Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

George Henning is a financial advisor at Pacific Global Investment Management Company with 40 years of industry experience. He has been with Pacific Global Investment Management Company since 1991 and previously worked at Pacific Global Fund Distributors, Inc. for 28 years. Henning holds a Series 63 designation. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style with a fundamental research-driven approach and offers comprehensive financial planning and pension consulting.

Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

Carrisa Flores is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Vance Wealth since 2021. Flores is also licensed to sell insurance and spends approximately 10% of her time on insurance sales. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm offers wealth management and discretionary investment management alongside financial planning and business consulting, managing about $893.6 million in assets for roughly 380 clients through an 11-advisor team.

Joel Edstrom is a CFA® charterholder with 38 years of industry experience, all spent at WESCAP Group in Glendale, CA. He has been with the firm since 1988. WESCAP Group manages approximately $1.1 billion in client assets and serves a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic and tactical asset allocation, global diversification, and a contrarian/value orientation, employing mutual funds, ETFs, and options-based strategies.

Sevag Ossipian is a CFA® charterholder with 12 years of industry experience, currently affiliated with Highline Wealth Partners. He worked at Northern Trust for 11 years before joining Highline Wealth Management in 2026. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm utilizes a centralized Investment Committee for portfolio decisions and provides client education through workshops and webinars.

Gerald Newman is a CFP® professional with 20 years of experience currently serving at Hamilton Wealth, LLC since 2017. He previously worked at Raymond James Financial Services, Inc. from 2015 to 2017. In addition to his advisory role, Newman is a licensed insurance agent involved in providing insurance quotes and applications. Hamilton Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering discretionary portfolio management and retirement plan consulting. The firm uses proprietary allocation models and a diverse range of investment instruments, combining wrap fee program sponsorship with retirement plan consulting services.

Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.

Franklin Parks is a financial advisor with Tamar Securities, LLC who holds a Series 63 designation and has 34 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Tamar Securities since 2010. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations with discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets for over 4,000 clients through a multi-advisor team of 17, employing proprietary model programs that combine global value and sector analysis across various asset classes.

Edward Johnson is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with California Financial Partners, Inc. since 2004. California Financial Partners provides financial planning and consulting services to individuals, business entities, and retirement plans. The firm follows a structured planning process and employs fundamental analysis and public research sources in evaluating investments, without managing client assets or engaging in discretionary portfolio management.

Michael Partlow is a financial advisor at Navalign, LLC with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Fidelity Investments, TD Ameritrade, and Monarch Wealth Strategies. Navalign serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary asset management, financial planning, and pension plan advisory services, employing fundamental analysis and a range of trading horizons, and is notable for its use of derivatives and margin in client portfolios.

Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

Ben Emons is a financial advisor with Highline Wealth Partners in Sherman Oaks, CA, holding Series 65, 66, and 63 licenses and six years of industry experience. He previously worked at firms including Medley Global Advisors, NewEdge Wealth, and Cetera. Outside of his advisory role, Emons serves as CIO and founder of FedWatch Advisors, an outsourced CIO providing customized portfolio solutions, contributes market and policy commentary to Bloomberg Odd Lots, and teaches finance and macroeconomics as an adjunct professor at the University of Southern California. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm uses a centralized Investment Committee to guide portfolio decisions and provides regular reporting and participant education through workshops and webinars.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.

Jerrod Ferguson is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade with Raymond James Financial Services. He is also an independent insurance agent, dedicating a small portion of his time to this activity. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing discretionary wealth and portfolio management alongside financial planning and business consulting. Its investment approach emphasizes long-term fundamental analysis and tailored asset allocation, utilizing ETFs, mutual funds, and individual securities while acting as a fiduciary.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Niall Shaffery is a CFP® with four years of industry experience, currently with Vance Wealth in Santa Clarita, CA. He has worked at Vance Wealth since 2019 with a brief tenure at Bank of America Merrill Lynch in 2018. Outside of his advisory role, Shaffery serves as vice president of a business professional referral network in Valencia, CA. Vance Wealth advises individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $894 million in assets. The firm offers wealth management, discretionary investment management, financial planning, and business consulting through an 11-advisor team, employing a fundamentally driven, long-term investment approach with customized portfolios.

Jason Thomas is a CFA® charterholder with 13 years of industry experience, currently serving as the sole advisor at Portfolio Design Labs, LLC since 2021. He previously worked at AssetMark and AssetMark Brokerage from 2014 to 2021. Outside of his advisory role, he founded Capital Markets Research & Strategy LLC, an investment research business focused on capital markets and strategy analysis. Portfolio Design Labs, LLC provides portfolio management and related advisory services primarily to individual and high-net-worth clients through separately managed accounts. The firm is notable for its solo advisor model overseeing approximately $502 million in assets across about 423 clients, with a focus on performance-based fee arrangements and the use of leverage in some accounts.

Eric Weinlein is a financial advisor with WESCAP Group in Glendale, CA, holding 38 years of industry experience. He has been with WESCAP Group since 1988, working as part of a six-advisor team. WESCAP Group is a registered investment adviser managing approximately $1.088 billion in assets and serving about 321 clients. The firm offers discretionary and non-discretionary wealth management and financial planning across a range of client types, utilizing a strategic and tactical asset allocation approach with a focus on global diversification, tax efficiency, and low ownership costs.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.