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® with eight years of industry experience, currently serving as a financial advisor at Benefit Financial Services Group. She previously worked at Capital Group-Private Client Services and Merrill Lynch. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets as of the end of 2025. The firm employs a diversified, model-based investment process that incorporates fundamental, quantitative, qualitative, and technical analysis and offers various strategies including ESG and options-based borrowing programs.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, 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 utilizing internal management alongside recommendations of independent managers and 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 credential and 28 years of industry experience. Prior to joining Benefit Financial Services Group in 2019, he worked for Stevens First Principles Investment Advisors for 34 years and most recently served with the USDA Forest Service in the Los Padres National Forest. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that include equities, mutual funds, ETFs, and select private investments.

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 a financial advisor at Seamount Financial Group Inc. His prior roles include positions at Pacific Investment Management Company LLC and Grove Point Investments, LLC. Healy is also licensed as a non-variable insurance agent. Seamount Financial Group serves high-net-worth individuals, pension, and profit-sharing plans, managing approximately $745 million in discretionary assets. The firm provides discretionary wealth management, financial planning, and pension consulting, utilizing customized portfolios and strategies aligned with clients’ objectives and risk tolerances.

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® professional with 11 years of industry experience, currently serving at Benefit Financial Services Group since 2022. His prior experience includes roles at Cetera Investment Advisers LLC, Richardson and Company, CPAs, Inc., and Avantax Investment Services, Inc. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, financial planning, portfolio management, and institutional pension consulting services. The firm’s investment approach emphasizes diversified, outcome-oriented portfolios with a range of asset types, including ESG options and select private investments, while also offering ERISA fiduciary services for retirement plans.

Braden Priest is a CFA® charterholder and holds a Series 65 license with ten years of industry experience. He has been with Benefit Financial Services Group in Irvine, CA since 2015. Benefit Financial Services Group serves a broad range of clients including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios with a variety of investment vehicles and fiduciary retirement plan services.

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 licenses and possessing 19 years of industry experience. He has worked at Benefit Financial Services Group since 2016 and at Bfsg, LLC since 2007. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its BFS Wealth Management and BFS Institutional Services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that integrates multiple analytical methods and includes options and derivative strategies.

Arrash Zare is a financial advisor at Chatterton & Associates with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including LPL Financial and Waddell & Reed, Inc. Zare is also a registered representative and insurance agent with OSAIC. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan consulting, and business advisory services. The firm employs a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, with a focus on non-discretionary management and limited short-term trading.

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.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Patrick Powers is a CFP®, CFA®, and PFS™ at Benefit Financial Services Group with 22 years of industry experience. He has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm provides wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and fiduciary retirement plan management.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.