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.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Scott Goerner is a financial advisor with Regal Advisory Services, Inc. based in San Juan Capistrano, CA. He holds a Series 66 designation and has one year of industry experience. Outside of advising, he is a co-founder and director of SGJR, Inc., a California-based ready-to-drink soju canned cocktail company. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm employs both fundamental and quantitative research in managing portfolios and offers various program structures, including discretionary and non-discretionary managed accounts.

Andrew Dintaman is a CFP® and Registered Investment Advisor with WealthPlan Investment Management LLC, where he has worked since 2025. He has four years of industry experience, including prior roles at OneDigital Investment Advisors LLC and WealthSource Partners, LLC. Outside of his advisory work, he is also involved in insurance sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, and institutional investors, offering comprehensive financial planning and investment management through model-based strategies and a range of investment vehicles.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mercedes Benz at Laguna Niguel and Nike, Inc. before entering the financial advisory field. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diverse investment approach with strategies including growth, value, momentum, and tax-managed options, and provides clients with individualized portfolio management and periodic reviews.

Robert Nathan is a Series 65-licensed financial advisor with Anchor Bay Private Wealth LLC in Tustin, CA, and has two years of industry experience. He has been associated with Anchor Bay Capital, Inc. since 2023 and is also the owner of printOne, a printing brokerage business he started in 1997. Anchor Bay Private Wealth LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, and pension/profit-sharing plans. The firm employs model-based allocations and fundamental security analysis, serving a client base that includes high-net-worth individuals and institutional clients with ERISA-focused services.

Steve Friedman is a financial advisor with Financial Management Network Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked with FMN Capital Corporation and Financial Management Network, Inc. since 2011. Outside of advising, Friedman serves as CFO of Island Shade Shacks, a role he has held since 2011, and is involved in health insurance sales through JWC Group. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk/return analysis and probability-based planning, combined with targeted active management in specialized portfolio segments.

Timothy Latimer is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2015. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm’s investment approach integrates asset allocation with technical analysis, employing both long- and short-term trading strategies, and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Justin Rucci is a CFP® with 10 years of experience in the financial services industry. He has worked at Warren Street Wealth Advisors, LLC since 2018 and previously spent five years at Ayco, a Goldman Sachs company. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management, financial planning, pension consulting, and retirement-plan advisory services, utilizing firm-developed model allocations and a combination of analytical approaches to actively manage equity and fixed-income strategies.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Gabriella Keefer is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Financial Advisors Network, Inc. since 2018 and previously held positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. Before her financial career, she spent eight years at Miceli Chiropractic Center. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis and offers customized portfolio management with SEI-enabled rebalancing.

Stephen Gilbreth is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016. Prior to that, he was employed at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process that includes the use of derivatives and options strategies, combining multidisciplinary planning with discretionary portfolio management.

Frederick Pieracci is a financial advisor with J K R & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at firms including NFP Retirement, Kestra Investment Services, and has owned Cape Star Company, where he serves as president, focusing on life insurance products and non-qualified deferred compensation. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in assets and advising on about $179 million in retirement plan assets.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Nancy De Russo is a CFP® professional with 24 years of industry experience. She currently serves as an advisor at Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Her credentials include Series 63 and Series 66 licenses. Guardian Wealth Partners, LLC operates as Park Avenue Investment Advisory and provides services to individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary investment management through model portfolios and third-party managers, along with financial planning and business exit consulting.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at LPL Financial LLC since 2017 and National Planning Corporation from 1998 to 2017, alongside operating Zuk & Associates since 1994. She is also president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Aran Sahagun is a financial advisor at Financial Management Network Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Triad Advisors, and Wealth Management & Business Concepts. He serves as president of an S Corporation that manages his income from FMN and FMNCC. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm utilizes a strategic asset allocation framework combined with targeted active management and offers additional services including income tax preparation and bookkeeping support.

Paula Hart is a financial advisor with Guardian Financial Partners, LLC in Irvine, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at LPL Financial LLC, Steel Peak Wealth Management, LLC, and Royal Alliance Associates, Inc. She is also a notary public. Guardian Financial Partners provides fiduciary investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental and technical analysis. The firm focuses on individualized portfolio management and retirement plan consulting, managing over $900 million in discretionary assets.