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.

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.

Minxing Lin is a financial advisor at FHWV Financial LLC in Los Alamitos, CA, holding a Series 65 designation with two years of industry experience. Prior to joining FHWV Financial LLC, Lin worked at the Paul Merage School of Business, University of Irvine, from 2023 to 2024. FHWV Financial, LLC provides financial planning and turnkey managed-account services primarily to individual and high-net-worth clients, focusing on non-discretionary advisory relationships. The firm refers prospective clients to third-party registered investment advisers and utilizes platform sponsors such as SEI and American Funds to implement investment strategies.

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.

Daniel Duffy is a financial advisor at InvestLinc Wealth Services with one year of industry experience. He has previously worked with LPL Financial LLC and has been involved with 1 Track Management since 2008. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment strategies and comprehensive financial planning, employing a mix of fundamental, technical, and quantitative analysis across various asset classes.

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.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Claire Cheng is an advisor at ValueTech Private Advisors with one year of industry experience. She is also the owner and CEO of C&Z Accounting Corp, an accounting services firm where she supervises operations. ValueTech Private Advisors is a small independent firm serving individual and business clients with customized financial planning and portfolio management. The firm emphasizes a value-oriented, active management approach with a focus on the technology sector and incorporates elements of Modern Portfolio Theory.

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.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

Richard Moon is a financial advisor with Ascendant Capital Management in La Palma, CA, holding a Series 65 credential and 13 years of industry experience. Prior to joining Ascendant in 2015, he worked at Oaktree Wealth Group Inc. from 2013 to 2015. He is also a licensed insurance agent and an accountant, occasionally providing insurance and accounting services alongside his advisory role. Ascendant Capital Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and corporate entities. The firm utilizes a multi-method investment approach and manages accounts primarily on a discretionary basis, incorporating third-party advisers and administrative providers.

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.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

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.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and over 35 years of industry experience. He founded Sackett Financial Group in 1987, providing tax, accounting, business consulting, and insurance services, and serves as a board member of a propane and natural gas distribution company. He also holds a supervisory role at an e-commerce business specializing in HVAC control systems. Sackett Wealth Advisors offers investment advisory services to individuals, trusts, estates, and various business entities, focusing on diversified portfolio management with both active and passive strategies. The firm integrates investment management with affiliated tax and retirement plan consulting services, providing a coordinated approach to wealth, tax, and corporate planning.

Robert Mcdaniel is a financial advisor at Lighthouse Financial Services Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lighthouse Financial Services since 1998. 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, emphasizing asset allocation across various model strategies.

Garrett Jones is a CFP® with eight years of industry experience, currently serving at Crossroads Planning in Orange, CA. He has previously worked at Tax and Financial Group and Securian Financial Services Inc. In addition to his advisory role, Jones prepares tax returns and consults clients on tax matters. Crossroads Planning is a small advisory firm managing approximately $63 million for individuals, including high-net-worth clients, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, primarily passive, low-cost funds, and offers comprehensive financial planning alongside educational workshops.

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.

Aaron Munoz is a CFP® with 14 years of industry experience and is currently a financial advisor at Cerda Munoz Advisors, Inc., where he has worked since 2013. Prior to that, he spent a year each at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory role, Munoz prepares individual income tax returns within the firm. Cerda Munoz Advisors, Inc. serves individual clients including high-net-worth households, providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.

Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.