seminars within a Biblical framework.

Shirley Coria is a financial advisor with Hawley Advisors, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Ni Advisors, Inc., Independent Financial Group, LLC, and NPB Financial Group, LLC. She also works as an independent financial operations consultant, providing operational assistance to other financial advisors. Hawley Advisors offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, utilizing a strategic asset allocation approach based on Modern Portfolio Theory with mutual funds and ETFs. The firm manages approximately $74.2 million in client assets across 59 households and provides quarterly performance reporting.

Eric Domingues is a financial advisor with Retirementadvice | Jka in Anaheim, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Jack Keeter & Associates, Inc. since 2007. In addition to advisory services, he provides bookkeeping through a tax advice business affiliated with JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios with a combination of fundamental, technical, and cyclical analysis and provides ongoing account supervision with periodic reviews and rebalancing.

Drew Marinelli is a financial advisor at IBN Advisory Services, Inc. with a Series 65 designation and three years of industry experience. His prior roles include positions at Gerber Kawasaki Wealth & Investment Management and Pacific Advisors. Marinelli’s background also includes roles outside traditional advisory firms, such as at Building Blocks VC and Loyola Marymount University. IBN Advisory Services, Inc. provides asset management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs multiple internal investment teams and uses both proprietary and third-party strategies to tailor portfolios based on individualized investment policy statements.