Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. Outside of his advisory role, he serves on the board of Victoria Country Club. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes customized portfolios and long-term allocation strategies while offering fiduciary retirement services and consulting on substantial plan assets.

Gary Hitzler is a financial advisor with Tempus Wealth Planning, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Tempus Wealth Planning in 2022. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a client-specific investment process with continuous monitoring and periodic rebalancing, employing both fundamental and technical analysis, and may utilize derivatives, options strategies, and margin in certain managed accounts.

Randy Barkley is a CFP® professional with 25 years of industry experience. He has worked at Tricord Advisors, Inc. since 2010 and has prior experience with Liberty Group, LLC and Cetera Investment Services LLC. Barkley holds licenses as a real estate agent and an insurance agent, and also has a wholesale auto dealer license. Tricord Advisors primarily serves individuals and families, including high-net-worth clients, trusts, and small businesses. The firm offers discretionary portfolio management and financial planning, utilizing both internal expertise and third-party managers to tailor investment strategies to client needs.

Rudy Dahbura is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cooper McManus and Ensemble Wealth Management. In addition to his advisory role, Dahbura is also an insurance agent. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse client base including individuals, trusts, and small businesses. The firm employs a model portfolio approach combining fundamental, technical, and cyclical analysis, and coordinates services through a network of affiliated practices.

Jeremiah Lee is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 designation with six years of industry experience. Before joining TriCord Advisors in 2020, he worked for six years at Best Best & Kreiger LLP. He is also the owner and operator of TriCord Legal Services, Inc., a law firm providing estate planning and business legal services. TriCord Advisors serves individuals and families, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers tailored discretionary portfolio management, financial planning, consulting, and administrative services, utilizing both internal expertise and third-party managers to oversee client assets.

John Mccarthy Jr. is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and joined Parsonex Advisory Services in 2016. Outside of advisory services, he is the owner and CEO of McCarthy Financial Group and serves as a travel director and program logistics coordinator for an educational event supporting the bleeding disorders community. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-manager approach and a fundamental, value-oriented investment process, managing approximately $170 million and sponsoring a pooled vehicle known as the Sterling Fund.

Patricia Gomez is a financial advisor at CPR Investments Inc with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Advisors National, LLC and Kaiser Permanente. In addition to her advisory role, she is self-employed as an insurance agent, tax preparer, and notary public. CPR Investments Inc primarily serves individual investors, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager approach that emphasizes tactical and absolute-return strategies to manage risk and provides a broad range of financial products through affiliated sales activities.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack also operates Yack Wealth Management, focusing on marketing activities outside of investment advisory. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets using a combination of model portfolios and various analytical approaches, and offers services through an 18-advisor team alongside a network of affiliates.

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and manages most client assets on a non-discretionary basis.

Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Joseph Lyons Jr. is a CFP® with 19 years of industry experience, currently serving at Tricord Advisors, Inc. since 2010. Prior to that, he worked at Hargrave & Associates, LLC. Tricord Advisors provides investment advisory services primarily to individuals and families, including high-net-worth clients, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and administrative services such as bill-paying and annuity servicing, tailoring strategies to clients’ objectives and conducting ongoing account supervision.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

Anne Norris is a financial advisor at Pelorus Capital Management, LLC in Irvine, CA, holding a Series 66 designation with 14 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network, LLC for 10 years and Merrill for 4 years. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and employs a mix of active and passive strategies across equities, ETFs, and mutual funds, including discretionary portfolio management and non-discretionary advisory services for retirement plans.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

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.

Matthew Jensen is a financial advisor at US Capital Global Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at MarshBerry Capital LLC, Cutler Investment Group, Helium Advisors LLC, Artis Advisors, and Heller Capital Resources. Jensen is also a licensed real estate agent in California but is not currently practicing. US Capital Global Wealth Management provides investment management, consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to build asset allocation models and select managers, utilizing a range of securities including ETFs, stocks, bonds, mutual funds, and alternative investments.

Robert Duncan is a CFP® with 16 years of experience in the financial services industry. He has held roles at Simmons Capital Group, Steward Advisors Group, Global Impact Wealth Management LLC, The Baptist Foundation of California, and the International Mission Board. Steward Advisors Group is a registered investment adviser that serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based values into its investment process and offers tailored portfolio management alongside financial planning and advisory services on tax, insurance, and estate matters.

Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. She has previously worked at Girard Securities, Inc., Cetera Wealth Services, LLC, and has had multiple roles at BW & Associates since 2010. Hackett is also a licensed notary who provides complimentary notarization services for her clients. BW & Associates, Inc. provides investment management, portfolio management, and financial planning services to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation approach focused on mutual funds and ETFs, operating largely on a non-discretionary basis with a high asset-per-advisor ratio.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.