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.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Arash Navi is a CFP® and CFA® at Benefit Financial Services Group with seven years of industry experience. He has worked at Benefit Financial Services Group since 2019 and previously spent three years at Stevens First Principles Investment Advisors. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing approximately $1.53 billion in discretionary assets and $18.0 billion in retirement plan assets under consultation. The firm employs a diversified, model-based investment approach using a combination of fundamental, quantitative, qualitative, and technical analysis, and offers specialized programs including options-based borrowing and cryptocurrency strategies.

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.

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.

Sophia Liu is a CFP® professional with eight years of industry experience, currently serving at Benefit Financial Services Group. Her prior roles include positions at Focus Partners Wealth, Capital Group-Private Client Services, Merrill Lynch, and other financial firms. Benefit Financial Services Group advises a broad client base including individuals, trusts, family entities, corporations, and employer-sponsored retirement plans. The firm combines multiple analytical approaches to construct diversified portfolios and offers a range of strategies including ESG and options-based programs, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

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.

Edwin Suzuki is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 21 years of industry experience. He holds a Series 66 designation and has worked at WestPark Capital since 2016. Outside of his advisory role, he is also Vice President of Operations at Diligent Financial Group, Inc., a financial planning and insurance services firm. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, and business entities. The firm often uses third-party money managers with discretionary authority to manage portfolios according to client objectives and risk tolerance.

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.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with WestPark Capital since 2016. Outside of his advisory role, he is involved in real estate sales as a broker and CEO of Thomas Jandt & Associates, Inc., which operates under Market Value Realty, and he leads i3 Financial, Inc., providing consulting services for early to development-stage companies. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs, providing customized portfolio management and financial plans.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 designation and bringing 28 years of industry experience. His prior work includes over three decades at Stevens First Principles Investment Advisors and a recent role with the USDA Forest Service. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Franklin Garcia is a financial advisor at Hamilton-Bates Investment Research, Inc. with 30 years of industry experience. He previously worked at Harvest Investment Services, LLC and ProEquities, Inc., and has owned and operated InsuranceKO, an insurance sales and service business, since 1996. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing multiple analytic methods and a combination of long-term and shorter-term trading strategies. The firm manages discretionary separate-account and model-based programs with approximately $61.36 million in client assets as of December 31, 2025.

Patrick Healy is a CFP® with eight years of industry experience, currently serving as an advisor at Seamount Financial Group Inc. He has previously worked at firms including LPL Financial, Grove Point Investments, and Pacific Investment Management Company. His professional background includes roles in both investment management and advisory services. Seamount Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers discretionary wealth management, stand-alone financial planning, and pension consulting, managing approximately $745 million in assets across six advisors.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Henry Vanbuskirk is a CFP® with 11 years of experience in financial advising. He is currently with Benefit Financial Services Group and has held roles at Focus Partners Wealth, LLC, Cetera, and Richardson and Company, CPAs, Inc. He also holds a Series 63 license. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages $1.53 billion in discretionary assets and consults on $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that includes mutual funds, ETFs, private investments, and ESG strategies.

Braden Priest is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Benefit Financial Services Group since 2015 and also worked at Focus Partners Wealth, LLC starting in 2026. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through separate divisions focused on wealth management and institutional services. The firm combines fundamental, quantitative, qualitative, and technical analysis to construct diversified, model-based portfolios and manages over $1.5 billion in discretionary assets, with significant retirement plan consultation assets.

Mark Guillod is a financial advisor with Capital Synergy Partners, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Synergy Partners since 2012. Outside of his advisory role, Guillod is a CPA and owner of a tax consulting and preparation business. Capital Synergy Partners serves individual clients across various wealth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis, offering predominantly non-discretionary advice along with brokerage and insurance services through its dual RIA and broker-dealer registrations.

Christopher Rowey is a financial advisor with Benefit Financial Services Group, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with Benefit Financial Services Group since 2016 and concurrently affiliated with Bfsg, LLC since 2007. His career also includes a recent association with Focus Partners Wealth, LLC starting in 2026. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and retirement plans through wealth management and institutional services divisions. The firm employs a multi-faceted investment process using diversified model-based allocations and offers programs including derivatives, options strategies, and cryptocurrency exposure, managing significant assets across discretionary portfolios and retirement plan consultations.

Arrash Zare is a CFP® and ChFC® with 10 years of experience in financial advisory and insurance services. He is currently a financial advisor with Chatterton & Associates and also serves as a registered representative and insurance agent with OSAIC. His career includes roles at LPL Financial, Waddell & Reed, Inc., and Foresters Financial Services. Chatterton & Associates advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, asset management, and retirement plan consulting. The firm uses a top-down investment approach across SEI asset-allocation models, mutual funds, ETFs, and individual securities, with a majority of assets advised on a non-discretionary basis and maintains in-house tax preparation and business advisory services.

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred time horizon of two to ten years.