Alexander Dardick is a Series 65 licensed financial advisor with six years of industry experience. He is currently with JRS Investments and Wealth Preservation, LLC and has prior experience at firms including Trilogy Capital and Hightower Advisors. Outside of finance, he is involved with Tutorly, an online tutoring company focused on customized learning for K-12 students, where he serves as a Student Success Team Leader. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Christopher Packard is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 19 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Womack Wealth Management in 2017. He holds Series 63 and Series 66 licenses. Womack Wealth Management provides investment management, financial planning, wealth-planning, and institutional consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced services to other advisors.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC, with nine years of industry experience. He holds Series 65 and 66 licenses and has worked as an attorney since 2014, in addition to operating a real estate brokerage since 2017. Jeppson also manages tax-related services through Jeppson Tax, LLC. Jeppson Wealth Management, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, using a combination of fundamental and technical analysis, and sponsors a wrap fee program that covers transaction and management fees.

Sylvia Salguero is a financial advisor with Albitz/Miloe and Associates, Inc. in Torrance, CA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Cetera and its affiliated entities since 2001 and has been with Albitz/Miloe and Associates since 2001. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services combining mutual funds, ETFs, equities, fixed income, and variable annuity sub-accounts, using fundamental and technical analysis along with periodic rebalancing and regular monitoring.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Curated Wealth Partners in 2023, he worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing comprehensive wealth management, portfolio construction, manager diligence, and access to private market investments. The firm manages approximately $1.76 billion for a concentrated client base and offers tailored advice across clients’ full balance sheets using a combination of third-party and in-house management.

Zachary Ostrow is a financial advisor at Validus Capital LLC in El Segundo, CA, holding a Series 65 designation. He joined Validus Capital in 2025 and has prior experience at KPMG and Kom Ferry. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services primarily to high-net-worth and ultra-high-net-worth clients. The firm offers customized, long-term portfolio construction and serves as an investment adviser to pooled investment vehicles with approximately $2.54 billion in assets under management as of December 31, 2025.

Evan Danu is a financial advisor at Validus Capital LLC with one year of industry experience. He holds a Series 66 credential and has previously worked at Lockheed Martin and UBS Financial Services Inc. Evan is also a student worker at the University of Southern California under the federal work-study program. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals and entities. The firm manages approximately $2.54 billion in assets and offers customized, primarily long-term portfolios using a range of investment vehicles alongside comprehensive family office support.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Deron Dong is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. His prior roles include positions at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. He holds Series 63 and Series 65 licenses. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk oversight, tax-aware strategies, and operates a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

Travis Henry is a financial advisor at Factory Capital LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include seven years at True Capital Management, LLC and three years at Cresset Asset Management, LLC. Factory Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and OCIO-style investment management to institutional and other clients. The firm primarily constructs portfolios by allocating among third-party managers and leveraging outsourced solutions, employing both active and passive strategies across liquid and alternative assets.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers 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 various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Chloe Barnett is a CFP® professional with six years of industry experience, currently serving at Regatta Capital Group, LLC. Her prior roles include positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, managing diversified portfolios and offering services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

Alice Amick is a financial advisor at CLG LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and held-away account management.

Josephti Cruz is a financial advisor with The WealthGarden F.S. LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at several firms including TIAA-CREF, Northwest Asset Management, and currently operates Financial Ever After LLC dba Cover Your Assets, a Certified Divorce Financial Analyst consulting business for analyzing and reporting on divorcing couples’ financial situations. The WealthGarden F.S. LLC provides discretionary and non-discretionary investment management, financial planning, and consulting primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerances, employing diversified allocations and periodic reviews, and offers complementary services including estate-planning coordination and tax preparation through affiliated entities.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.