John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation and previously worked at Hyatt Regency Clearwater Beach Resort & Spa. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing about $213 million for roughly 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and structured risk assessment.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 13 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has been with Regatta Capital Group, LLC since 2016 and previously worked at Manhattan West Asset Management, LLC and Pillar Pacific Capital Management LLC. Joyce is based in El Segundo, CA. Regatta Capital Group is an SEC-registered advisory firm serving a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs a long-term, fundamental-analysis approach, offering wealth management, portfolio management, financial planning, and services related to private pooled investment vehicles and digital-asset accounts.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

John Minezaki is a financial advisor at Global Assets Advisory, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial Services, Inc., Western International Securities, Inc., and International Assets Advisory, LLC. Outside of advisory work, he is engaged as a staff accountant and tax staff in public accounting roles. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering investment management, financial planning, retirement plan advisory, and consulting services, with a focus on customized portfolios and a long-term investment approach.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Matthew Marshall is a financial advisor at Arrowroot Family Office, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory, Kestra Investment Services, OSAIC, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant for Medical Accounting Service, Inc., preparing tax returns for clients. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and private funds. The firm focuses on customized asset allocation informed by analytical models and offers both discretionary and non-discretionary asset management, along with services such as wealth management, financial planning, and administrative support.

Kelly Volk is a Series 66-registered advisor at Ocean Path Advisors, LLC with one year of industry experience. Prior to joining Ocean Path Advisors, Volk worked at Fidelity Investments and held positions at Ernst & Young and KPMG LLP. Ocean Path Advisors provides ongoing portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, using investment policies tailored to each client’s goals, tax situation, and risk tolerance. The firm emphasizes broadly diversified, low-cost indexed investments alongside long-term trading, and employs margin and options strategies in certain accounts.

Clete Albitz is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 19 years of industry experience. He has been associated with various Cetera entities since 2005 and is also co-senior vice president of Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2006. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a network of independent advisors. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with unique retirement and fiduciary services integrated into its broader institutional platform.

Melissa Andrizzi Sobel is a financial advisor at CLG LLC with one year of industry experience. She holds the Series 65 designation and previously worked for seven years at Beach Cities Health District. CLG LLC serves a diverse group of individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates from multiple offices with a distinctive operational approach.

Tim Formica is a financial advisor with BCN Financial, Inc. in Cypress, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at firms including LPL Financial and Crown Capital Securities, and has operated his own lending business. Formica is also involved with Arbor Financial/The Turnkey Foundation, providing mortgage and real estate services. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach includes mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market-timing strategies, focusing largely on non-discretionary advice within plan investment options.

David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Favia Group. Outside of finance, she occasionally performs as a paid musician for private events. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients, offering financial planning, discretionary portfolio management, and consulting services to individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven, team-based approach while allowing advisors to use various analytic methods and maintains a directed-custodian model with a range of investment products including complex structured offerings.

Daniel Hart is a Series 65-licensed advisor with Advanced Portfolio Strategies in Torrance, CA, where he has worked for six years. His prior experience includes roles at APS Management Group, Inc. from 2018 to the present, with a period as a student from 2016 to 2018. Advanced Portfolio Strategies serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, as well as both long- and short-term trading techniques.

John Mccormick is a CFP® professional with 12 years of industry experience. He is currently with Regatta Capital Group, LLC, where he has worked since 2022. Prior to this, he held roles at EP Wealth Advisors and National Planning Corporation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm employs a long-term, fundamental-analysis investment approach, managing diversified portfolios that include low-cost mutual funds and ETFs, individual stocks, and bonds.

Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.