Blair Aihara is a CFP® and Series 66-registered advisor with five years of industry experience. He is the principal of Aihara Wealth Management LLC, an independent firm he founded in 2024, and has prior experience at Rulo Wealth Strategies LLC and Royal Alliance Associates Inc. Outside of advising, he serves as Vice President of One Machi Corporation, a nonprofit organization. Aihara Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and limited-topic consulting primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm integrates an affiliated tax practice and insurance services, offering clients tax preparation, planning, and insurance solutions alongside portfolio management.

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.

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.

Joshua Crowe is a financial advisor at Sunpath Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sunpath Financial Group Incorporated since 2020, following prior roles at Interactive Financial Advisors and Sunpath Financial DBA. In addition to financial advising, he is a licensed insurance agent offering fixed insurance and annuity products through an affiliated insurance agency. Sunpath Financial serves individual and high-net-worth clients with personalized financial planning and portfolio management, employing a Core + Satellite investment approach. The firm integrates third-party investment managers and offers educational workshops alongside insurance agency services.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

Parth Bhatt is the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

James Erskine is a financial advisor at Corington Wealth with three years of industry experience. Prior to joining Corington Wealth, he worked at CERITY PARTNERS and Gamble Jones Investment Counsel. Corington Wealth provides advisory services to individuals and high-net-worth clients, offering portfolio management and comprehensive financial planning. The firm employs fundamental analysis and long-term trading strategies, alongside some higher-risk techniques, and uses documented client objectives and risk tolerance to guide investment decisions.

Charles Rother is a CFA® charterholder with 20 years of industry experience, currently serving as the sole advisor at American Strategic Capital. He has worked extensively with Sector Logic LP and American Strategic Capital since 2012. Outside of his advisory roles, Rother is CEO of Top Decile, Inc., a legal entity established to provide a buffer between American Strategic Capital and Sector Logic. American Strategic Capital offers asset management and portfolio review services, as well as investment research and strategy tools to wealth managers and institutional investors. The firm employs proprietary quantitative models focused on industry sector rotation and dynamic asset allocation, including strategies that utilize leveraged funds, options, and margin.

Stephen Andrew is a financial advisor at Pacific Investment Counsel, Inc. with 36 years of industry experience. He has worked at Pacific Investment Counsel in two periods totaling 25 years and spent 14 years at Clifford Swan Investment Counsel. Pacific Investment Counsel primarily serves individual investors, retirement plans, and trusts by providing discretionary portfolio management focused on fundamental company analysis and lower-risk positions. The firm manages client accounts directly, emphasizing alignment by investing personally alongside clients and maintaining a small, long-tenured operation.

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.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

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.

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.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Chapman is a CFP® with three years of industry experience, currently serving as the sole advisor at DFS Capital Management. Prior to founding the firm, he worked at APX Operating Company and the Automobile Club of Southern California. Outside of his advisory role, Chapman conducts freelance analyst work on Upwork, providing financial statement analysis for small businesses. DFS Capital Management is an independent firm offering discretionary portfolio management and financial planning to individual and business clients. The firm specializes in managing employer-sponsored retirement plans and held-away assets, employing a mix of charting, cyclical, fundamental, and technical analysis with an emphasis on equity strategies.

Henk Pieters is a CFP® and Series 65 registered financial advisor with 19 years of industry experience. He has been the sole advisor at Investus Financial in Costa Mesa, CA since 2004. Investus Financial Planning, Inc. is an independent, fee-only registered investment adviser serving individual clients, including trusts, estates, and retirement accounts. The firm provides financial planning, consulting, and asset management services, often coordinating with clients’ attorneys, accountants, and insurance agents, and employs a long-term value investment approach focused on mutual funds and ETFs.

Steven Park is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He is the sole advisor at Fell Capital Management, where he has worked since 1997. Fell Capital Management provides investment advisory services to individuals, trusts, and corporate pension and profit-sharing plans, offering discretionary portfolio management and related advisory services. The firm employs a top-down approach to asset allocation, utilizing fundamental analysis and database screening to construct diversified portfolios composed of individual securities, mutual funds, ETFs, and alternative investments.