Russell Hall is a CFP® professional with 19 years of experience in financial advising, currently serving at Eclectic Associates, Inc. since 2007. He is based in Fullerton, CA, and works within an 11-advisor team at the firm. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and employs diversified portfolios based on Modern Portfolio Theory with a fiduciary duty on retirement accounts.

Alexander Dardick is a financial advisor at JRS Investments and Wealth Preservation, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trilogy Capital, Hightower Advisors, and National Planning Corporation. Outside of his advisory role, he is involved as a Student Success Team Leader at Tutorly, an online tutoring company focused on customized learning for K-12 students. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, employing a fundamental investment approach that incorporates macroeconomic review to create customized portfolios based on clients’ goals, time horizons, and risk tolerance.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Bonnie Wusz is a CFP® professional with 43 years of industry experience, currently serving at BW & Associates, Inc., a firm she has been affiliated with since 1989. She previously worked at Girard Securities, Inc. from 2002 to 2017 and Cetera Wealth Services, LLC from 2017 onward. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. BW & Associates, Inc. manages individual portfolios and provides financial planning and consulting to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on buy-and-hold strategies using mutual funds and ETFs, operating primarily on a non-discretionary basis with client approval for all trades.

Jason Kolker is a financial advisor at Mapleton Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Mapleton Capital Management since 2000 and Ocean Park Capital Management since 1999. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management to high-net-worth individuals, family offices, and trusts. The firm’s investment approach is based on fundamental research to identify early inflection points in company value and often employs an aggressive, relatively short-term trading style including short selling, options, and leverage.

Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. She has previously worked at Girard Securities, Inc., Cetera Wealth Services, LLC, and has had multiple roles at BW & Associates since 2010. Hackett is also a licensed notary who provides complimentary notarization services for her clients. BW & Associates, Inc. provides investment management, portfolio management, and financial planning services to individuals, charitable organizations, and businesses. The firm employs a long-term, asset-allocation approach focused on mutual funds and ETFs, operating largely on a non-discretionary basis with a high asset-per-advisor ratio.

Edward Ternan is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with SFE since 2007. Outside of his advisory role, Mr. Ternan is a 50% owner of SilverWise LLC, a business focused on assisting families with aging-related issues. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients, providing investment supervisory services through customized portfolios and model strategies. The firm emphasizes asset allocation, a long-term total-return approach, and risk management through concentrated equity positions combined with fixed-income laddering.

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. 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 offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for 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 seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

David Macleod is a CFP® and CFA® with 17 years of industry experience. He has been with Eclectic Associates, Inc. in Fullerton, CA, since 2010. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, constructing diversified portfolios using Modern Portfolio Theory and maintaining fiduciary standards for retirement accounts.

Casey Bartels is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. He joined Guardian Financial Partners in 2017 after a brief tenure at Wells Fargo Clearing. Guardian Financial Partners is a team-based firm that serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts. The firm employs a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with third-party due diligence.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including AE Wealth Management, LLC, Madison Avenue Securities, LLC, and Smart Money Group, LLC. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management along with financial planning. The firm employs a top-down, macroeconomic asset allocation approach and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party research and quantitative risk profiling tools.

Blake Martin is a financial advisor at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. 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 employs a top-down, macroeconomic approach to asset allocation and integrates both internal analysis and third-party tools in portfolio construction.

Teri Mccasland is a financial advisor at SFE Investment Counsel Inc. in Los Angeles, CA, with 44 years of industry experience. She has been with SFE Investment Counsel for 19 years since 2007. SFE Investment Counsel provides investment advisory services to individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm emphasizes asset allocation and a total-return approach, typically managing concentrated portfolios through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Forrest Friedow is a financial advisor with Vestia Personal Wealth Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Ausdal Financial Partners Inc., Larson Financial Securities, and Securian Financial Services. He serves as a board member and treasurer for the Waverly Park Homeowners Association in Palm Desert, CA. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach using in-house discretionary management, third-party sub-advisors, and technology-enabled solutions, with additional access to alternative and private investments through a non-discretionary private capital platform.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Rodney Au Yeung is a financial advisor with Discipline Wealth Solutions, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cpr Investments Inc. and Aegis Wealth Management, Inc. Since 2002, he has also worked as an independent insurance agent. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors with tailored investment advisory services. The firm utilizes a variety of investment approaches and provides retirement plan consulting, sub-advisory services, and in-house management.

Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.