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.

Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Warren Street Wealth Advisors since 2012. Outside of his advisory role, he has experience as an operations assistant managing high-value product blending at an oil refinery. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, providing portfolio management, financial planning, and pension consulting. The firm offers customized and model portfolios using a combination of fundamental, technical, and modern portfolio theory analyses, and acts as a sub-adviser to its own ETFs while employing derivatives-based overlay strategies in select account sleeves.

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.

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.

Scott Hank is a financial advisor at West Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining West Wealth Group, he has worked at Ferguson Enterprises since 2016. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets through an 18-advisor team and uses a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Joseph Pence is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His career includes roles at Cooper Financial Group, Securities America, LPL Financial, and Bonvivant International. He has been with Financial Advisors Network since 2015. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a comprehensive investment process that integrates multiple analytic approaches and provides individualized management through wrapped accounts and SEI-sponsored programs.

Xiliang Zhou is an Investment Adviser Representative at MY Advisors US LLC with two years of industry experience. Prior to joining MY Advisors in 2026, Zhou worked at American Fundstars Financial Group LLC for two years and has held roles at Advantabuy LLC and Acuinsight Inc. He also spent nine years at GF Securities. MY Advisors US LLC is a newly formed SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm develops individualized investor profiles and employs a range of investment strategies, including discretionary and non-discretionary mandates, while also facilitating client introductions to third-party advisers.

Ryan Gibbons is a CFP® professional with one year of industry experience currently serving at Three Arch Wealth Management LLC. His prior roles include positions at Platform Wealth Management, LLC and Walpole & Co. LLP. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm uses a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios of mutual funds and ETFs.

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Siling Pan is a financial advisor at MY Advisors US LLC with a Series 65 designation. Pan joined the firm in 2026 and has under one year of industry experience. Prior to entering the financial field, Pan attended the University of California, Los Angeles. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to a variety of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm employs a range of strategies, including discretionary and non-discretionary mandates, and also offers services related to third-party adviser selection and monitoring.

Thomas Hoffman is a financial advisor at Asset One Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, RBA Wealth Management, and Morgan Stanley. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm emphasizes customized strategic asset allocation, long-term buy-and-hold strategies, and family-office style coordination for clients with significant assets.

Susan Niedwick is a CFP® with 22 years of industry experience, currently serving at Cutler Investment Group since 2020. Prior to that, she worked at Check Capital Management Inc for five years. She holds Series 63 and Series 66 licenses. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, offering customizable solutions supported by third-party technology and AI tools.

Matthew Gandy is a financial advisor with Capital Synergy Partners in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Capital Synergy Partners since 2018 and has worked at related firms including CPS Financial & Insurance Services since 2019. Capital Synergy Partners serves individual clients across a range of wealth levels, providing financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates both as an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory approach with multiple office locations.

Laura Barkley is a financial advisor at TriCord Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously with the Specialty Coffee Association and Cal Lutheran University. TriCord Advisors provides investment advisory services primarily to individuals and families, as well as high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm typically manages client accounts on a discretionary basis, tailoring strategies to each client’s objectives and risk tolerance, and conducts ongoing account supervision.

Mohsen Reyes is a financial advisor with Secure Investment Management, LLC in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and AIL Insurance Company, as well as positions in various other industries prior to entering financial services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Glenn Stoddard is a financial advisor at Pelorus Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he serves as a Director at Large for The Association for Corporate Growth Orange County. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans through investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and employs both active and passive strategies across multiple asset types, including the use of third-party independent managers.

Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. 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 management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Steven Sturner is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior firms include Ameriprise and Mutual Securities, Inc. He has been with Tempus Wealth Planning since 2016. Tempus Wealth Planning provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in assets and employs various investment strategies, including asset allocation, fundamental and technical analysis, and the use of derivatives and margin in client portfolios, alongside business-oriented planning and retirement plan consulting services.