Allen Drake

Erik Halvorsen is a Series 65-licensed financial advisor with 12 years of industry experience. He has been the CEO of My Advisors, LLC since 2012, where he also provides non-investment-related management and education advising outside of trading hours. My Advisors, LLC is a state-registered investment adviser serving individuals, families, trusts, and institutional clients with non-discretionary investment management. The firm specializes in globally diversified, low-cost index portfolios using a Multi-Factor framework and primarily invests in passively managed mutual funds and ETFs.

Narriman Haddad Diep is a financial advisor at Value Resources Financial Group, LLC with three years of industry experience. She holds a Series 65 designation and is also the owner of a CPA tax advisory firm, Value Resources CPAs P.C., which she has been involved with since 2011. Value Resources Financial Group, LLC provides portfolio management, pension plan consulting, and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment methods and acts as a fiduciary for retirement accounts, focusing primarily on consulting and non-discretionary advisory services.

Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.

Thomas Podgorski is a financial advisor at CAtrs Teachers Retirement Services LLC in Riverside, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at CAtrs Teachers Retirement Services since 2018 and previously spent 14 years with the Riverside Unified School District. CAtrs Teachers Retirement Services LLC provides financial planning and consulting primarily to educators and related professionals, focusing on investment planning, retirement, insurance, college, and debt/credit planning. The firm uses a structured analytical approach including cyclical and fundamental analysis and modern portfolio theory, offering tailored plans without managing client portfolios or accepting commissions.

John Weyhgandt is a financial advisor at Western States Investments in Corona, CA, holding a Series 65 designation with 12 years of industry experience. He has been associated with Western States Wealth Management since 2014 and Western States Financial since 1994. In addition to his advisory role, he is a licensed independent insurance agent and is authorized to sell Medicare Advantage and supplemental insurance plans. Western States Investments provides advisory services primarily through recommending and monitoring independent third-party investment managers for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on asset allocation and Modern Portfolio Theory, delivering non-discretionary management and qualified retirement plan consulting to its clients.

David Young is a CFA® charterholder and the sole advisor at Ambrosia Herb Tea, LLC, with eight years of industry experience. He has been with Ambrosia Herb Tea since 2014 and also maintains full-time employment at Sunrider International. Ambrosia Herb Tea provides separately managed account advisory services primarily focused on a rule-based risk-premium strategy involving S&P 500 index options. The firm serves individuals, high-net-worth clients, and institutions, offering a side-by-side fee structure with performance-based and non-performance fee accounts.