Derek Munchow is a CFP® and ChFC® with 23 years of experience in financial advisory. He has worked at Augustus Wealth, LLC since 2022 and previously spent 20 years at Ameriprise Financial Services, Inc. in Long Beach, CA. Augustus Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis with multiple asset-allocation approaches, and offers specialty planning services including RSU and stock option analysis and cost segregation studies.

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 at Balancing Life Financial Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ober Financial since 2005, where he is also employed as a staff accountant. Prior to joining Balancing Life Financial Planning in 2019, he spent seven years with Independent Financial Group, LLC. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning services. The firm constructs portfolios aligned with client goals, risk tolerance, and tax considerations, often utilizing outside managers and custodians such as Buckingham Strategic Partners and Nationwide.

Mark Turner is a financial advisor at WMS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Strategies Financial Services LLC since 2018. Turner also owns and operates an insurance sales business through WM Strategies & Insurance Services Corp. WMS Financial Services is a state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management tailored to client objectives and employs a range of investment strategies including long-term holdings, trading, options, and margin.

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 more than 31 years of industry experience. His prior work includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., alongside operating Witt McDee EA Tax & Business Service, Inc. since 2010. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts, offering non-discretionary portfolio management focused on public equities through a diversified analytic approach involving multiple methodologies and long-term trading strategies.

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 with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

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.

Bryan Hernandez is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 license and eight years of industry experience. His previous roles include positions at Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. He is also licensed as a fixed insurance agent, conducting sales of traditional insurance products. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of analytical approaches and investment strategies, including the use of derivatives and third-party sub-advisors.

Eric Bergquist is a Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.

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 a financial advisor at Mosley Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Mosley Insurance and Financial Services, Inc., where he is the owner and an insurance agent. Mosley also teaches a financial planning class through the community education division at Mt. San Antonio College. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

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 at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America for four years. Outside of his advisory role, he is active in insurance sales and services through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing investment management, consulting, and participant account management. The firm employs a top-down macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.

Leanne Drayton is a financial advisor at Wealthspring with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Commonwealth Financial Network. Drayton has been with Wealthspring and Commonwealth Financial Network since 2026. Wealthspring serves individual investors, pension plans, charitable organizations, and businesses, offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process that integrates various analytical methods and supports ongoing financial planning for its clients.