Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

Deron Dong is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. His prior roles include positions at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. He holds Series 63 and Series 65 licenses. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk oversight, tax-aware strategies, and operates a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

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.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Chloe Barnett is a CFP® professional with six years of industry experience, currently serving at Regatta Capital Group, LLC. Her prior roles include positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, managing diversified portfolios and offering services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

Alice Amick is a financial advisor at CLG LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and held-away account management.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

Jon Bemis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at CLG LLC. He previously worked with Cetera and has operated his own tax and accounting firm, Jon W. Bemis, CPA, since 1992. His experience includes both financial advisory roles and tax preparation services. CLG LLC serves a diverse clientele including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates across multiple offices with a broad product and service platform.

Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.

David Neff is a CFP® with 29 years of industry experience. He is currently affiliated with CLG LLC and has previously worked at Purshe Kaplan Sterling Investments, Cetera, and Legacy Financial Planning. He also manages business operations for Legacy Financial Planning, a separate entity providing payroll and business expense services. CLG LLC serves a diverse clientele, including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs various analytical approaches and includes derivative strategies, sub-advisory use, and held-away account management in its investment process.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs with both fundamental and technical analysis.

Matthew Schulz is a financial advisor with Validus Capital LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis, serves as investment supervisor to exempt private funds and pooled vehicles, and offers expanded family-office services including private equity research, tax-efficiency counseling, and concierge support.

Spencer Kelly is a financial advisor at Regatta Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Regatta Capital Group since 2008. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and various trust and estate entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering services including wealth management, retirement plan advisory, and digital-asset account facilitation.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024. Outside of his advisory role, he serves on multiple boards in Long Beach, including the Salvation Army’s Advisory Board, where he is Chairman Elect, and the Long Beach City College Foundation. 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 utilizes a team-based approach to provide comprehensive portfolio management and financial planning, emphasizing long-term, diversified strategies with a range of investment tools.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.