Michael Verity is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Lighthouse Financial Services Inc since 2010. He works within a five-advisor team based in Brea, CA. Lighthouse Financial Services serves individual and high-net-worth clients as well as pension and institutional accounts, offering discretionary portfolio management, financial planning, pension consulting, and tax preparation. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection and emphasizes diversified asset allocation across multiple model strategies.

Craig Sweeney is a financial advisor with LBG Advisor and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has been with LBG Advisor since 2015. In addition to his advisory role, he is the owner and consultant of Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and long-term care program education. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and employs a combined top-down and bottom-up investment approach using mutual funds, ETFs, equities, fixed income, and occasionally options and other instruments.

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.

Brandon Chang 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. He has been with Sun Group Wealth Partners since 2013 and also maintains a role with LPL Financial. Chang is involved in several related business activities including non-variable insurance and operates multiple DBAs connected to his advisory and brokerage work. Sun Group Wealth Partners serves individuals and families, including high-net-worth households, business owners, corporate executives, Hollywood professionals, and nonprofit organizations. The firm offers comprehensive financial planning, investment management, charitable giving, and pension consulting with ERISA fiduciary acknowledgements, utilizing discretionary investment management through various platforms and third-party managers.

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.

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.

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 and has worked at firms including Ameriprise, California Bank and Trust, and Edward Jones. In addition to his advisory role, Colla operates a real estate and mortgage loan brokerage business. Palo Seco Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a generally passive, low-cost investment approach focused on index funds and ETFs, incorporating client-specific objectives and risk tolerances, and integrates biblically responsible investing aligned with its mission-driven framework.

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.

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.

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.

Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Edward Ober is a financial advisor at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and custodians such as Buckingham Strategic Partners and Nationwide.

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.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Arash Navi is a CFP® professional with seven years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019, following a prior role at Stevens First Principles Investment Advisors from 2016 to 2019. Navi is based in Irvine, CA. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm manages about $1.53 billion in discretionary assets and consults on roughly $18.0 billion in retirement plan assets, employing a diversified investment process that incorporates fundamental, quantitative, qualitative, and technical analysis.