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.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

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.

Siling Pan is a financial advisor at MY Advisors US LLC with a Series 65 designation. Pan joined the firm in 2026 and has under one year of industry experience. Prior to entering the financial field, Pan attended the University of California, Los Angeles. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to a variety of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm employs a range of strategies, including discretionary and non-discretionary mandates, and also offers services related to third-party adviser selection and monitoring.

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.

Susan Niedwick is a CFP® with 22 years of industry experience, currently serving at Cutler Investment Group since 2020. Prior to that, she worked at Check Capital Management Inc for five years. She holds Series 63 and Series 66 licenses. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, offering customizable solutions supported by third-party technology and AI tools.

Matthew Gandy is a financial advisor with Capital Synergy Partners in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Capital Synergy Partners since 2018 and has worked at related firms including CPS Financial & Insurance Services since 2019. Capital Synergy Partners serves individual clients across a range of wealth levels, providing financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates both as an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory approach with multiple office locations.

Mohsen Reyes is a financial advisor with Secure Investment Management, LLC in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and AIL Insurance Company, as well as positions in various other industries prior to entering financial services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Pasadena Private Wealth since 2023 and Tiderock Financial, LLC since 2010. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a fundamental analysis approach with long-term portfolio construction, incorporating ETFs, mutual funds, individual securities, fixed income, and alternative strategies, while managing over $1.2 billion in assets across multiple offices.

Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Steven Sturner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016, following prior roles at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process using both fundamental and technical analysis and may utilize derivatives, options strategies, and margin in certain accounts.

Nicholas Cavallo is a financial advisor with Financial Management Network Inc. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at FMN Capital Corporation, Cal State Fullerton, Custom Accessory Distributors, and Saddleback College. Outside of advising, he owns NJC Financial, an S corporation unrelated to investment activities. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as tax preparation and bookkeeping.

James White is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Tempus Wealth Planning, LLC since 2016 and previously spent 12 years at Ameriprise Financial Services, Inc. and one year at Mutual Securities, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and uses both fundamental and technical analysis, including derivatives and options strategies in certain accounts.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company for the past 10 years. Soucier also serves as a co-trustee for his parents’ irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis as its primary method, uses both long- and short-term investment strategies, and integrates planning, consulting, and implementation referrals into client relationships.

Michael Alongi is a Series 66-licensed financial advisor with Wealth Teams Alliance in Irvine, CA, and has 15 years of industry experience. He has been associated with Oak Grove, LLC since 2015. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports both long-term and short-term trading strategies.

Richard Rang is a CFP® professional with 30 years of experience, currently serving at Financial Management Network Inc since 1998. He holds Series 63 and Series 65 licenses and is also an enrolled agent with the IRS, providing tax preparation services during the tax season. Outside of his advisory role, he owns a small reptile breeding business operated from home. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as income tax preparation and bookkeeping.

Reid Abedeen is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and is also associated with Woodland Financial Services, Inc. Abedeen offers insurance products to clients through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships, employing a fundamental-analysis investment process with a time horizon of two to ten years and utilizing mutual funds, ETFs, and listed equities.

Tracy Olson is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been associated with FMN Capital Corporation since 2006 and Financial Management Network since 1990. Outside of her advisory role, Olson is a self-employed distributor for nutritional and wellness products and is an enrolled agent providing tax preparation services. 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 employs a strategic asset allocation approach combined with targeted active management, utilizing mutual funds, ETFs, and other vehicles supported by due diligence.

Brian Douglass is a CFP® professional with 14 years of industry experience, currently serving at Financial Advisors Network, Inc. since 2014. Prior to this, he worked at LPL Financial from 2014 to 2018. He also provides tax preparation and accounting services related to investments. Financial Advisors Network, Inc. serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a disciplined investment process utilizing fundamental, technical, and quantitative analysis across various strategies and offers discretionary management primarily through wrapped accounts and SEI-sponsored programs.