Jodi Selleck is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Selleck Financial Group in Irvine, CA. She has managed her firm since 2017 and also provides tax preparation services, dedicating up to half of her monthly time to this activity. Selleck Financial Group offers financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes strategic asset allocation focused on capital preservation and income generation, incorporating a mix of investment vehicles and providing educational workshops and tax services through its principal.

Mark Robertson is a CFP® professional with 39 years of experience in financial advising. He is the principal advisor at Maxim Capital Advisors, Inc., where he has worked since 1999. He previously worked at Royal Alliance Associates, Inc. from 1998 to 2023. Robertson is also president of Maxim Capital Insurance Services, a life insurance and annuities business serving financial planning clients. Maxim Capital Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm uses Modern Portfolio Theory combined with strategic, fundamental, and tactical analysis, employing Morningstar tools for portfolio optimization. It manages primarily non-discretionary accounts and offers wrap fee and non-wrap investment options.

Arthur Wiederman is the sole advisor at Wiederman & Associates with 18 years of industry experience. He has been associated with Wiederman & Associates since 1984. In addition to his advisory work, he is the managing partner of Wiederman Madurowicz Partnership, a dental practice brokerage business in California, where he is involved in listing, marketing, and selling dental practices. Wiederman & Associates is a state-registered adviser providing comprehensive financial planning services to individuals and high-net-worth clients. The firm does not manage assets directly but refers clients requiring investment management to an unaffiliated adviser based on factors such as account size and risk tolerance.

Scott Doll is a financial advisor with Doll Capital Advisors Incorporated in San Juan Capistrano, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Doll Capital Advisors since 1998 and was previously with LPL Financial for 30 years. Doll Capital Advisors serves individuals, high-net-worth clients, and charities by providing comprehensive financial planning, single-issue consulting, discretionary portfolio management, and advice on retirement accounts. The firm constructs customized portfolios using six proprietary model portfolios and incorporates technical analysis alongside a mix of mutual funds, ETFs, stocks, and selective options strategies.

Spring Chen is a financial advisor at ClassicCPA with a Series 65 credential and over a decade of experience, including 14 years at Classic CPA and ongoing service on the Orange County Assessment Appeals Board since 2017. Chen has been with Classic Capital Planning Advisors since 2026 and operates as the sole advisor at the firm. Classic Capital Planning Advisors provides comprehensive financial planning and non-discretionary investment advice to a diverse client base, including individuals, families, trusts, and nonprofit organizations, with a focus on tax-aware planning and strategic asset allocation without managing client portfolios or maintaining custody.

Jonathon Cohen is a financial advisor at Pacific Shores Investment Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a financial advisor for In-N-Out Burger, Inc. since 2009, providing investment advice to principals. Pacific Shores Investment Advisors offers investment management services primarily to pooled or institutional accounts and high-net-worth clients. The firm employs a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct diversified portfolios including individual securities, ETFs, and mutual funds.

Noah Taylor is a financial advisor at NCT Advisors in Irvine, CA, holding a Series 65 designation with two years of industry experience. He has been with NCT Advisors LLC since 2013. NCT Advisors provides discretionary investment management to individuals, high-net-worth clients, and institutional accounts, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm employs a long-term, risk-adjusted approach emphasizing fundamental and technical analysis, with portfolios managed to consider turnover, transaction costs, and tax implications.

Robert Lawrence Jr. is the sole advisor at Financial Strategies for Today and Tomorrow—Wealth Management Group in Santa Ana, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. In addition to his advisory role, he is president and owner of RSL Enterprises Inc., a tax and insurance services business. Financial Strategies for Today and Tomorrow—Wealth Management Group provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm operates as a liaison to third-party money managers, offering documented goal-setting and written investment policy processes without direct portfolio management or discretionary trading authority.

Joseph Vedell is a financial advisor at XWealth with a Series 66 designation and three years of industry experience. His work history includes roles at Centaurus Financial INC., Wealth Management Advisers, and California Pizza Kitchen. Outside of his advisory role, Vedell is a licensed life and health insurance independent agent and an owner of VikingX Capital LLC, a strategic consulting and partnership company. XWealth provides portfolio management, financial planning, and concierge consulting services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, quantitative, technical, and charting analyses, and combines investment management with hourly financial planning and fixed-fee consulting services.

