Hanna Weintraub is a financial advisor at Spinnaker Investment Group, LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked in sectors outside finance, including Original Chop Shop and Point B Realty. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios primarily using mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and manages over $1 billion in assets.

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a blend of Tactical Index, Passive Index, and Apriem Index strategies, incorporating equities, fixed income, mutual funds, ETFs, alternative funds, and cash, while utilizing fundamental and technical analysis along with tactical use of derivatives and options.

Serena Nguyen is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 66 credential with less than one year of industry experience. Her prior work history includes roles at OneAmerica Securities, American United Life, and other financial services firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm uses a Global Target Risk approach focused on global diversification and factor tilts, primarily implementing portfolios with mutual funds and ETFs tailored to client objectives.

Evelyn Foo is a financial advisor at Kingsbridge Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously at BlackRock in both Singapore and the United States, as well as at RealCadre LLC. Kingsbridge Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, focusing on clients with multimillion-dollar assets. The firm emphasizes systematic asset allocation and global diversification through indexed exposures, ETFs, individual bonds, and third-party managers, and is notable for its involvement in private fund sponsorship and syndication through affiliated entities.

Kurt Beimfohr is a financial advisor with Knightsbridge Wealth Management in Newport Beach, CA, holding a Series 65 designation and 14 years of industry experience. He joined Knightsbridge in 2020 after working at Buffalo Capital Corporation from 2016 to 2020. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a combination of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management.

Mary Sigler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Tarbox Family Office, Inc. in Newport Beach, CA. She has been with The Tarbox Group, Inc. since 2014. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm employs an institutional-style approach focusing on strategic allocation, diversification, low costs, and tax awareness, typically managing portfolios according to client-specific Investment Policy Statements and four model strategies.

Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Apriem Advisors since 2000. In addition to her advisory role, she is an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm offers customized wealth management and portfolio management using a combination of tactical and passive strategies, incorporates fundamental and technical analysis, and provides additional services such as charitable investment advisory and retirement plan education.

Ryan Kelly is a Series 65-licensed advisor with Spectrum Asset Management Inc in Newport Beach, CA, where he has worked since 1990. He has 14 years of industry experience. Outside of his advisory role, Mr. Kelly serves as President of Spartan Strategies Inc., a consulting firm providing strategic and tactical advice to firms and individuals, including support for Spectrum’s marketing, sales, and intellectual property. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management across equities and fixed income, using a blend of fundamental, technical, and cyclical analysis tailored to client objectives.

Connor Macho is a financial advisor at Tarbox Family Office, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Tarbox Family Office, he worked at Valeo Financial Advisors and Mason & Associates. Tarbox Family Office, Inc. is a fee-only, SEC-registered firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm manages just under $1 billion for about 204 clients, using a client-specific Investment Policy Statement and a range of model strategies emphasizing strategic allocation, diversification, low costs, and tax awareness.

Elmer Salvador is a financial advisor at Compak Asset Management with 23 years of industry experience. He holds a Series 66 designation and has been with Compak Securities and Compak Asset Management since 2004. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset allocation and a combination of tactical strategies and external research.

Fan Feng is a financial advisor at American Fundstars with nine years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021 and at Safy Info Tech in Shanghai from 2012 to 2017. Feng holds Series 66 and Series 63 licenses. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.

Matthew Jordan is a CFP® and holds a Series 66 license, with six years of industry experience. He has been affiliated with Financial Management Network, Inc. and its broker-dealer affiliate FMN Capital Corporation since 2019. Outside of his advisory role, Jordan serves as President of the Financial Planning Association Orange County Chapter and is active in the Financial Planning Association's membership committee and study group leadership. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach using probability-based planning combined with targeted active management, and offers additional services such as income tax preparation and bookkeeping.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Joshua Meier is an advisor at Knightsbridge Wealth Management with five years of industry experience. He is also the owner and partner of Meier Law Firm, where he has worked for over a decade. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware approaches.

Blake Street is a CFP®, CFA®, and Series 66 licensed advisor at Warren Street Wealth Advisors, LLC with 16 years of industry experience. He has been with Warren Street Wealth Advisors since 2015. He is also a licensed real estate broker in California, a credential he maintains primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and investment-company clients. The firm offers portfolio management, financial planning, and pension consulting, and acts as a discretionary sub-adviser to two firm-sponsored ETFs, employing a combination of fundamental, technical, and modern portfolio theory analyses.

Yekaterina Galkina is a CFP® and Series 66-licensed advisor with 19 years of industry experience. She has been with Compak Securities and Compak Asset Management since 2006. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm uses model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services alongside investment management.

Sheryl Liu is a financial advisor at American Fundstars with a Series 65 designation and one year of industry experience. Her background includes work as a self-employed professional and a role at Yifang Taiwanese Fruit Tea. She also attended the University of Southern California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, requiring client consent for trades.

Jeffrey Evans is a financial advisor at Greenwich Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Advisors since 2017 and previously at Coventure, LLC from 2014 to 2021. Greenwich Advisors is an SEC-registered investment adviser managing approximately $293 million across five offices. The firm serves individuals and some businesses, often with a $1 million account minimum, and employs a range of investment methods including fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory, with an openness to complex and alternative instruments.

Joel Slatter is a financial advisor with Ignite Planners LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Amazon, Foresight Wealth Management, and Bruce A. Lefavi Securities. Ignite Planners serves a diverse client base that includes individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, employing a volatility-responsive investment approach that incorporates public and private investments, derivatives, and tax-efficient strategies.