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 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.

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.

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.

Leonard Moulin III is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He currently works at Ignite Planners LLC and has previously been associated with Stonex Securities Inc, Rincon Pacific Management, Cetera Advisor Networks, and Girard Securities. Outside of his primary advisory role, he provides financial modeling and corporate strategy consulting services. Ignite Planners LLC serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of public and private securities, manages private pooled funds, and offers discretionary asset management and financial planning services.

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.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

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.

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.

Alec Abbott is a financial advisor at The Norden Group LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Us, LLP, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, DFPG Investments, Inc., and Squar Milner Financial Advisors. Outside of his advisory role, Alec is an independent insurance broker and serves as a member of the board of advisors for Medalist Diversified REIT, Inc. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management, financial planning, and consulting. The firm primarily uses model-driven and sub-advised strategies implemented through a turnkey asset management platform and manages a broad investment universe including ETFs, mutual funds, and alternative assets.

Darrell Fryer is a financial advisor with Hamilton-Bates Investment Research, Inc., holding a Series 63 designation and nine years of industry experience. He has worked at Hamilton-Bates since 2018 and previously was with Securities Service Network, LLC. Outside of his advisory role, Fryer is involved in insurance sales and services through his independent agency, Capistrano Premier Insurance, and also participates in genomic sales to the medical industry with Encore Risk Management & Insurance Services, LLC. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary and model portfolio programs, managing over $61 million in client assets as of the end of 2025.

Jeffrey Merwin is a financial advisor with Financial Management Network Inc, holding a Series 66 designation and 15 years of industry experience. He has been with Financial Management Network and its affiliated entities since 2009. Outside of advisory work, he serves on the board of a corporate association connected to his firm’s offices and has ownership interests in commercial real estate ventures. Financial Management Network provides discretionary and nondiscretionary 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 supported by historical risk/return analysis and integrates targeted active management, primarily using mutual funds and ETFs.

Sharon Hicklin is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with Lifetime Financial since 2015 and also provides project and event management consulting on a limited basis. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, integrating in-house and third-party money managers alongside cash management and alternative investment consulting. The firm customizes investment strategies based on client goals and risk tolerance, using multiple analysis methods and focusing on individualized recommendations rather than model portfolios.

Gregory Kaltenbach is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at MassMutual and its affiliated firms for 11 years and currently operates as a partner at Signature Resources Capital Management, where he provides growth and direction to the firm. Outside of his advisory role, he is also an insurance agent. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach with broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while customizing allocations to client goals.

Richard Riva is a financial advisor with Balboa Wealth Partners, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Balboa Wealth Partners, he worked at firms including Willow Cove Investment Group and LPL Financial. Outside of finance, Mr. Riva serves as an Executive Officer in the California Military Reserve and volunteers as a deputy sheriff with the Orange County Sheriff's Department. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team-based approach using diversified strategies including low-cost mutual funds, ETFs, individual securities, and options.