Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.

Griffin Graves is a CFP® with five years of industry experience, currently serving as a financial advisor at Filigree Wealth Advisors, LLC since 2022. Prior to this, he worked at Congress Wealth Management LLC and Charles Schwab & Co., Inc. His background also includes time at Wasserman Media Group and The University of Arizona. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach, including both in-house portfolio management and third-party money managers, and offers a broad range of planning services beyond typical firm offerings.

Brian Chew is a financial advisor at Sun Group Wealth Partners LLC with seven years of industry experience. He holds a Series 63 designation and has practiced law through his own firm, the Law Offices of Brian Chew, PC, since 2008. Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing a range of strategies such as discretionary investment management through multiple platforms and option writing.

Diana Kliche is a financial advisor at InvestLinc Wealth Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Fix Project and legal firms including the Law Office of Sharma Kliche, LLP and the Law Office of Mark E. Lewis. InvestLinc Wealth Services provides wealth management and investment advisory services to high-net-worth clients, including families, trusts, and foundations. The firm offers customized multi-asset portfolio management and comprehensive financial planning using fundamental, technical, and quantitative analysis.

Stephen Kiernan is a CFP® with 39 years of industry experience and has been with Anchor Financial Group since 1988. He previously worked at NPB Financial Group, LLC from 2012 to 2017. Kiernan holds a California life and health insurance license and is involved in insurance sales on a limited basis. Anchor Financial Group provides personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and retirement plans. The firm combines passive index and ETF exposure with selective active funds and alternative investments, managing roughly $96 million in discretionary assets for a range of clients.

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Munson, Cronick & Associates, LLP Certified Public Accountants, as well as running her own CPA practice. RAI Wealth Management serves individual investors, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers discretionary investment management and financial planning with a focus on diversified portfolios primarily composed of mutual funds and ETFs, emphasizing regular rebalancing and tax-management strategies.

George Yackey Jr is a financial advisor with IBN Advisory Services, Inc. He holds the Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services Inc, and Guardian Life Insurance Company. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple internal investment teams and allocates client assets to proprietary strategies or independent third-party managers, with ongoing due diligence and monitoring.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has been with Western Growers Financial Services since 2002. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association representing growers, packers, and shippers in California and Arizona, where he provides investment and financial oversight. Western Growers Financial Services, Inc. offers investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a client-specific investment approach using fundamental analysis and provides both discretionary and non-discretionary services through a small team of advisors.

Steven Le is a financial advisor at SVL Investment Management with 20 years of industry experience. He has been with SVL Investment Management since 1987 and also worked at California State University for 38 years. Outside of his advisory role, he is the owner of a property management company. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment process with a long-term horizon, combining top-down economic analysis and a proprietary statistical valuation model.

Jack Jentz is a financial advisor at Elevate Wealth Advisors, LLC in Newport Beach, CA, holding a Series 65 credential. He has been with Elevate Wealth Advisors since 2025 and is also associated with Elevate Financial Partners, LLC. Jentz has a background as a student at UC Santa Barbara and has experience volunteering at the Indianapolis Community Center. Elevate Wealth Advisors, LLC provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients, focusing on an active, adaptive investment approach based primarily on fundamental analysis. The firm manages separate accounts and offers access to private investment vehicles, including a pooled private fund employing an ETF call-option long/short strategy.

Carl Fernandez is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is the sole advisor at Pruvise in Newport Beach, CA, and has worked at Great Pacific Securities since 2016. Prior to that, he was involved in independent trading for one year. Pruvise provides investment advisory and portfolio management services for individuals, families, and business clients, including corporate retirement planning and consulting. The firm employs a multifaceted investment approach combining fundamental, technical, charting, and cyclical analysis, emphasizing strategic asset allocation across various strategies while delivering ongoing advice without exercising discretionary trading authority.

Ava Pompay is a CFP® professional with experience at Prosperity Wealth Planning LLC since 2024. Prior to her advisory role, she completed work and study roles including at California State University and Target. Prosperity Wealth Planning LLC serves individual and high-net-worth clients, as well as corporations and business entities, providing portfolio management, financial planning, family legacy planning, educational seminars, and divorce-planning services. The firm employs a disciplined investment approach using multiple analysis methods and offers unique programs such as Next Generation Preparation and client education workshops.

