John Bodovitz is a financial advisor with Guardian Financial Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including prior roles at Western International Securities, Inc. and Wells Fargo Advisors. 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 a fiduciary and client-focused approach with proprietary asset-allocation models.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.

Richard Tso is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and one year of industry experience. Before joining Signature Resources, he worked at OneAmerica Securities and American United Life. He is also licensed as a real estate agent, assisting clients with buying, selling, or renting properties. 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 employs a Global Target Risk approach focused on broad diversification and factor tilts, offering customizable portfolios primarily through mutual funds and ETFs.

Joshua Matyas is a CFP® professional with one year of industry experience. He currently works at Signature Resources Capital Management, LLC and previously spent time at Blankinship & Foster, LLC. Matyas’s background includes four years at San Diego State University. 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 and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Scott Blaney is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His career includes roles at Nicholas Pension Consultants and American Funds Distributors, Inc. Blaney also works as a consultant for Momenta Benefits, assisting with administration for qualified plans. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified long-term allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

Brandon Decapite is a financial advisor with Financial Management Network Inc, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has been associated with FMN Capital Corporation and EMC since 2008. Outside of his advisory role, he is involved in tax preparation and bookkeeping through a separate business and serves as an IRS Enrolled Agent. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, utilizing a strategic asset allocation approach combined with targeted active management. The firm serves a diverse client base, including high-net-worth individuals and nonprofit employees, and offers additional services such as income tax preparation and bookkeeping.

Samuel Lee is a financial advisor with Signature Resources Capital Management, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at firms including OneAmerica Securities and MML Investors Services, LLC. Outside of advisory roles, he has been involved with several entrepreneurial ventures, including Saluk LLC and ShopSwap LLC. 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 employs a Global Target Risk approach focused on global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs and serving as a sub-advisor on third-party platforms.

Teresa Wagner is a CFP® professional at Knightsbridge Wealth Management with three years of industry experience. She has been associated with Knightsbridge Asset Management, LLC since 2006. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a blend of tactical and strategic asset allocation with active risk management and offers discretionary and non-discretionary portfolio management along with tax-aware investment strategies.

Jeffrey Stanga is a financial advisor at Financial Management Network Inc with 10 years of industry experience. He holds a Series 66 designation and has worked at Financial Management Network and FMN Capital Corporation since 2014. Outside of his advisory role, he is an independent insurance agent licensed in life, accident, and health insurance, and serves as president of the Men’s Golf Association at Aliso Viejo Country Club. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, employing a strategic asset allocation approach combined with targeted active management. The firm serves a diverse client base including high-net-worth individuals, trusts, and corporate pension plans, and offers additional services such as tax preparation and bookkeeping consulting.

Andrew Tsu is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation and five years of industry experience. Prior to joining Ignite Planners, he worked at Western International Securities, NPB Financial Group, and practiced law at Spach, Capaldi & Waggaman, LLP for over a decade. He also maintains a legal practice, performing sporadic non-investment-related legal work. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management and financial planning with a tailored approach using a mix of public and private investments, employing strategies such as volatility-responsive overlays, tax-efficient asset location, and performance-based compensation structures.

Lisa Banning is a financial advisor with Financial Management Network Inc. She holds a Series 66 designation and has 27 years of industry experience. She has worked at FMN Capital Corporation and Financial Management Network, Inc. since 1999. Banning serves as a trustee on the Palm Harvest Church board, a 501(c)(3) organization. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm’s investment approach uses a strategic asset allocation framework with active management in specialized portfolio segments and offers additional services such as tax preparation and bookkeeping consulting.

Kevin Darger is a financial advisor at Financial Management Network Inc with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Management Network Inc since 1995. Outside of his advisory role, he serves on the board of directors for St. Andrew's Children's Center. 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 plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

Richard Brydges is an investment adviser representative and chief investment officer at Balboa Wealth Partners, Inc. with 29 years of industry experience. He also works as a referring agent at Compass Realty, a retail residential real estate firm. Brydges has held roles at several firms including Pensionmark Financial Group and Arete Wealth Management. Balboa Wealth Partners is an SEC-registered adviser offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team approach with both discretionary and non-discretionary mandates, using diversified investment strategies and periodic account reviews.

Jeffrey Vieth is a CFP® with 33 years of industry experience and is currently with Knightsbridge Wealth Management, where he has worked since 2020. Prior to that, he spent nearly four decades at IA Buffalo Capital Corporation and Buffalo Capital Corporation. He is also president and owner of The Vieth Company, a contract office services business he founded in 1978. Knightsbridge Wealth Management is an independent, employee-owned adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware strategies.

Daniel Buster is a financial advisor at Valley Wealth Strategies, LLC in Newport Beach, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation. Outside of advising, he is president of Buster Imports Inc., a wholesale wine and spirits import business. Valley Wealth Strategies serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach with fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

John Prichard is a CFA® charterholder with 23 years of industry experience. He has been with Knightsbridge Asset Management since 1998 and is currently part of the Knightsbridge Wealth Management team in Newport Beach, CA. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a blend of tactical and strategic asset allocation with active risk management across multiple equity and income strategies, and manages its own wrap-fee program as well as a private fund focused on California Carbon Allowances.

Gavin Fronk is a Series 65-licensed advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked at JB Accounting and Tax, where he provides tax accounting services. He has also held roles at Vivint Smart Home, Roolee, and Golden Spike Powersports. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using a volatility-responsive VEGA strategy and tax-efficient asset management tailored to client goals and risk tolerances.

Sandra Goins is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience in the financial services industry. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Sandra works closely with her clients to develop personalized financial strategies and provides customized personal wealth analyses to help clients stay on track with their financial goals in a changing market environment. A San Diego native, Sandra earned a bachelor's degree with a double major in Sociology and History from the University of California system and holds an MBA from the California State University system. She is a CERTIFIED FINANCIAL PLANNER (CFP). Outside of work, Sandra enjoys baseball, camping, cooking, dancing, music, running, soccer, traveling, volleyball, and yoga.

Paul Oh is a financial advisor at Balboa Wealth Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citi Personal Wealth Management, BancWest Investment Services, AXA Advisors, and Chase Bank. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options while managing over $1 billion in client assets through a team-based structure.

James Garrison is a CFA® charterholder with 10 years of industry experience. He has been with Knightsbridge Wealth Management since 2025 and was previously with First Foundation Advisors from 1999 to 2025. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies and emphasizes active risk management and tax-aware approaches for taxable accounts.