Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Chase Heiden is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of his advisory role, he works part-time as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, offering a range of equity and fixed-income strategies along with comprehensive financial planning for complex estate, tax, business disposition, and insurance matters. The firm serves over 500 client relationships with approximately $122 million in discretionary assets and employs a bottoms-up fundamental screening process with multiple model styles and custom portfolios.

Randall Luebke is a financial advisor at Lifetime Financial, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Financial and Lifetime Paradigm since 2012. Outside of his advisory role, he is an owner and licensed insurance agent for Lifetime Insurance Services and a loan originator with United American Mortgage. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating third-party sub-advisors and a variety of investment analysis methods. The firm also provides fiduciary services for employer-sponsored retirement plans and integrates affiliated insurance and real estate services under common ownership.

John Kostic Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Turner Financial Group, Inc. He has worked at Turner Financial Group since 2026 and previously at Claraphi Advisory Network, LLC, and as a self-employed advisor. Turner Financial Group is a nine-advisor team serving individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $230 million in assets using a blend of analytical investment approaches and offers comprehensive financial planning, discretionary asset management, and sub-advisory services.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently working at Signature Resources Capital Management, LLC since 2016. He serves on the boards of Symmco, Inc. and Symmco Group, both involved in powdered metal component manufacturing, and is co-founder of Global Digital Advisor Technologies, a firm focused on developing a financial product and service marketplace. 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 employs a Global Target Risk approach to managing customizable model portfolios emphasizing broad global diversification and factor tilts, primarily utilizing mutual funds and ETFs.

Jacob Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. Prior to joining Ignite Planners, he worked at Foresight Wealth Management for five years and served a four-year LDS Mission. He also serves as Advisor and Chief Client Service Officer at Atlas Investment Management, where he is involved in offering life insurance products. 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 employs a tailored investment approach using a mix of stocks, bonds, ETFs, options, and private investments, and offers discretionary asset management, financial planning, and advisory services for private funds.

Leonard Bakker is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Paradigm Inc., Lifetime Financial Inc., and Horter Investment Management. Outside of his advisory role, he manages an apartment and property management partnership. Lifetime Financial, Inc. serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management using both in-house and third-party money managers. The firm offers customized investment recommendations and includes alternative investment consulting and fiduciary services for employer-sponsored retirement plans.

Robert Baker is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stirlingshire Investments and TradingBlock DBA MoneyBlock. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, offering financial planning, consulting, and portfolio management through customized portfolios that may include mutual funds, ETFs, individual stocks, and bonds. The firm operates as both an investment adviser and securities broker-dealer, also offering insurance products and municipal-advisor services.

Anna Kim is a CFP® and CFA® with two years of industry experience. She is an advisor at Prudent Investors and has prior experience at Epollo and as owner of WLA Designs LLC, which provides financial copywriting and marketing consulting. She serves as Finance & Investment Committee Chair and Treasurer for the Down Syndrome Diagnosis Network. Prudent Investors offers discretionary investment management, financial planning, and consulting services to fiduciaries, high-net-worth clients, and estates. The firm emphasizes cost-effective portfolio construction using exchange-traded funds and a risk-managed approach grounded in Modern Portfolio Theory.

Ilkay Sepulveda is a financial advisor at Guardian Financial Partners, LLC with three years of experience in the industry. She holds a Series 63 designation and has prior experience at The Lady Advisor and Seeman Holtz Financial. Additionally, she is a licensed insurance agent with National Senior Insurance, a role she has held since 2012. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset-allocation models and a fiduciary, client-focused approach.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.

James Richardson is a financial advisor at J K R & Company, Inc. with 56 years of industry experience. He has been with J K R & Company since 1979 and holds a Series 63 designation. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm manages discretionary portfolios with ongoing monitoring and delivers written financial plans, serving as a fiduciary with a focus on customized asset allocation and periodic account reviews.

Bryan Sonderby is a financial advisor at Dark Horse Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms including DFPG Investments, Inc. and The Crestwell Group, where he is also an independent insurance agent and business consultant offering services such as exit planning and various types of insurance. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a broad range of investment strategies and is affiliated with an accounting practice, offering integrated advice and uncommon subscription-style fee arrangements.

Jordan Allred is a financial advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked for the Church of Jesus Christ of Latter-Day Saints and spent seven years in education. He holds a Series 65 designation. Ignite Planners serves a diverse client base 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 tailored portfolios combining stocks, bonds, ETFs, options, and other investments, and offers discretionary asset management, financial planning, and advisory services to private funds.

Kai Xiong is a CFA® charterholder with two years of industry experience. He has worked at Tarbox Family Office, Inc. since 2023 and previously spent 11 years at Index Fund Advisors. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities. The firm offers integrated financial planning, family-office coordination, and discretionary investment management using a client-specific investment approach that emphasizes strategic allocation, diversification, low costs, and tax awareness.

Hailee Brigman is a financial advisor at Knightsbridge Wealth Management with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Samuel A. Ramirez & Co., Inc., and Morgan Stanley. Outside of finance, she has experience working with Wag. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis, offering actively managed portfolios and tax-aware strategies across multiple investment approaches.

Eric Lin is a financial advisor with Investment Research Corporation, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at SA Stone Investment Advisors Inc., Quest Capital Strategies, and LPL Financial. He also serves as a financial consultant referring insurance products through Sky Vision Insurance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad product selection, including equities, debt securities, and mutual funds, with an emphasis on both discretionary and non-discretionary portfolio management.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities since 2017, following five years at Standard Investment Chartered. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm also delivers discretionary and non-discretionary portfolio management, research services, and clearing and prime broker services.

Scott Brooks is a financial advisor with NFSG Corporation based in San Clemente, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Brooks has been with Newbridge Securities Corporation since 2007. Outside of his advisory role, he is a partner in Gold Coast Financial Group, which provides financial services and acts as a solicitor for fee-based money management options. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs diversified portfolio strategies and uses both internal research and third-party asset managers to support its advisors.

Anthony Ossola is a financial advisor with Prospera Financial Services, Inc. in Aliso Viejo, CA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network and UBS Financial Services. Outside of his advisory work, Ossola volunteers as a citizen scientist with Earth Views Inc., documenting inland waterways through video observation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management options.