Travis Hawley is a ChFC® credentialed financial advisor with five years of industry experience, currently with Mosley Wealth Management, Inc. in Anaheim, CA. He has held roles at Mosley Insurance & Financial Services, Inc. since 2015, including insurance sales. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a top-down, macroeconomic approach to portfolio construction, utilizing mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Seong Cho is a CFP® with eight years of industry experience, currently serving at Allmerits Asset, LLC as part of an eight-advisor team. He has worked at Allmerits Asset, LLC since 2020 and at Sherwood Hall Financial Planning since 2018, where he is also an owner and insurance agent. Since 2024, Cho has been a CFP instructor, teaching a CFP course quarterly. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm combines tactical and strategic asset allocation with third-party sub-advisers and platform providers, serving a broad base of individual clients and managing substantial retirement-plan assets.

Leonard Wyss is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with B.B. Graham & Company since 2016. Outside of advisory work, he owns and operates A Better Tax Service, providing income tax preparation. B.B. Graham & Company offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and employs both fundamental and technical analysis to implement diverse investment strategies across equities, fixed income, and ETFs.

Leighann Miko is a CFP® professional with 10 years of experience in the financial industry. She is currently with Avise Financial and also provides tax and business management services through StatusFlow, a separate non-investment related business. Her prior experience includes roles at Equalis Financial LLC and Cg Financial Services. Avise Financial serves individual and institutional clients, offering discretionary investment management and comprehensive financial planning. The firm uses a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory to construct tailored portfolios and also provides in-house tax preparation and business management services.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. Secura Financial 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 manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized advisory programs tailored to client objectives and risk tolerance without imposing account minimums.

Casey Hatcher is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Secura Financial and has held positions at Arkadios Capital Securities, Stone Hatcher Financial, Crown Capital Securities, and Bentley Financial and Insurance Services. Hatcher has also been involved with Stone Hatcher LLC. 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 manages approximately $320 million for around 673 clients through a team of seven advisors, offering tailored investment strategies ranging from long-term holdings to option strategies and margin, integrating comprehensive planning services into client engagements.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Uziel Gomez is a CFP® professional with three years of industry experience, currently serving at Avise Financial. His work history includes roles at Equalis Financial, US-LATAM Tax Group, International Private Wealth Advisors LLC, and Ballast Point Financial Planning. He also volunteered with California State University's Volunteer Income Tax Assistance program and worked in the Cinema & Television Department at the university. Avise Financial serves a diverse client base, including high net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management alongside comprehensive financial planning, pension consulting, tax preparation, and educational seminars, employing a range of analytical methods and maintaining broad third-party manager relationships.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Lindsey Diranian is a financial advisor with Regatta Capital Group, LLC in El Segundo, CA, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Regatta Capital Group since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Regatta Capital Group serves a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, using a long-term, fundamental-analysis approach to construct diversified portfolios and offering a range of wealth management and financial planning services.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

Taylor Heininger is a CFA® charterholder with seven years of industry experience. He has worked at Cloud Capital Management since 2022 and previously spent nine years at Bessemer Trust. He is based in El Segundo, California. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities with discretionary investment management and standalone financial consulting services. The firm employs a team-based approach, using quantitative and qualitative analysis, model-based trading, and may recommend outside managers to construct and monitor portfolios.

Michael Bader is a financial advisor at Secura Financial with 13 years of industry experience. He also has a background in accounting and tax services, operating his own CPA practice since 1984, and provides senior advisory services through My Senior Care Advisors since 2000. Secura Financial offers fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, combining fundamental and cyclical analysis with both long-term and shorter-term approaches.

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.

John Bullitt is a CFP®-certified financial advisor at Validus Capital LLC with six years of industry experience. He has worked at firms including Morgan Stanley and StartEngine Crowdfunding, and has held positions ranging from financial advisory roles to business experience in various companies. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, constructing customized, primarily long-term portfolios using a combination of mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income.

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.

Cristian Mundy is a CFP® with 15 years of experience in the financial industry. He is currently with Life Line Wealth Management LLC and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he coaches youth basketball at the Hollywood Recreation Center. Life Line Wealth Management is a small team managing approximately $557.6 million in assets, primarily serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using ETFs, while also integrating other asset classes as appropriate, and provides discretionary investment management along with financial planning services.