Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Sheldon Singleton is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at American Trust Investment Services, WestPark Capital, and Delta Investment Management. Outside of his advisory work, Singleton owns several financial and insurance-related businesses focused on life and health insurance as well as strategic tax planning. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services for complex estate, tax, business disposition, and insurance matters.

Joshua Valdivia is a CFP® and holds a Series 66 license with four years of industry experience. He is affiliated with Financial Management Network Inc and FMN Capital Corp, where he has worked since 2020 and 2021 respectively. Outside of his advisory role, he owns Valdivia Financial Services LLC, a personal S corporation licensed for life, health, and variable insurance products in California. 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 employs a strategic asset allocation framework with active management components and offers additional services such as tax preparation and bookkeeping.

Laura Ponticello is a financial advisor at Sage Rhino Capital LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is an authorized signer for a consulting firm in the pharmaceutical and medical device industry managed by her husband. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, and options-related approaches.

John Pieracci is a financial advisor with J K R & Company, Inc., holding a Series 63 designation and bringing 36 years of industry experience. He has been with J K R & Company since 2016 and also operates two insurance-related businesses. J K R & Company functions as a team-based investment adviser and broker-dealer, serving individuals, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting services.

Robert McIsaac is a financial advisor at Chicago Capital Management Advisors, LLC with 36 years of industry experience. He has previously worked at Crown Capital Securities for 20 years and is the sole shareholder of McIsaac Financial & Insurance Services, Inc., a firm he founded in 1984. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolios tailored to various risk profiles.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Chicago Capital Management in 2020, he worked at WestPark Capital Inc from 2016 to 2020. Outside of his advisory role, he is involved as an owner of First Exchange Financial LLC and works as a real estate sales agent. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services, including complex estate and tax planning.

Jeffrey Holt is a financial advisor with Financial Management Network Inc, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2009. He is also licensed in life insurance. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk and return analysis, combined with targeted active management, and offers additional services such as tax preparation and bookkeeping consulting.

John Bivens is a financial advisor with Capital Synergy Partners and holds the Series 63 designation. He has 29 years of industry experience, including roles at Capital Synergy Partners since 2011 and Onyx Investment Advisors from 2010 to 2025. Outside of his advisory work, he is the owner and CEO of a medical and wellness spa in Culver City, CA. Capital Synergy Partners serves individual clients across a range of net worth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis and provides advice primarily on a non-discretionary basis while also operating as a broker-dealer and insurance broker.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at International Assets Investment Management, Crown Capital Securities, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

Jeremy Lau is a financial advisor at Prudent Investors with a Series 65 designation and eight years of industry experience. He worked at Deutsche Bank AG for six years before joining Prudent Investors Network in 2017. Outside of his advisory role, Lau teaches an online Investment Management course at Cal State Fullerton. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a total-return investment approach based on Modern Portfolio Theory with allocations primarily to ETFs and institutional mutual funds.

Joseph Cavallo is a financial advisor with Financial Management Network Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2007. Outside of his advisory role, he is a minority owner of a commercial real estate LLC. Financial Management Network provides portfolio management, financial planning, and consulting services to individuals and institutions, including high-net-worth clients and corporate pension plans. The firm employs a strategic asset allocation approach with active management components and offers additional services such as tax preparation and bookkeeping consulting.

Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

William Rapp is a financial advisor at Capital Synergy Partners with 44 years of industry experience. He holds the Series 63 designation and has worked with Capital Synergy Partners since 2008, following a prior tenure at CPS Financial & Insurance Services, Inc. Additionally, he operates a sole proprietorship offering fixed insurance services. Capital Synergy Partners serves individual clients across varying net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm offers advisory services primarily on a non-discretionary basis and integrates fundamental, technical, and cyclical investment analysis methods.

Victor Campos Nunez is a CFP® professional with four years of industry experience, currently serving at Warren Street Wealth Advisors, LLC. He previously worked at Lido Advisors, LLC, Bridgelight Advisors, and Grant Thornton LLP. Victor also has a background in the food service industry, having worked at Chipotle Mexican Grill. Warren Street Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, corporations, and investment companies. The firm offers customized portfolios and sub-advisory services, including management of two ETFs, utilizing a combination of fundamental, technical, and modern portfolio theory analyses.

Charles Taylor is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Synergy Partners since 2017 and previously at Invest Financial Corp. from 2008 to 2016. Taylor is also the owner and president of Taylor Wealth Management Group, a fixed insurance business specializing in life, health, and long-term care insurance. Capital Synergy Partners serves individual clients across various net worth levels, offering portfolio management, financial planning, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment strategies and insurance products, with a primarily non-discretionary advisory approach supported by oversight and compliance processes.

Joseph Szal Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2022. Outside of his advisory role, he serves as a committee member for the RSJ Golf Course Coalition, a nonprofit organization focused on land-use issues related to the Rancho San Joaquin Golf Course. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with fundamental and technical analysis, and offers multidisciplinary planning capabilities alongside discretionary portfolio management.

Justin Boshnack is a financial advisor at Vision Investment Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. for over two decades. Outside of advisory work, Boshnack serves as CEO and President of HedgeRock Capital Inc., a commercial real estate finance company. Vision Investment Advisors provides portfolio management services to individuals, family offices, and institutional investors, offering a range of equity, balanced, dividend, fixed income, and option-based investment strategies. The firm combines fundamental and technical analysis with option strategies and allocates to third-party managers for managed futures, supporting a diverse client base through multiple offices.

Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Leala Ruangtragool is a financial advisor with CSP Financial Group LLC and holds a Series 65 designation. She has been active in financial and related entrepreneurial activities since 2017, including operating as a sole proprietor and involvement with Thai Ventures 002, LLC. Her experience also includes a role at the Public Health Institute. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, asset allocation, and annual reviews, utilizing third-party managers such as Matson Money to implement model allocations.