Brett Niven is a financial advisor at Beach Cities Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beach Cities Wealth Management since 2011 and Bvcn Advisory Services, LLC since 2019. Outside of advisory work, he is the managing member of KOTA Commercial Assets, LLC, a firm managing commercial investment properties in Southern California. Beach Cities Wealth Management provides investment advisory services to individuals and high-net-worth clients, focusing on personalized asset management with tailored portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities. The firm emphasizes ongoing account supervision and employs a mix of fundamental and cyclical analysis with various investment strategies, primarily managing assets on a non-discretionary basis.

Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.

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.

William Torres is a financial advisor at Cerda Munoz Advisors, Inc. with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and 66 licenses. Torres has worked at firms including Wright Ford Young and 1st Global Insurance Services, and he serves on the board of directors for the East LA YMCA. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and integrates tax and accounting services into its offerings.

Richard Cabanes is a financial advisor with CleverAlpha holding Series 65 and Series 63 licenses and 18 years of industry experience. He has held positions at Piper Sandler, First Empire Securities, and Velocity Clearing LLC. Cabanes is also the CEO of CleverAlpha Asset Management, an SEC-registered investment advisor. CleverAlpha offers discretionary investment management primarily through a digital platform that includes a standard algorithmic service and a premium AI-based tax optimization tier. The firm serves individual, high-net-worth, corporate, and institutional clients using quantitative models and ETFs, with an emphasis on algorithmic monitoring and automated rebalancing.

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 39 years of industry experience. He has been with Goldman Lancaster since 1994 and has also worked with LPL Financial since 1997. Outside of advisory services, he is involved in non-variable insurance activities. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and qualified retirement plan services. The firm manages approximately $321 million for about 382 clients and employs a variety of investment strategies, including strategic and tactical asset allocation, using ETFs, mutual funds, stocks, bonds, and annuities.

Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management LLC and Ivanoff Wealth Management since 2017. Outside of advisory services, he is president of Travis Ivanoff Insurance Services Inc., where he sells insurance products. Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm primarily uses third-party sub-advisors and co-advisors to manage portfolios tailored to client objectives and risk tolerance.

Hilberto Cerda is a CFP® professional with 13 years of experience in the financial advisory industry. He has worked at Cerda Munoz Advisors, Inc. since 2013 and also operates Cerda Wealth Management. In addition to his advisory role, Cerda prepares individual income tax returns as part of his work with Cerda Munoz Advisors. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm combines investment advisory with in-house tax preparation and insurance product implementation, utilizing a Modern Portfolio Theory-based approach with diversified asset allocations and periodic portfolio monitoring.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

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., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Avina Financial Group since 2019 and previously at Sagepoint Financial, WiseWealth Financial Advisors, and WiseWealth Insurance and Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and integrates retirement plan fiduciary services and participant education into its investment approach.

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.

Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.

Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.

Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.