Phillip Ingle is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He is also the owner of SSG Solutions Financial & Insurance Services LLC, where he provides retirement planning and insurance products. Additionally, he participates as a member of an estate planning team focusing on deferred sales trusts. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management through defined platforms. The firm tailors portfolios to client-specific factors and combines mutual fund and ETF due diligence with third-party manager evaluation, while also integrating insurance and real estate services under common ownership.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

Gerald Zelko Jr. is a financial advisor at Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Balboa Wealth Partners since 2018 and previously spent nine years with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 manages over $1.07 billion in assets and employs a team-based approach that integrates discretionary and non-discretionary mandates, independent managers, and a TAMP relationship, focusing on long-term, diversified portfolios using a range of investment strategies.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at International Assets Investment Management, Crown Capital Securities, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

Chace Adams is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Ignite Planners LLC and has previously worked at Prestige Wealthwide, Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities. Adams also owns Proactive Tax, a tax preparation business. 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, with portfolios tailored to client objectives using a range of public and private investments and a volatility-responsive strategy.

Kwintone Houberg Lawton is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Girard Securities, Inc. He is also the owner of a marketing organization, Nexus Obligatus Business Services. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, and sovereign wealth funds, offering tailored portfolios that utilize stocks, bonds, ETFs, options, and private investments with an emphasis on volatility-responsive strategies and tax-efficient management.

Jeremy Lau is a financial advisor at Prudent Investors with a Series 65 designation and eight years of industry experience. He worked at Deutsche Bank AG for six years before joining Prudent Investors Network in 2017. Outside of his advisory role, Lau teaches an online Investment Management course at Cal State Fullerton. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a total-return investment approach based on Modern Portfolio Theory with allocations primarily to ETFs and institutional mutual funds.

Joseph Cavallo is a financial advisor with Financial Management Network Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2007. Outside of his advisory role, he is a minority owner of a commercial real estate LLC. Financial Management Network provides portfolio management, financial planning, and consulting services to individuals and institutions, including high-net-worth clients and corporate pension plans. The firm employs a strategic asset allocation approach with active management components and offers additional services such as tax preparation and bookkeeping consulting.

Ronald Hada is a CFP® with 27 years of industry experience and currently serves as an advisor at Ignite Planners LLC. He has prior experience at Foresight CPA Group, Foresight Wealth Management, and First Allied Advisory Services. Outside of advisory work, he is actively involved as a CPA and partner at multiple CPA firms and holds leadership roles in related business ventures. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm manages tailored portfolios using various public and private investments and employs strategies such as a volatility-responsive VEGA approach with derivative overlays and tax-efficient asset management.

John Vilina is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 65 credential and eight years of industry experience. Prior to joining Balboa Wealth Partners in 2017, he worked at Morgan Stanley for one year. In addition to his advisory role, Vilina serves as President and CFO of McLaren Strategic Ventures Holdings Group, a SPAC and technology solutioning business, and is a partner at Season Two Ventures, a venture capital firm. Balboa Wealth Partners is an SEC-registered investment adviser that provides 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 using a long-term, diversified approach with low-cost funds, individual securities, and a combination of discretionary and non-discretionary mandates.

Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.

Jena Schuster is a financial advisor with Ignite Planners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Stonex Securities Inc., Cetera Advisor Networks LLC, Rincon Pacific Management, Inc., and Girard Securities Inc. She is also the Chief Investment Officer of SB Wealth, a financial services firm she owns. Ignite Planners LLC serves a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive investment strategy that incorporates individual securities and derivatives tailored to client objectives and risk tolerances.

Justin Boshnack is a financial advisor at Vision Investment Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. for over two decades. Outside of advisory work, Boshnack serves as CEO and President of HedgeRock Capital Inc., a commercial real estate finance company. Vision Investment Advisors provides portfolio management services to individuals, family offices, and institutional investors, offering a range of equity, balanced, dividend, fixed income, and option-based investment strategies. The firm combines fundamental and technical analysis with option strategies and allocates to third-party managers for managed futures, supporting a diverse client base through multiple offices.

Wesley Haynes is a financial advisor with Ignite Planners LLC based in San Clemente, CA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Ignite Planners, Wesley worked at Cooley & Labas Financial Advisors from 2022 to 2023 and has additional financial background spanning from 2013 to 2022. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a tailored investment approach using a range of public and private instruments, incorporates a volatility-responsive VEGA strategy, and offers discretionary asset management alongside consulting and held-away account management.

Miles Yourman is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Knightsbridge Asset Management since 2015. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a blend of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management across a range of investment strategies.

Alexander Lashkari is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari has also operated his own firm, Lashkari Wealth Management, LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, plan sponsors, and participants. The firm employs a Global Target Risk approach with broad diversification and factor tilts, managing customizable portfolios primarily through mutual funds and ETFs.

Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Chase Heiden is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of his advisory role, he works part-time as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, offering a range of equity and fixed-income strategies along with comprehensive financial planning for complex estate, tax, business disposition, and insurance matters. The firm serves over 500 client relationships with approximately $122 million in discretionary assets and employs a bottoms-up fundamental screening process with multiple model styles and custom portfolios.

Randall Luebke is a Series 65 licensed advisor with Lifetime Financial, Inc. in Newport Beach, CA, where he has worked for 14 years. He is also the owner of Lifetime Paradigm Insurance Services and is a licensed insurance agent and mortgage broker. Lifetime Financial, Inc. serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through defined platforms, including third-party money manager programs and alternative investment consulting. The firm combines multiple investment analysis tools and integrates insurance and real estate services under common ownership.