Franklin Garcia is a financial advisor at Hamilton-Bates Investment Research, Inc. with 30 years of industry experience. He previously worked at Harvest Investment Services, LLC and ProEquities, Inc., and has owned and operated InsuranceKO, an insurance sales and service business, since 1996. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing multiple analytic methods and a combination of long-term and shorter-term trading strategies. The firm manages discretionary separate-account and model-based programs with approximately $61.36 million in client assets as of December 31, 2025.

Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. 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 plan consulting. The firm utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with three years of industry experience. He holds the Series 65 designation and has worked at Mosley Wealth Management since 2022. Outside of his advisory role, he is also engaged in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation and utilizes a combination of fundamental, quantitative, and technical analysis to build diversified portfolios.

Patrick Healy is a CFP® with eight years of industry experience, currently serving as a financial advisor at Seamount Financial Group Inc. His prior roles include positions at Pacific Investment Management Company LLC and Grove Point Investments, LLC. Healy is also licensed as a non-variable insurance agent. Seamount Financial Group serves high-net-worth individuals, pension, and profit-sharing plans, managing approximately $745 million in discretionary assets. The firm provides discretionary wealth management, financial planning, and pension consulting, utilizing customized portfolios and strategies aligned with clients’ objectives and risk tolerances.

Andrew Moretine is a financial advisor at The William Allan Corporation with five years of industry experience. He has been with the firm since 2017 and previously worked at St. Barnabas School and Loyola Marymount University. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, offering discretionary asset management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies, including options and margin borrowing, and uses AI tools for operational efficiencies while tailoring portfolios to client objectives.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Raymond Robinson is a CFA® charterholder at Leisure Capital Management, Inc. in Costa Mesa, CA, with 18 years of industry experience. He has been with Leisure Capital Management since 2002. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants, focusing primarily on discretionary investment management. The firm employs a diversified, long-term investment approach that integrates Modern Portfolio Theory and the Fama-French three-factor model alongside fundamental and cyclical security analysis.

Mark Guillod is a financial advisor with Capital Synergy Partners, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Synergy Partners since 2012. Outside of his advisory role, Guillod is a CPA and owner of a tax consulting and preparation business. Capital Synergy Partners serves individual clients across various wealth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis, offering predominantly non-discretionary advice along with brokerage and insurance services through its dual RIA and broker-dealer registrations.

Arrash Zare is a financial advisor at Chatterton & Associates with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including LPL Financial and Waddell & Reed, Inc. Zare is also a registered representative and insurance agent with OSAIC. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan consulting, and business advisory services. The firm employs a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, with a focus on non-discretionary management and limited short-term trading.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. 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 consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Darren Thompson is a Series 66 licensed advisor with Ministry Partners Securities, LLC and has two years of industry experience. He serves as President and CEO of Ministry Partners Investment Company, which focuses on church financing and business lending. Prior to his current roles, he worked at Americas Christian Credit Union for eleven years. Ministry Partners Securities, LLC provides financial planning and consulting to individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious and ethical values into investment recommendations and primarily refers clients to third-party asset managers while offering ongoing advice and planning services.

Jordan Eden is a financial advisor at Braypark Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, and Wells Fargo. Outside of advisory work, Jordan serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies including ETFs, alternative investments, and complex instruments.

Travis Hawley is a ChFC® affiliated with Mosley Wealth Management, Inc. in Anaheim, CA, with five years of industry experience. He has worked with Mosley Wealth Management and related Mosley Insurance & Financial Services entities since 2015. Outside of advisory work, he is involved in insurance sales through Mosley Insurance & Financial Services. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs a top-down, macroeconomic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis to build diversified portfolios.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.

Joseph Pence is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at Cooper Financial Group, Securities America, Inc., LPL Financial, LLC, and Bonvivant International, Inc. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis, with both index-based and active strategies, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Xiliang Zhou is an Investment Adviser Representative with MY Advisors US LLC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining MY Advisors US LLC, he worked at American Fundstars Financial Group LLC and has additional experience with Advantabuy LLC, Acuinsight Inc., and GF Securities. Zhou has been involved in entrepreneurial activities through Advantabuy LLC since 2020. MY Advisors US LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses individualized investor profiles and a variety of investment strategies, including discretionary and non-discretionary mandates, and also provides advisory services for third-party investment advisers and private funds.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Seong Cho is a CFP® professional with seven years of industry experience, currently serving at Allmerits Asset, LLC since 2020. He previously worked with Allmerits Asset Management, LLC and has been involved with Sherwood Hall Financial Planning since 2018. In addition to his advisory roles, Cho is a CFP instructor, teaching a course since 2024. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension plans. The firm employs tactical and strategic asset allocation and offers specialized retirement plan consulting and standalone financial consulting services.