Jeffrey Joslin is a financial advisor at Stock Traders with 40 years of industry experience. He has been with Stock Traders since 1994 and holds a Series 63 designation. Stock Traders provides financial planning and individual portfolio management primarily to individual clients, as well as pension plans and businesses. The firm employs a non-discretionary investment approach using a combination of fundamental, technical, quantitative, and asset-allocation methods across a range of investment types.

Robert Vaughn Jr. is a financial advisor at Vaughn Investment Advisors Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with the firm since 2005. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets for individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection, using fundamental, technical, and charting methods to tailor portfolios to client goals and risk tolerances.

Joseph Richard is a financial advisor at Anchor Financial Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NPB Financial Group, LLC. In addition to his advisory role, he is licensed as a California Life agent and engages in life and health insurance sales. Anchor Financial Group is a state-registered advisory firm offering personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm employs strategies based on fundamental analysis and broad diversification, blending passive and active investments with various alternative asset classes.

Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at Balancing Life Financial Planning since 2019 and previously spent seven years at Independent Financial Group, LLC. Additionally, he is employed as a staff accountant at Ober Financial, where he has been active for over two decades. Balancing Life Financial Planning serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning. The firm builds portfolios aligned with clients’ goals, tax considerations, and risk tolerance, often using outside managers and recommended custodians such as Buckingham Strategic Partners and Nationwide.

Mark Turner is the sole advisor at WMS Financial Services in Anaheim Hills, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Wealth Management Strategies Financial Services since 2018 and previously at Global Investment Solutions, LLC. In addition to advisory services, Turner is the owner of an insurance sales business, operating since 2000. WMS Financial Services provides discretionary asset management and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analyses to tailor strategies to client objectives, managing accounts on a discretionary basis and offering educational seminars at no charge.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., as well as operating a tax and business service firm. Integrity Investment Portfolios serves individual clients, families, trusts, and retirement accounts, applying a rigorous investment approach that incorporates multiple analytical methods and a long-term trading strategy across a range of securities.

Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Mark Baksic is a financial advisor at Life Planning Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Western International Securities, Inc. for 11 years. Baksic is also president of The Precision Companies, which provides insurance, real estate, and tax services. Life Planning Advisors serves individual, high-net-worth, and business clients, offering asset management, financial planning, and estate, tax, and risk-management planning. The firm emphasizes low-cost, tax-efficient passive investments and typically operates in a non-discretionary advisory role with a high client load per advisor.

David Piller is a CFA® charterholder with 27 years of industry experience. He is currently with Aegis Asset Management, Inc. in Anaheim, CA, where he has worked since 1997, including time at Western Research and Management, L.L.C. outside of Aegis. Outside of his advisory role, he is part owner and shares landlord responsibilities for a rental condominium property in El Segundo, California. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers investment programs tailored to client-specific factors and managed primarily on a discretionary basis.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Felton Mosley is an advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Mosley Wealth Management since 2022 and previously spent six years at AE Wealth Management. In addition to his advisory roles, Mosley teaches a financial planning class at Mt. San Antonio College through its community education program. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates quantitative tools alongside external analysis to construct and manage portfolios.

Robert Reedy is a financial advisor at Capital Synergy Partners with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Reedy has worked at Capital Synergy Partners since 2020 and has been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000, where he engages in life insurance sales and marketing. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, maintaining fee-based and commission-based business lines with a primarily non-discretionary advisory approach.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Ryan Tice is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials with six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is actively involved in insurance sales through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and uses a mix of mutual funds, ETFs, bonds, and equities supported by quantitative risk profiling.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and spent 17 years at National Planning Corporation prior to that. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, offering both discretionary and non-discretionary account management, and utilizes a mix of internal management and recommendations of independent managers or investment platforms.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.