Denny Hooten is a Financial Advisor with Merrill Lynch Wealth Management who integrates his expertise in wealth management and healthcare finance with a strong background in economics. He focuses on helping families prepare for unforeseen circumstances and develop clear strategies aimed at achieving financial independence. Denny’s approach emphasizes tailoring financial plans to each individual's unique needs and goals, recognizing that there is no one-size-fits-all solution in investment and wealth planning. Denny holds an MBA from Pepperdine University’s Graziadio School of Business with an emphasis on economics, a Bachelor’s degree from Otis College of Art and Design, and a Financial Analysis & Valuation Graduate Certificate from the USC Marshall School of Business. He has earned the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. Additionally, Denny teaches finance in the Master of Health Administration program at the University of Southern California’s Sol Price School of Public Policy. Beyond his professional work, Denny is involved with Leyna’s Love Across the Ocean (LATO). His personal interests include adventure sports such as football, golfing, hiking, scuba diving, surfing, and traveling.

Kate Gregory Walker is a CFP® with 24 years of industry experience, currently serving at RAI Wealth Management. She has been with Gregory Advisors Inc. since 2000 and joined RAI Wealth Management in 2020. In addition to her advisory work, she is licensed as an insurance agent and conducts insurance sales to retail clients. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies through discretionary management primarily using mutual funds and ETFs, with tailored approaches to client risk profiles.

Nicholas Covyeau is a CFP®-certified financial advisor with 11 years of industry experience. He is the sole advisor at Swell Financial, an independent firm he has been with since 2021. His prior experience includes roles at K2 Financial, Lincoln Investment Planning, Legend Advisory, and USAA Financial Advisors. Outside of his advisory work, he co-hosts the Real Personal Finance podcast, providing general educational content. Swell Financial offers discretionary portfolio management and comprehensive financial planning services to individuals, charitable organizations, and employer-sponsored plans. The firm emphasizes strategic asset allocation primarily using passive funds, with selective active management and tactical adjustments, and also provides pension consulting and ERISA Section 3(21) fiduciary services.

Randy Jacobson is the sole advisor at ATIP, Inc., an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role since 2014, he owns a life insurance and annuities business and is a licensed real estate agent and loan originator. ATIP, Inc. provides personalized investment management and planning services to a small number of clients, including individuals, trusts, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with actively managed funds and tactical sector allocations, managing accounts on a non-discretionary basis with client approval required for each trade.

Mark Billes is a financial advisor with Retirement Investment Advisors Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at multiple firms including Horter Investment Management and has operated Safe and Secure Retirement and Insurance Services, where he serves as president. Outside of advisory work, he is involved in life insurance, annuities, and long-term care insurance sales. Retirement Investment Advisors Inc. is an independent firm serving individuals and business entities through financial planning and advisory services. The firm refers clients to third-party money managers, assists with onboarding and paperwork, and monitors manager performance while providing educational seminars and workshops to the public at no charge.

Aalok Devkota is the principal of Devkota Capital Advisors in Irvine, CA, holding a Series 65 designation with nine years of industry experience. His prior work includes roles at Markel Corp., Strategic Advisors, Inc., and Abundance Insurance Solutions, Inc. Devkota Capital Advisors LLC is an independent investment adviser providing discretionary asset management to individuals, high-net-worth clients, trusts, endowments, and corporate and small-business clients. The firm also offers model portfolios and sub-advisory services, employing a combination of fundamental, behavioral, technical, and cyclical analysis across several model strategies.

Jeremy Tate is a financial advisor at Tate Capital Group with 14 years of industry experience. He holds a Series 66 designation and previously worked at Balboa Wealth Partners and Morgan Stanley. Tate Capital Group is an independent firm providing discretionary and non-discretionary investment management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans. The firm employs a predominantly long-term investment approach supplemented by technical, fundamental, and quantitative analysis and offers access to a broad range of investment options and strategies.

Recalibrating Wealth is a fee-only Registered Investment Advisor based in Orange County, CA, serving clients both locally and virtually. We provide comprehensive financial planning and investment management for thoughtful, busy mid-career professionals and families who feel stretched thin by the growing complexity of their financial lives. Whether you're establishing your financial foundation, preparing for major milestones, or navigating big career or life changes, our collaborative life-centered financial planning approach is designed to align your money with what matters most to you so that you can live more, worry less, and plan for your future with confidence. There are two ways for us to work together: - "Financial check-up" - a 3-4 month financial planning deep-dive designed to organize finances, clarify goals, and create a clear, actionable roadmap for the years ahead. Ideal for DIYers and those earlier on in their wealth building journey. - Ongoing Support - Ongoing comprehensive financial planning, tax planning, and investment management for those seeking a long-term partnership with a trusted financial professional.

Sagar Parikh is a financial advisor at PMA Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Silber Bennett Financial, Woodbury Financial Services, and Emerson Equity. Parikh is also a partner at Parikh, Mehta & Associates, a CPA firm providing tax preparation and business management services. PMA Wealth Management offers portfolio management services to individuals, high-net-worth clients, and charitable organizations. The firm employs a diverse investment approach that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, with a focus on ETFs and alternative investments such as private placements and venture capital funds.

Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Jason Micheli is the sole advisor at Einstök Wealth Management LLC, an independent investment advisory firm based in Irvine, CA. He holds Series 65 and Series 66 licenses and has eight years of industry experience. Micheli also serves in an executive leadership role with the Presbytery of Santa Barbara. Einstök Wealth Management provides discretionary portfolio management and ongoing investment advice to individuals, trusts, charitable organizations, and businesses. The firm follows a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of low-cost index funds and ETFs, and incorporates a proprietary algorithm to tactically adjust allocations.

Peter Strzelecki is the sole advisor at Philadelphus Capital, an independent registered investment adviser. He holds a Series 65 designation and has 10 years of industry experience, including roles at PJ9K Advisors, Muntz Financial, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he serves as an account executive involved in wholesale lending through AHL Funding. Philadelphus Capital offers discretionary portfolio management and tailored investment advice primarily to qualified and accredited investors. The firm employs a core-and-satellite investment strategy using low-cost ETFs along with individual securities and options, with accounts managed on a discretionary basis and client restrictions incorporated through written investment policy statements.

Bradley Johnson is a financial advisor at Evergreen Capital Holdings, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Park Street Partners. Outside of Evergreen Capital Holdings, he serves as Managing Partner of Evergreen Capital Management, LLC, focusing on private fund investments, and as Minority Partner of BID, LLC, which manages private real estate investments. Evergreen Capital Holdings, LLC provides discretionary portfolio management primarily to high-net-worth individuals and a limited number of registered investment advisers. The firm emphasizes equities, including publicly traded REITs and real estate-related companies, and employs long-term, short-term, and options strategies as part of a formalized investment process.

Mahesh Jain is a financial advisor at Kuber Investments with seven years of industry experience. He holds a Series 65 designation and has worked as the CEO of Gray Matrix Inc., an IT consulting and software development business, since 2011. Kuber Investments is a boutique independent firm providing discretionary portfolio management to individuals and small businesses. The firm employs an active, fundamental investment approach with relatively concentrated and customized portfolios focused on large- and mid-cap stocks, selective ETFs, and tactical risk management.

John O'Connell is the principal of John G. O'Connell, a firm he founded in 2022. He holds Series 63 and Series 65 licenses and has 46 years of experience in the financial industry, with prior roles at firms including J Alden Associates, National Securities Corporation, and Fsic. John G. O’Connell provides investment advisory and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $24 million on a discretionary basis for about 30 clients, applying a qualitative and fundamental investment process that incorporates sector and cyclical analysis along with multiple asset allocation strategies.

Alphonse Calicchio III is a financial advisor with California Benefits and Retirement Group, LLC, where he has served as president since 2019. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Euro Pacific Capital Inc. and Alliance Global Partners. Outside of his advisory work, he is a managing member of JCAL Capital Management, LLC, a consulting firm, and serves as co-chair of Drive Out Cancer – Endless Summer Invitational, a volunteer organization that raises funds for cancer research and support for children with cancer. California Benefits and Retirement Group provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a multifaceted investment approach, including charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory, typically focusing on long-term trading aligned with client risk tolerances.

John Dunham is the principal of Focused Capital Investment, LLC, an independent advisory firm based in Irvine, CA. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to his advisory role, he worked at Santiago Canyon College for six years. Outside of investment advising, he is involved in tutoring activities through his firm. Focused Capital Investment provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, and corporate/business clients. The firm constructs customized portfolios using mutual funds, ETFs, individual securities, and limited partnerships, employing a primarily long-term investment process grounded in fundamental and technical analysis and modern portfolio theory. It also offers options strategies in separately managed accounts and routinely serves pension plans and corporate clients.

Corey Johnson is a financial advisor at Shorebird, LLC in Newport Beach, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Shorebird Financial since 2017 and serves as Chief Analyst at Finch c/o CIP Holdings, LLC, a professional services firm specializing in accounting and finance. Prior to these roles, he was employed at General Atomics from 2011 to 2017. Shorebird, LLC is a single-advisor firm providing financial planning, ongoing advising, portfolio management, and referrals to third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation, model portfolios, long-term purchase strategies, and periodic rebalancing tailored to client objectives and risk tolerance.

Rajko Novakovich is a financial advisor at Old World Financial Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked as a mortgage advisor through his sole proprietorship since 2002 alongside his current investment advisory role. Old World Financial Advisors, established in 2023, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm follows an asset-allocation-driven process managed through an Investment Policy Statement and offers non-discretionary account management with client-imposed restrictions.

Prabhu Mogulla is a financial advisor at Peaceful Advisors LLC in Tustin, CA, holding a Series 66 designation with 12 years of industry experience. His prior work includes roles at Waddell & Reed and Evrentcars LLC. Outside of advising, he is president of Profcon Inc., a staffing services company he has led since 2001. Peaceful Advisors LLC serves individual and high-net-worth clients with portfolio management and financial planning, managing $6 million in assets across nine relationships. The firm employs a variety of analytical methods to tailor portfolios and primarily manages assets on a non-discretionary basis, incorporating higher-risk strategies such as short sales, margin, and options.