Kevin Davidson is a financial advisor at DW Financial Inc with 24 years of industry experience. He holds a Series 63 designation and has worked at H.D. Vest Investment Securities, Inc. since 1999. In addition to his advisory role, Davidson operates a CPA practice dating back to 1987. DW Financial Inc provides discretionary investment management, financial planning, and tax planning primarily for individual clients. The firm focuses on no-load mutual funds selected through an internal process and combines investment advice with supervised tax-preparation and tax-planning services.

Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.

Stephen Stroup is a financial advisor with Onward Advisors LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at firms including Wedbush & Co., Ameriprise Financial Services, and Qapital LLC. He also serves in supervisory roles related to regulatory compliance at Onward Advisors and Qapital. Onward Advisors LLC provides discretionary asset management primarily for institutional and pooled-vehicle clients, along with financial planning and consulting services. The firm’s investment approach incorporates client objectives, risk tolerance, and tax considerations, employing a wide range of instruments and emphasizing fiduciary disclosure.

Dion Collins is a CFP® professional with 25 years of industry experience. He has operated Collins Advisory since 1999 and is affiliated with James Curtis Financial And Insurance Services in Fullerton, CA. In addition to his advisory role, he is involved in independent insurance sales. James Curtis Financial And Insurance Services provides customized financial planning and portfolio management to individuals, high-net-worth clients, and other investment advisers on a non-discretionary basis. The firm employs a tailored Investment Policy Statement and combines fundamental and quantitative analysis with modern portfolio theory to construct long-term portfolios, offering a range of investment options including mutual funds, equities, fixed income, ETFs, real estate funds, and insurance products.

Josiah Jennings is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Columbia Capital Securities, Inc., Fortalice Group, Inc., Andrew C. Karlinski Financial & Insurance Services, Inc., and LPL Financial. Outside of his advisory role, Jennings serves as CEO of Oak Quarry Management, LLC, which manages investment funds focused on real estate and small businesses, and Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million using a portfolio approach based on Modern Portfolio Theory, emphasizing diversification, long-term buy-and-hold strategies, and tailored rebalancing. Vela also incorporates third-party managers and private funds when suitable.

Larry Yu is an investment advisor at Castle Group Investment Counsel, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at Fortune Securities, Inc. and Evergreen Realty & Associates. Outside of his advisory work, he owns Feather Insurance & Financial Services, which sells fixed life, annuity, health, and property and casualty insurance. Castle Group Investment Counsel, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with client risk profiling to tailor portfolios and accepts discretionary authority to manage client accounts accordingly.

Christopher Soukup is a financial advisor at Lighthouse Financial Services Inc with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and Fidelity in various advisory roles. Lighthouse Financial Services serves individual, high-net-worth, pension, and institutional clients by providing discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach integrates top-down macroeconomic analysis with bottom-up security selection, emphasizing diversified asset allocation across multiple model strategies.

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.

Samuel Escobar is a financial advisor with Lagos Wealth Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Madison Avenue Securities since 2022 and Triad Advisors Inc from 2013 to 2022. In addition to his advisory role, he is active as a real estate broker with True Realty dba EFG Realty, providing real estate and mortgage services. Lagos Wealth Advisors serves individual clients, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, advisory referral and monitoring services, and a specialized IRA program. The firm uses the AssetMark platform and third-party managers to implement investment strategies tailored to client-specific investment policy statements.

G Miguel Alves is a CFP® with 21 years of experience in the financial industry, currently serving at Vida Private Wealth LLC. His prior experience includes roles at Merrill Lynch and Cantella & Co., Inc. He is also a general partner of VIDA Vision Fund GP, LLC, a private fund. Vida Private Wealth serves high-net-worth individuals and families with private wealth management, multi-family office services, and financial life planning. The firm emphasizes fiduciary advice and multi-asset portfolios, offering tailored discretionary portfolio management and access to private fund investments for qualified clients.

