Jodi Selleck is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Selleck Financial Group in Irvine, CA. She has managed her firm since 2017 and also provides tax preparation services, dedicating up to half of her monthly time to this activity. Selleck Financial Group offers financial planning and portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm emphasizes strategic asset allocation focused on capital preservation and income generation, incorporating a mix of investment vehicles and providing educational workshops and tax services through its principal.

Jonathan Berman is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. in Fullerton, CA. He has held roles at Squire S. Burke, Inc. and IronTree Insurance Services since 2012 and previously worked with Foresters Equity Services, Inc. and Osaic FA, Inc. In addition to advisory work, Berman is involved in tax preparation and bookkeeping services through his association with Squire S. Burke, Inc. Irontree Wealth Management, Inc. is an independent advisory firm serving individual, high-net-worth clients, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, employing a primarily buy-and-hold investment approach rooted in Modern Portfolio Theory. Its integrated services include tax preparation and insurance brokerage, alongside business consulting and retirement-plan advisory work.

Mark Robertson is a CFP® professional with 39 years of experience in financial advising. He is the principal advisor at Maxim Capital Advisors, Inc., where he has worked since 1999. He previously worked at Royal Alliance Associates, Inc. from 1998 to 2023. Robertson is also president of Maxim Capital Insurance Services, a life insurance and annuities business serving financial planning clients. Maxim Capital Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm uses Modern Portfolio Theory combined with strategic, fundamental, and tactical analysis, employing Morningstar tools for portfolio optimization. It manages primarily non-discretionary accounts and offers wrap fee and non-wrap investment options.

Noah Taylor is the sole advisor at NCT Advisors, an independent firm based in Irvine, CA. He holds a Series 65 designation and has 13 years of experience with NCT Advisors, founded in 2013. NCT Advisors provides discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm employs a long-term, risk-adjusted investment approach that combines fundamental and technical analysis, focusing on cost and tax efficiency through ongoing portfolio supervision.

Robert Lawrence Jr. is the sole advisor at Financial Strategies for Today and Tomorrow—Wealth Management Group in Santa Ana, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. In addition to his advisory role, he is president and owner of RSL Enterprises Inc., a tax and insurance services business. Financial Strategies for Today and Tomorrow—Wealth Management Group provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm operates as a liaison to third-party money managers, offering documented goal-setting and written investment policy processes without direct portfolio management or discretionary trading authority.

Joshua Crowe is a financial advisor at Sunpath Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sunpath Financial Group Incorporated since 2020, following prior roles at Interactive Financial Advisors and Sunpath Financial DBA. In addition to financial advising, he is a licensed insurance agent offering fixed insurance and annuity products through an affiliated insurance agency. Sunpath Financial serves individual and high-net-worth clients with personalized financial planning and portfolio management, employing a Core + Satellite investment approach. The firm integrates third-party investment managers and offers educational workshops alongside insurance agency services.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

David Chong is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is the owner and president of Oaktree Wealth Group Inc. in Brea, CA, where he has worked since 2013. Prior to founding Oaktree Wealth Group, he was with Schomer Wealth Advisors, LLC and Align Financial Coaching, LLC. Oaktree Wealth Group is a state-registered investment adviser serving individual clients and institutional plan sponsors, including pension and profit-sharing plans. The firm provides portfolio management primarily through referrals to third-party money managers, comprehensive and modular financial planning, and non-discretionary pension consulting, applying modern portfolio theory in its asset allocation recommendations.

Parth Bhatt is the principal of Maaxiom Capital LLC, an independent advisory firm, and holds a Series 65 designation with four years of industry experience. He has served as Chief Investment Officer for the County of San Bernardino since 2016, overseeing treasury and fund management. Prior to Maaxiom Capital, he worked at Kinstead Wealth Management LLC. Maaxiom Capital LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, institutional clients, and qualified retirement plans. The firm offers specialized retirement-plan services including ERISA 3(21) advisory and 3(38) investment-manager arrangements, developing client-specific investment programs using fundamental and technical analysis.

James Erskine is a financial advisor at Corington Wealth with three years of industry experience. He previously worked at CERITY PARTNERS for three years and Gamble Jones Investment Counsel for eight years. Corington Wealth serves individuals and high-net-worth clients by providing portfolio management and financial planning services covering investment, tax, retirement, college, and debt planning. The firm’s approach incorporates fundamental analysis and long-term trading, using a variety of securities and occasionally higher-risk strategies such as margin and options.

Charles Rother is a CFA® charterholder with 20 years of industry experience, currently serving as the sole advisor at American Strategic Capital. He has worked extensively with Sector Logic LP and American Strategic Capital since 2012. Outside of his advisory roles, Rother is CEO of Top Decile, Inc., a legal entity established to provide a buffer between American Strategic Capital and Sector Logic. American Strategic Capital offers asset management and portfolio review services, as well as investment research and strategy tools to wealth managers and institutional investors. The firm employs proprietary quantitative models focused on industry sector rotation and dynamic asset allocation, including strategies that utilize leveraged funds, options, and margin.

