Troy Davidson is a financial advisor at Ballast Rock Private Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios, offering a broad range of investment options and consulting services for retirement plans.

Kevin Darger is a financial advisor at Financial Management Network Inc with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Management Network Inc since 1995. Outside of his advisory role, he serves on the board of directors for St. Andrew's Children's Center. 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 plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

Zhiqi Liu is a financial advisor with American Fundstars, holding a Series 66 designation and seven years of industry experience. Prior to joining American Fundstars in 2022, Liu worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2019 to 2022, as well as at Jupai Global and a law office earlier in his career. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance activities, also acting as adviser and sponsor to pooled investment vehicles.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Emily Balmages is a CFP® professional with six years of industry experience. She has worked at Warren Street Wealth Advisors, LLC since 2019 and previously spent seven years at Tarbox Family Office. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm provides portfolio management, financial planning, pension consulting, and retirement-plan advisory services, employing a mix of analytical approaches and actively managing equity and fixed-income strategies.

Brock Redondo is a CFA® charterholder and holds a Series 66 license, with one year of industry experience. He is currently affiliated with Mathis Wealth Management and has prior experience at firms including Ausdal Financial Partners and United Planners. Mathis Wealth Management provides financial planning, investment management, third-party advisor referrals, and retirement plan consulting to a diverse client base that includes individuals, high-net-worth clients, and institutional retirement plans. The firm employs a strategic asset allocation approach using no-load or institutional funds, ETFs, stocks, and bonds, and offers retirement plan services including participant education and enrollment.

Phillip Law is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He has worked at Warren Street Wealth Advisors, LLC since 2018, with a three-year tenure at Capital Group preceding that. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios, using a combination of fundamental, technical, and modern-portfolio theory analyses, and acts as sub-adviser to ETFs employing derivatives-based overlay strategies.

Neal Quon is a financial advisor at API Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years. In addition to his advisory role, he is involved in the sales and service of insurance products through Neal Quon Insurance - Retire Different. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm implements individualized portfolios using model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Gary Hitzler is a financial advisor with Tempus Wealth Planning, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Tempus Wealth Planning in 2022. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a client-specific investment process with continuous monitoring and periodic rebalancing, employing both fundamental and technical analysis, and may utilize derivatives, options strategies, and margin in certain managed accounts.

Rudy Dahbura is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms, including Ensemble Wealth Management and Securities America Inc. In addition to his advisory role, Dahbura is involved in insurance sales. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages over $600 million in discretionary assets, employing a networked operating model and a blend of investment strategies, while also offering ancillary services such as tax preparation and estate-document assistance.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack also operates Yack Wealth Management, focusing on marketing activities outside of investment advisory. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets using a combination of model portfolios and various analytical approaches, and offers services through an 18-advisor team alongside a network of affiliates.

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. 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 multiple asset classes and manages most client assets on a non-discretionary basis.

Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. 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 provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Mark Donahue is a financial advisor with Financial Management Network Inc, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with FMN Capital Corporation and Financial Management Network Inc since 1997. Donahue holds a California insurance license for life, health, and variable products and is an inactive member of the bar in California, New York, and the District of Columbia. 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’s investment approach combines strategic asset allocation based on historical risk/return analysis with targeted active management and utilizes mutual funds, ETFs, and other vehicles supported by due diligence.