Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

Michael Caster II is a CFP® professional with 12 years of industry experience. He has worked at The Vanguard Group, Inc. from 2011 to 2023 and has been with Falcon Wealth Planning, LLC since 2025. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and various trading strategies, managing accounts typically on a discretionary basis with regular reviews.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mercedes Benz at Laguna Niguel and Nike, Inc. before entering the financial advisory field. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diverse investment approach with strategies including growth, value, momentum, and tax-managed options, and provides clients with individualized portfolio management and periodic reviews.

Robert Nathan is a Series 65-licensed financial advisor with Anchor Bay Private Wealth LLC in Tustin, CA, and has two years of industry experience. He has been associated with Anchor Bay Capital, Inc. since 2023 and is also the owner of printOne, a printing brokerage business he started in 1997. Anchor Bay Private Wealth LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, and pension/profit-sharing plans. The firm employs model-based allocations and fundamental security analysis, serving a client base that includes high-net-worth individuals and institutional clients with ERISA-focused services.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with 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 uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Gabriella Keefer is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Financial Advisors Network, Inc. since 2018 and previously held positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. Before her financial career, she spent eight years at Miceli Chiropractic Center. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis and offers customized portfolio management with SEI-enabled rebalancing.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

Alexandra Castillo is a financial advisor at Falcon Wealth Planning, LLC with a Series 65 designation. She has been with the firm since 2022 and is based in Ontario, CA. Prior to joining Falcon Wealth Planning, she was a college student from 2019 to 2023. Falcon Wealth Planning provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm offers portfolio management, comprehensive financial planning, third-party adviser selection, and a Family Office service for clients with over $5 million in assets, using both fundamental and technical analysis along with modern portfolio theory.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Nancy De Russo is a CFP® professional with 24 years of industry experience. She currently serves as an advisor at Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Her credentials include Series 63 and Series 66 licenses. Guardian Wealth Partners, LLC operates as Park Avenue Investment Advisory and provides services to individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary investment management through model portfolios and third-party managers, along with financial planning and business exit consulting.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Claudia Song is a Series 65 licensed advisor with Allmerits Asset, LLC, bringing two years of industry experience. She previously worked at Apiis Financial and Mass Mutual. In addition to her advisory role, she is active as an insurance agent and field manager at Allmerits Financial and Insurance Services. Allmerits Asset, LLC provides discretionary portfolio management using 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 alongside standalone financial consulting.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.