Simon Goldin is a CFP® with three years of experience in the financial services industry. He is currently with Signature Resources Capital Management, LLC and has previously worked with firms including OneAmerica Securities, MML Investors Services LLC, and MassMutual Life Insurance Co. Outside of advisory work, he holds an insurance license and is involved in insurance sales. 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 utilizes a “Global Target Risk” approach with broad diversification and factor tilts, offering customizable portfolios primarily constructed with mutual funds and ETFs.

Michelle Petersen is a financial advisor at Hollencrest Capital Management with 10 years of industry experience. She holds a Series 66 designation and has been with Hollencrest since 2014. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach is grounded in Modern Portfolio Theory and incorporates traditional equities, fixed income, alternatives, private investments, and tax-aware strategies.

Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Warren Street Wealth Advisors since 2012. Outside of his advisory role, he has experience as an operations assistant managing high-value product blending at an oil refinery. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, providing portfolio management, financial planning, and pension consulting. The firm offers customized and model portfolios using a combination of fundamental, technical, and modern portfolio theory analyses, and acts as a sub-adviser to its own ETFs while employing derivatives-based overlay strategies in select account sleeves.

Morgan Christen is a CFP®, CFA®, and Series 63 licensed financial advisor with 32 years of industry experience. He is a principal at Spinnaker Investment Group, LLC in Newport Beach, CA, where he has worked since 2016. Christen also works as an independent insurance agent, advising on accident and health, life, and variable contract insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and maintains over $1 billion in assets under management.

Dale Sefarian is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Hollencrest Securities, LLC since 1999. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Richard Rock is a financial advisor with Balboa Wealth Partners, Inc., holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a family-owned retail liquor and deli business. 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 a combination of low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis within a team structure.

Scott Altenburg is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Kingsview Asset Management and Rick Nelson Insurance Solutions LLC. Altenburg is involved with Three Lakes Trading Company, where he offers managed futures services, and he also works as a resident insurance producer. T&T Capital Management provides discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and supervision with a primarily long-term, deep-value investment approach combined with tactical strategies when appropriate.

Christopher Heckenkamp is a CFP® professional with four years of industry experience. He is currently with Cutler Investment Group and has prior experience at LPL Financial LLC, Arise Private Wealth, and TSG Wealth Management. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating third-party research and AI tools for portfolio oversight.

Robert Knutsen II is a financial advisor at JDL Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with J. Derek Lewis & Associates, Inc. and Jdl Securities Corporation since 2011. In addition to his advisory role, he is licensed as an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused on mutual funds and ETFs. The firm manages approximately $2.28 billion in assets across about 7,943 accounts and uses investor profiling, formal investment guidelines, and proprietary risk models in its investment approach.

Gregory Cooley is a CFP® with 29 years of industry experience, currently serving at Ignite Planners LLC. His prior experience includes roles at StoneX Securities Inc and Cetera Advisor Networks LLC, as well as co-owning Cooley and Labas Financial Advisors. Outside of financial advising, he holds a leadership role at First United Methodist Church of Corinth and has volunteered with the Corinth Rotary Club for over 20 years. Ignite Planners serves a diverse client base ranging from individuals to sovereign wealth funds, offering discretionary asset management, financial planning, and consulting services. The firm employs a volatility-responsive investment strategy that includes public and private investments, with distinctive features such as managing private pooled funds and using performance-based compensation for qualifying accounts.

Joshua Garland is a ChFC® credentialed advisor with seven years of industry experience, currently with Apriem Advisors since 2018. Prior to this, he worked at Financial Professionals Group for nine years. He is also an independent insurance agent for Apriem Insurance Services and Solutions Financial, advising on insurance and health insurance matters. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a mix of Tactical Index, Passive Index, and Apriem Index approaches, combining fundamental and technical analysis with tactical use of derivatives and options in select strategies.

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Peter Travis is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at T&T Capital Management since 2011. He is based in Laguna Hills, CA. T&T Capital Management provides discretionary portfolio management services to individual, high-net-worth, and corporate clients, focusing primarily on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach while incorporating tactical strategies such as the use of margin, options, and short positions.

Amy Zwaan is a financial advisor with Yosemite Capital Management and holds a Series 66 designation. She has 21 years of experience in the financial services industry, including roles at Alexander Capital, LPL Financial, and WealthPLAN Partners. Outside of her advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a combination of ETFs, mutual funds, and third-party managers.

Kevin Messenger is an investment advisor representative with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at MML Investors Services LLC and Massmutual Life Insurance Company since 2014. In addition to his advisory role, he is an insurance agent with Signature Resources Insurance and Financial Services. 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 utilizes a Global Target Risk approach focused on global diversification and factor tilts and serves as a sub-advisor on third-party platforms.

Ryan Ornellas is a financial advisor at Westshore Wealth with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Westshore Wealth since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2015 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, using model portfolios and active derivative strategies within separately managed accounts.

David Levinson is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. Since 2007, he has been with Grant Bettingen, Inc./Newport Coast Securities, Inc. He is also involved in fixed annuities and life insurance sales and may receive finders fees for introducing clients to commercial real estate brokers or principals. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for about 616 households. The firm offers customized portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, employing a bottoms-up fundamental screening process and maintaining a multi-affiliate operating model to broaden service and product access.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.

Carl Demartini is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at CHD Investment Management, LLC for 11 years before joining RB Capital Management in 2025. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Maureen Tsu is a CFP® professional with 44 years of experience in the financial industry. She is currently with Ignite Planners LLC and has previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. Her credentials also include the Series 63 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 offers discretionary asset management, financial planning, consulting, and manages portfolios with a range of public and private investments, incorporating a volatility-responsive VEGA strategy and tax-efficient techniques.