Stephen Andrew is a financial advisor at Pacific Investment Counsel, Inc. with 36 years of industry experience. He has worked at Pacific Investment Counsel in two periods totaling 25 years and spent 14 years at Clifford Swan Investment Counsel. Pacific Investment Counsel primarily serves individual investors, retirement plans, and trusts by providing discretionary portfolio management focused on fundamental company analysis and lower-risk positions. The firm manages client accounts directly, emphasizing alignment by investing personally alongside clients and maintaining a small, long-tenured operation.

Joseph Vedell is a financial advisor at XWealth with a Series 66 designation and three years of industry experience. His work history includes roles at Centaurus Financial INC., Wealth Management Advisers, and California Pizza Kitchen. Outside of his advisory role, Vedell is a licensed life and health insurance independent agent and an owner of VikingX Capital LLC, a strategic consulting and partnership company. XWealth provides portfolio management, financial planning, and concierge consulting services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach incorporating fundamental, quantitative, technical, and charting analyses, and combines investment management with hourly financial planning and fixed-fee consulting services.

Hi, and welcome! If your financial life has gotten complicated and you have a feeling you don’t know what you don’t know, you’re in the right place. Maybe your business is doing well, but your income, your taxes, and most of your net worth run through it. Maybe your RSUs keep vesting, your ESPP shares keep piling up, and you’re not sure what to sell, what to hold, or what you’ll owe in April. Or maybe you inherited money or were named a trustee, and you’re not sure what you can do, what you should do, or who to ask. We work with business owners, people with equity compensation, and inheritors and trustees. Our first real conversation is about your life, not your numbers. From there, we build one clear plan for your whole financial life, then help you actually get it done. We sit on your side of the table. That means coordinating your taxes, investments, estate plan, and major decisions, and working alongside your CPA and attorney so the moving parts stay in sync. If it has a dollar sign on it, we want to be part of that discussion. I’m a CFP® professional with more than ten years in the industry. Before starting Luhman Wealth Partners, I worked at a multi-family office serving wealthy families. I helped manage their portfolios, pulled together each family’s full wealth picture, and talked with them about their plans, trusts, and estates. Tax planning became my focus because it’s one of the few areas you can actually control. You can’t control the market, but the tax code has rules you can use in your favor. I started this firm to build the firm I’d want as a client: fee-only, a fiduciary at all times, and advice that is only ever about you. We’re a boutique firm by design, based in Irvine in Orange County, and we serve clients nationwide virtually.

Mark Harvey is the principal of Mark T. Harvey Investments in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been involved with Harvest Finance & Mortgage, Inc. since 2002 and also operates businesses in mortgage brokerage, insurance sales, and tax return preparation. Mark T. Harvey Investments serves a small client base primarily composed of individual investors, trusts, and other entities, offering ongoing financial planning, investment advisory services, and portfolio management. The firm employs a core passive investment approach using index and ETF mutual funds, tailored to clients’ life stage, tax considerations, and risk tolerance, while also providing financial coaching and quarterly consultations.

David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

Amirreza Kayyal is a CFP® with 19 years of industry experience and is the sole advisor at Fusion Financial in Laguna Hills, CA. His prior roles include positions at Quest Capital Strategies, Newport Coast Securities, Inc., and MSI Financial Services, Inc. Outside of his advisory work, he is a licensed real estate and mortgage broker, involved in brokering residential properties and originating mortgages. Fusion Financial provides portfolio management and financial planning services primarily to individual clients, occasionally serving small businesses and non-profits. The firm uses a mix of fundamental and technical analysis with a range of investment vehicles, tailoring strategies from passive income to active growth based on client objectives and risk tolerance.

Betty Azmoon is a financial advisor with Griffin Financial in Anaheim Hills, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at LPL Financial, Woodbury Financial Services Inc, and Centaurus Financial, Inc. Outside of investment advisory, she provides divorce financial planning, forensic analysis, and mediation services through a separate business entity. Griffin Financial offers financial planning and investment consulting to individuals, trusts, estates, and charitable organizations, emphasizing both investment and non-investment topics such as cash flow, estate planning, and divorce-related financial issues. The firm provides fee-based advice without managing client portfolios or taking custody of assets, and it integrates fundamental analysis and asset allocation in its recommendations.

Paul Hegener is the principal advisor at Veraison Asset Management, LLC in Newport Beach, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Veraison Asset Management and related entities since 2008. Outside of his advisory role, he is a part-owner of Safer Sports, Inc. and serves as Chief Risk Officer at Asterozoa Management. Veraison Asset Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and small institutions. The firm integrates fundamental, quantitative, and technical analysis to manage client portfolios across a range of asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

Geoffrey Fellows is a financial advisor at Embarcadero Capital Advisors, Inc. with 12 years of industry experience. He holds a Series 66 credential and has worked with several firms, including Edward Jones and LPL Financial. Fellows also operates as an independent insurance agent. Embarcadero Capital Advisors provides advisory services to individuals, trusts, estates, corporations, and employee benefit plans, focusing on strategic, primarily long-term portfolio management with integrated tax-aware advice and comprehensive financial planning.