Barry Kingsley Barbernell

Gary Miller is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Trusted Financial Advisors, an independent firm located in Laguna Niguel, CA, and previously worked at Noble Wealth Management, Inc. from 2016 to 2021. Trusted Financial Advisors serves primarily individuals and families, managing approximately $61 million in assets across 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach that incorporates both fundamental and technical analysis.

Clark Wilson is a financial advisor based in San Clemente, CA, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at R. W. Towt & Associates for three years. Outside of advisory work, he is active as a mortgage loan originator. Wilson, Clark Allen is an independent firm serving individual and institutional clients, including trusts, investment companies, and pension plans. The firm employs an active, rules-based investment approach centered on the CANSLIM methodology, incorporating frequent portfolio monitoring, hard stop-loss rules, and a combination of long and short positions using stocks, ETFs, and options. It offers portfolio management alongside proprietary algorithmic tools for defined-contribution and annuity products, and it provides subscription-based data services and is developing web and mobile applications.

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.

Christine Turnbull is a financial advisor and principal of 401K Assist, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has led her independent firm since 2016. In addition to her advisory role, she works as an independent insurance agent, selling life, accident and health, and variable contracts. 401K Assist, LLC serves a small client base including high-net-worth individuals, retirement plans, corporations, charities, and other business entities. The firm offers financial planning, portfolio management, and retirement plan consulting with a focus on individualized asset allocation using mutual funds and periodic rebalancing, relying on third-party advisers and custodians for investment management.

Elizabeth Schell is a financial advisor at Creative Financial Advisor Group LLC with four years of industry experience. She holds a Series 65 credential and operates an independent advisory firm based in San Clemente, CA. In addition to her advisory role, she is a licensed insurance professional, dedicating less than 10% of her business time to this activity. Creative Financial Advisor Group LLC is a newly formed registered investment adviser that offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary, customized portfolios primarily using low-cost mutual funds and ETFs, combines fundamental and technical analysis, maintains a long-term investment orientation, and operates under a written fiduciary standard and code of ethics.

Henry Hoang is a CFP® and ChFC® with 18 years of industry experience. He has worked at Northwestern Mutual and has operated his own insurance agency since 2011. Hoang currently serves as the sole advisor at Bright Wealth Advisors, LLC in Mission Viejo, CA, where he has been since 2018. In addition to advisory services, he maintains an insurance practice, spending part of his time as a licensed insurance agent. Bright Wealth Advisors is an independent firm managing approximately $21.9 million in assets for individuals and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management along with financial planning, utilizing a combination of fundamental analysis and both long-term and trading strategies.