Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Chloe Barnett is a CFP® professional with six years of industry experience, currently serving at Regatta Capital Group, LLC. Her prior roles include positions at Fidelity Investments, Freeman Mathis and Gary LLP, Redfin, and Luther Burbank Savings. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach, managing diversified portfolios and offering services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

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.

Josephti Cruz is a financial advisor at The Wealthgarden F.S. LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA, Northwest Asset Management, and Financial Ever After LLC dba Cover Your Assets. Cruz also owns a Certified Divorce Financial Analyst consulting business that provides financial analysis and reporting to assist divorcing couples. The WealthGarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering customized investment management, financial planning, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis, and provides ongoing due diligence on sub-advisors while acting as a fiduciary.

Erika Jenkins is a financial advisor at Regatta Capital Group, LLC with five years of industry experience. She has held her current position since 2017 and previously worked at The Art of Management LLC for two years. Jenkins holds a Series 65 designation. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds and ETFs, supplemented by individual stocks and bonds, and offers a range of services including wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation.

Russell Mohberg is a CFP®-credentialed financial advisor at Regatta Capital Group, LLC with 19 years of industry experience. He has been with Regatta Capital since 2007. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering wealth management, financial planning, retirement plan advisory, and digital-asset account services across multiple offices.

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.

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.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs with both fundamental and technical analysis.

Matthew Schulz is a financial advisor with Validus Capital LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis, serves as investment supervisor to exempt private funds and pooled vehicles, and offers expanded family-office services including private equity research, tax-efficiency counseling, and concierge support.

Spencer Kelly is a financial advisor at Regatta Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Regatta Capital Group since 2008. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutions, and various trust and estate entities. The firm employs a long-term, fundamental analysis approach to portfolio construction, offering services including wealth management, retirement plan advisory, and digital-asset account facilitation.

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.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.

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.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Curated Wealth Partners since 2018 and previously spent four years at Deutsche Bank. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management and access to private market investments such as direct private equity and real estate. The firm manages approximately $1.76 billion for a concentrated client base and offers customized advice across clients' full balance sheets using a combination of discretionary and non-discretionary arrangements.

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.