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.

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 with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at AE Wealth Management, LLC since 2016 and owns Mosley Insurance and Financial Services, Inc., where he also serves as an insurance agent. Additionally, Mosley teaches a financial planning class at Mt. San Antonio College through the community education division. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis combined with third-party tools to align portfolios with clients’ risk profiles.

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 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 and Pruco Securities, LLC. In addition to his advisory role, he is active in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation strategy and incorporates financial planning into its advisory services.

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.

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.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

Matthew Kim is an advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Abby Commerce and Planwise College Consulting, where he also serves as President and CEO. At Planwise, he manages and provides consulting for college financial aid. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation strategies and utilizes various third-party sub-advisers and platform providers to serve a broad client base.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Elizabeth Carr is a financial advisor at CLG LLC in Long Beach, CA, with 38 years of industry experience. She holds a Series 63 designation and has been with CLG LLC since 2016. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Cetera, and she is also a partner at John D. Cartwright & Associates, Inc. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, using third-party sub-advisors and various strategies including options, derivatives, and digital asset exposure.

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.

Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with three years of industry experience. He holds the Series 65 designation and has worked at Mosley Wealth Management since 2022. Outside of his advisory role, he is also engaged 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, consulting, and integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation and utilizes a combination of fundamental, quantitative, and technical analysis to build diversified portfolios.

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.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.