Gabriella Keefer is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Financial Advisors Network, Inc. since 2018 and previously held positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. Before her financial career, she spent eight years at Miceli Chiropractic Center. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis and offers customized portfolio management with SEI-enabled rebalancing.

Jess Sansone is a financial advisor with KTF Investments, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining KTF Investments, Jess worked at UBS Financial Services for two years. Outside of advising, Jess serves as a board member and shareholder of several private companies in the frozen dessert industry, where they provide financial and operational guidance. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and portfolio management services primarily through a sponsored wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages roughly $700 million in client assets with a small advisory team.

James Waite is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He has been with Check Capital Management since 2007 and has also worked at Charles Schwab & Co., Inc. since 1997. Waite holds a Series 63 designation. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm follows a fundamentals-based investment approach focused on intrinsic business value and a margin of safety, offering various program structures aligned with client objectives and risk tolerances.

Kurt Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and CLG Wealth Management, and is involved in business development through John D Cartwright and Associates. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, utilizing third-party sub-advisors and advanced investment strategies including derivatives and digital assets.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Nancy De Russo is a CFP® professional with 24 years of industry experience. She currently serves as an advisor at Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Her credentials include Series 63 and Series 66 licenses. Guardian Wealth Partners, LLC operates as Park Avenue Investment Advisory and provides services to individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary investment management through model portfolios and third-party managers, along with financial planning and business exit consulting.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Robert Hill is a financial advisor at Check Capital Management Inc. in Costa Mesa, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Check Capital Management since 2008. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset-allocation and retirement cash-flow planning, and discretionary portfolio management. The firm emphasizes a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and manages the Blue Chip Investor Fund.

Claudia Song is a Series 65 licensed advisor with Allmerits Asset, LLC, bringing two years of industry experience. She previously worked at Apiis Financial and Mass Mutual. In addition to her advisory role, she is active as an insurance agent and field manager at Allmerits Financial and Insurance Services. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting alongside standalone financial consulting.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Keith Gunther is a financial advisor with Legacy Investment Strategies, LLC and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including long tenures at Crown Capital Securities, LP and MGM Financial Group. In addition to his advisory work, he operates a tax preparation business through MGM Financial Group. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management, financial planning, and referrals to third-party managers, employing asset allocation and security selection based on fundamental and technical analysis.

Dennis Smith is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 credential and bringing 12 years of industry experience. His career includes roles at Cetera and Stratis Financial. Outside of advising, he serves as Immediate Past President of the Rotary Club of Long Beach and is President of the Long Beach Rotary Charitable Foundation. 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 plan consulting. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, incorporating a range of investment tools and third-party platforms.

Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Syndicated Capital since 2014 and at First Wilshire Securities Management, Inc. since 1983. In addition to his advisory role, he is a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm offers customized advisory programs with no account minimums, managing both discretionary and non-discretionary assets through various publicly traded securities tailored to clients’ objectives and risk tolerances.

Kraig Strom is a CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.

Katelyn Santos is a financial advisor at Braypark Wealth Management in Costa Mesa, CA, holding a Series 65 designation. She has one year of experience at Braypark and nine years previously at Acrisure, LLC. Santos is also a licensed insurance agent and may offer insurance products in connection with her role. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, using a variety of analytical methods and investment strategies tailored to client objectives.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.