Geoffrey Hauck is a CFA® charterholder with one year of industry experience, currently serving at Knightsbridge Wealth Management. He previously worked for 15 years at Hudson Edge Investment Partners. 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, emphasizing active risk management and tax-aware approaches for taxable accounts.

Stephen Gilbreth Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes ten years at UBS Financial Services, seven years at Ameriprise, and other roles within the financial sector. He has been with Tempus Wealth Planning since 2016, contributing to a team of ten advisors. Tempus Wealth Planning, LLC serves individuals, including high net worth clients, and business entities by providing investment advisory and financial planning services. The firm manages approximately $699 million in assets and employs a combination of asset allocation, fundamental and technical analysis methods, with a notable willingness to use derivatives and borrowing in client accounts.

Frederick Pieracci is a financial advisor with J K R & Company, Inc. in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at NFP Retirement, Kestra Investment Services, and has been the owner and president of Cape Star Company, an insurance services firm, since 1977. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm offers customized, discretionary portfolios with ongoing monitoring and quarterly reviews, managing significant discretionary and retirement plan assets.

John Day is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently with Balboa Wealth Partners, Inc., where he has worked since 2025. Prior to this, he spent eight years at Edward Jones and was involved in dance coaching and judging through his sole proprietorship, John Day Sole Proprietorship. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in client assets, providing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a team-based approach and a long-term, diversified investment strategy using mutual funds, ETFs, individual securities, and options.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 19 years at National Planning Corporation. In addition to her advisory role, she is president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, offering both discretionary and non-discretionary management while overseeing independent managers and custodial platforms.

Aran Sahagun is a financial advisor at Financial Management Network Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Triad Advisors, and Wealth Management & Business Concepts. He serves as president of an S Corporation that manages his income from FMN and FMNCC. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm utilizes a strategic asset allocation framework combined with targeted active management and offers additional services including income tax preparation and bookkeeping support.

Jared Shaft is a financial advisor at Accelerate Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. His background also includes roles in the education and corporate sectors, including California State University Long Beach and Perfect Ride Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios consisting of mutual funds, ETFs, individual securities, and other instruments.

Paul Holthe is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Argos Wealth Advisors LLC in Newport Beach, CA, and has prior experience at UpFactor, Inc., Creighton Capital Management LLC, L1 Holding AS, Levivisci Ltd., and Claret Family Partners Ltd. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a risk-based, strategic asset allocation approach with ongoing portfolio monitoring, third-party manager oversight, and integration of financial planning into its services.

Sasha Childers is a financial advisor at Three Arch Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Arch Wealth Management in 2025, Childers worked at State Street and Towneley Capital Management, where they spent 19 years. 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.

Gian Costeniero is a financial advisor at Warren Street Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company. Outside of finance, he is a musician who performs as a drummer and owns a photography services business. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, and corporations. The firm employs a mix of analytical approaches and firm-developed model allocations to actively manage equity and fixed-income portfolios, and acts as discretionary sub-adviser to two sponsored ETFs.

Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Index Fund Advisors, Inc. and Apriem Advisors. Prior to her finance career, she was employed at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management provides discretionary wealth management, 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 manages portfolios primarily through model portfolios composed of mutual funds and ETFs.

Jaxson Allred is a financial advisor at Ignite Planners LLC with three years of industry experience and a Series 65 designation. He has been with Ignite Planners and its affiliate Atlas Investment Management since 2019 and serves in the United States Marine Reserves. Outside of advising, he holds an ownership interest in a meal prep company based in Utah. Ignite Planners works with 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 provides discretionary asset management, financial planning, consulting, and acts as adviser and sponsor to private funds, employing a volatility-responsive investment strategy that includes derivatives and tax-efficient rebalancing.

Veronica Cabral is a CFP® with nine years of industry experience, currently serving as part of the team at Warren Street Wealth Advisors, LLC. She has been with Warren Street Wealth Advisors in various capacities since 2016. Outside of her advisory role, she maintains an online Etsy store where she occasionally sells digital products. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, corporations, and investment companies. The firm offers portfolio management, financial planning, and pension consulting, and acts as sub-adviser to two firm-sponsored ETFs, utilizing a combination of fundamental, technical, and modern-portfolio theory analyses with active monitoring and rebalancing.

Matthew Merwin is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Financial Management Network, Inc. and its affiliated firm FMN Capital Corporation since 2011. Outside of his advisory role, he serves as a homeowner association board member and is involved in non-investment business activities including providing California DMV services. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm uses a strategic asset allocation framework combined with targeted active management, primarily implementing allocations through mutual funds and ETFs, and offers additional services such as income tax preparation and bookkeeping.

Eugene Bowan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial, LLC since 2017 and previously spent 19 years with National Planning Corporation. Bowan is also a Certified Estate Planner through Citadel Law Offices, an activity he has maintained since 2002. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combined with fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

David Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities, Inc. Outside of his advisory work, Allred is involved in tax preparation and insurance services through business activities under Allred Synergy, Inc. and Proactive Tax. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, managed held-away accounts, and advisory services to private pooled funds, utilizing a volatility-responsive VEGA strategy and tax-efficient asset management techniques.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Wells Fargo Advisors, and Prudential Equity Group, LLC. 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, utilizing proprietary asset-allocation models and a fiduciary, client-focused approach.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.