Howard Ye is a financial advisor at Sky Vision Wealth Management Corp. in Irvine, CA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at GT Securities, Inc., Singpoli Wealth Management LLC, and Key West Investments LLC. Ye serves as Vice President and Board Member of a homeowners association in Hacienda Heights. Sky Vision Wealth Management Corp. provides discretionary and non-discretionary portfolio management and financial planning primarily to high-net-worth individual clients. The firm employs a diverse investment process using various analytical techniques and asset classes, managing approximately $101 million for around 82 clients through a three-advisor team.

Daniel Conard is a financial advisor at Vela Consulting, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Columbia Capital Securities, Inc., Fortalice Group, Inc., and LPL Financial. Outside of his advisory role, he is involved as president of Oak Quarry Management, LLC, overseeing investments in real estate and small businesses, and serves as CEO of Two Plots, LLC, a real estate development company. Vela Consulting is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm manages approximately $47 million across 53 client relationships using an investment process grounded in Modern Portfolio Theory, focusing on asset-class diversification, long-term allocations, and tailored rebalancing.

Emily Hermeno is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Financial Advocates LLP since 2006 and has been with Prosperity Road, LLC since 2015. Outside of her advisory role, she manages a CPA firm. Prosperity Road, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using no-load institutional mutual funds, ETFs, individual equities, and fixed income, and offers ongoing portfolio management and ERISA-focused plan oversight.

Zheng Zhu is a financial advisor at ScholarDog with a Series 65 license and no prior industry experience. He has been involved with Changsha 233 Network Technology Co., Ltd. since 2005. Outside of advisory services, he is connected to an online-education business separate from his firm’s operations. ScholarDog is a newly registered advisory firm that has not yet commenced services or taken on clients. The firm plans to offer non-discretionary portfolio advice primarily to individuals, families, and closely held businesses, using a goals-based, low-complexity investment approach focused on passive ETFs, index funds, and U.S. Treasury securities.

Winifred Sun is a financial advisor with Sun Group Wealth Partners LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Sun Group Wealth Partners since 2013 and LPL Financial since 2011. Outside of her advisory role, she is active as an author and media personality, contributing articles to publications such as Forbes.com and TurboTax, and producing and hosting shows including “Renegade Millionaire with Winnie Sun” and “Level Up with Winnie Sun.” Sun Group Wealth Partners LLC serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers financial planning, investment management, charitable giving, and pension consulting, utilizing discretionary investment management through various platforms and employing strategies such as option writing and third-party portfolio management.

Rafay Khalid is a CFA® charterholder and holds the Series 66 credential, with five years of experience at Solomon and Associates LLC. His prior work includes a position at XAI LLC and a longstanding role as a Senior Industry Analyst at GCS Risk Management. Outside the advisory business, he is involved in risk analysis and holds membership roles in accounting and insurance entities. Solomon and Associates provides investment management and financial planning services to individuals, families, small businesses, trusts, and charitable organizations. The firm employs a discretionary investment approach guided by client-specific policy statements, utilizing asset allocation, fundamental and technical analysis, and strategic use of derivatives and borrowing in client accounts.

Balamir Trunec is a financial advisor at SVL Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Liberty Group, LLC for 14 years before joining SVL in 2019. Outside of his advisory role, he owns 4CAM1 Advisory, Inc., which manages his personal income, expenses, and taxes. SVL Investment Management is a boutique, research-oriented money manager serving individuals, high-net-worth clients, retirement plans, trusts, endowments, and corporate entities. The firm employs a fundamentally driven, global investment approach using top-down economic analysis, strategic asset allocation, and a proprietary statistical valuation model to construct individualized portfolios.

Marah Fineberg Kuck is a CFP® with 22 years of industry experience, currently serving as an advisor at Fineberg Financial Management LLC. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. She is actively involved with the Women's Symposium, a nonprofit focused on empowering women through financial literacy and STEAM awareness, where she holds multiple leadership positions. Fineberg Financial Management provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, trusts, pension plans, and business entities. The firm combines fundamental, technical, and quantitative analysis with third-party manager due diligence, managing approximately $34.8 million across about 70 client relationships.