Davis Thompson is a Series 65-licensed financial advisor with Thompson & Thompson Investment Advisors, Inc., based in Pasadena, CA. He has six years of industry experience and also serves as the Engineering & Computer Science Program Director at Tarbut V'Torah Community Day School, where he manages curriculum and oversees teaching staff. Prior to his current role, he has worked at Mater Dei High School and DKRBT Enterprises, Inc. Thompson & Thompson Investment Advisors, Inc. provides discretionary investment management, retirement income planning, and tailored portfolios of U.S. stocks and bonds for individuals, trusts, charitable organizations, and small businesses. The firm applies Modern Portfolio Theory principles using both passive index allocations and active stock selection and distinguishes itself by offering performance-based fee arrangements, regular performance reporting, and educational seminars.

Ara Oghoorian is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of experience at Acap Asset Management, Inc. He also serves as a board member for Mission Valley Bank and Orbit Health, contributing to the oversight of bank management and strategic growth in telemedicine. Additionally, he is a Certified Public Accountant at Acap Accounting Services, Inc. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios and comprehensive financial planning. The firm integrates investment management with tax and retirement-plan consulting, leveraging both fundamental and technical analysis alongside tax-sensitive strategies.

Jack Keeter is a financial advisor at Retirementadvice | JKA with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Retirementadvice | JKA since 2011. Keeter is also a trustee of the Keeter Family Trust and provides bookkeeping and tax advice services through a related business. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and delivers written financial plans, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Davis Thompson is a financial advisor at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA, holding a Series 65 designation with six years of industry experience. He worked for nearly three decades at Atkinson, Andelson, Loya, Rau & Romo, a law corporation, before joining his current firm in 2019. Thompson & Thompson Investment Advisors serves individuals, trusts, charitable organizations, and businesses by providing comprehensive wealth and retirement income planning along with management of U.S.-traded stock and bond portfolios. The firm employs a combination of passive and active investment strategies based on modern portfolio theory and fundamental analysis, tailoring portfolios to clients’ objectives and risk profiles.

Annmarie Rizzo is a financial advisor at Plectrum Advisers LLC with a Series 65 designation and one year of industry experience. Prior to joining Plectrum Advisers, she worked at Figure Technologies Solutions, Goldman Sachs, and Yahoo. Plectrum Advisers serves individuals, estates, trusts, and small businesses by offering financial planning, discretionary portfolio management, and educational seminars. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations primarily using low-cost mutual funds and ETFs, and supports both traditional advisor-managed accounts and an app-based onboarding pathway for newer investors.

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.

Alvin Parra is a financial advisor with C. E. Skowrup & Co. holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at Strategic Choices Wealth Advisors Inc. since 2018 and is President and Life and Health agent of Strategic Choices Financial & Insurance Solutions. Outside of financial advising, Parra is the founder and president of Reyuz Inc., a company in the pre-manufacturing phase of plastic products. C. E. Skowrup & Co. is a small, state-registered investment adviser serving individual and high-net-worth clients with non-discretionary portfolio management and retirement rollover guidance. The firm emphasizes a buy-and-hold approach using fundamental criteria for equity selection and focuses on investment-grade fixed-income securities with short maturities.

Harinne Kim is a financial advisor with Apiis Wealth Management Corp. and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at Ameritas Investment Company, LLC, Royal Alliance Associates, Inc., and Espy Asset Management LLC. In addition to her advisory work, she serves as vice president of Apiis Financial Inc. and president of Harik Insurance Agency, both of which involve insurance-related activities. Apiis Wealth Management Corp. provides discretionary portfolio management through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves corporations, pension and profit-sharing plans, charities, and high-net-worth individuals, employing tactical and strategic asset allocation while delegating trading discretion to sub-advisers.

Michael Bernard is a CFP®-certified financial advisor with 32 years of industry experience. He has been a principal at Bernard & Johnson Family Wealth Management since 2016. Outside of his advisory work, Bernard is a freelance musician involved in several orchestras and chamber music groups and holds leadership roles in local performing arts and community organizations, including serving as Vice President of the City of Angels Performing Arts Association and committee chair for the Rotary Club of Pasadena. Bernard & Johnson Family Wealth Management serves individuals, families, trusts, small businesses, and retirement plans, including high-net-worth clients. The firm provides financial planning and discretionary investment management, typically implementing customized, long-term strategies through institutional money managers and emphasizing fiduciary responsibility in retirement plan advisory services.

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.