Michelle Miller is a financial advisor at DeLarme Wealth Management, Inc. with six years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. before returning to DeLarme Wealth Management. DeLarme Wealth Management offers discretionary and non-discretionary investment management, financial planning, third-party adviser selection, and pension consulting for individuals, businesses, charitable organizations, and retirement plans. The firm employs a risk-based investment approach grounded in modern portfolio theory, utilizing diversified portfolios of mutual funds, ETFs, and other asset classes, along with documented use of derivatives and options strategies.

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Malaga Cove Capital since 2008. The firm provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Malaga Cove Capital focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.

Sean Miot is a financial advisor with Park Capital Group, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Park Capital Group in 2022, he worked at LPL Financial and Cowen Prime Services, and he serves as a board member for Liquid Lung Dx, participating in corporate strategy discussions. Park Capital Group, Inc. serves individual and pension/profit-sharing clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment analysis methods and offers participant education seminars alongside discretionary management of held-away participant accounts through a third-party platform.

Eric Imley is a CFP® with 11 years of industry experience. He is currently an advisor at Soaring Investment Management, LLC and previously worked at EWG Elevate dba Protection Point Advisors and Cambridge Investment Research Advisors, Inc. He also operated Eric Imley Real Consulting for four years. Soaring Investment Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages approximately $112.5 million in discretionary assets across around 171 client relationships.

Donald Bizub is a financial advisor at HG Wealth Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hamilton Grant LLC and Western International Securities, Inc. Bizub is also involved in life, health, and annuity insurance sales as a licensed insurance agent. HG Wealth Partners is a registered investment adviser serving a limited number of individual clients, families, trusts, and certain institutional or corporate accounts. The firm offers discretionary portfolio management and standalone financial planning, with investment decisions based on fundamental analysis and periodic account reviews.

Kevin Bidenkap is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at Tortuga Wealth Management since 2010 and previously held positions at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Bidenkap serves on the board of Quick Class, Inc., a for-profit organization. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm combines fundamental and technical analysis and offers a range of strategies, including long- and short-term investments, active trading, and option writing, primarily through LPL Financial–sponsored programs and its own wrap fee offering.

Jiyao Xu is a financial advisor at X and Y Advisors, Inc. with eight years of industry experience. Xu holds the CFP®, CFA®, and Series 65 credentials and has worked at Blend Financial, Inc. dba Origin Financial, Confidence Wealth Management, LLC, and as a self-employed advisor. X and Y Advisors, Inc. is a fee-only advisory firm serving individual and high-net-worth clients, offering financial planning alongside tax preparation, bookkeeping, payroll accounting, business consulting, and investment management. The firm primarily uses passive, low-cost portfolios based on Modern Portfolio Theory and provides financial planning on both project-based and ongoing terms.

Brett Niven is a financial advisor at Beach Cities Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Raymond James Financial, and Bvcn Advisory Services. Outside of advisory work, he is the managing member of KOTA Commercial Assets, LLC, a firm that manages commercial investment properties in Southern California. Beach Cities Wealth Management provides individualized asset management services to individuals and high-net-worth clients, constructing portfolios tailored to client objectives. The firm emphasizes active management and continuous supervision, using fundamental and cyclical analysis across various strategies while operating on a non-discretionary basis.

Carl Montgomery is a financial advisor at Astravia Family Wealth Office LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory alongside various analytic methods, employing a range of investment vehicles and monitoring portfolios with annual reviews.

Ashley Mc Guinness is a financial advisor at PointOne Family Office with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at William Blair, Bank of America, and Merrill. PointOne Family Office provides portfolio management and family-office style investment services to individuals and high-net-worth clients, employing a multi-method analytical approach and offering a broad range of investment options. The firm emphasizes regular portfolio monitoring and fiduciary duties while also evaluating and allocating assets to third-party advisers.

Jonathan Wimbish is a CFA® charterholder with 13 years of industry experience. He has been with Kensington Investment Counsel since 2012 and is also involved with Nimin Energy. Additionally, he has been a member of Chisholm Partners II, LLC, an oil and gas production company, since 2011. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs fundamental and technical analysis across multiple equity strategies, emphasizes diversified equity and fixed-income exposure, and maintains low portfolio turnover to limit trading costs and tax impacts.

Richard Cabanes is a financial advisor at CleverAlpha with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Velocity Clearing LLC, Piper Sandler, and First Empire Securities. Cabanes is also the CEO of CleverAlpha Asset Management, an SEC-registered investment advisor. CleverAlpha provides discretionary investment management primarily through an interactive digital platform, serving individual, high-net-worth, corporate, and institutional clients. The firm employs quantitative models and offers both standard algorithmic services and a premium AI-supported tax optimization tier.

Jason Wenk is a financial advisor at Graetz Wealth with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Graetz Wealth since 2022. Prior to this, he held roles at Altruist Corp, where he serves as CEO overseeing product development, and at Retirement Wealth Advisors, among others. Outside of advising, he is involved in software development as CEO of Altruist Corp and owns interests in family holdings investing in a West Michigan recreation business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines passive index exposures with tactical adjustments and uses both fundamental and technical analysis as part of its investment process.

Glenn Goldman is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Goldman Lancaster since 1994 and concurrently associated with LPL Financial LLC since 1997. He is also involved in non-variable insurance activities in Long Beach. Goldman Lancaster serves individuals—including both high-net-worth and non-HNW clients—as well as corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management, financial planning, retirement plan services, and business continuity consulting, employing a fundamental analysis approach combined with strategic and tactical asset allocation across various investment vehicles.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.

Bradley Kaiser is a financial advisor with HG Wealth Partners LLC in Long Beach, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Western International Securities, Inc. and Hamilton Grant LLC. In addition to his advisory work, he provides consulting services to broker-dealers and registered investment advisers. HG Wealth Partners is a small registered investment adviser offering discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and select institutional accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, with financial planning services available as separate, time-limited engagements.

George Zuluaga is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and WiseWealth Financial Advisors, along with ongoing work as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, retirement plans, charitable organizations, and businesses, offering financial planning, portfolio management, and pension consulting. The firm provides services through a wrap fee program, emphasizing retirement plan consulting and participant education.

Christine Chui is a financial advisor with Tortuga Wealth Management in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Tortuga Wealth Management since 2021 and also maintained roles with LPL Financial during this time. Outside of advisory services, she has experience managing family trusts and real estate rental properties. Tortuga Wealth Management serves individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis and employs a variety of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.