Leslie Rea is a CFP® professional with two years of industry experience, currently serving at AG Wealth Management, PLLC in Irvine, CA. Prior roles include positions at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual and high-net-worth clients, retirement plans, and corporate clients with investment management and comprehensive financial planning. The firm offers both ongoing portfolio management and discrete planning engagements, utilizing a variety of analytical techniques and incorporating third-party advisers for specialized solutions.

Mitchell Fisher is a CFP® with 19 years of industry experience, currently serving at Pacific Sun Financial Corp since 2016. He previously worked at National Asset Management, Inc and National Securities Corporation from 2007 to 2016. Outside of advising, he engages occasionally in promotional work and interviews as an author. Pacific Sun Financial Corp provides discretionary portfolio management and a firm-sponsored wrap fee program for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages approximately $290 million through three investment adviser representatives, offering portfolios composed of various securities and managing accounts in-house with ongoing monitoring and tailored strategies.

Jeff Lowe is a ChFC® credentialed financial advisor at Emerald Blue Advisors with 14 years of industry experience. He has been with Emerald Blue Advisors since 2013. In addition to his advisory role, he works as an independent insurance agent, selling traditional insurance products through unaffiliated carriers. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory-based strategies, offers educational seminars, and manages approximately $69 million in assets across a three-advisor team.

Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Western Growers Financial Services, he was involved with Cactus Card Game LLC and held various roles including positions at CSU Fullerton and Gann Global Financial. Western Growers Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs fundamental analysis with some technical inputs to develop client-specific investment policies and offers both discretionary and non-discretionary portfolio management.

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Kyle De Paolo is a financial advisor with DePaolo & May Strategic Wealth LLC in Ladera Ranch, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience, including 13 years at Mitchell Anthony Capital Management. DePaolo & May Strategic Wealth LLC serves individuals, families, and institutional clients by providing discretionary portfolio management and financial planning services. The firm’s investment approach combines multiple analytical methods and offers performance-based fee arrangements alongside standard asset-based fees.

Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.

Marianne Durham is a financial advisor at HF Advisory Group, LLC with 13 years of industry experience. She holds the Series 66 designation and has worked with firms including Silversage Advisors and Geneos Wealth Management. Outside of her advisory role, she is also an insurance agent providing recommendations on life insurance, annuities, and long-term care insurance, and collaborates with a financial education nonprofit. HF Advisory Group, LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages approximately $321.5 million in discretionary assets and utilizes tools like Riskalyze and Redtail to document client objectives and risk tolerance.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Western Growers Financial Services since 2002. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association representing growers, packers, and shippers in California and Arizona, where he provides investment and financial oversight. Western Growers Financial Services, Inc. offers investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a client-specific investment approach using fundamental analysis and provides both discretionary and non-discretionary services through a small team of advisors.

Yvonne Oneill is a financial advisor with O’Neill Financial Management, Inc. in Lake Forest, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at O’Neill Financial Management since 2016 and serves on the board and finance and audit committee of The Wooden Floor, a nonprofit organization. Additionally, she is a council member at St. Kilian Catholic Church. O’Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment strategy grounded in Modern Portfolio Theory, utilizing mainly passive mutual funds and ETFs, and offers tax and accounting services through a CPA principal under separate agreements.

Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as Vice President and Board Member of a homeowners association in Hacienda Heights. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individual clients. The firm employs a diverse investment process using various analytical techniques and asset classes, managing approximately $101 million for around 82 clients through a three-advisor team.

Emily Hermeno is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Financial Advocates LLP since 2006 and has been with Prosperity Road, LLC since 2015. Outside of her advisory role, she manages a CPA firm. Prosperity Road, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using no-load institutional mutual funds, ETFs, individual equities, and fixed income, and offers ongoing portfolio management and ERISA-focused plan oversight.

Hicham Nasreddine is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He has worked at Emerald Blue Advisors since 2020 and previously held roles at Auto Nation, AXA Advisors, and GMIB SAL. Emerald Blue Advisors serves individuals, businesses, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages discretionary accounts using a combination of model allocations, charting, fundamental and quantitative analysis, and modern portfolio theory, and provides educational seminars on various financial topics.

Zheng Zhu is a financial advisor at ScholarDog with a Series 65 license and no prior industry experience. He has been involved with Changsha 233 Network Technology Co., Ltd. since 2005. Outside of advisory services, he is connected to an online-education business separate from his firm’s operations. ScholarDog is a newly registered advisory firm that has not yet commenced services or taken on clients. The firm plans to offer non-discretionary portfolio advice primarily to individuals, families, and closely held businesses, using a goals-based, low-complexity investment approach focused on passive ETFs, index funds, and U.S. Treasury securities.

Rafay Khalid is a CFA® charterholder and holds the Series 66 credential, with five years of experience at Solomon and Associates LLC. His prior work includes a position at XAI LLC and a longstanding role as a Senior Industry Analyst at GCS Risk Management. Outside the advisory business, he is involved in risk analysis and holds membership roles in accounting and insurance entities. Solomon and Associates provides investment management and financial planning services to individuals, families, small businesses, trusts, and charitable organizations. The firm employs a discretionary investment approach guided by client-specific policy statements, utilizing asset allocation, fundamental and technical analysis, and strategic use of derivatives and borrowing in client accounts.

Jonathon Nguyen is a CFP® professional with 22 years of experience in financial advising. He has been with Advanced Financial Strategies Inc. since 2004. The firm serves highly compensated executives, affluent business owners, high net worth individuals, trusts, estates, and qualifying retirement plans, offering comprehensive financial planning, asset management, and related services. Their investment approach combines strategic asset allocation with tactical adjustments, utilizing a mix of passive and active managers alongside real assets and alternative investments.

Ryan Thomason is a Series 66 registered financial advisor with Optivest, Inc. in San Juan Capistrano, CA, and has 11 years of industry experience. He previously worked at City National Rochdale from 2014 to 2020 before joining Optivest and Gramercy Securities in 2020. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring.

Gary Gordon is a CFP® with 21 years of industry experience. He has been with Pacific Park Financial, Inc. since 2002. Pacific Park Financial, Inc. provides portfolio management and consultative investment advice to a diverse client base, including individuals, families, businesses, pensions, trusts, estates, and charitable organizations. The firm manages approximately $209.5 million in client assets using a combination of technical, fundamental, macroeconomic, industry, and contrarian analysis across a wide range of securities.

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.