Edward Runyon is the sole advisor at Sagevest Financial Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Sagevest since 2012. In addition to his advisory role, he is a licensed insurance agent. Sagevest Financial Advisors provides discretionary investment management and wealth management services primarily to high-net-worth individuals and corporate pension and profit-sharing plans. The firm employs a long-term, diversified investment approach using no-load mutual funds, index funds, and ETFs, tailoring portfolios to clients’ risk tolerance and conducting regular reviews.

Paul Barlow is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Barlow, Paul David since 2016. He also owns Barlow Insurance Services, an insurance sales business he has operated since 1987. The firm provides discretionary investment management and financial planning services to individuals, trusts, and small businesses. Its approach is grounded in Modern Portfolio Theory, emphasizing long-term, passively managed, diversified model portfolios primarily composed of no-load mutual funds and ETFs.

Paminder Gujral is a financial advisor with Robert Gujral CPA in Villa Park, CA, holding eight years of industry experience. She is also a certified public accountant, dedicating part of her time to preparing financial statements and tax returns. Gujral maintains separate records for her advisory and accounting practices, with some clients receiving both services. Robert Gujral CPA is an independent firm providing discretionary portfolio management to individuals, trusts, and IRAs, managing approximately $34.9 million across 53 clients. The firm emphasizes broad-market and technology ETFs, selected large-cap technology stocks, and a rules-based portfolio construction approach, with accounts reviewed at least weekly.

Yohei Fukuda is a CFP® professional with 18 years of industry experience, operating as the sole advisor at Honest Wealth LLC in Irvine, CA. He has held ownership roles in several businesses, including Advanced Micro Precision, LLC, a sales and marketing consulting firm, and is involved as a passive investor in food service and music licensing companies. Fukuda also maintains a separate insurance practice brokering fixed insurance products. Honest Wealth LLC is a fee-only, independent investment adviser providing discretionary and non-discretionary portfolio management and financial planning primarily for individual investors, as well as trusts, estates, and retirement plans. The firm supports both household accounts and employer-sponsored retirement arrangements, using documented investment policy statements and a blend of fundamental and technical analysis for investment decisions, and offers pension consulting services that include plan monitoring and participant education.

Keith Danner is affiliated with Tanager Financial, LLC and holds a Series 65 designation. He has been employed at the University of California, Irvine since 2007. Tanager Financial provides financial planning and consulting primarily for individuals, high-net-worth individuals, charitable organizations, corporations, and other business entities, specializing in serving employees of colleges and universities. The firm delivers comprehensive plans and ongoing advice based on an evidence-based, passive investment approach without discretionary management or custody of client assets.

Shao Lin is a financial advisor at The Financial Advisors with 26 years of industry experience. He has been with the firm since 1991. Shao Lin holds a Series 63 designation and is the 100% shareholder of TFA. The Financial Advisors provides discretionary investment management to individuals, retirement accounts, trusts, pension plans, and small businesses, typically serving high-net-worth and individual clients. The firm emphasizes growth investing using both fundamental and technical analysis, managing portfolios on a discretionary basis tailored to client needs.

Bhoopinder Kohli is a financial advisor at KFICO, LLC and holds the ChFC® and Series 63 designations with 24 years of industry experience. He has been with KFICO since 2010 and has a background that includes roles at MCL Financial Group, Inc. and National Life of Vermont. Kohli is also licensed as an insurance agent, providing life, health, disability, property and casualty, and workers’ compensation insurance, along with consulting and administrative services. KFICO serves individuals, personal trusts and estates, corporations, and nonprofit organizations by offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines active asset management with an internal due-diligence process and includes diversified mutual funds, ETFs, individual securities, and insurance products.

Rand Borresen is a CFP® professional with 25 years of experience in financial advising. He has been with Ascend Financial Advisers, Inc. since 2000 and also maintains a legal practice as an attorney since 1988. His dual career includes providing non-investment-related legal services. Ascend Financial Advisers, Inc. offers personal financial planning and investment management to individuals, families, trusts, estates, and related entities. The firm employs a customized, tactical asset-allocation approach combining passive and active investments, and provides both ongoing and project-based planning services.

William Oconnor is a financial advisor with Applied Financial Planning, Inc. in Irvine, CA, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at LPL Financial and Midland National Life, and he currently owns and operates several financial and tax-related businesses. He also hosts a radio program called The Money Guys, which promotes local news and financial planning ideas. Applied Financial Planning, Inc. provides tax preparation and tax planning services to individuals, institutions, and various organizations, focusing on tax-efficiency and long-term investment considerations. The firm bills on a fixed-fee or hourly basis and does not manage client investment accounts directly.

Karen Brenner is the sole advisor at Fortuna Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with Fortuna Asset Management since 2001 and is also the owner and CEO of Fortuna Advisors, Inc., a consulting company that holds the software license for portfolio management used by her firm. She dedicates limited time to Fortuna Advisors, Inc., which is unrelated to investment activities. Fortuna Asset Management provides discretionary portfolio management and tailored investment advice to individuals, high-net-worth clients, foundations, and corporations. The firm emphasizes passive cash flow development and downside risk management through a diversified mix of income-generating securities, derivatives strategies, and a third-party macro portfolio.

Park Randazzo is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal of Randazzo Capital Management, LLC, an independent advisory firm he founded in 2018. Prior to establishing his firm, Randazzo worked at SELECT Money Management, Inc., Select Portfolio Management, Inc., and Securities Equity Group from 2012 to 2018. He is also a licensed independent insurance agent in California. Randazzo Capital Management provides discretionary investment management and financial consulting to individuals and small businesses, managing approximately $23 million in client assets. The firm employs a core-and-satellite investment approach combining passive index funds and ETFs with selective active managers and offers formal periodic communications including quarterly comprehensive portfolio reviews and market updates.

Richard Jensen Jr. is a financial advisor at Baker Jensen Investment Advisors, LLC with 31 years of industry experience. He has been with the firm since 1995 and holds the Series 63 designation. In addition to his advisory role, Mr. Jensen is an insurance agent, dedicating a small portion of his time to insurance sales. Baker Jensen Investment Advisors, LLC is an independent, single-advisor firm that provides discretionary portfolio management and access to third-party asset managers. The firm primarily serves individual investors but also accepts pension and profit-sharing plans as well as corporate clients, utilizing a Risk Optimize Portfolio Management program based on Modern Portfolio Theory.

Puneet Sahi is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Iron Horse Capital, Inc., an independent firm based in Irvine, CA. His prior roles include positions at Palo Capital, GenSpring Family Offices, and SunTrust Bank. Iron Horse Capital, Inc. provides discretionary portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as pooled vehicles and institutional clients. The firm manages a focused client base with tailored advice and model portfolios across varying risk tolerances, employing derivatives and related strategies within its investment approach.

Taylor Bell is a financial advisor with Aequitas Financial, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at firms including Blue Barn Wealth and Fidelity Brokerage Services and is also the owner of Aequitas Bookkeeping, a business providing bookkeeping and accounting services to small business owners. Additionally, Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Aequitas Financial is a single-advisor independent firm serving individual and high-net-worth clients with fee-only financial planning and discretionary investment management. The firm combines passive and active investments with socially responsible options and offers educational seminars alongside ongoing client engagements.

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.

Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-Only™ advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and a is Certified Financial Planner™ professional. Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household. Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.

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.