Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Mia Carla Dizon is a financial advisor at Sage Rhino Capital LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2016 to 2022. Outside of her advisory role, she serves as treasurer for One Seed Community Garden, where she handles bookkeeping and coordinates donation letters. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of investment strategies including fundamental, quantitative, sector, and cyclical analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Russell Hall is a CFP® professional with 18 years of industry experience. He has been with Eclectic Associates, Inc. since 2007. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 clients, including high-net-worth individuals, trusts, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, using diversified mutual funds and ETFs aligned with Modern Portfolio Theory, and manages over $1.4 billion in assets through an 11-advisor team.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Bonnie Wusz is a CFP® professional with 43 years of industry experience, currently serving at BW & Associates, Inc., a firm she has been affiliated with since 1989. She previously worked at Girard Securities, Inc. from 2002 to 2017 and Cetera Wealth Services, LLC from 2017 onward. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. BW & Associates, Inc. manages individual portfolios and provides financial planning and consulting to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on buy-and-hold strategies using mutual funds and ETFs, operating primarily on a non-discretionary basis with client approval for all trades.

Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior work includes roles at Cetera Wealth Services, LLC and Girard Securities, Inc. She is a licensed notary who provides notarization services to clients without fees. BW & Associates, Inc. offers investment management, portfolio management, and financial planning to individuals, charities, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on mutual funds, ETFs, and variable annuities, operating primarily on a non-discretionary basis.

Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered 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, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Casey Bartels is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at Guardian Financial Partners, LLC since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Bartels is involved in insurance-related activities in Orange, CA. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing proprietary asset-allocation models and a fiduciary, client-focused approach.

Derek Thomsen is a CFP® professional with eight years of industry experience. He is currently an advisor at Legacy Investment Strategies, LLC and has previously worked at RED Seven, LPL Financial, MGM Financial Group, and Crown Capital Securities. In addition to his advisory work, he is involved in tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios to client goals and risk tolerances while managing approximately $111 million in client assets.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Madison Avenue Securities, AE Wealth Management, Smart Money Group, Calton & Associates, and Duet Advisory Services. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and participant account management with integrated financial planning. The firm uses a top-down, macro-economic approach to asset allocation and combines fundamental, quantitative, and technical analysis to build diversified portfolios.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Mosley Wealth Management in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation process and incorporates financial planning as part of its advisory services.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Henry Ford Jr. is a financial advisor at LifeSteps Financial with 22 years of industry experience. He has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2010. Ford holds Series 63 and Series 65 licenses and serves as a director at LifeSteps Bank and Trust, where he consults on business planning and credit committee matters. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and a bill-payment and reconciliation service.

Thomas Carr Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has been with Gould Asset Management LLC in Claremont, CA, since 2002. Gould Asset Management provides discretionary investment management to individuals, retirement plans, trusts, foundations, and other institutional clients. The firm’s investment approach emphasizes long-term, risk-aware diversification, cost control, and tax sensitivity, utilizing a range of public-market strategies along with access to certain private investments for qualified clients.

M’lissa Brillhart is a financial advisor at LifeSteps Financial with six years of industry experience. She holds a Series 65 designation and has a background that includes roles at several real estate firms, such as Champions Real Estate and Realty Masters & Associates. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporating tactical asset allocation and regular portfolio rebalancing, alongside integrated financial planning and specialized services such as bill payment and reconciliation.