Lawrence Rutherford is a CFP® professional with 19 years of experience in the financial industry. He has been with Yosemite Capital Management since 2008. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and conducts manager due diligence before recommending third-party advisers.

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Michael Mess is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and The Ayco Company LP. Outside of his advisory role, Mess is involved in e-commerce through Sandpiper Exchange LLC and is a partner in MJ Ventures, a real estate investment partnership focused on residential properties. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes a custom, long-term investment approach using a range of strategies and tools, including mutual funds, ETFs, individual equities, fixed income, and option overlay strategies.

Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. 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 combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bryan Hernandez is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 license and eight years of industry experience. His previous roles include positions at Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. He is also licensed as a fixed insurance agent, conducting sales of traditional insurance products. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive asset management, financial planning, and retirement plan consulting using a variety of analytical approaches and investment strategies, including the use of derivatives and third-party sub-advisors.

Arash Navi is a CFP® professional affiliated with Benefit Financial Services Group, bringing six years of industry experience. He previously worked at Stevens First Principles Investment Advisors before joining Benefit Financial Services Group, where he has been since 2019. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis, managing approximately $1.53 billion in discretionary assets and $18.0 billion in assets under consultation for retirement plans as of the end of 2025.

Douglas Jankowski is a financial advisor at RS Crum, Inc. in Newport Beach, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RS Crum since 2016. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models emphasizing cost minimization and employs formalized policies such as mutual fund share-class selection and transaction-fee analyses.

Kyle Kong is a Series 65-licensed financial advisor at Apriem Advisors with one year of industry experience. His prior work history includes roles at Triguard Management, Radiology Associates of North Texas, and Southwest Airlines. Apriem Advisors provides wealth management, portfolio management, and retirement plan advisory services primarily to high-net-worth individuals, families, and nonprofit organizations. The firm employs a mix of tactical and passive investment approaches and incorporates fundamental and technical analysis, as well as options strategies, in its portfolio management.

Felton Mosley is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at AE Wealth Management, LLC since 2016 and owns Mosley Insurance and Financial Services, Inc., where he also serves as an insurance agent. Additionally, Mosley teaches a financial planning class at Mt. San Antonio College through the community education division. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis combined with third-party tools to align portfolios with clients’ risk profiles.

Lindsey Garn is a CFA® charterholder at Knightsbridge Wealth Management with one year of industry experience. Prior to joining Knightsbridge, Lindsey worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a mix of tactical and strategic asset allocation with fundamental and technical analysis across various strategies, emphasizing active risk management and tax-aware approaches.

Darren Candiotty is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding the ChFC® and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Crown Capital Securities, H. Beck, Inc., and operating Candiotty Financial Group, Inc. He is an officer and director of the nonprofit Tee Off Together, Inc., which provides PGA golf instruction to underprivileged children in Southern California. Lifetime Financial, Inc. serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management through various platforms, including third-party money managers and alternative investment consulting. The firm integrates mutual fund and ETF due diligence, technical analysis, and third-party manager evaluation, while also managing potential conflicts related to its insurance and real estate affiliations.

Melissa Going is a financial advisor at The William Allan Corporation with 13 years of industry experience. She has been with the firm since 2012. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm employs a mix of long-term investing and short-term strategies, including option writing and margin transactions, with continuous, individualized account supervision and fundamental analysis.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Ryan Tice is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is active in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation strategy and incorporates financial planning into its advisory services.

Sophia Liu is a CFP® professional with seven years of experience in financial advising. She currently works at Benefit Financial Services Group and has previously held positions at Capital Group-Private Client Services, Merrill Lynch, and other firms. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios that may include ESG options and cryptocurrency exposure when authorized.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, offering both discretionary and non-discretionary account management and utilizing internal management alongside recommendations of independent managers and platforms.

Edwin Suzuki is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 21 years of industry experience. He holds a Series 66 designation and has worked at WestPark Capital since 2016. Outside of his advisory role, he is also Vice President of Operations at Diligent Financial Group, Inc., a financial planning and insurance services firm. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, and business entities. The firm often uses third-party money managers with discretionary authority to manage portfolios according to client objectives and risk tolerance.

Butch Safyurtlu is a financial advisor at BlueChip Financial Advisors, LLC with 24 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years. Safyurtlu owns and operates Safyurtlu Wealth Management LLC, an independent practice based in Las Vegas. BlueChip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm manages approximately $104 million on a non-discretionary basis and employs a collaborative, client-directed model that integrates long- and short-term strategies with third-party research.