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.

Peter Brown is a financial advisor with BSIAS Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been involved with Brown-Shoemaker, Investment Advisory Services, LLC since 2004 and is also a shareholder in Brown-Shoemaker, a CPA firm providing income tax and accounting services. BSIAS Advisors, LLC offers discretionary and non-discretionary portfolio management for individuals, families, trusts, and retirement accounts. The firm employs a fundamental, long-term buy-and-hold investment approach and plans to add income tax preparation services for existing clients starting in 2025.

Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Carolanne Chavanne is a CFP® with 31 years of industry experience. She is currently with Prosperity Wealth Planning LLC, where she has been since 2019, following prior roles at Dynamic Wealth Advisors and LPL Financial. Prosperity Wealth Planning serves individual and high-net-worth clients, as well as corporations and business entities, offering portfolio management, comprehensive financial and family legacy planning, educational seminars, and specialized divorce-planning services. The firm employs a long-term investment approach with diversified portfolios and provides unique programs such as next-generation financial education and periodic client workshops.

Jiaxin Wan is a financial advisor at Actuarial Direct LLC with a Series 65 credential and no prior industry experience. Their work history includes roles at Actuarial Management Corporation, the University of Rochester Simon Business School, and UC Irvine. Actuarial Direct LLC provides discretionary portfolio management primarily to individuals and institutions, focusing on ETFs and applying quantitative techniques such as mean-variance optimization and the Black–Litterman model. The firm manages all assets in-house, reviews client accounts weekly, and coordinates trades to execute simultaneously across accounts.

Dale Woodward is a CFP® professional at DW Financial Inc with 21 years of industry experience. He has been self-employed since 1996 and has worked at DW Financial Inc since 2001. Woodward is also a licensed real estate broker. DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm uses a focused selection of no-load mutual funds and incorporates in-house accounting and tax services through a CPA co-owner.

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a 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, operating primarily as a solicitor rather than managing portfolios directly.

Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as president of D'Arcy Insurance Agency, where he is involved in insurance sales. Cherry has worked at Darcy Wealth Management since 2016 and has a background including a role at Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation using fundamental and technical analysis for strategic, generally long-term portfolios, and manages accounts on a primarily non-discretionary basis while also offering life, health, Medicare, and long-term care insurance products.

Johannes Bremicker is a Series 65-licensed advisor at Tres Wealth Management Group, LLC with one year of industry experience. His prior work includes roles at Hope Bible Church, The Trinity Church, LMR Lone Mountain Resources, and Abus USA LLC. Tres Wealth Management Group provides ongoing portfolio management and pension planning to individuals and business entities, including high-net-worth clients. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to manage diversified portfolios tailored to each client's Investment Policy Statement.

Juan Verdin is a financial advisor at Wilson Financial Advisors, LLC in Garden Grove, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wilson Financial Advisors since 2018. Verdin is also a licensed independent insurance agent involved in selling fixed insurance products. Wilson Financial Advisors serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-only investment approach with tactical and strategic asset allocation, and it is noted for providing free public educational workshops in addition to its advisory services.

Kevin Martin is a financial advisor at Ark Wealth Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Curve Capital, LLC, Bridge Capital Consulting, LLC, and was self-employed for two years. Ark Wealth Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business clients. The firm employs an individualized, asset-allocation driven investment process, utilizing a combination of fundamental, quantitative, sector, and cyclical analysis to manage diversified portfolios, often incorporating third-party managers and Schwab-managed account programs.

Amber Pavlovich is a financial advisor with Ivanoff Wealth Management Inc. in Cypress, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Ivanoff Wealth Management, she was a homemaker for seven years. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as retirement plans, corporate and institutional investors, and other registered investment advisors. The firm uses third-party sub-advisors and a co-advisor to implement tailored portfolios based on client objectives, risk tolerance, and time horizons.

Richard Moon is a financial advisor at Ascendant Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Ascendant since 2015. Outside of his advisory role, he is a licensed insurance agent and an accountant. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of modern portfolio theory alongside fundamental and technical analysis to construct customized portfolios that are reviewed quarterly and may include a range of investment products.

Tony Lim is a financial advisor with D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, Ace Diversified Capital, Inc., and Ibaa. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities. The firm focuses on asset allocation and combines fundamental and technical analysis for generally long-term portfolios, managing accounts on a non-discretionary basis through a wrap-fee program.

Kenneth Catanzarite is the president and chief investment strategist of Aegis Asset Management, Inc. with 14 years of industry experience. He has been involved in multiple business ventures, including serving as president and controlling shareholder of Catanzarite Law Corporation, a firm providing legal services primarily in business litigation and pension consulting. He also leads various real estate and construction companies that manage personal and family business activities. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations, offering portfolios that combine fundamental, technical, and cyclical analysis across multiple asset classes tailored to client-specific factors.

Jason Rotman is a financial advisor at Elevate Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance, and other financial firms. Outside of his advisory role, he is also involved with Elevate Financial & Insurance Services, LLC as an insurance agent. Elevate Wealth Advisors, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary investment management and portfolio services. The firm employs an active, fundamental analysis-based approach and offers specialized strategies, including a private fund with an ETF call-option long/short strategy for accredited investors.

Michael Silane is a CFA® charterholder with six years of industry experience. He has worked at 21 West Wealth Management LLC since 2019 and previously spent sixteen years at BNY Mellon. 21 West Wealth Management LLC is a registered investment adviser serving affluent individuals, multi-generational families, trusts and estates, as well as select institutional and retirement-plan clients. The firm manages discretionary, diversified portfolios with a focus on integrated financial planning and maintains a small client roster to support coordinated tax planning alongside portfolio management.

Patricia Stallworth is a CFP® professional with 14 years of experience in financial planning. She is currently with MainStreet Financial Planning, Inc. and has prior experience at firms including Ellevest, Facet Wealth, and PS Worth. MainStreet Financial Planning, Inc. provides fee-only, advice-only financial planning and consultation for individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investment strategies and offers multi-session planning engagements alongside educational seminars for both individuals and employer groups.