Guy Baker is a CFP® and ChFC® with over 31 years of experience in financial services. He is currently with Wealth Teams Alliance, a team-based firm, and has held roles at multiple firms including Oak Grove, LLC, Alexander Beard (USA) LLC, and Baker Mountford Insurance Services. Outside of his advisory work, he owns Standel Publishing, a small editing and book publishing business. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering retirement plan services and a wrap fee program. The firm uses technical analysis as its primary investment method and incorporates both long- and short-term strategies while treating cash as an asset class.

Jennifer Horner is a financial advisor at Warren Street Wealth Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors, Inc. and Newport Advisory LLC. Outside of her advisory role, she is involved in community activities such as serving as a volunteer board member for the Wolverine Football Club and as a historian for the Aliso Viejo Middle School Parent Teacher Student Association. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, offering portfolio management, financial planning, and pension consulting. The firm constructs customized portfolios using fundamental, technical, and modern-portfolio theory analyses and acts as a sub-adviser to its own ETFs, employing derivatives-based overlay strategies.

Lindsey Garn is a CFA® charterholder with two years of industry experience, currently serving at Knightsbridge Wealth Management. Prior to joining Knightsbridge, she worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser that serves retail and institutional clients, including high-net-worth investors and retirement plans. The firm manages over $1.1 billion using a combination of strategic and tactical asset allocation, emphasizing low-cost, tax-efficient portfolios and active risk management.

Darren Candiotty is a financial advisor at Lifetime Financial, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Crown Capital Securities, Candiotty Financial Group, H. Beck, Mass Mutual Investors Services, and Ameriprise. Outside his advisory role, he serves as an officer and director of Tee Off Together, Inc., a nonprofit that provides PGA golf instruction for underprivileged children in Southern California. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm develops individualized investment recommendations, utilizing various analysis methods and third-party sub-advisors, while also offering cash management and private real estate investment options.

Stephen Swensen is a financial advisor at Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation and with three years of industry experience. He has worked at several firms including Prestige Wealthwide, LLC, where he served as a portfolio manager and client service support. At Ignite Planners, he is the Chief Investment Officer. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management and financial planning with a focus on tailored portfolios employing various public and private investments, a volatility-responsive strategy incorporating derivatives, and management of private pooled funds.

John Merwin is a Series 66 credentialed advisor with Financial Management Network Inc, based in Mission Viejo, CA. He has three years of industry experience and has been with Financial Management Network since 2023. Outside of advisory services, he is an owner of an LLC involved in commercial real estate investments. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm uses a strategic asset allocation framework supported by probability-based planning and incorporates targeted active management within its portfolios.

Michael Nozzarella is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with The Tarbox Group, Inc. since 1999. He is based in Newport Beach, CA. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm manages just under $1 billion for approximately 204 clients, employing a client-specific Investment Policy Statement and institutional-style strategies focused on diversification, low costs, and tax awareness.

Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Serena Nguyen is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at OneAmerica Securities and several insurance firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and retirement plan sponsors with investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversification and customization to meet client objectives.

Evelyn Foo is a financial advisor at Kingsbridge Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously at BlackRock in both Singapore and the United States, as well as at RealCadre LLC. Kingsbridge Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, focusing on clients with multimillion-dollar assets. The firm emphasizes systematic asset allocation and global diversification through indexed exposures, ETFs, individual bonds, and third-party managers, and is notable for its involvement in private fund sponsorship and syndication through affiliated entities.

Kurt Beimfohr is a financial advisor with Knightsbridge Wealth Management in Newport Beach, CA, holding a Series 65 designation and 14 years of industry experience. He joined Knightsbridge in 2020 after working at Buffalo Capital Corporation from 2016 to 2020. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a combination of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management.

Mary Sigler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Tarbox Family Office, Inc. in Newport Beach, CA. She has been with The Tarbox Group, Inc. since 2014. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm employs an institutional-style approach focusing on strategic allocation, diversification, low costs, and tax awareness, typically managing portfolios according to client-specific Investment Policy Statements and four model strategies.

Connor Macho is a financial advisor at Tarbox Family Office, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Tarbox Family Office, he worked at Valeo Financial Advisors and Mason & Associates. Tarbox Family Office, Inc. is a fee-only, SEC-registered firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm manages just under $1 billion for about 204 clients, using a client-specific Investment Policy Statement and a range of model strategies emphasizing strategic allocation, diversification, low costs, and tax awareness.

Matthew Jordan is a CFP® and holds a Series 66 license, with six years of industry experience. He has been affiliated with Financial Management Network, Inc. and its broker-dealer affiliate FMN Capital Corporation since 2019. Outside of his advisory role, Jordan serves as President of the Financial Planning Association Orange County Chapter and is active in the Financial Planning Association's membership committee and study group leadership. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach using probability-based planning combined with targeted active management, and offers additional services such as income tax preparation and bookkeeping.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Joshua Meier is an advisor at Knightsbridge Wealth Management with five years of industry experience. He is also the owner and partner of Meier Law Firm, where he has worked for over a decade. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware approaches.

Blake Street is a CFP®, CFA®, and Series 66 licensed advisor at Warren Street Wealth Advisors, LLC with 16 years of industry experience. He has been with Warren Street Wealth Advisors since 2015. He is also a licensed real estate broker in California, a credential he maintains primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and investment-company clients. The firm offers portfolio management, financial planning, and pension consulting, and acts as a discretionary sub-adviser to two firm-sponsored ETFs, employing a combination of fundamental, technical, and modern portfolio theory analyses.

Jeffrey Evans is a financial advisor at Greenwich Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Advisors since 2017 and previously at Coventure, LLC from 2014 to 2021. Greenwich Advisors is an SEC-registered investment adviser managing approximately $293 million across five offices. The firm serves individuals and some businesses, often with a $1 million account minimum, and employs a range of investment methods including fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory, with an openness to complex and alternative instruments.

Joel Slatter is a financial advisor with Ignite Planners LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Amazon, Foresight Wealth Management, and Bruce A. Lefavi Securities. Ignite Planners serves a diverse client base that includes individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, employing a volatility-responsive investment approach that incorporates public and private investments, derivatives, and tax-efficient strategies.

Simon Goldin is a CFP® and Series 66 registered advisor with three years of industry experience. He is currently with Signature Resources Capital Management, LLC, where he has been since 2025. His prior experience includes roles at OneAmerica Securities, MML Investors Services LLC, and MassMutual Life Insurance Co. Signature Resources Capital Management advises individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversified portfolios with equity tilts, customizes model portfolios to client needs, and serves as a sub-advisor to Envestnet’s TAMP.