Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio 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 Series 66-licensed advisor with Dove Investment Research and Management, Inc., where he has worked since 2017 in multiple roles, accumulating two years of industry experience. His prior work includes positions at LPL Financial and Apple. Dove Investment Research and Management provides financial planning, estate resolution, and discretionary portfolio management for individual and high-net-worth clients, using customized portfolios based on modern portfolio theory and strategic asset allocation. The firm manages approximately $107.6 million across 173 clients and operates multiple client service locations.

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. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as president of D'Arcy Insurance Agency, where he is involved in insurance sales. Cherry has worked at Darcy Wealth Management since 2016 and has a background including a role at Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation using fundamental and technical analysis for strategic, generally long-term portfolios, and manages accounts on a primarily non-discretionary basis while also offering life, health, Medicare, and long-term care insurance products.

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 with D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, Ace Diversified Capital, Inc., and Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation and combines fundamental and technical analysis for generally long-term portfolios, managing accounts on a non-discretionary basis through a wrap-fee program.

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 Addigence Corporation. Outside of traditional advisory roles, he serves as a FINRA arbitrator and is involved in consulting and compliance capacities with several financial firms. Sutter Capital Partners provides investment management and advisory services while also operating a sales-and-marketing practice that represents third-party investment managers. The firm conducts manager selection and due diligence and offers primarily non-discretionary advisory services, financial planning, and consulting.

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 holds Series 65 and Series 63 licenses and previously worked at St. Cloud Capital, Messari, SVB Securities LLC, Boston College, and served five years in the United States Department of the Army. Collar Capital Management serves individual and high-net-worth clients with asset management, pension consulting, and non-discretionary investment administration services. The firm employs multiple analysis methods and includes digital assets and options strategies in its portfolios, providing integrated financial planning without a separate charge.

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 licenses. Chung has worked at The Leaders Group Inc and The Leaders Group DBA Simplicity Investments, and he also serves as president of JC & Co, Inc and JC & Co Law Corp, where he manages accounting and legal practices in addition to his advisory role. JC&Company provides discretionary investment management and financial planning services to individuals, families, trusts, ERISA-governed retirement plans, and business entities. The firm offers customized, diversified portfolios using fundamental and macroeconomic analysis and operates with affiliated professional firms in accounting, insurance, and law, disclosing referral arrangements and potential conflicts of interest.

Larry Miranda III is a financial advisor at Palo Seco Wealth Management with 20 years of industry experience. His prior roles include positions at B.B. Graham & Company, Inc., Crown Capital Securities, and Prudential Insurance Company of America. Outside of advising, he is a licensed life insurance agent, operates a pool cleaning business, and serves as a preacher and officer for the nonprofit Surrendered Church. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth persons, and corporate clients. The firm employs a generally passive, low-cost investment approach focused on index funds and ETFs, incorporating biblically responsible investing and offering educational seminars within a Biblical framework.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.