Matthew Jensen is a financial advisor at US Capital Global Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at MarshBerry Capital LLC, Cutler Investment Group, Helium Advisors LLC, Artis Advisors, and Heller Capital Resources. Jensen is also a licensed real estate agent in California but is not currently practicing. US Capital Global Wealth Management provides investment management, consulting, and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to build asset allocation models and select managers, utilizing a range of securities including ETFs, stocks, bonds, mutual funds, and alternative investments.

Curtis Farrell is a CFP® with over 41 years of industry experience. He has been affiliated with Financial Management Network, Inc. since 1993 and FMN Capital Corporation since 1995. Outside of his advisory work, he serves on the boards of the Western Pension Benefit Council’s Orange County chapter and Friends of the Santa Ana Zoo. 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 combined with active management and offers additional services such as income tax preparation and bookkeeping support.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

Joseph Lu is a CFA® charterholder with nine years of industry experience. He is currently a member of the Cutler Investment Group team at Cutler Investment Counsel, LLC. His prior experience includes roles at Yosemite Capital Management and Conscious Capital Advisors, LLC. He is also the managing partner of MM Integration, a business consulting and enterprise software development firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and 401(k) consulting, while utilizing third-party technology and AI tools to support research and account servicing.

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 at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.

Claire Seats is a financial advisor with Financial Management Network Inc in Mission Viejo, CA. She holds the Series 66 designation and began her advisory career in 2026. Prior to joining the financial industry, Claire worked at Joey Restaurant and has a background in education, having taught at Linfield University and various schools. 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 supported by probability-based planning and combines this with targeted active management using mutual funds, ETFs, and alternative vehicles when appropriate.

James Rossi is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifetime Financial, Inc. and has prior experience at firms including IAMS Wealth Management and Kinetic Investment Management. In addition to his advisory role, Rossi works as an independent insurance agent focusing on life, health, long-term care, and annuities, and provides consulting and educational services to financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party money managers. The firm emphasizes individualized investment recommendations supported by detailed client intake and ongoing account reviews.

Justin Smith is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at WestPark Capital Inc. and Newport Coast Securities, Inc. Additionally, he is involved as an owner of First Exchange Financial LLC and works as a real estate sales agent. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with tailored strategies and offers access to outside model managers and platform solutions.

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.

Phillip Ingle is a financial advisor at Lifetime Financial, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, LLC and Lifetime Paradigm Inc. In addition to his advisory role, Ingle owns SSG Solutions Financial & Insurance Services LLC, where he focuses on retirement planning and insurance products. He is also a member of an estate planning team that markets deferred sales trusts. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party money managers. The firm’s approach includes individualized investment recommendations supported by various analytical methods and incorporates cash management, alternative investments, and fiduciary services for employer-sponsored retirement plans.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

Gerald Zelko Jr. is a financial advisor at Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services, where he worked for 2 and 10 years respectively. 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 employs a long-term, diversified investment approach using low-cost mutual funds and ETFs combined with individual securities and options to meet client objectives.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at San Blas Securities LLC, International Assets Investment Management, LLC, Crown Capital Securities, Lp, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering portfolio management and financial planning services with a focus on non-discretionary advice tailored through fundamental, technical, and qualitative analysis.

Chace Adams is a CFP® designated financial advisor with 11 years of industry experience. He is currently with Ignite Planners LLC, where he has worked since 2022, and previously held positions at Prestige Wealthwide, Foresight Wealth Management, and other firms. Outside of his advisory role, Adams is involved in tax preparation through Proactive Tax, an independent tax service. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management and financial planning, utilizing a mix of public and private investments with strategies that emphasize volatility responsiveness, tax-efficient asset location, and opportunistic rebalancing.

Kwintone Houberg Lawton is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Girard Securities, Inc. He is also the owner of a marketing organization, Nexus Obligatus Business Services. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, and sovereign wealth funds, offering tailored portfolios that utilize stocks, bonds, ETFs, options, and private investments with an emphasis on volatility-responsive strategies and tax-efficient management.

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.