Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Cherie Wang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Valley Wealth Strategies, LLC. She has previously worked with LPL Financial, LLC and National Planning Corporation. Outside of advisory work, she teaches at Cerritos College and is a certified notary public. Valley Wealth Strategies, LLC advises individuals, families, trusts, and various organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach and manages over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.

Neal Quon is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes 18 years at Next Financial Group Inc and a continuing role in insurance sales through Neal Quon Insurance - Retire Different. He is also involved in the sales and service of fixed annuities and life and health insurance products. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed through affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across a range of products and risk exposures.

Luis Garcia Estrada is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Premier America Credit Union, Bank of America, Merrill, and Wells Fargo. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets, employs a core-plus-satellite investment approach, and offers a substantial wrap fee program with institutional managers and customized strategies.

Michael Allbee is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He is affiliated with Benefit Financial Services Group, where he has worked for 10 years, and also has experience at Powers Capital Investments, Inc. and Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm manages approximately $1.53 billion in discretionary assets and $18.0 billion in assets under consultation, employing a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis.

Lingli Zhou is an advisor at MY Advisors US LLC with one year of experience. Prior to joining MY Advisors, Zhou worked at Universal North American Insurance Company and Universal State America, Inc., and spent six years at Village World Cultural Tourism Development. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis across various strategies and also advises certain private funds.

Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. Outside of his advisory role, he serves on the board of Victoria Country Club. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes customized portfolios and long-term allocation strategies while offering fiduciary retirement services and consulting on substantial plan assets.

Randy Barkley is a CFP® professional with 25 years of industry experience. He has worked at Tricord Advisors, Inc. since 2010 and has prior experience with Liberty Group, LLC and Cetera Investment Services LLC. Barkley holds licenses as a real estate agent and an insurance agent, and also has a wholesale auto dealer license. Tricord Advisors primarily serves individuals and families, including high-net-worth clients, trusts, and small businesses. The firm offers discretionary portfolio management and financial planning, utilizing both internal expertise and third-party managers to tailor investment strategies to client needs.

Jeremiah Lee is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation with six years of industry experience. Before joining TriCord Advisors in 2020, he worked for six years at Best Best & Kreiger LLP. He is also the owner and operator of TriCord Legal Services, Inc., a law firm providing estate planning and business legal services. TriCord Advisors serves individuals and families, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers tailored discretionary portfolio management, financial planning, consulting, and administrative services, utilizing both internal expertise and third-party managers to oversee client assets.

Antonia Lipovac is a financial advisor with Benefit Financial Services Group, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including Focus Partners Wealth, Commonwealth Financial Network, and Frank Deptola & Associates, LLC. Outside of advising, she serves as a part-time financial manager for her family’s construction company in Anaheim, CA. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its Wealth Management and Institutional Services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18 billion in retirement plan assets, employing a model-based, diversified investment approach that includes the use of derivatives, options strategies, and cryptocurrency within a documented risk framework.

John Mccarthy Jr. is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and joined Parsonex Advisory Services in 2016. Outside of advisory services, he is the owner and CEO of McCarthy Financial Group and serves as a travel director and program logistics coordinator for an educational event supporting the bleeding disorders community. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-manager approach and a fundamental, value-oriented investment process, managing approximately $170 million and sponsoring a pooled vehicle known as the Sterling Fund.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Patricia Gomez is a financial advisor at CPR Investments Inc with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Advisors National, LLC and Kaiser Permanente. In addition to her advisory role, she is self-employed as an insurance agent, tax preparer, and notary public. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager approach that emphasizes tactical and absolute-return strategies to manage risk and provides a broad range of financial products through affiliated sales activities.

Joseph Lyons Jr. is a CFP® with 19 years of industry experience, currently serving at Tricord Advisors, Inc. since 2010. Prior to that, he worked at Hargrave & Associates, LLC. Tricord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

John Pribyl V is an advisor at B.B. Graham & Company, Inc. in Orange, CA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Leonard Investment Advisors, Inc., JWP Investments LLC, and Prudential Equity Group, LLC. Outside his advisory role, he is a shareholder in Facilities Performance Group. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million in assets and offers a range of services including asset management, financial planning, and retirement plan consulting.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.