Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. 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 strategies, managing most client assets on a non-discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Eric Bell is a financial advisor with Hamilton-Bates Investment Research, Inc. He holds Series 65 and Series 63 licenses and has 32 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and he has been involved with Bell Insurance Solutions, Inc. for over a decade. Bell serves as president of African Wealth Management, Inc., focusing primarily on marketing to African and African American clients, and he leads a nonprofit working to establish an assisted living facility in Kenya. Hamilton-Bates Investment Research, Inc. advises individuals, pension plans, charitable organizations, and businesses, managing approximately $61 million in client assets. The firm applies multiple analytic methods and offers discretionary portfolio management and model-based investment programs tailored to client needs.

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.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Sheldon Singleton is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at American Trust Investment Services, WestPark Capital, and Delta Investment Management. Outside of his advisory work, Singleton owns several financial and insurance-related businesses focused on life and health insurance as well as strategic tax planning. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services for complex estate, tax, business disposition, and insurance matters.

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 with J K R & Company, Inc., holding a Series 63 designation and bringing 36 years of industry experience. He has been with J K R & Company since 2016 and also operates two insurance-related businesses. J K R & Company functions as a team-based investment adviser and broker-dealer, serving individuals, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting services.

Robert McIsaac is a financial advisor at Chicago Capital Management Advisors, LLC with 36 years of industry experience. He has previously worked at Crown Capital Securities for 20 years and is the sole shareholder of McIsaac Financial & Insurance Services, Inc., a firm he founded in 1984. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolios tailored to various risk profiles.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Chicago Capital Management in 2020, he worked at WestPark Capital Inc from 2016 to 2020. Outside of his advisory role, he is involved as an owner of First Exchange Financial LLC and works as a real estate sales agent. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services, including complex estate and tax planning.

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.

Ayush Raval is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining West Wealth Group, he worked at Jonathan Beach Club and has a background that includes positions at California State University Channel Islands and Hollister. 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 uses a combination of fundamental, technical, and Modern Portfolio Theory approaches in its portfolio management and offers ancillary services such as tax preparation and estate-document assistance through affiliated professionals.

John Bivens is a financial advisor with Capital Synergy Partners and holds the Series 63 designation. He has 29 years of industry experience, including roles at Capital Synergy Partners since 2011 and Onyx Investment Advisors from 2010 to 2025. Outside of his advisory work, he is the owner and CEO of a medical and wellness spa in Culver City, CA. Capital Synergy Partners serves individual clients across a range of net worth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis and provides advice primarily on a non-discretionary basis while also operating as a broker-dealer and insurance broker.

Charles Summit is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Before joining West Wealth Group, he worked in mortgage lending, automotive sales, and the food service industry. He is also an independent insurance agent licensed in California for life, health, and accident insurance. 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 employs a model portfolio approach blending fundamental, technical, and Modern Portfolio Theory analyses, serving a broad client base through an 18-advisor team and affiliated advisors.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at International Assets Investment Management, Crown Capital Securities, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

Jose Soria is a CFP® with five years of industry experience, currently serving as an advisor at West Wealth Group, LLC. His prior experience includes roles at Hightower Advisors, Pacific Life, Americor Funding, California Pizza Kitchen, and California State University Dominguez Hills. Outside of financial advising, he manages a non-investment activity involving coordinating distressed property leads for a family member. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, offering both discretionary and non-discretionary portfolio management through a team-based and networked operating model.

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.