Barry Barbernell

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.

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.

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 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.

Elizabeth Schell is a financial advisor at Creative Financial Advisor Group LLC in San Clemente, CA, holding a Series 65 designation with three years of industry experience. She has been with Creative Financial Advisor Group since 2022. Schell is also a licensed insurance professional, dedicating less than 10% of her business time to this activity. Creative Financial Advisor Group 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, combining fundamental and technical analysis with a long-term investment orientation.

Henry Hoang is a CFP® and ChFC® with 17 years of experience in financial advisory services. He is the principal of Bright Wealth Advisors, LLC, an independent firm he founded in 2018, and previously worked with Northwestern Mutual for over a decade. In addition to his advisory role, he operates as a licensed insurance broker, dedicating approximately 20% of his time to fixed insurance sales. Bright Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and referral-based selection of third-party advisers and model portfolios for individual and high-net-worth clients. The firm customizes investment strategies based on clients’ goals, time horizons, and risk tolerances, combining fundamental analysis with a mix of long-term holdings and active trading as appropriate.