Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides 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 uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Sheri Strain is a financial advisor at B.B. Graham & Company, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at B.B. Graham & Company during multiple periods since 2018, with prior roles at Farmers Financial Solutions and National Planning Corporation. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and small businesses. The firm manages approximately $322 million and employs a combination of fundamental and technical analysis across various asset classes, offering both discretionary and non-discretionary management.

Amber Shrosbree is a CFP® professional with eight years at Eclectic Associates, Inc. and five years of industry experience. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships, including individuals, trusts, charities, and businesses. The firm uses a fiduciary approach with diversified portfolios based on Modern Portfolio Theory and provides integrated financial planning and discretionary investment management.

Alice Amick is a financial advisor at CLG LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisors and held-away account management.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.

Harry Barth is a CFP® and ChFC® with 55 years of industry experience. He is currently with Secura Financial and has held roles at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Fortress Equity Mortgage. Outside of his advisory work, Barth serves as managing partner of Barthcalderon LLP, a law firm. 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 about 673 clients through a team of advisors and employs a range of investment strategies tailored to client objectives and risk tolerance.

Jon Bemis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at CLG LLC. He previously worked with Cetera and has operated his own tax and accounting firm, Jon W. Bemis, CPA, since 1992. His experience includes both financial advisory roles and tax preparation services. CLG LLC serves a diverse clientele including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates across multiple offices with a broad product and service platform.

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.

Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.

David Neff is a CFP® with 29 years of industry experience. He is currently affiliated with CLG LLC and has previously worked at Purshe Kaplan Sterling Investments, Cetera, and Legacy Financial Planning. He also manages business operations for Legacy Financial Planning, a separate entity providing payroll and business expense services. CLG LLC serves a diverse clientele, 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 various analytical approaches and includes derivative strategies, sub-advisory use, and held-away account management in its investment process.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mosley Wealth Management, he founded Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a macroeconomic asset-allocation approach using mutual funds, ETFs, fixed income, and individual securities with discretionary rebalancing tailored to client objectives.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

Donald Gould is a financial advisor at Gould Asset Management LLC with 23 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Outside of his advisory role, he serves as a trustee on the Pitzer College Board of Trustees. Gould Asset Management LLC provides discretionary portfolio management for individuals, retirement plans, trusts, foundations, and institutions. The firm offers tailored accounts, sub-advisory services, and access to private market investments, employing a range of strategies focused on risk-adjusted returns, diversification, and cost management.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024. Outside of his advisory role, he serves on multiple boards in Long Beach, including the Salvation Army’s Advisory Board, where he is Chairman Elect, and the Long Beach City College Foundation. 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 utilizes a team-based approach to provide comprehensive portfolio management and financial planning, emphasizing long-term, diversified strategies with a range of investment tools.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

Gerald Mitchell is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with CLG LLC. His work history includes roles at Purshe Kaplan Sterling Investments and Cetera, as well as ongoing involvement with John D. Cartwright & Assoc, Inc., where he serves as Head of Operations. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including options and digital assets, and offers both discretionary and non-discretionary portfolio management.

Sarah Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Cetera, and John D Cartwright and Associates. She is a 16.666% owner of CLG Holding Company, LLC, a non-investment-related holding company. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a range of analytical methods and offers discretionary and non-discretionary management, use of sub-advisors, and held-away account management, incorporating derivative strategies and digital asset exposure in its investment approach.

Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved in insurance sales through Crux Insurance. CRUX Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods and generally manages client accounts on a discretionary basis.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.