Patrick Chu is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marrick Wealth, LLC since 2012. Marrick Wealth is an SEC-registered advisor providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options when appropriate.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Mohan Martin is a financial advisor at Martin Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been with Martin Wealth Management since 2022. In addition to his advisory role, he is involved in selling Medicare insurance through an affiliated agency, working with individuals aged 65 and older. Martin Wealth Management provides investment advisory services primarily as a co-advisor, directing client accounts to a third-party money manager, Matson Money. The firm focuses on onboarding, compliance, and ongoing monitoring while clients’ assets are managed externally.

Matthew Bradley is a CFP® with 25 years of experience in the financial services industry. He has worked at RBA Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Bradley is also a licensed agent for fixed and traditional insurance products. RBA Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and corporate entities through wealth management, financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment process based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, managing portfolios with equities, bonds, and ETFs through goal-based planning and regular rebalancing.

Aria Khalili is a financial advisor with Pariax Private Wealth Management in Newport Beach, CA, holding a Series 66 designation and 28 years of industry experience. She has worked at Bank of America and Merrill Lynch prior to joining Pariax in 2019. Outside of her advisory role, she serves as an officer of Runway Motorcars, LLC, and is president of Nawk Development Inc, a real estate development company. Pariax Private Wealth Management offers discretionary portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a range of asset allocation strategies and combines fundamental, technical, cyclical, qualitative, and sector analysis to tailor investments to client objectives and risk tolerance.

Caren Ober is a financial advisor at Balancing Life Financial Planning with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Independent Financial Group from 2012 to 2019. Ober is also the owner of Caren Ober Accountancy Corp., which offers estate and tax planning, business continuity planning, and tax preparation services. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning. The firm builds portfolios tailored to clients’ goals, tax considerations, and risk tolerance, often implementing strategies through outside managers and recommended custodians.

Antoine Lena is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and UBS Financials. Outside of his advisory role, he oversees a family investment LLC focused on managing his family's assets. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management services to institutional and pooled-vehicle clients, and sponsors a wrap fee program. The firm employs a core-satellite investment approach that integrates top-down macroeconomic analysis with bottom-up security selection across public and private markets.

Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Aaron Wallace is a financial advisor at PruVise with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fisher Investments, Gerry Andrade & Associates, and Carbide Capital Inc. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services, utilizing fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in portfolio and planning work.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Mark Aguilar is a financial advisor with ProCore Advisors, LLC, holding CFP® and Series 65 credentials and bringing two years of industry experience. He has worked at ProCore Advisors since 2023 and is also a part-time boat captain for City Cruises by Hornblower. ProCore Advisors provides investment advisory and planning services to individuals, trusts, estates, businesses, and retirement plans, combining fundamental, quantitative, technical, and modern portfolio theory approaches with access to alternatives and automated advisory solutions.

David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.

John Mac Willie IV is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working at LPL Financial and Boyer Financial Services, beginning his advisory career in 2024. Prior to entering the financial industry, he held positions at Chick-Fil-A and Servite High School. Boyer Financial Services serves individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on asset allocation, cost efficiency, tax awareness, and the use of technology tools alongside human adviser oversight.

Urmimala Dasgupta is a financial advisor at Veda Financial Investment Advisory with 12 years of industry experience. She holds a Series 65 designation and has worked at Veda Financial Inc. since 2017, following two years at Veda Value Funds. Veda Financial is a California-registered investment adviser that provides discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach and customizes portfolios based on clients’ time horizons and liquidity needs.

Meghan Mc Nulty is a financial advisor at Wealth Advisory Lab LLC with four years of industry experience. She holds a Series 65 credential and is also a licensed attorney in California, founding and managing an estate planning law firm. In addition to her advisory work, she provides biomedical consulting and business development services for a medical device company and serves as managing partner of a political consulting and lobbying firm. Wealth Advisory Lab offers non-discretionary portfolio management and financial planning for individual and high-net-worth clients, using Modern Portfolio Theory and third-party model allocations tailored to each client’s risk profile and tax situation. The firm emphasizes written planning deliverables and customized models, operating as a small, owner-managed practice.

Johnnie Goodman is a financial advisor with LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with LBG Advisor since 2012. In addition to his advisory work, Goodman provides consulting in retirement planning, life insurance, estate planning, and long-term care insurance. LBG Advisor offers 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 combines top-down sector rotation with bottom-up security selection across various asset types.