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 with Laurel Wealth Advisors, Inc. Granite Wealth Advisors serves individuals—including high-net-worth clients—trusts, estates, business entities, charitable organizations, and retirement plans. The firm constructs diversified, risk-based portfolios using mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary portfolio management tailored to each client’s financial situation and objectives.

Scott Weber is a financial advisor with WealthLynk, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities LLC and Tollminder before joining WealthLynk. In addition to his advisory role, he is an independent insurance agent. WealthLynk provides ongoing portfolio management and financial planning to individual, high-net-worth, and charitable organization clients. The firm offers tailored, non-discretionary investment recommendations based on long-term strategies and multiple analytical methods, conducting at least quarterly account reviews and implementing trades only with client consent.

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.

Rick Alvarado is a CFP® professional with 35 years of industry experience. He has been with Wealth One Advisors since 2000 and has also worked with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1993. His practice includes providing financial planning services and occasional work related to fixed annuities. Wealth One Advisors offers financial planning and consulting services to individuals, high-net-worth households, and certain pension and profit-sharing plans. The firm does not manage client assets or accept custody, instead focusing on written financial plans and hourly consulting, using both fundamental and technical analysis to support long-term asset allocation and other strategies.

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.

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 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory role, she operates an insurance agency. Corcoran Wealth Management LLC provides discretionary asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches to tailor portfolios to client goals and also refers clients to third-party managers, monitoring their performance and conducting periodic reviews.

Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with seven years of industry experience. He previously worked at Merrill Lynch and Bank of America and operates as an independent insurance agent offering life, disability, and fixed annuity insurance products. Athena Wealth Management provides financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on low-cost, diversified allocations using ETFs and index funds, with an emphasis on cost control and tax efficiency.

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 worked at Pacific Empire Financial Group since 2018, following 15 years as a self-employed advisor. He is also a licensed life insurance agent specializing in life insurance and fixed annuities. Pacific Empire Financial provides financial planning and advisory services primarily to individuals and small businesses, focusing on life insurance and fixed annuity products. The firm operates on a fee-only, hourly basis and does not manage or custody client securities, with advice tailored to clients’ liquidity, tax, estate, and income-replacement needs.

Tommy Wadsworth is a financial advisor at Safe Harbor Assets in Fallbrook, CA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Jack Wadsworth Consulting and Voice by the Sea Inc. Safe Harbor Assets is an independent advisory firm serving individuals, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a variety of analytical methods to tailor investment programs to client goals and risk tolerance, managing approximately $1.7 million in discretionary assets for a small client roster.

Shawn Williams is a financial advisor at Temecula Valley Stock Exchange LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked with Amer-Dadian International Corporation and PSA Realty & Insurance Service. In addition to his advisory role, Williams manages insurance portfolios and consults in an unrelated insurance business. Temecula Valley Stock Exchange provides investment advisory and portfolio management services to individual investors and small businesses. The firm employs a systematic, multi-disciplinary investment process incorporating quantitative methods, fundamental and technical analysis, and tax-managed strategies, supported by proprietary trading technology and AI-driven income programs.

Michael Cortina is the principal of Cortina Capital, LLC, an independent advisory firm in Fallbrook, CA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience, including four years at UCSD before founding his firm in 2016. Cortina Capital, LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm focuses on equities, fixed income, and ETFs, utilizing a combination of charting, fundamental, and technical analysis alongside options strategies such as selling cash-secured puts and writing covered calls.

Yvette Spillman is a financial advisor at National Retirement Institute with Series 63 and Series 65 credentials and over 15 years of experience in the financial services industry. Her career includes roles at Southern CA Retirement Council, Wealth Protection Partners, and several other advisory firms. National Retirement Institute offers investment management and financial planning services to individuals, entrepreneurs, and institutional clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, focusing on tax-efficient investing, income generation, and retirement planning.

Tri Mai is the sole advisor at TM Wealth Management, LLC in Murrieta, CA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to founding TM Wealth Management in 2020, Tri Mai worked at NTM Digital since 2017 and Nhat Mai from 2011 to 2017. Outside of advisory work, Tri Mai serves as a business advisor for NTM Digital, providing guidance on digital content. TM Wealth Management offers discretionary investment management to individuals and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside systematic trading strategies. The firm manages diversified portfolios across equities, bonds, U.S. Treasuries, and options, tailoring approaches to client objectives and risk tolerance.

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.