Martin Orton is a financial advisor at Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Kingsbridge Wealth Management since 2012 and Kingsbridge Trust Company since 2010. Kingsbridge Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary investment approach focused on client objectives and strategic asset allocation, offering broad global diversification and tax-aware implementation.

Justin Dyer is a CFP® and CFA® with 15 years of industry experience. He is currently with AWM Capital, LLC, where he has worked since 2019, and also owns AWM Ventures LLC, a venture capital investing business. His prior roles include positions at Bridge Advisory LLC and Waypoint Wealth Partners. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a liability-driven investing approach and an open-architecture platform, managing approximately $1.15 billion across a diverse range of investment vehicles.

Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm uses a top-down, macro-economic approach to asset allocation and combines fundamental, quantitative, and technical analysis to build diversified portfolios.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macro-economic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis alongside external signal providers and risk-profiling tools to align portfolios with clients’ risk scores.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked in consulting and insurance sales, including roles at RTB Financial Group and as a Certified Divorce Financial Analyst. Siadatian also provides business consulting outside of his advisory duties. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing broad diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs while tailoring strategies to client objectives.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, 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, using proprietary asset allocation models and a fiduciary, client-focused approach.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Paul Heising is a CFP® certificant with 24 years of industry experience, currently serving as an advisor with CLG LLC and Purshe Kaplan Sterling Investments. His prior roles include over a decade at Cetera Advisor Networks LLC. He is also president of Pegasus Wealth Management Inc., a non-investment-related business. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a mix of analytical approaches and offers both discretionary and non-discretionary management, utilizing derivatives, third-party sub-advisors, and digital assets in its strategies.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

Allen Mellow is a financial advisor with KTF Investments, LLC, holding a Series 63 designation and 58 years of industry experience. He previously worked at UBS Financial Services for 41 years before joining KTF Investments in 2025. Outside of his advisory role, he serves as an executor of an estate. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, providing financial planning and portfolio management through a wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages approximately $700 million with a small advisory team.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Robert Nathan is a Series 65-licensed financial advisor with Anchor Bay Private Wealth LLC in Tustin, CA, and has two years of industry experience. He has been associated with Anchor Bay Capital, Inc. since 2023 and is also the owner of printOne, a printing brokerage business he started in 1997. Anchor Bay Private Wealth LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, and pension/profit-sharing plans. The firm employs model-based allocations and fundamental security analysis, serving a client base that includes high-net-worth individuals and institutional clients with ERISA-focused services.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.