Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years at Laurel Wealth Advisors, Inc. Granite Wealth Advisors is an independent registered investment adviser serving individuals and high-net-worth clients. The firm provides discretionary investment management, financial planning, and oversight of third-party subadvisers, managing diversified, risk-based portfolios with a strategic asset-allocation approach and ongoing monitoring.

Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.

Jared Fenlason is a financial advisor at The DR Team with six years of industry experience. He holds a Series 65 designation and has worked at Fenlason Financial Services Inc., CAC Planning and Insurance Services, Fenlason Group Inc., and Soberlink Inc. Fenlason Financial Services Inc., doing business as The DR Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice. The firm emphasizes a long-term investment approach focused on mutual funds and ETFs and offers educational seminars and workshops tailored to medical programs.

Glenn Cunningham is a CFP® with 25 years of industry experience and the sole advisor at GC Asset Management, which he founded in 2011. Prior to this, he founded and serves as president of Airoptions Aviation, LLC, a private air charter business. He also holds a leadership role as an action officer in the U.S. Marine Corps focused on military training support. GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a proprietary investment strategy that combines fundamental, technical, and market analysis, incorporating options, margin, and concentrated positions as part of active portfolio management and hedging.

Ross Hunt is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with LPL Financial and has been involved with RMH Advisors, LLC and Ross and Mary Hunt, Inc. since 2003. Hunt's business activities include providing non-variable insurance services through Ross and Mary Hunt, Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Karen Corcoran is the principal of Corcoran Wealth Management LLC in Temecula, CA, with 16 years of experience in the financial industry. She holds Series 63 and Series 65 licenses and has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory work, she operates an insurance agency. Corcoran Wealth Management LLC is an independent firm serving individual and high-net-worth clients. The firm provides discretionary asset management, financial planning, and consulting, using a blend of fundamental, technical, charting, and cyclical analysis, and oversees third-party managed account relationships.

Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with eight years of industry experience. He previously worked at Merrill Lynch and Bank of America. Ortiz also operates as an independent insurance agent, providing life, disability, and fixed annuity insurance illustrations for clients. Athena Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with financial planning, investment consultation, investment management, and life insurance products. The firm’s investment approach emphasizes Modern Portfolio Theory, utilizing low-cost ETFs and index funds, diversified allocations, and fundamental analysis, while supporting clients through periodic portfolio reviews and ongoing consultation.

Alexander Newman is a financial advisor at Grape Modern Wealth Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors and J.P. Morgan Securities. Outside of his advisory role, he founded Retire Temecula, a social group for retirees, and the Temecula Polo Club, where he serves as president. Grape Modern Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm focuses on fundamental analysis and a long-term investment approach, managing accounts primarily in equities, fixed income, ETFs, and commodities without requiring an account minimum.

Michael Burke is a financial advisor at AMB Financial LLC in Temecula, CA, holding a Series 65 credential with one year of industry experience. He has worked at AMB Financial since 2023 and concurrently maintains a clinical practice as an orthodontist at Burke and Redford Orthodontics, where he has been diagnosing and treating patients since 2013. AMB Financial serves individual investors, some high-net-worth clients, and business entities by providing fee-only investment management and financial planning. The firm emphasizes asset allocation using a combination of passive and active strategies and operates primarily on a non-discretionary basis with a small, hands-on client roster.

Daniel Crosby is a financial advisor at Pacific Empire Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pacific Empire Financial Group since 2018, following 15 years of self-employment. He has also been involved in life insurance and annuity sales as a sole proprietor. Pacific Empire Financial Group, LLC is an independent investment adviser that combines advisory services with insurance brokerage. The firm does not provide portfolio management for individual accounts or use asset-based fee arrangements, distinguishing its approach within the industry.

Shawn Williams is a financial advisor with Temecula Valley Stock Exchange LLC in Murrieta, CA, holding Series 63, 65, and 66 licenses and five years of industry experience. He has previously worked with Amer-Dadian International Corporation and related insurance agencies, where he also manages insurance portfolios and corporate projects. Temecula Valley Stock Exchange provides investment advisory and portfolio management services to individual investors and small businesses, using a systematic, multi-disciplinary investment process that incorporates quantitative methods, technical and fundamental analysis, and AI-driven income generation programs.

Yvette Spillman is a financial advisor at National Retirement Institute with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Gradient Advisors, Secure Investment Management, and Kinetic Investment Management. National Retirement Institute serves individuals, entrepreneurs, and institutional clients by providing investment management and financial planning services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, managing accounts primarily on a non-discretionary basis while integrating financial planning and coordinating with other advisors.