Hi, and welcome! If your financial life has gotten complicated and you have a feeling you don’t know what you don’t know, you’re in the right place. Maybe your business is doing well, but your income, your taxes, and most of your net worth run through it. Maybe your RSUs keep vesting, your ESPP shares keep piling up, and you’re not sure what to sell, what to hold, or what you’ll owe in April. Or maybe you inherited money or were named a trustee, and you’re not sure what you can do, what you should do, or who to ask. We work with business owners, people with equity compensation, and inheritors and trustees. Our first real conversation is about your life, not your numbers. From there, we build one clear plan for your whole financial life, then help you actually get it done. We sit on your side of the table. That means coordinating your taxes, investments, estate plan, and major decisions, and working alongside your CPA and attorney so the moving parts stay in sync. If it has a dollar sign on it, we want to be part of that discussion. I’m a CFP® professional with more than ten years in the industry. Before starting Luhman Wealth Partners, I worked at a multi-family office serving wealthy families. I helped manage their portfolios, pulled together each family’s full wealth picture, and talked with them about their plans, trusts, and estates. Tax planning became my focus because it’s one of the few areas you can actually control. You can’t control the market, but the tax code has rules you can use in your favor. I started this firm to build the firm I’d want as a client: fee-only, a fiduciary at all times, and advice that is only ever about you. We’re a boutique firm by design, based in Irvine in Orange County, and we serve clients nationwide virtually.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

Amirreza Kayyal is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Fusion Financial. He has been with Quest Capital Strategies since 2011. Outside of his advisory role, Kayyal is involved in brokering residential real estate and originating mortgages as a 100% owner of a related non-security business. Fusion Financial provides portfolio management and financial planning services primarily to individual clients, with occasional work for small businesses and nonprofits. The firm employs a combined fundamental and technical investment approach and offers both discretionary and non-discretionary account management tailored to client goals and risk tolerance.

Vinee Mehta is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Truly Unbiased LLC. Her prior roles include positions at Nectarine, OneEleven, Origin Financial, Strome Group Inc, and Combs Enterprises. Truly Unbiased LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through flat-fee or hourly engagements. The firm operates on a primarily non-discretionary basis and focuses on tailored financial plans without managing or custodizing client investment accounts.

Geoffrey Fellows is a financial advisor at Embarcadero Capital Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at firms including LPL Financial, Royal Alliance, and Edward Jones. In addition to his advisory role, he is an independent insurance agent. Embarcadero Capital Advisors provides advisory services to individuals, trusts, estates, corporations, and employee benefit plans. The firm focuses on primarily long-term portfolio management with the flexibility to apply short-term tactical strategies, integrating tax-aware advice supported by licensed tax preparers.

Frank Lupu is a financial advisor at Lupu Financial in Westlake Village, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Securities America and Cooper Financial Group. In addition to advisory work, he is active as an insurance agent through Lupu Insurance Services. Lupu Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management alongside financial planning and consulting. The firm employs a combination of top-down macro analysis with fundamental and technical approaches and manages accounts on a discretionary basis with regular reviews.

Brendan Cummins is a financial advisor at Asymmetric Advisors with a Series 65 designation and three years of industry experience. He has previously worked at Laguna Private Capital LLC and several insurance and service firms. Asymmetric Advisors is a fee-only, state-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis, offering strategies including short-term options credit spreads, proprietary ETF timing and rotation, and value stock selection.

Lynne Connolly is a financial advisor at Emerald Wealth Management, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has been associated with Emerald Wealth Management and Lynne Connolly & Associates, LLC since 1998. Emerald Wealth Management serves individuals, families, high-net-worth clients, pension and profit-sharing plans, and corporations, providing portfolio management, manager selection, and financial planning. The firm employs a disciplined investment approach that includes fundamental, technical, and quantitative analysis alongside modern portfolio theory, managing portfolios on a non-discretionary basis and offering educational seminars and pension consulting.

Shannon Webb is a financial advisor at Webb Financial Group in Mission Viejo, CA, with 19 years of industry experience. He holds the Series 66 designation and has worked at FSC Securities Corporation prior to founding his firm in 2017. Webb Financial Group provides discretionary investment management and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily uses a passive investment approach with portfolios built from index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis, managing approximately $84 million in discretionary assets across more than 200 client relationships.

Mark Olhoeft is the principal of Olhoeft Financial, LLC, an independent advisory firm based in San Juan Capistrano, CA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. In addition to his advisory role since 2006, he operates an affiliated CPA practice providing bookkeeping, tax preparation, and accounting services. Olhoeft Financial serves high-net-worth individuals, business owners, and charitable organizations, offering comprehensive financial planning and non-discretionary portfolio management. The firm’s investment approach focuses on broad, low-cost, globally diversified asset allocation with periodic rebalancing and emphasizes tax and estate planning considerations.

William Ratner is the sole advisor at Ratner & Associates LLC, holding a Series 66 designation with 16 years of industry experience. He has worked with Ratner & Associates since 2009. Outside of his advisory role, he is involved as a real estate investor and property manager. Ratner & Associates LLC is a small SEC-registered investment adviser formed in 2020 that provides portfolio management services primarily to high-net-worth individuals. The firm customizes portfolios based on clients’ goals, tax situations, time horizons, and risk tolerances, utilizing a range of investment vehicles and both long- and short-term trading strategies.