Travis Hawley is a ChFC® credentialed financial advisor with five years of industry experience, currently with Mosley Wealth Management, Inc. in Anaheim, CA. He has held roles at Mosley Insurance & Financial Services, Inc. since 2015, including insurance sales. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a top-down, macroeconomic approach to portfolio construction, utilizing mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.

Scott Hank is a financial advisor at West Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining West Wealth Group, he has worked at Ferguson Enterprises since 2016. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets through an 18-advisor team and uses a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Joseph Pence is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His career includes roles at Cooper Financial Group, Securities America, LPL Financial, and Bonvivant International. He has been with Financial Advisors Network since 2015. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a comprehensive investment process that integrates multiple analytic approaches and provides individualized management through wrapped accounts and SEI-sponsored programs.

Xiliang Zhou is an Investment Adviser Representative at MY Advisors US LLC with two years of industry experience. Prior to joining MY Advisors US, he worked at American Fundstars Financial Group LLC for two years and has held roles at Advantabuy LLC, Acuinsight Inc., and GF Securities. He holds Series 63 and Series 65 licenses. MY Advisors US LLC provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various strategies and offers both discretionary and non-discretionary mandates.

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.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

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.

Seong Cho is a CFP® with eight years of industry experience, currently serving at Allmerits Asset, LLC as part of an eight-advisor team. He has worked at Allmerits Asset, LLC since 2020 and at Sherwood Hall Financial Planning since 2018, where he is also an owner and insurance agent. Since 2024, Cho has been a CFP instructor, teaching a CFP course quarterly. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm combines tactical and strategic asset allocation with third-party sub-advisers and platform providers, serving a broad base of individual clients and managing substantial retirement-plan assets.

Chad Noorani is a financial advisor at Benefit Financial Services Group with 12 years of industry experience. He holds the Series 65 designation and has been with Benefit Financial Services Group since 2011, including a role at Bfsg, LLC since 2013. Benefit Financial Services Group serves a broad range of clients, including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and ERISA fiduciary roles for retirement plans.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized advisory programs tailored to client objectives and risk tolerance without imposing account minimums.

Casey Hatcher is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Secura Financial and has held positions at Arkadios Capital Securities, Stone Hatcher Financial, Crown Capital Securities, and Bentley Financial and Insurance Services. Hatcher has also been involved with Stone Hatcher LLC. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for around 673 clients through a team of seven advisors, offering tailored investment strategies ranging from long-term holdings to option strategies and margin, integrating comprehensive planning services into client engagements.

Siling Pan is a financial advisor at MY Advisors US LLC with a Series 65 designation. Pan joined the firm in 2026 and has under one year of industry experience. Prior to entering the financial field, Pan attended the University of California, Los Angeles. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to a variety of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm employs a range of strategies, including discretionary and non-discretionary mandates, and also offers services related to third-party adviser selection and monitoring.

Susan Niedwick is a CFP® with 22 years of industry experience, currently serving at Cutler Investment Group since 2020. Prior to that, she worked at Check Capital Management Inc for five years. She holds Series 63 and Series 66 licenses. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, offering customizable solutions supported by third-party technology and AI tools.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Matthew Gandy is a financial advisor with Capital Synergy Partners in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Capital Synergy Partners since 2018 and has worked at related firms including CPS Financial & Insurance Services since 2019. Capital Synergy Partners serves individual clients across a range of wealth levels, providing financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates both as an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory approach with multiple office locations.