Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Warren Street Wealth Advisors since 2012. Outside of his advisory role, he has experience as an operations assistant managing high-value product blending at an oil refinery. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, providing portfolio management, financial planning, and pension consulting. The firm offers customized and model portfolios using a combination of fundamental, technical, and modern portfolio theory analyses, and acts as a sub-adviser to its own ETFs while employing derivatives-based overlay strategies in select account sleeves.

Richard Rock is a financial advisor with Balboa Wealth Partners, Inc. and holds Series 65 and Series 63 licenses. He has 30 years of industry experience, including prior roles at Morgan Stanley Wealth Management, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a family-owned retail business, Dad's Liquor and Deli, in San Clemente, California. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and a combination of discretionary and non-discretionary mandates.

Scott Altenburg is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Kingsview Asset Management and Rick Nelson Insurance Solutions LLC. Altenburg is involved with Three Lakes Trading Company, where he offers managed futures services, and he also works as a resident insurance producer. T&T Capital Management provides discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and supervision with a primarily long-term, deep-value investment approach combined with tactical strategies when appropriate.

Christopher Heckenkamp is a CFP® and holds a Series 66 license, currently with Cutler Investment Group. He has five years of industry experience, including prior roles at LPL Financial LLC, Arise Private Wealth, and TSG Wealth Management. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, incorporating ESG options and technology tools while maintaining portfolio oversight.

Ryan Gibbons is a CFP® professional with one year of industry experience currently serving at Three Arch Wealth Management LLC. His prior roles include positions at Platform Wealth Management, LLC and Walpole & Co. LLP. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm uses a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios of mutual funds and ETFs.

Gregory Cooley is a CFP® with 29 years of industry experience, currently serving at Ignite Planners LLC. His prior experience includes roles at StoneX Securities Inc and Cetera Advisor Networks LLC, as well as co-owning Cooley and Labas Financial Advisors. Outside of financial advising, he holds a leadership role at First United Methodist Church of Corinth and has volunteered with the Corinth Rotary Club for over 20 years. Ignite Planners serves a diverse client base ranging from individuals to sovereign wealth funds, offering discretionary asset management, financial planning, and consulting services. The firm employs a volatility-responsive investment strategy that includes public and private investments, with distinctive features such as managing private pooled funds and using performance-based compensation for qualifying accounts.

Peter Travis is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at T&T Capital Management since 2011. He is based in Laguna Hills, CA. T&T Capital Management provides discretionary portfolio management services to individual, high-net-worth, and corporate clients, focusing primarily on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach while incorporating tactical strategies such as the use of margin, options, and short positions.

Kevin Messenger is an Investment Advisor Representative at Signature Resources Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Signature Resources Capital Management since 2010. In addition, he has roles at MML Investors Services LLC and MassMutual Life Insurance Company. Messenger is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk investment approach with diversified portfolios and customizations based on client objectives.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management among others. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach using a range of investment vehicles and offers specialized services for plan sponsors including investment policy development and co-fiduciary roles under ERISA.

David Levinson is a financial advisor at Chicago Capital Management Advisors, LLC with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grant Bettingen, Inc./Newport Coast Securities, Inc., B. Riley Wealth Advisors, Inc., Wedbush Securities Inc., and Brookstreet Securities Corporation. Levinson is also involved with Newport Global Real Estate Advisors, LLC, where he may receive finders fees for introducing clients to commercial real estate opportunities. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers diversified model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Carl Demartini is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at CHD Investment Management, LLC for 11 years before joining RB Capital Management in 2025. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Maureen Tsu is a CFP® professional with 44 years of experience in the financial industry. She is currently with Ignite Planners LLC and has previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. Her credentials also include the Series 63 designation. 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, financial planning, consulting, and manages portfolios with a range of public and private investments, incorporating a volatility-responsive VEGA strategy and tax-efficient techniques.

Charles Conners is a CFP® with 42 years of industry experience, currently serving at Ignite Planners LLC since 2025. He previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. He also holds licenses as an agent for accident and health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, 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, utilizing a volatility-responsive VEGA strategy and managing private pooled funds alongside traditional portfolios.

Thomas Hoffman is a financial advisor at Asset One Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, RBA Wealth Management, and Morgan Stanley. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm emphasizes customized strategic asset allocation, long-term buy-and-hold strategies, and family-office style coordination for clients with significant assets.

Bryon Pyle is a financial advisor at Lifetime Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Crossmark Financial Corp. since 2003. Outside of his advisory role, he is involved in mortgage brokering and manages personal short-term rental properties. Lifetime Financial, Inc. serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm utilizes customized investment strategies through a combination of in-house and third-party money managers.

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Tiderock Financial, Greenberg Graham Advisors, Adaptive Wealth Engineering, and Equitable Advisors. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering services such as asset management, financial planning, retirement plan consulting, and due diligence on third-party managers.

Steven Sturner is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior firms include Ameriprise and Mutual Securities, Inc. He has been with Tempus Wealth Planning since 2016. Tempus Wealth Planning provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in assets and employs various investment strategies, including asset allocation, fundamental and technical analysis, and the use of derivatives and margin in client portfolios, alongside business-oriented planning and retirement plan consulting services.

Nicholas Cavallo is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding a Series 66 designation and six years of industry experience. He has worked at Financial Management Network, Inc. since 2020 and was previously affiliated with FMN Capital Corporation and educational institutions including Cal State Fullerton and Saddleback College. Outside of his advisory role, he owns NJC Financial, an S Corporation not related to investment activities. 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 combined with targeted active management and offers additional services such as tax preparation and bookkeeping support.

James White is a CFP® with 24 years of industry experience. He has worked at Tempus Wealth Planning, LLC since 2016 and previously spent 13 years at Ameriprise. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals and business entities, managing approximately $699 million in client assets. The firm offers tailored portfolios using a blend of asset allocation, fundamental, and technical methods, and provides a range of business-oriented planning and retirement plan consulting services.

Thomas Breslin Jr. is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and various analytical techniques to construct portfolios aligned with client objectives.