Mark Boujikian Jr. is a CFP® certificant with 14 years of industry experience. He has worked at Keymark Financial since 2017 and previously spent five years at Harris Financial Advisors, Inc. Outside of his advisory work, he performs bookkeeping for a wildlife rehabilitation organization. Keymark Financial provides investment management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and offers comprehensive planning covering retirement, estate, tax, business, insurance, and college strategies.

Witt McDee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. He has operated his own tax and business service firm since 2010. Integrity Investment Portfolios LLC is a registered investment adviser providing ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages accounts on a non-discretionary basis and offers tailored investment plans using a broad toolkit of analytical methods.

James Curtis is a CFP® professional with 17 years of experience in financial advisory services. He is the principal of James Curtis Financial And Insurance Services, an independent firm he has led since 2014, and has provided financial planning through Collins Advisory since 2009. Curtis is also president and sole shareholder of James Curtis Enterprises, Inc., a non-investment related business. James Curtis Financial And Insurance Services offers customized financial planning and portfolio management to individuals, high-net-worth clients, and other advisers on a non-discretionary basis. The firm emphasizes tailored Investment Policy Statements and employs both fundamental and quantitative analysis alongside modern portfolio theory to build long-term portfolios.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Diego Parra Cortez is a financial advisor at Madrid Retirement Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Madrid Financial Services since 2017, alongside a prior role at LPL Financial starting in 2016. Madrid Retirement Advisors provides portfolio management and ongoing investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm uses a combination of fundamental, technical, cyclical, and charting analyses, along with long- and short-term strategies and options trading, to tailor investments to client objectives and risk tolerance.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bryan Hernandez is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 license and eight years of industry experience. His previous roles include positions at Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. He is also licensed as a fixed insurance agent, conducting sales of traditional insurance products. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of analytical approaches and investment strategies, including the use of derivatives and third-party sub-advisors.

Melissa Going is a financial advisor at The William Allan Corporation with 13 years of industry experience. She has been with the firm since 2012. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm employs a mix of long-term investing and short-term strategies, including option writing and margin transactions, with continuous, individualized account supervision and fundamental analysis.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

Matthew Kim is an advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Abby Commerce and Planwise College Consulting, where he also serves as President and CEO. At Planwise, he manages and provides consulting for college financial aid. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation strategies and utilizes various third-party sub-advisers and platform providers to serve a broad client base.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Julie Young Sedillo is a CFP® with 26 years of industry experience and is currently with CRUX Wealth Advisors. She has held roles at Arete Wealth Management and Crown Capital Securities, among others. She serves as treasurer and board member for the Peninsula Drama Boosters Club. 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 using multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Michael Bornstein is an advisor at Signature Resources Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services Inc. Bornstein also serves as an insurance agent with Signature Resources Insurance and Financial Services. 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 uses a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Elizabeth Carr is a financial advisor at CLG LLC in Long Beach, CA, with 38 years of industry experience. She holds a Series 63 designation and has been with CLG LLC since 2016. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Cetera, and she is also a partner at John D. Cartwright & Associates, Inc. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, using third-party sub-advisors and various strategies including options, derivatives, and digital asset exposure.

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.