Gavin Fronk is a Series 65-licensed advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked at JB Accounting and Tax, where he provides tax accounting services. He has also held roles at Vivint Smart Home, Roolee, and Golden Spike Powersports. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using a volatility-responsive VEGA strategy and tax-efficient asset management tailored to client goals and risk tolerances.

Sandra Goins is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience in the financial services industry. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Sandra works closely with her clients to develop personalized financial strategies and provides customized personal wealth analyses to help clients stay on track with their financial goals in a changing market environment. A San Diego native, Sandra earned a bachelor's degree with a double major in Sociology and History from the University of California system and holds an MBA from the California State University system. She is a CERTIFIED FINANCIAL PLANNER (CFP). Outside of work, Sandra enjoys baseball, camping, cooking, dancing, music, running, soccer, traveling, volleyball, and yoga.

Paul Oh is a financial advisor at Balboa Wealth Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citi Personal Wealth Management, BancWest Investment Services, AXA Advisors, and Chase Bank. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options while managing over $1 billion in client assets through a team-based structure.

James Garrison is a CFA® charterholder with 10 years of industry experience. He has been with Knightsbridge Wealth Management since 2025 and was previously with First Foundation Advisors from 1999 to 2025. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies and emphasizes active risk management and tax-aware approaches for taxable accounts.

Andrew Labas is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Ignite Planners LLC and has held prior roles at StoneX Securities Inc, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, Labas serves on several nonprofit boards including a church board of deacons, the Corinth Gas and Water Board, and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base that includes individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers tailored investment portfolios combining individual securities and derivatives, discretionary asset management, financial planning, and advisory services for private pooled funds, employing strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Anthony Rossi is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including Park Avenue Securities, Pacific Advisors, and Mass Mutual Investors Services. Rossi is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management advises individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk investment strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Yulia Ordway is a CFP® certificant with two years of experience in the financial industry, currently serving at Lifetime Financial, Inc. She previously worked at firms including Nylife Securities LLC and MW Financial & Insurance Solutions. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating in-house and third-party money managers, cash management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm emphasizes individualized investment recommendations and employs various analytical methods while maintaining affiliations with an insurance agency and real-estate brokerage under common ownership.

Michael Immerman is a financial advisor with Kingsbridge Wealth Management, Inc. in Newport Beach, CA. He holds Series 66 and Series 63 licenses and has four years of industry experience, including three years at Goldman Sachs prior to joining Kingsbridge in 2025. Kingsbridge Wealth Management advises individuals, trusts, estates, charitable organizations, and corporations through discretionary separately managed accounts and financial planning engagements. The firm focuses on a relatively small client base with multimillion-dollar assets, emphasizing systematic asset allocation, global diversification, and tax-efficient strategies, and it also sponsors and syndicates private funds through affiliated entities.

Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Wealth Teams Alliance in 2021, he worked at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also involved in outside insurance sales. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm uses technical analysis and incorporates both internal strategies and sub-advisers in its investment approach.

Christopher Giovinazzo is a financial advisor at Accelerate Retirement with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as NFP Retirement, Kestra Investment Services, and Transamerica. In addition to his advisory role, he is a licensed insurance agent who occasionally recommends insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a long-term allocation approach and offers fiduciary retirement services including plan design, provider selection, and participant education.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Mark Donahue is a financial advisor with Financial Management Network Inc, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with FMN Capital Corporation and Financial Management Network Inc since 1997. Donahue holds a California insurance license for life, health, and variable products and is an inactive member of the bar in California, New York, and the District of Columbia. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm’s investment approach combines strategic asset allocation based on historical risk/return analysis with targeted active management and utilizes mutual funds, ETFs, and other vehicles supported by due diligence.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Horter Investment Management and independently as a life and annuity insurance sales agent. Outside of his advisory role, he serves as a supervisor in information technology for the County of San Luis Obispo. Lifetime Financial, Inc. provides portfolio management and fiduciary services to individual and high-net-worth clients, using customized investment strategies and third-party sub-advisors rather than model portfolios. The firm also offers alternative investment consulting and maintains affiliated insurance and real estate businesses.

Stuart Scholten is a financial advisor with Accelerate Retirement, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Accelerate Investment Advisors LLC since 2024, following a decade at Kestra Investment Services, LLC and 12 years at NFP Retirement, Inc. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm constructs customized portfolios using a variety of investment vehicles and offers comprehensive retirement services, including plan design and fiduciary support.

Eric Bell is a financial advisor at Hamilton-Bates Investment Research, Inc. with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance, and J.P. Morgan Private Wealth Advisors. Beyond advising, he serves on the board of the Small Business Development Corporation of Orange County and is president of two organizations: African Wealth Management, Inc., which focuses on marketing to Africans and African Americans, and Kanyiri-Bell Upendo, a nonprofit developing an assisted living facility in Kenya. Hamilton-Bates Investment Research advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in discretionary assets. The firm employs a combination of fundamental, technical, and quantitative analysis and offers both strategic and tactical asset allocation programs tailored through individualized portfolio management and model portfolios.

Matthew Merwin is a CFP® with 43 years of industry experience and has been with Financial Management Network Inc since 1991. He also serves at FMN Capital Corporation, where he has worked since 1995. Outside of his advisory role, Merwin owns interests in realty service and commercial real estate firms and serves as a special trustee for the Baughman Opportunity Trust. Financial Management Network provides portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a strategic asset allocation approach with active management components and offers additional services such as income tax preparation and bookkeeping.