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.

Andrew Labas is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Ignite Planners LLC and has held prior roles at StoneX Securities Inc, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, Labas serves on several nonprofit boards including a church board of deacons, the Corinth Gas and Water Board, and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base that includes individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers tailored investment portfolios combining individual securities and derivatives, discretionary asset management, financial planning, and advisory services for private pooled funds, employing strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Anthony Rossi is a financial advisor at Signature Resources Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Park Avenue Securities and AE Wealth Management. Rossi is also active as an insurance agent with Signature Resources Insurance and Financial Services. 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 uses a Global Target Risk approach focused on broad global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs while tailoring allocations to client objectives.

Yulia Ordway is a CFP® certificant with two years of experience in the financial industry, currently serving at Lifetime Financial, Inc. She previously worked at firms including Nylife Securities LLC and MW Financial & Insurance Solutions. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating in-house and third-party money managers, cash management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm emphasizes individualized investment recommendations and employs various analytical methods while maintaining affiliations with an insurance agency and real-estate brokerage under common ownership.

Michael Immerman is a financial advisor with Kingsbridge Wealth Management, Inc. in Newport Beach, CA. He holds the Series 66 and Series 63 credentials and has four years of industry experience, including three years at Goldman Sachs prior to joining Kingsbridge. Kingsbridge Wealth Management serves high-net-worth individuals, trusts, estates, and other entities with discretionary separately managed accounts and financial planning. The firm emphasizes systematic asset allocation and global diversification using indexed exposures and tax-efficient strategies, and it sponsors affiliated private funds through related entities.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Mark Donahue is a financial advisor with Financial Management Network Inc, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with FMN Capital Corporation and Financial Management Network Inc since 1997. Donahue holds a California insurance license for life, health, and variable products and is an inactive member of the bar in California, New York, and the District of Columbia. 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 pension plans. The firm’s investment approach combines strategic asset allocation based on historical risk/return analysis with targeted active management and utilizes mutual funds, ETFs, and other vehicles supported by due diligence.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management and operated as a self-employed life and annuity insurance sales agent. He also supervises information technology staff at the County of San Luis Obispo. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm develops individualized investment recommendations using various analysis methods and works with third-party sub-advisors to implement strategies.

Eric Bell is a financial advisor with Hamilton-Bates Investment Research, Inc. He holds Series 65 and Series 63 licenses and has 32 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and he has been involved with Bell Insurance Solutions, Inc. for over a decade. Bell serves as president of African Wealth Management, Inc., focusing primarily on marketing to African and African American clients, and he leads a nonprofit working to establish an assisted living facility in Kenya. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in client assets. The firm applies multiple analytic methods and offers discretionary portfolio management and model-based investment programs tailored to client needs.

Matthew Jensen is a financial advisor at US Capital Global Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at MarshBerry Capital LLC, Cutler Investment Group, Helium Advisors LLC, Artis Advisors, and Heller Capital Resources. Jensen is also a licensed real estate agent in California but is not currently practicing. US Capital Global Wealth Management provides investment management, consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to build asset allocation models and select managers, utilizing a range of securities including ETFs, stocks, bonds, mutual funds, and alternative investments.

Curtis Farrell is a CFP® with over 41 years of industry experience. He has been affiliated with Financial Management Network, Inc. since 1993 and FMN Capital Corporation since 1995. Outside of his advisory work, he serves on the boards of the Western Pension Benefit Council’s Orange County chapter and Friends of the Santa Ana Zoo. 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 combined with active management and offers additional services such as income tax preparation and bookkeeping support.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

Joseph Lu is a CFA® charterholder with nine years of industry experience. He is currently a member of the Cutler Investment Group team at Cutler Investment Counsel, LLC. His prior experience includes roles at Yosemite Capital Management and Conscious Capital Advisors, LLC. He is also the managing partner of MM Integration, a business consulting and enterprise software development firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and 401(k) consulting, while utilizing third-party technology and AI tools to support research and account servicing.

Joshua Valdivia is a CFP® and holds a Series 66 license with four years of industry experience. He is affiliated with Financial Management Network Inc and FMN Capital Corp, where he has worked since 2020 and 2021 respectively. Outside of his advisory role, he owns Valdivia Financial Services LLC, a personal S corporation licensed for life, health, and variable insurance products in California. 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 pension plans. The firm employs a strategic asset allocation framework with active management components and offers additional services such as tax preparation and bookkeeping.

Laura Ponticello is a financial advisor at Sage Rhino Capital LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is an authorized signer for a consulting firm in the pharmaceutical and medical device industry managed by her husband. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, and options-related approaches.

John Pieracci is a financial advisor at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.