Eduardo Larios is a financial advisor at B.B. Graham & Company, Inc. with 24 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked at firms including UnionBanc Investment Services and Farmers Financial Solutions. In addition to his advisory work, Larios maintains a California real estate broker-associate license and is involved in real estate transactions. B.B. Graham & Company offers investment advisory and financial planning services to individuals, trusts, and businesses, managing approximately $322 million. The firm employs a combination of fundamental and technical analysis in managing assets and provides both discretionary and non-discretionary investment options.

Marc Calderon is a financial advisor at Hamilton-Bates Investment Research, Inc. with one year of industry experience. His prior work includes four years at Integrity Financial and Insurance Services and over a decade operating Marcus Calderon Barbering Co. He is also involved with Beacon Financial Pathways. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets through individualized portfolio management and model programs. The firm employs multiple analytic methods and combines long-term and shorter-term trading strategies to serve a diverse client base.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

David Petray is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has worked at Syndicated Capital since 2001 and was previously with A. G. Edwards & Sons, Inc. since 1998. Outside of his advisory role, he is involved as a luxury travel advisor and also works as a mortgage advisor on a part-time basis. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized investment programs tailored to clients’ objectives, risk tolerance, and time horizons.

Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs 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.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

Andrew Papp is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2014 and concurrently at ACP Financial since 2005. Outside of his advisory work, he occasionally preaches at churches and plays drums in live bands. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm primarily refers clients to selected third-party asset managers while providing ongoing advice and planning tailored to clients’ religious or ethical values and financial objectives.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Faith Lee is a financial advisor at Syndicated Capital, Inc. in Brea, CA, holding a Series 63 designation with 27 years of industry experience. She has been with Syndicated Capital since 2003. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized advisory programs tailored to each client’s objectives, risk tolerance, and time horizon.

Gabriel Shahin is a CFP® with 16 years of industry experience, currently serving Falcon Wealth Planning, LLC. He has held leadership roles in affiliated businesses, including Falcon Wealth Tax Services and the Financial Community Education Foundation, where he provides community education seminars to help individuals understand complex financial products. Shahin’s background also includes involvement in property management through Falcon Empire Properties, LLC and Falcon Wealth Properties, LLC. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office for clients with over $5 million in assets. The firm utilizes a combination of fundamental and technical analysis, modern portfolio theory, and a range of trading strategies, with client accounts reviewed and reported quarterly.

Joseph Turner is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2013 and previously spent eight years at Ministry Partners Investment Co. Turner serves on the board of directors for Christian Care Ministry and the Health Care Sharing Ministries Alliance, contributing to business operations and strategic planning. Ministry Partners Securities serves individuals, trusts, estates, churches, and faith-based organizations, providing financial planning and consulting with an emphasis on integrating clients’ religious or ethical values into investment strategies. The firm refers clients to selected third-party asset managers and delivers ongoing advice while maintaining a dual registration as both an investment adviser and broker-dealer.

Cherie Wang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Valley Wealth Strategies, LLC. She has previously worked with LPL Financial, LLC and National Planning Corporation. Outside of advisory work, she teaches at Cerritos College and is a certified notary public. Valley Wealth Strategies, LLC advises individuals, families, trusts, and various organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach and manages over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.

Faramarz Amiri is a financial advisor with Secura Financial in Orange, CA. He has over a decade of experience in the financial services industry, including roles at World Financial Group, Inc. and New Century Financial Alliance & Insurance Solutions, where he also works as an insurance agent. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a range of clients, including individuals and institutions. The firm employs strategies based on fundamental and cyclical analysis and uses a variety of investment techniques, including option writing and derivatives, while also offering third-party manager placements and co-advisory services.