Peter Brown is a financial advisor at BSIAS Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Brown-Shoemaker Investment Advisory Services, LLC, and Brown-Shoemaker, CPA's, where he was a shareholder in a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management primarily for individuals, families, trusts, and retirement accounts, following a fundamental, long-term buy-and-hold investment philosophy. The firm integrates accounting and tax expertise into its services and plans to provide income tax preparation to clients starting in 2025.

Joseph Ramirez is a Series 65-licensed financial advisor at Retirementadvice | Jka in Anaheim, CA, with one year of industry experience. Prior to joining Retirementadvice | Jka in 2024, he was a student for ten years and was unemployed for one year. Outside of his advisory role, he assists with clerical tasks at a local tax firm. Retirementadvice | Jka provides 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 combines fundamental, technical, and cyclical analysis in its investment process and offers continuous, individualized account supervision with quarterly reviews and rebalancing.

Carolanne Chavanne is a CFP® with 31 years of industry experience. She is currently with Prosperity Wealth Planning LLC, where she has been since 2019, following prior roles at Dynamic Wealth Advisors and LPL Financial. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial and family legacy planning, educational seminars, and specialized divorce-planning services. The firm employs a long-term investment approach with diversified portfolios and provides unique programs such as next-generation financial education and periodic client workshops.

Jiaxin Wan is a financial advisor at Actuarial Direct LLC with a Series 65 credential and no prior industry experience. Their work history includes roles at Actuarial Management Corporation, the University of Rochester Simon Business School, and UC Irvine. Actuarial Direct LLC provides discretionary portfolio management primarily to individuals and institutions, focusing on ETFs and applying quantitative techniques such as mean-variance optimization and the Black–Litterman model. The firm manages all assets in-house, reviews client accounts weekly, and coordinates trades to execute simultaneously across accounts.

Tyler Graffeo is a financial advisor with Dove Investment Research and Management, Inc. He holds a Series 66 designation and has three years of industry experience. His background includes roles at LPL Financial and Apple, as well as time as a full-time student. Dove Investment Research and Management serves individual, high-net-worth, and charitable clients, offering financial planning, portfolio management, and estate resolution assistance. The firm customizes advice and implements portfolios using proprietary models and modern portfolio theory, typically managing accounts on a discretionary basis.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been involved with D'Arcy Wealth Management since 2016 and also serves as president of D'Arcy Insurance Agency, LLC, where he focuses on insurance sales including life, health, disability, and property and casualty coverage. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities, combining asset allocation with fundamental and technical analysis to construct primarily long-term portfolios. The firm manages a modest number of client accounts through a non-discretionary, client-consent approach and integrates insurance product offerings alongside its advisory services.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Tony Lim is a financial advisor at D'Arcy Wealth Management, Inc., holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, and several other firms. D'Arcy Wealth Management provides investment advisory and asset management services mainly to individuals, small business owners, and business entities, combining fundamental and technical analysis in a primarily long-term, asset allocation-focused approach. The firm manages accounts through wrap-fee programs on a mainly non-discretionary basis and offers a mix of performance-based fees alongside significant insurance brokerage activities.

Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.

Patricia Stallworth is a CFP® professional with 14 years of experience in financial planning. She is currently with MainStreet Financial Planning, Inc. and has prior experience at firms including Ellevest, Facet Wealth, and PS Worth. MainStreet Financial Planning, Inc. provides fee-only, advice-only financial planning and consultation for individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investment strategies and offers multi-session planning engagements alongside educational seminars for both individuals and employer groups.

Kana Liu is a Series 65-licensed advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with four years of industry experience. She has worked at Sky Vision Wealth Management Corp. since 2021 and has held roles at affiliated firms since 2015. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individuals, managing approximately $101 million across a three-advisor team. The firm employs a diverse investment process incorporating fundamental, technical, quantitative, cyclical analysis, and modern portfolio theory, utilizing a broad range of asset classes and trading strategies.

Robert Bull IV is a financial advisor at Sutter Capital Partners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Stratosphere Capital LLC and Arctic Capital. Outside of his advisory role, he serves as a FINRA arbitrator and is involved in consulting and compliance roles at several financial services firms. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm conducts manager selection and due diligence, offers mostly non-discretionary advisory services, and provides financial planning and consulting on a fixed-fee or hourly basis.

Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

Christopher Collar is a financial advisor at Collar Capital Management, LLC with one year of industry experience. He previously worked at St. Cloud Capital, Messari, and SVB Securities LLC. Collar served in the United States Department of the Army for five years before entering the financial sector. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting, and non-discretionary investment administration services. The firm utilizes technical, fundamental, and cyclical analysis and incorporates a range of investment strategies, including options and digital assets, to build and continuously manage personalized portfolios.

Kevin Kolson is a CFP® with 20 years of experience in the financial services industry. He has worked at Advantage Asset Management, Inc. since 2004 and currently operates under the DBA Generational Wealth Strategies in Irvine, CA. Generational Wealth Strategies provides discretionary investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, non-public businesses, and charitable entities. The firm employs a comprehensive investment approach that includes portfolio management, third-party manager oversight, alternative exposures, and family-oriented services such as coaching and enterprise-office support.

Raj Vasudevan is a financial advisor at White Stork Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Edwards Lifesciences Inc., Bio-Rad Laboratories Inc., and DeliverHealth Inc., as well as operating his own firm, Raj Vasudevan LLC. Outside of advisory work, he serves as a project manager in healthcare technology at Bio-Rad Laboratories. White Stork Asset Management provides discretionary investment management primarily focused on equities and U.S. Treasury securities for individuals, non-profits, and institutions. The firm employs a bottom-up, fundamental investment approach with active allocation and risk controls, serving a diverse client base that includes a significant number of non-U.S. clients.

Yongduk Chung is a financial advisor at JC&Company with six years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments. Outside of advising, he is also the president of JC & Co Law Corp and JC & Co, Inc, and an independent insurance agent. JC&Company provides discretionary investment management and financial planning to individuals, families, trusts, ERISA-governed retirement plans, and business entities, typically serving clients with accounts of $300,000 or more. The firm constructs customized, diversified portfolios using fundamental and macroeconomic analysis and manages accounts with full discretionary authority under a Comprehensive Portfolio Management Agreement.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Crown Capital Securities, Prudential Insurance Company of America, and other financial firms. Outside of advising, he serves as a preacher and officer for Surrendered Church, delivering weekly sermons, and he is involved in a family pool cleaning business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a generally passive, low-cost investment approach using index funds and ETFs, tailoring recommendations through detailed client profiles and incorporating biblically responsible investing principles.