Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Steven Sturner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016, following prior roles at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process using both fundamental and technical analysis and may utilize derivatives, options strategies, and margin in certain accounts.

James White is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Tempus Wealth Planning, LLC since 2016 and previously spent 12 years at Ameriprise Financial Services, Inc. and one year at Mutual Securities, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and uses both fundamental and technical analysis, including derivatives and options strategies in certain accounts.

Stephen Gilbreth is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016. Prior to that, he was employed at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process that includes the use of derivatives and options strategies, combining multidisciplinary planning with discretionary portfolio management.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.

Gary Hitzler is a financial advisor with Tempus Wealth Planning, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Tempus Wealth Planning in 2022. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a client-specific investment process with continuous monitoring and periodic rebalancing, employing both fundamental and technical analysis, and may utilize derivatives, options strategies, and margin in certain managed accounts.

Joseph Szal Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2022. Outside of his advisory role, he serves as a committee member for the RSJ Golf Course Coalition, a nonprofit organization focused on land-use issues related to the Rancho San Joaquin Golf Course. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with fundamental and technical analysis, and offers multidisciplinary planning capabilities alongside discretionary portfolio management.

Daniel Carmo is a financial advisor at Tempus Wealth Planning, LLC, holding a Series 66 designation and bringing 29 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2016 to 2021 before joining Tempus Wealth Planning in 2021. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets and offers tailored portfolios using a mix of asset-allocation, fundamental, and technical methods, along with business-oriented planning and retirement plan consulting.

Cayden Norton is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Tempus Wealth Planning, LLC, where he has worked since 2023. His prior experience includes roles at Mosley Wealth Management, Wells Fargo Clearing Services, UBS Financial Services, and other financial firms. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, and financial planning services. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, and it utilizes a range of investment vehicles including derivatives and options strategies within a multidisciplinary planning framework.