Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at Balancing Life Financial Planning since 2019 and previously spent seven years at Independent Financial Group, LLC. Additionally, he is employed as a staff accountant at Ober Financial, where he has been active for over two decades. Balancing Life Financial Planning serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning. The firm builds portfolios aligned with clients’ goals, tax considerations, and risk tolerance, often using outside managers and recommended custodians such as Buckingham Strategic Partners and Nationwide.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His work history includes roles at Integrity Brokerage Services, Inc., Witt McDee EA Tax & Business Service, Inc., and E-W Investments, Inc. for spans ranging from 7 to 17 years. He also operates a tax and business service firm alongside his advisory work. Integrity Investment Portfolios primarily serves individual clients, their families, related trusts, and retirement accounts, focusing on ongoing portfolio management of public equities and related securities. The firm employs a diversified analytic approach and typically pursues long-term trading strategies with non-discretionary account management.

James Curtis is a CFP® professional with 17 years of experience in financial advisory services. He is the principal of James Curtis Financial And Insurance Services, an independent firm he has led since 2014, and has provided financial planning through Collins Advisory since 2009. Curtis is also president and sole shareholder of James Curtis Enterprises, Inc., a non-investment related business. James Curtis Financial And Insurance Services offers customized financial planning and portfolio management to individuals, high-net-worth clients, and other advisers on a non-discretionary basis. The firm emphasizes tailored Investment Policy Statements and employs both fundamental and quantitative analysis alongside modern portfolio theory to build long-term portfolios.

Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder with 27 years of industry experience. He is currently with Aegis Asset Management, Inc. in Anaheim, CA, where he has worked since 1997, including time at Western Research and Management, L.L.C. outside of Aegis. Outside of his advisory role, he is part owner and shares landlord responsibilities for a rental condominium property in El Segundo, California. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers investment programs tailored to client-specific factors and managed primarily on a discretionary basis.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Bryan Hernandez is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 license and eight years of industry experience. His previous roles include positions at Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. He is also licensed as a fixed insurance agent, conducting sales of traditional insurance products. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of analytical approaches and investment strategies, including the use of derivatives and third-party sub-advisors.

Arash Navi is a CFP® professional with seven years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019, following a prior role at Stevens First Principles Investment Advisors from 2016 to 2019. Navi is based in Irvine, CA. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm manages about $1.53 billion in discretionary assets and consults on roughly $18.0 billion in retirement plan assets, employing a diversified investment process that incorporates fundamental, quantitative, qualitative, and technical analysis.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Kyle Kong is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Triguard Management, Radiology Associates of North Texas, and Southwest Airlines. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a variety of investment approaches, including Tactical Index, Passive Index, and Apriem Index strategies, and offers additional services such as estate planning through third-party platforms and an online consolidation tool called Apriem Total View.

Felton Mosley is a financial advisor at Mosley Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Mosley Insurance and Financial Services, Inc., where he is the owner and an insurance agent. Mosley also teaches a financial planning class through the community education division at Mt. San Antonio College. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

Robert Reedy is a financial advisor at Capital Synergy Partners with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Reedy has worked at Capital Synergy Partners since 2020 and has been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000, where he engages in life insurance sales and marketing. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, maintaining fee-based and commission-based business lines with a primarily non-discretionary advisory approach.

Melissa Going is a financial advisor at The William Allan Corporation with 13 years of industry experience. She has been with the firm since 2012. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm employs a mix of long-term investing and short-term strategies, including option writing and margin transactions, with continuous, individualized account supervision and fundamental analysis.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Ryan Tice is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America for four years. Outside of his advisory role, he is active in insurance sales and services through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing investment management, consulting, and participant account management. The firm employs a top-down macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.