Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Blakeslee & Blakeslee Financial Advisers since 2025 and previously spent six years with American Funds. Blakeslee & Blakeslee Financial Advisers serves individuals, families, trusts, charitable organizations, and businesses with integrated portfolio management, financial planning, and retirement consulting. The firm employs a team approach and uses a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term investment orientation that can include ESG/SRI screens upon client request.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.

Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

Vered Justin is a financial advisor with Capital Analysts in Encino, CA, holding Series 63 and Series 65 licenses and 32 years of industry experience. She previously worked at Lincoln Investment from 2017 to the present and Legend Equities Corporation from 1994 to 2017. In addition to her advisory role, Justin is president of a consulting business. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its services.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

Frederick Arnold is an advisor at Prosperitas Financial, LLC with one year of industry experience. He also manages mortgage banking activities under dba American Family Funding and has experience in real estate property management. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities, managing approximately $812 million for about 1,745 clients with a range of asset management and consulting services.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Nathan Chong is a financial advisor at AWM Capital, LLC with a Series 65 credential and one year of industry experience. He previously worked at Cooper McManus and attended St. Mary’s College. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm utilizes a liability-driven investing approach and offers financial planning, retirement advice, business consulting, and asset management through a diverse range of investment vehicles and affiliated private funds.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Earl Rideau is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Golden State Wealth Management since 2016 and previously worked at LPL Financial, LLC. Rideau also operates Earl B. Rideau, LLC, which serves non-investment-related business purposes. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses tailored portfolios through various analytic approaches and third-party managers, primarily providing discretionary portfolio management.

Sean Richardson is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Business Bank and Whittier Trust Company. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients through a multi-team staff of 24 advisors. The firm employs an open-architecture platform with an emphasis on liability-driven investing and asset allocation, integrating financial planning, business consulting, and asset management services.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Francisco Sanchez is a CFP® with five years of industry experience, currently serving at AWM Capital, LLC since 2024. Prior to joining AWM Capital, he worked at Capital Group for six years and Ameriprise Financial Services, Inc. for three years. He also served in the United States Army Reserve for eleven years. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services, including tax and estate planning, insurance analysis, and business consulting. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that incorporate mutual funds, ETFs, individual securities, and third-party managers.