Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.

Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.

Nolan Gouveia is an advisor at Ark Wealth Advisors, LLC in Yorba Linda, CA, with six years of experience through his role at NGFinco LLC since 2020 and nine years at California Baptist University. He holds no prior industry experience before these roles. Ark Wealth Advisors provides investment advisory services to individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs an individualized, asset-allocation-driven investment process and utilizes third-party managers and Schwab-managed account programs to implement and monitor diversified portfolios.

William Godines Castro is a CFP® with six years of industry experience, currently serving at Castle Capital Management in Irvine, CA. His prior roles include positions at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. He is also involved in consulting through Castle Consulting and Strategy LLC. Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm employs third-party strategies and combines fundamental analysis with modern portfolio theory to create tailored client allocations, managing a discretionary asset base while integrating insurance services through affiliated agencies.

Spring Chen is a financial advisor at ClassicCPA with a Series 65 designation and no years of industry experience. Chen has worked at Classic CPA for 14 years and serves on the Orange County Assessment Appeals Board, a role held since 2017. ClassicCPA provides comprehensive financial planning and tax-aware advisory services to individuals, families, trusts, estates, nonprofits, and other entities, integrating tax considerations into investment and long-term planning. The firm employs a tailored approach using fundamental analysis and strategic asset allocation and offers discretionary and non-discretionary strategies involving mutual funds and ETFs.

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.

Paul Hewitt is a financial advisor at Optimus Advisory Group in Irvine, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Optimus Advisory Group since 2008. In addition to his advisory role, he works as an independent agent selling life and health insurance for various companies. Optimus Advisory Group provides financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs strategic asset allocation, fundamental and technical analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios, offering both discretionary client services and model strategies to other investment professionals.

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.

Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with 12 years of industry experience. She has been with Western Growers Financial Services since 2013 and joined its affiliated firm, Western Growers Financial Services, Inc., in 2026. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, focusing on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and serving a broad range of account sizes.

Christopher Wescott is a financial advisor at Edward Haro Financial, LLC with one year of industry experience. He holds a Series 66 designation. His prior work includes positions at Crown Capital Securities, LP and self-employment before joining Edward Haro Financial. Edward Haro Financial serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training and access to private placements. The firm manages approximately $16.7 million across about 143 client accounts using a documented Investment Policy Statement and a mix of fundamental and technical analysis, modern portfolio theory, and options strategies.

Isaiah Real is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including PURSHE KAPLAN STERLING INVESTMENTS, Miramontes Capital, and UBS Financial Services. He serves as president of the California State University, Fullerton Alumni Finance Association, where he helps alumni engage with the business school and its students. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, trusts, and clients nearing or in retirement. The firm offers portfolio management, retirement plan consulting, third-party money manager selection, and estate-planning services, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerances.

Brian Colla is a financial advisor at Palo Seco Wealth Management with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Palo Seco Wealth Management, Colla has worked at several firms, including Ameriprise, Planned Financial Freedom, and California Bank and Trust. Outside of his advisory role, he is also a licensed real estate and mortgage loan broker. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm follows a generally passive, low-cost investment approach focused on index funds and ETFs, with investment recommendations tailored to each client's profile and incorporates biblically responsible investing practices.

Gerald Graves is a financial advisor at Filigree Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Congress Wealth Management, LLC and Boston Private Wealth LLC. Filigree Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses both in-house portfolio management and third-party money managers, emphasizing asset allocation and risk analysis across a broad range of investment types.

Shirley Coria is a financial advisor with Hawley Advisors, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Ni Advisors, Inc., Independent Financial Group, LLC, and NPB Financial Group, LLC. She also works as an independent financial operations consultant, providing operational assistance to other financial advisors. Hawley Advisors offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, utilizing a strategic asset allocation approach based on Modern Portfolio Theory with mutual funds and ETFs. The firm manages approximately $74.2 million in client assets across 59 households and provides quarterly performance reporting.

Vincent Baroldi is a financial advisor at Baroldi Wood Mance Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harvest Investment Services, LLC and ProEquities, Inc. Outside of his advisory role, he serves as president of Baroldi Gundersen, LLP, an accounting and tax firm. Baroldi Wood Mance Financial Advisors provides investment advisory and asset management services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis, managing primarily non-discretionary portfolios that may incorporate options and margin transactions.

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 at IBN Advisory Services, Inc. with a Series 65 designation and three years of industry experience. His prior roles include positions at Gerber Kawasaki Wealth & Investment Management and Pacific Advisors. Marinelli’s background also includes roles outside traditional advisory firms, such as at Building Blocks VC and Loyola Marymount University. IBN Advisory Services, Inc. provides asset management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs multiple internal investment teams and uses both proprietary and third-party strategies to tailor portfolios based on individualized investment policy statements.

Joseph Marshall is a financial advisor at Coastal Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Procore Technologies from 2016 to 2020. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management along with comprehensive financial planning and wealth management. The firm combines active and passive long-term, value-based asset allocation strategies with customized portfolios and integrates outside specialists and services into client programs.

Karl Hicks is a CFP® with 21 years of industry experience and has been with The Leonard Financial Group, LLC since 2003. He holds a Series 65 license and is based in Riverside, CA. The Leonard Financial Group serves individual clients, including both high-net-worth and non-high-net-worth households, as well as charitable and organizational clients. The firm provides financial planning, investment management, and consulting services using a formal planning process combined with portfolio management that incorporates tactical and strategic tools such as option strategies and short sales.

Robert Vaughn Jr. is a financial advisor at Vaughn Investment Advisors Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with the firm since 2005. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets for individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection, using fundamental, technical, and charting methods to tailor portfolios to client goals and risk tolerances.