Gary Miller is a CFP® professional with 14 years of industry experience, currently practicing at Trusted Financial Advisors in Laguna Niguel, CA. He has been with Trusted Financial Advisors since 2002 and also worked at Noble Wealth Management, Inc. since 2016. Trusted Financial Advisors is an independent firm serving primarily individuals and families, managing about $61 million in assets across roughly 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach with a variety of liquid securities and occasional use of unaffiliated sub-advisers.

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

Clark Wilson is an advisor at Wilson, Clark Allen with Series 63 and Series 66 licenses and five years of industry experience. He has worked at R. W. Towt & Associates since 2009 and has been involved with Clarke Wilson Capital Management since 2002. Outside of his advisory role, he is also a mortgage loan originator. Wilson, Clark Allen serves institutional clients, 401(k) plan sponsors, investment companies, and pension vehicles, offering portfolio management, 401(k) management, stock and ETF selection, option strategies, and subscription-based data and mobile app services. The firm employs an active, CAN SLIM–based investment approach with discretionary trading, market timing, stop-loss rules, and various option strategies, supported by proprietary algorithmic allocation systems delivered through subscription and app platforms.

Michael Templeman is a CFP® professional with four years of experience at Templeman Wealth Management Inc. He has been the principal of his own firm since 2002. Outside of advisory work, he owns Paradigm Table Games, Inc., which licenses live table game content to casinos. Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing a combination of fundamental, quantitative, and technical analysis within a long-term trading framework. The firm emphasizes customized Investment Policy Statements and maintains a small client roster with services supported by an affiliated accounting practice.

Strivent Financial provides fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.

Brian Seaman is a CFP® and ChFC® with 37 years of experience in financial advising. He is a principal at Capital Planning Group, LLC in Costa Mesa, CA, where he has worked since 2000. Seaman also serves as a board member of the Lutheran Church of the Master. Capital Planning Group, LLC provides portfolio management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $69.4 million for about 144 clients and operates with two advisors, offering client-specific asset allocation plans and recommending third-party managers.

Mark Robles is a financial advisor with Alta Pacific Wealth Management LLC in Mission Viejo, CA, holding Series 63 and Series 66 credentials and 46 years of industry experience. He has led Alta Pacific Wealth Management since 2014. Alta Pacific Wealth Management LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of charting, fundamental, technical, cyclical, and quantitative analysis. The firm manages over $61 million in assets with a focus on higher-risk strategies, including short sales, margin transactions, options trading, and private placements, and maintains direct, in-house discretionary management without third-party managers.

Yao Jin is the sole advisor at Aurevia Capital Inc. in Rancho Santa Margarita, CA, holding a Series 65 designation. Yao’s professional experience includes a role at Dynasty International Foods and periods focused on education and career breaks. Aurevia Capital is an investment manager that provides discretionary and non-discretionary asset management services, utilizing both fundamental and technical analysis across a variety of strategies and instruments. The firm emphasizes delegating portfolio management to selected sub-advisors who execute trades within agreed-upon models.

Meghan Mc Nulty is the founder of Wealth Advisory Lab LLC in Newport Beach, CA, where she has provided investment management and financial planning services since 2022. She holds a Series 65 designation and has three years of industry experience. In addition to her advisory role, Mc Nulty is a licensed attorney running an estate planning law firm and also consults in biomedical business development for a medical device company. She is managing partner of a political consulting and lobbying firm based in Wyoming. Wealth Advisory Lab LLC serves individual and high-net-worth clients with tailored portfolio management grounded in modern portfolio theory, offering a range of investment options including mutual funds, ETFs, equities, and fixed income. The firm operates on a non-discretionary basis with a focus on client authorization for trades and provides financial planning on fixed-fee or hourly terms.

Christine Turnbull is the sole advisor at 401K Assist, LLC in San Clemente, CA, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. In addition to her advisory role, she operates as an independent insurance agent, selling life, accident, health, and variable contracts. 401K Assist, LLC serves a select client base including high-net-worth individuals, retirement plans, corporations, and charities, providing financial planning, portfolio management, and retirement plan consulting. The firm emphasizes individualized asset allocation through mutual funds and periodic rebalancing, recommending and monitoring third-party advisers without discretionary trading authority.

