Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Mosley Wealth Management, she worked at Wells Fargo Clearing and Wells Fargo Bank. Previously, she was employed at Churned Creamery and held teaching positions at Woodbridge High School and Lakeside Middle School. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and risk profiling.

Craig Bailey Jr. is a financial advisor at Granite Investment Partners, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including NWQ Investment Management Company, Mandeville Advisors LLC, and Kotak Mahindra Inc. He also serves as an advisor to Equala Therapeutics Inc., assisting the CEO with strategic planning for a pharmaceutical manufacturing startup. Granite Investment Partners provides discretionary investment management to institutional clients, government entities, private pooled vehicles, and high-net-worth individuals. The firm employs a bottom-up research process combining fundamental, technical, and cyclical analysis to construct equity, balanced, and fixed-income portfolios, and manages private funds as well as mutual funds and wrap program arrangements.

Jeffrey Eisfelder is a CFP® professional with 22 years of industry experience, currently serving at SFE Investment Counsel Inc. He previously spent ten years at First Foundation Advisors. Outside of his advisory role, he is the sole licensee owner of GBG Southeast, a youth travel baseball organization in the Southeast. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm focuses on asset allocation and a total-return approach with concentrated equity portfolios, combining fundamental, technical, and cyclical analysis alongside fixed-income laddering to manage risk.

Boris Geyzer is a CFA® charterholder with 22 years of industry experience, currently serving at JSF Financial, LLC and Mid Atlantic Capital Corporation. He has been with JSF Financial since 2000 and with Mid Atlantic Capital Corporation since 2010. Outside of his financial advisory work, he is involved as a homecare provider for a disabled relative. JSF Financial provides discretionary investment management, financial planning, wealth management, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across about 791 client relationships, using a combination of bespoke portfolio management, model asset-allocation strategies, and third-party managers.

Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes a combination of mutual funds, ETFs, individual bonds and equities, supported by third-party analytics and a quantitative risk-profiling tool.

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Jean Calache is a CFP® with seven years of industry experience, currently serving as a financial advisor at JSF Financial, LLC in Los Angeles, CA. He previously worked at NewEdge Securities Inc and spent one year at the University of California Los Angeles. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm employs dynamic asset allocation, model portfolios, and quantitative analysis, managing approximately $1.73 billion in client assets.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Jon Kmett is a financial advisor with SFE Investment Counsel Inc. in Los Angeles, CA. He holds the Series 63 designation and has 37 years of industry experience, including 19 years with SFE Investment Counsel. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients by providing individualized investment supervisory services. The firm emphasizes asset allocation and a total-return approach, managing portfolios with concentrated equity positions and a combination of fundamental, technical, and cyclical analysis alongside fixed-income laddering.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with AWM Capital, LLC since 2020 and also maintains roles at PHC Inc and Bridge Advisory LLC. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm uses a multi-team approach to provide financial planning, retirement advice, business consulting, and asset management, with an emphasis on liability-driven investing and diversified asset allocation.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Signature Resources Capital Management and RTB Financial Group since 2017. In addition to his advisory role, Siadatian works as a Certified Divorce Financial Analyst and provides business consulting services. Signature Resources Capital Management offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Amy Marietta is a financial advisor at Avise Financial with one year of industry experience. She holds a Series 65 designation and previously worked at Dorsey Wealth Management and Flutacious, Inc. Outside of finance, she teaches flute lessons. Avise Financial serves individual and institutional clients, including high net worth individuals, trusts, and charitable organizations, offering discretionary investment management alongside financial planning, pension consulting, tax preparation, and business management. The firm uses a range of analytical approaches to construct diversified portfolios and routinely recommends and monitors outside managers.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

Daniel Bennett is a financial advisor at Advanced Portfolio Strategies with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at APS Management Group, Inc. since 2016, with prior experience at MML Investors Services Inc and MassMutual Life Insurance Company. Outside of his advisory role, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a non-profit fraternal organization. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and also operates as a licensed insurance agency, providing insurance and annuity products alongside advisory services.

Kenneth Naehu is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds Series 65 and Series 63 licenses and has 35 years of industry experience. He has been with Banyan Tree since 2013, serving as a managing director with overall management and supervisory responsibilities. Banyan Tree Asset Management provides discretionary fixed income investment management to ultra-high-net-worth individuals and institutional clients. The firm employs active, fixed-income-focused strategies and manages over $1 billion in assets with a compact advisory team.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Charles Bohlen is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding a Series 65 designation. He joined SFE Investment Counsel in 2026 and has prior experience at New Sun Partners LLC, Renewable Resources Group LLC, CreateSafe, Inc., and Metamason, Inc. SFE Investment Counsel serves a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering.

Tyler Logan is a financial advisor at The Investment House LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Investment House since 2020. Prior to his advisory role, he was employed at PayJunction and has experience related to UCSB and Sinjin Volleyball Camp. The Investment House LLC provides discretionary portfolio management for individual, high-net-worth, and institutional clients, managing a range of investment vehicles including mutual funds, ETFs, and private pooled funds. The firm employs a combination of fundamental analysis and sector selection to implement client-specific investment policies across various strategies.