Tri Mai is the sole advisor and managing member of TM Wealth Management, LLC, an independent firm based in Murrieta, CA. He holds Series 65 and Series 63 licenses and has six years of experience at TM Wealth Management and nine years as a business advisor for NTM Digital, where he provides advice on digital content. TM Wealth Management serves individuals and high-net-worth clients with discretionary investment and portfolio management across multiple asset classes, utilizing both fundamental and technical analysis alongside systematic options strategies and hedging. The firm manages assets across six client accounts and employs a multi-asset approach that supports complex investment mandates.

Jeffrey Kilpatrick is a financial advisor at Newport Securities Corporation with 24 years of industry experience. He holds a Series 63 designation and has been with Newport Securities Corporation since 1979. Newport Securities Corporation provides discretionary and non-discretionary investment management to individual and high-net-worth clients through its Privately Managed Investment Portfolio program. The firm employs an analyst-driven, fundamentally oriented investment process with client-tailored portfolios and offers three strategies: income/preservation, blended growth, and aggressive equity.

Mario Avila is the founder and sole advisor at Vertex Investments Group, LLC, holding a Series 65 designation with one year of industry experience. He is also the founder and CEO of Efficient-Aire Mechanical Inc., an HVAC company he has led since 2017. Prior to his current roles, Avila worked at Energy Options Inc. for seven years. Vertex Investments Group provides wealth management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of fundamental, technical, and charting analysis to build portfolios using both passive and active investment vehicles, operating on a non-discretionary basis with a long-term investment orientation.

Sam White is the sole advisor at White, Dunkirk & Price Investment Advisory Inc. in Temecula, CA, with 29 years of industry experience. He has been with the firm since 1996. White, Dunkirk & Price provides individualized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and trust programs. The firm’s approach includes portfolio balance improvement, tax management, and broad global diversification using a combination of fundamental, technical, cyclical, and charting analyses, with accounts managed non-discretionarily and reviewed at least semi-annually.

Aaron Johnson is a financial advisor with Bridger Financial Services, LLC in Temecula, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Bridger Financial Services and Duane Johnson Group, LLC since 2018, and previously at Cuna Brokerage Services and CUNA Mutual Group from 2015 to 2018. In addition to his advisory role, Johnson is involved in insurance and annuity sales through Duane Johnson Group, LLC. Bridger Financial Services manages approximately $40 million for individual and high-net-worth clients, offering fee-based financial planning and discretionary portfolio management tailored to client goals and risk tolerance. The firm provides ongoing asset management, written financial plans, access to third-party platforms, and conducts regular account reviews.

Scott Dauenhauer is a CFP® professional with 20 years of experience, currently serving as the sole advisor at Meridian Wealth Management, Inc. in Murrieta, CA, where he has worked since 2004. He is the author of the book "Wild West: Providing Fiduciary Advice to Public School Employees" and serves part-time as treasurer for the nonprofit 403bwise.org, which educates public school employees on retirement programs through podcasts, writing, and events. Meridian Wealth Management provides investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, and select institutional clients. The firm emphasizes tailored portfolios under a fiduciary standard and conducts educational outreach and fiduciary consulting for public-employee retirement plans.

Kylle Little is a financial advisor with Shift 4 Advisors, Inc. in Murrieta, California, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to founding Shift 4 Advisors, Little worked at Palomar Advisors Inc. and H.D. Vest Investment Services. Outside of advisory services, he is president of KLITTLE Accounting Inc., where he provides tax preparation, bookkeeping, and payroll services. Shift 4 Advisors serves individuals, families, trusts, estates, IRAs, corporations, small businesses, and pension and profit-sharing plans. The firm offers discretionary portfolio management, retirement plan consulting, and limited financial planning, employing a range of investment vehicles and analytical approaches while emphasizing tailored client service and active consulting for corporate and retirement-plan clients.

Garek Tauchen is the sole advisor at SpendVest, an independent firm based in Murrieta, CA. He holds a Series 65 designation and joined SpendVest in 2025. Outside of financial advising, Tauchen is a partner in six businesses, including pest control, solar marketing, and a SaaS company, where he focuses on recruiting sales representatives through his ownership entity, Tauchen Adventures. SpendVest offers a robo-advisory service that uses an algorithm-driven platform to map client spending to investments in equities and ETFs. The firm employs a rules-based, quantitative approach with automated portfolio management and charges a flat subscription fee rather than a percentage of assets under management.