Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved in insurance sales through Crux Insurance. CRUX Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods and generally manages client accounts on a discretionary basis.

Grant Nabell is a financial advisor at Regatta Capital Group, LLC with a Series 65 credential and three years of industry experience. He has worked at Regatta Capital Group since 2021 and previously spent six years with J. White and Associates. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual securities, and offers additional services including retirement plan advisory, estate document generation, and digital-asset account facilitation.

Thomas Sneed is a financial advisor at Advanced Portfolio Strategies with four years of industry experience. He has worked with APS Management Group, Inc. since 2021 and Wicklow Advisors, Inc. since 2019, and was self-employed from 2011 to 2021. In addition to his advisory role, he holds credentials as a CPA and provides tax advisory services. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for around 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and businesses. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing tailored Investment Policy Statements and a range of strategies including long- and short-term trading and options.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.

Benjamin Castillo is a financial advisor at Advanced Portfolio Strategies with one year of industry experience. He holds the Series 65 designation and previously worked at Centric Capital Advisors for four years. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, utilizing a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques. The firm also offers insurance and annuity products and has a relationship with an online lending platform to assist clients with personal and business loans.

Jonathan Belay is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client portfolios primarily through proprietary mutual funds and ETFs using model portfolios and strategic asset allocation.

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Dillon also maintains a registered representative role at PURSHE KAPLAN STERLING INVESTMENTS, Inc. alongside his advisory duties. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios to tailor investment solutions.

David Koch is a CFP® and CFA®-credentialed financial advisor with 14 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA, for 15 years. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, standalone consulting, and retirement plan services, using a combination of qualitative and quantitative research to construct diversified portfolios.

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Justin Reese is a CFP® with 19 years of industry experience, currently serving as a financial advisor at NewEdge Wealth since 2022. Prior to joining NewEdge, he spent ten years at UBS Financial Services. Outside of his advisory role, he is a passive owner and financial backer of a boutique training studio and a silent partner providing seed capital for a kitchen cabinet design company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes model strategies, separately managed accounts, and alternative investments.

Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

Arthur Johnson III is a financial advisor with IP Financial Advisory Services LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Innovation Partners LLC, BGA Insurance, Unionbanc Investment Services, and U.S. Bancorp Investments, Inc. IP Financial Advisory Services LLC serves primarily individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors while providing specialized consulting services including actuarial and insurance consulting.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Kurtis Barnett is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, Horter Investment Management, and Financial Alliance and Insurance Solutions. Outside of advisory roles, he has been involved in insurance and annuity sales and acts as a referral partner for a firm specializing in R&D tax credits for businesses. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios through a platform-based approach rather than proprietary portfolio construction.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Scott Schomer is a financial advisor with Integrity Advisory Solutions in El Segundo, CA, holding a Series 65 license and 10 years of industry experience. He has previously worked at Abundance Financial Coaching and Schomer Wealth Advisors, and he is also the principal attorney at Schomer Law Group, APC. Schomer serves as an adjunct professor of law at Loyola Law School, teaching a course on wills and trusts, and he is treasurer and board member of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using fundamental and technical analysis and a variety of asset allocation strategies combined with ongoing monitoring and annual client reviews.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Jimmy Fish is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Aegis Wealth Management, NYLIFE Securities, Prudential, Puritan Financial Group, JP Morgan Chase, and Bank of America. In addition to his advisory work, he is appointed with outside carriers to broker non-registered insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising discipline supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.