Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. 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 using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.

Bin Hong is a financial advisor with Corrigit Capital Group in Pasadena, CA, holding a Series 65 designation and eight years of industry experience. Prior to joining Corrigit in 2018, he worked at KPMG from 2014 to 2017 and FengXian Quant from 2011 to 2018. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of investment instruments, serving a small client base through a team of three advisors.

Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.

Christopher Morgan is a financial advisor at Ark Wealth Advisors, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Outside of advising, he serves on the finance committee of Friends Community Church in Brea and is involved with MDR Partners, LLC, which focuses on qualifying prospects for R&D credits. Ark Wealth Advisors is a two-advisor registered investment adviser managing approximately $77 million for about 185 clients, including individuals, trusts, retirement plans, and corporate entities. The firm combines asset allocation with multi-disciplinary analysis and uses a variety of implementation methods, including direct securities and third-party managed accounts, while integrating alternative and private real estate investments into its offerings.

Somboon Wongvitavas is a financial advisor at Integrity Investment Portfolios LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Integrity Brokerage Services, Inc. since 2016. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, related trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and employs a broad investment approach combining multiple analytical methods to build tailored plans around clients' goals and risk tolerance.

Yeewa Chu is a financial advisor with Eagle Investors LLC, holding a Series 65 designation and no prior industry experience. Her work history includes roles at Discovery Behavioral Health and RnO Billing and Consulting. She is also involved in an S corporation, Turning Points Entities, which provides data analytics services. Eagle Investors serves individual clients through a fee-based subscription platform and one-time online advising sessions, offering both impersonal trade recommendations and personalized, non-discretionary financial advice. The firm focuses on active trading education and short-term strategies, delivering real-time trade alerts and technical analysis via a Discord platform that incorporates AI-generated analysis.

Yuan Tang is a financial advisor at Corrigit Capital Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and related advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages portfolios using fundamental and technical analysis, cyclical monitoring, and a variety of instruments including individual equities, ETFs, mutual funds, and fixed income.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

Eric Domingues is a financial advisor with Retirementadvice | Jka in Anaheim, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Jack Keeter & Associates, Inc. since 2007. In addition to advisory services, he provides bookkeeping through a tax advice business affiliated with JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios with a combination of fundamental, technical, and cyclical analysis and provides ongoing account supervision with periodic reviews and rebalancing.

Drew Marinelli is a financial advisor with IBN Advisory Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining IBN Advisory, he worked at Gerber Kawasaki Wealth & Investment Management, Pacific Advisors, and Marinelli & Feldman MDS. He also has experience with Building Blocks VC and worked at Loyola Marymount University. 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 uses multiple internal investment teams and third-party managers to develop individualized client portfolios based on investment policy statements.

Yinyi Chen is a financial advisor with Castle Group Investment Counsel, Inc. in Arcadia, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Chen has worked with Castle Group since 2002 and has also been affiliated with Fortune Securities, Inc. since 1995. Outside of advisory work, Chen serves as a real estate agent at Golden Orange Realty Inc. Castle Group Investment Counsel provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs investment strategies that incorporate fundamental and technical analysis, along with a cyclical approach, tailoring portfolios based on client interviews and risk assessments.

Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.

Gaetano Scalzo is a financial advisor at Claremont Financial Group, Inc., holding a Series 66 credential with five years of industry experience. His background includes roles at Capital Investment Group Inc. and multiple positions related to financial services and other industries. Claremont Financial Group provides personal financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on professionals, pre-retirees, and retirees. The firm uses third-party asset allocation platforms and independent managers while maintaining oversight of model selection and portfolio management under fiduciary standards.

Joseph Richard is a financial advisor at Anchor Financial Group in Brea, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Anchor Financial Group since 1997, previously spending five years at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California life and health insurance agent. 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 selectively chosen active and alternative investments, managing approximately $96 million in discretionary assets for both individual and high-net-worth clients.

Mark Turner is a financial advisor at WMS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Strategies Financial Services LLC since 2018. Turner also owns and operates an insurance sales business through WM Strategies & Insurance Services Corp. WMS Financial Services is a state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management tailored to client objectives and employs a range of investment strategies including long-term holdings, trading, options, and margin.

Greg Garabedian is the principal advisor at Garabedian Wealth Management Group in Pasadena, CA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial, LLC since 2002. His other business activities include selling fixed insurance products and life, health, disability, long-term care insurance, and fixed annuities. Garabedian Wealth Management Group serves individuals, trusts, pension plans, and business clients, providing comprehensive portfolio management, financial planning, and specialist consulting services. The firm manages client assets on a discretionary basis using quantitative models and offers a range of model portfolios primarily constructed with individual equities, including derivatives and options strategies, within separately managed accounts.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

Rick Emmett is a Series 65-licensed financial advisor with InvestLinc Wealth Services, bringing seven years of industry experience. He has been associated with InvestLinc Wealth Services since 2024 and has a long tenure with InvestLinc Wealth Services, Inc. Outside of advising, Mr. Emmett is involved in several business activities including management consulting through MFO Resource, Inc. and roles in real estate and marketing firms. InvestLinc Wealth Services provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and related entities. The firm offers customized multi-asset portfolio management using fundamental, technical, and quantitative analysis, along with financial planning services covering retirement, estate, tax, and philanthropic matters.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.