Jerome Greene is the president and owner of JG Wealth Management, LLC, a Registered Investment Advisor firm based in Aliso Viejo, CA. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Merrill Lynch and Union Capital Company. Greene has led JG Wealth Management since 2016. JG Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative models, and offers both discretionary and non-discretionary advisory services, including a wrap-fee program with leveraged and derivative strategies.

Percy Kandukira is a financial advisor at Ornate Investment Managers LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ornate Investment Managers and Finalis Securities LLC. He is also a managing member involved in investment banking activities related to deal origination and execution. Ornate Investment Managers provides discretionary and non-discretionary portfolio management and pension consulting services to a diverse range of institutional and pooled clients. The firm employs a blend of top-down and bottom-up analysis within a planning–execution–feedback framework, investing across multiple asset classes tailored to client objectives and risk tolerance.

Zhe Feng Zhang is a financial advisor at OZ Wealth Management LLC in Irvine, CA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Prosperity Wealth Management Inc. Zhang also dedicates time to insurance-related activities. OZ Wealth Management LLC provides discretionary asset management primarily to individual investors, high-net-worth individuals, and small business owners. The firm constructs portfolios using ETFs, mutual funds, individual bonds and equities, and traded REITs, applying Modern Portfolio Theory alongside fundamental and technical analysis in a long-term, customized investment approach.

Loc Tran is the sole advisor at JHL Investment Firm Inc in Westminster, CA, holding a Series 65 license with seven years of industry experience. He has operated JHL Investment Firm since 2018 and is also involved in the insurance industry through his roles at Tran Insurance Agency and Lords Insurance Agency, where he sells life, health, and property casualty insurance. Additionally, he works seasonally as a tax preparer. JHL Investment Firm Inc provides non-discretionary asset management, financial planning, and consulting services primarily to individual clients. The firm’s investment approach centers on fundamental analysis and customized strategies aligned with client goals, with client approval required before executing trades.

Minh Tran is a securities license holder with Series 63 and Series 66 designations, associated with Lone Wolf Wealth Management in Westminster, California. No additional career background or outside activities are noted. Lone Wolf, Inc. is a newly registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, families, small business owners, pension plan sponsors, and various institutional and nonprofit clients. The firm employs a client-specific approach focused on portfolio construction, asset allocation, tax-aware management, and offers flexible engagement models including fixed-fee and hourly consulting.

Gregory Quon is the sole advisor at Core Investment Management, LLC in Newport Beach, CA, holding a Series 63 designation with 20 years of industry experience. He has led Core Investment Management since 2007. In addition to his advisory role, Quon is a licensed insurance agent offering fixed annuities and life insurance. Core Investment Management provides discretionary investment supervisory services to individual and high-net-worth clients, managing portfolios with a range of securities including mutual funds, equities, bonds, ETFs, and REITs. The firm employs a combination of fundamental and technical analysis, using both long-term and short-term trading strategies, and manages approximately $16 million in assets.

Randall Kimmel is a CFP® and holds a Series 63 license, with two years of experience in financial advising at My Money Mgr, an independent fee-only firm based in Newport Beach, CA. Prior to this, he was retired for ten years. My Money Mgr serves individual clients, including high-net-worth households, offering discretionary investment management and project-based financial planning. The firm uses a combination of passive and active investment approaches and maintains a very small client roster, focusing on personalized service and individualized investment policies.

Michael Dekovner is a CFP® professional with 21 years of experience in financial advisory services. He has been with Mrd, Inc. since 2001, serving as the firm's sole advisor. Mrd, Inc. provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts and estates, businesses, charitable organizations, and plan participants. The firm focuses on diversified, target asset-allocation portfolios using a combination of passive and active mutual funds and ETFs, incorporating less liquid and alternative vehicles such as interval funds and non-traded REITs.