David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Patrick Chu is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marrick Wealth, LLC since 2012. Marrick Wealth is an SEC-registered advisor providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options when appropriate.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Mohan Martin is a financial advisor at Martin Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been with Martin Wealth Management since 2022. In addition to his advisory role, he is involved in selling Medicare insurance through an affiliated agency, working with individuals aged 65 and older. Martin Wealth Management provides investment advisory services primarily as a co-advisor, directing client accounts to a third-party money manager, Matson Money. The firm focuses on onboarding, compliance, and ongoing monitoring while clients’ assets are managed externally.

Caren Ober is a financial advisor at Balancing Life Financial Planning with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Independent Financial Group from 2012 to 2019. Ober is also the owner of Caren Ober Accountancy Corp., which offers estate and tax planning, business continuity planning, and tax preparation services. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning. The firm builds portfolios tailored to clients’ goals, tax considerations, and risk tolerance, often implementing strategies through outside managers and recommended custodians.

Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience, including 17 years with Integrity Brokerage Services, Inc. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages client accounts on a non-discretionary basis, tailoring plans to clients’ goals and risk tolerance while employing a broad range of analytical methods and maintaining a distinctive operational setup without third-party sub-advisers.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Tuan Ly is a financial advisor with Charles Fish Investments, Inc. in Irvine, CA, holding a Series 65 designation and nine years of industry experience. Prior to joining Charles Fish Investments in 2026, he worked at Cetera, Avantax Advisory Services, and Gerry Andrade & Associates Inc., where he assisted with wealth management and client support. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income and municipal bonds for individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, emphasizing active management and a personalized approach through a small client roster and concentrated advisory team.

Aaron Wallace is a financial advisor at Pruvise with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fisher Investments, Gerry Andrade and Associates, and Carbide Capital Inc. Pruvise provides financial planning and portfolio management services to individuals, families, small businesses, and institutional clients, with a focus on corporate retirement-plan advisory and individual consultation. The firm uses a combination of fundamental, technical, and charting analysis to implement diverse asset-allocation strategies, primarily through a client-directed, non-discretionary trading approach.

Hillary Srilamsingha is a financial advisor at Golden State Capital Inc. with Series 66 and Series 63 credentials and less than one year of industry experience. Her prior work includes roles at Golden State Tech Inc., Golden State Securities, and the U.S. Unicorn Foundation. Golden State Capital Inc. provides investment advisory services mainly to accredited investors and family offices, focusing on private and alternative investments such as private equity, credit, real estate, and venture capital. The firm employs fundamental, technical, and quantitative analysis with a long-term investment approach and offers tailored recommendations on a non-discretionary basis.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

John Mac Willie IV is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working at LPL Financial and Boyer Financial Services, beginning his advisory career in 2024. Prior to entering the financial industry, he held positions at Chick-Fil-A and Servite High School. Boyer Financial Services serves individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on asset allocation, cost efficiency, tax awareness, and the use of technology tools alongside human adviser oversight.

Johnnie Goodman is a financial advisor with LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with LBG Advisor since 2012. In addition to his advisory work, Goodman provides consulting in retirement planning, life insurance, estate planning, and long-term care insurance. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and combines top-down sector rotation with bottom-up security selection across various asset types.

Leslie Rea is a CFP® professional with two years of industry experience, currently serving at AG Wealth Management, PLLC in Irvine, CA. Prior roles include positions at The Next Level Planning Group and The Bahnsen Group. Leslie also provides tax preparation and consulting services through AG Tax Advisors. AG Wealth Management serves individual and high-net-worth clients, retirement plans, and corporate clients with investment management and comprehensive financial planning. The firm offers both ongoing portfolio management and discrete planning engagements, utilizing a variety of analytical techniques and incorporating third-party advisers for specialized solutions.

Mark Boyer is a financial advisor at Boyer Financial Services, Inc. with over 32 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm. Outside of his advisory practice, Boyer serves as president of KB Edge Inc., a sports performance training facility, and is a board member of the Southern California Fellowship of Christian Athletes, a local ministry serving athletes and coaches. Boyer Financial Services provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, tax awareness, and cost efficiency, offering strategies that include equities, fixed income, ETFs, options, and limited digital asset exposure, while incorporating third-party managers and technology tools for administrative support.

Ray Lombardo is a financial advisor at Clearview Investment Partners, LLC with 28 years of industry experience. He has been with Clearview Investment Partners since 2009 and holds Series 63 and Series 65 licenses. Clearview Investment Partners provides wealth management services to individuals, trusts, estates, and business entities, offering discretionary investment management alongside comprehensive financial planning. The firm uses proprietary asset-allocation models combined with fundamental, technical, and cyclical analysis to guide investment decisions, managing portfolios that include mutual funds, ETFs, individual securities, and Independent Managers.

Craig Frolich is a financial advisor with CM First Capital Corp. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with CM First Capital Corp. since 2005 and has prior affiliation with Cetera and First Allied Securities. Frolich serves as a board member of a real estate entity, SCIPIO DBA TimberOakes Shopping Center. CM First Capital Corp. offers investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and a systematic dollar-cost-averaging program, with an emphasis on closed-end funds and a blend of fundamental and technical analysis.