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.

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 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.

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.

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.

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 at Shift 4 Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Palomar Advisors Inc. and H.D. Vest Investment Services. Outside of advising, he is the president of KLITTLE Accounting Inc., offering tax preparation and accounting services. Shift 4 Advisors primarily serves sponsors of small- and mid-sized retirement plans, providing retirement plan consulting, fiduciary review, and participant education alongside institutional investment management. The firm also offers portfolio management and financial planning to individuals, with investment strategies tailored to client objectives and risk tolerance.

Garek Tauchen is a Series 65-licensed financial advisor at SpendVest with one year of industry experience. He has been involved with Tauchen Adventures since 2015 and is a partner in several business ventures including pest control, solar marketing, and SaaS companies, primarily focusing on recruiting sales representatives. SpendVest offers an online, algorithm-driven robo-advisory service that provides discretionary portfolio management based on clients’ spending activity. The firm serves individual clients through its automated platform, using quantitative and fundamental analysis combined with modern portfolio theory to manage equity and ETF allocations with long-term, algorithmic rebalancing.

Dennis Korte is a financial advisor with Railroad Canyon Insurance and Financial Services in Canyon Lake, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2002. In addition to his advisory role, he owns and operates an insurance brokerage specializing in life insurance and annuity policies. Railroad Canyon Insurance and Financial Services primarily serves individuals approaching or in retirement, focusing on capital preservation for baby boomers and their parents. The firm emphasizes a safety-first investment approach, providing financial planning, retirement advice, and insurance product recommendations through non-discretionary management and annual account reviews.