Brock Butlett is a financial advisor at Wealth Financial Group West, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Wealth Financial Group West, Inc. since 2017, as well as briefly at Gradient Advisors in 2022. Outside of advisory work, he is also a licensed insurance agent involved with Simpson & Simpson Life Insurance Services, Inc. Wealth Financial Group West, Inc. provides discretionary asset management, financial planning, and third-party manager recommendations primarily to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with ongoing portfolio oversight and periodic account reviews.

Edward Haro is a financial advisor at Edward Haro Financial, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Crown Capital Securities, Lp and Foresters Equity Services Inc. In addition to his advisory work, he is an independent insurance agent. Edward Haro Financial, LLC serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and advanced options trading programs. The firm employs a combination of technical and fundamental analysis across a broad range of securities and manages accounts on a discretionary basis with quarterly reviews.

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.

Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.

Jeffrey Reardon is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, holding a Series 65 designation with six years of industry experience. He has worked at Wilson Financial Advisors since 2019 and previously worked at FCA from 2016 to 2018. Outside of his advisory role, he is also an insurance agent at Wilson Financial Services. Wilson Financial Advisors provides investment advisory services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and financial planning. The firm employs a value-oriented, long-term investment approach using fundamental security analysis and a blend of strategic and tactical asset allocation tailored to client objectives and risk tolerance.

Ryan Labriola is a financial advisor at Laguna Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for 17 years at Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services facilitated through Wealth.com. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor allocations to clients’ objectives and risk tolerances, and it regularly employs third-party separately managed accounts.

Seif Eldin Selim is a financial advisor at CS Tomasi Wealth Management in Costa Mesa, CA, holding a Series 66 designation. He has been with CS Tomasi Wealth Management and LPL Financial since 2024, transitioning from prior work outside the financial industry, including six years at Nekter Juicebar. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach that combines fundamental analysis with rotational timing techniques, managing approximately $110 million in discretionary assets across about 84 clients.

Jonathan Wimbish is a CFA® charterholder with 13 years of industry experience. He has been with Kensington Investment Counsel since 2012 and is also involved with Nimin Energy. Additionally, he has been a member of Chisholm Partners II, LLC, an oil and gas production company, since 2011. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs fundamental and technical analysis across multiple equity strategies, emphasizes diversified equity and fixed-income exposure, and maintains low portfolio turnover to limit trading costs and tax impacts.

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.

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.

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.

Glenn Goldman is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Goldman Lancaster since 1994 and has also worked with LPL Financial since 1997. Outside of advisory services, he is involved in non-variable insurance activities. Goldman Lancaster serves individual investors, corporations, non-profits, trusts, estates, and retirement plans through portfolio management, financial planning, and qualified retirement plan services. The firm manages approximately $321 million for about 382 clients and employs a variety of investment strategies, including strategic and tactical asset allocation, using ETFs, mutual funds, stocks, bonds, and annuities.

Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation with eight years of industry experience. He has been associated with Ivanoff Wealth Management and Tucker Asset Management LLC since 2017, and he is also the president of Travis Ivanoff Insurance Services Inc., an insurance agency he founded in 2015. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses a due-diligence process to evaluate and monitor third-party sub-advisors and tailors portfolios to client-specific objectives, risk tolerance, and restrictions.

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.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.

Anh Tran is a financial advisor at Charles Fish Investments, Inc. in Irvine, CA, holding a Series 65 designation with 11 years of industry experience. He has been with Charles Fish Investments since 2014. Charles Fish Investments, Inc. provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions, focusing on active fixed-income strategies with an emphasis on the municipal bond market. The firm also offers sub-advisory services and non-discretionary consulting upon request.

Daniel Thomas is the principal of Thomas Investment Advisors LLC in Orange, CA, holding the Personal Financial Specialist (PFS™) designation with one year of experience at his current firm. He has managed a certified public accounting practice, Thomas & Thomas, since 1987 and serves as a trustee for the Group Insurance Trust of the California Society of CPAs. Thomas Investment Advisors LLC provides discretionary investment and wealth management services primarily to individuals and high-net-worth clients, emphasizing long-term investment strategies using low-cost mutual funds, ETFs, and occasional individual securities. The firm operates alongside a tax and accounting practice under common control, with Thomas using his CPA and PFS credentials to coordinate investment advice with tax and planning considerations.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.

Robert Kargenian is a financial advisor at TABR Capital Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with TABR Capital Management since 2003. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a technical analysis approach with trend-following models and relative-strength screening to guide asset allocation and manage downside risk, tailoring portfolios to client risk profiles through a combination of core and tactical exposures.