James Watson is a financial advisor at Cypress Wealth Services, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, LPL Financial, and Trost Financial Planning Group. Watson is also a licensed life and health insurance agent in California. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term investment strategies.

Kraig Strom is a CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.

Katelyn Santos is a financial advisor at Braypark Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for nine years at Acrisure, LLC. Santos is a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and retirement plan consulting, using a range of analytical methods and investment strategies tailored to client objectives.

Paul Miloe is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with various Cetera entities since 1997 and also co-leads Albitz/Miloe & Associates Inc., an advisory business he has been involved with since 2007. Outside of his advisory work, Miloe serves as a board member of the YMCA and acts as scholarship chair for the San Pedro Elks Lodge #966. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Hirohisa Isogawa is a financial advisor at Advanced Portfolio Strategies with 24 years of industry experience. He holds a Series 63 designation and has worked with firms including APS Management Group, SCF Securities, Two Miles, and Isogawa Co., Inc. Outside of his advisory role, he serves as president and director at Isogawa Co., Inc., a tax consulting and accounting firm. Advanced Portfolio Strategies is a small team-based firm providing portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm uses client-specific investment policies and a combination of fundamental, quantitative, and technical analysis to manage approximately $158.7 million across 208 clients.

John Krambeer is a financial advisor with Validus Capital LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Camden Capital, LLC for nine years before joining Validus Capital in 2022. In addition to his advisory role, Krambeer is a licensed insurance professional. Validus Capital LLC serves high-net-worth and ultra-high-net-worth clients, offering wealth management, financial planning, legacy planning, and family office services. The firm manages approximately $2.54 billion in assets and employs a customized, long-term investment approach utilizing mutual funds, separately managed accounts, ETFs, equities, alternatives, and fixed income, along with operational support tailored to sophisticated client needs.

David Dewolf is a Certified Financial Planner® with 20 years of industry experience. He is currently with Quantum Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process favoring mutual funds, ETFs, and separately managed accounts, and offers both Total Market and Sustainable strategies using institutional-class funds and active transparent ETFs.

William Moffly is a financial advisor at Validus Capital LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Black Knight Financial Services, PennyMac Financial Services, and Bank of America. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth clients. The firm manages approximately $2.54 billion in assets, offering customized long-term portfolios that include mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, along with comprehensive family office support.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation and previously worked at Hyatt Regency Clearwater Beach Resort & Spa. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing about $213 million for roughly 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and structured risk assessment.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. 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 uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 13 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining The WealthGarden, he worked at Northwest Asset Management and TIAA-CREF. He is co-owner and co-host of Financially Ever After LLC dba Cover Your Assets, a podcast and video series focused on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily for individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $227.6 million in assets. The firm offers customized portfolios utilizing diversified allocations and employs fundamental analysis, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Britt Joyce is a CFA® charterholder with 11 years of industry experience. He has been with Regatta Capital Group, LLC since 2016 and previously worked at Manhattan West Asset Management, LLC and Pillar Pacific Capital Management LLC. Joyce is based in El Segundo, CA. Regatta Capital Group is an SEC-registered advisory firm serving a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs a long-term, fundamental-analysis approach, offering wealth management, portfolio management, financial planning, and services related to private pooled investment vehicles and digital-asset accounts.

Christopher Fono is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group among other firms. Outside of advisory work, he is involved in sales for VUKGRIPZ LLC, a company that markets softball and baseball bat grips. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, employing a range of analytical methods and investment strategies, including the use of ETFs, individual securities, alternative investments, and more complex instruments such as options and margin.

Kevin Harnischfeger is a financial advisor at Validus Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Camden Capital, LLC and New Century Capital Partners. Prior to entering the advisory industry, he was affiliated with SUNY New Paltz. Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm manages approximately $2.54 billion in assets, focusing on customized, primarily long-term portfolios using a range of investment vehicles and integrated family office services.

Nicholas Rivera is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Mosley Wealth Management, he worked at First Command Advisory Services and Lincoln Financial Advisors. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and integrates internal analysis with third-party tools to build portfolios using mutual funds, ETFs, bonds, and equities.

John Minezaki is a financial advisor at Global Assets Advisory, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial Services, Inc., Western International Securities, Inc., and International Assets Advisory, LLC. Outside of advisory work, he is engaged as a staff accountant and tax staff in public accounting roles. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering investment management, financial planning, retirement plan advisory, and consulting services, with a focus on customized portfolios and a long-term investment approach.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Hector Robles is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Transwest, UC Factors, Walt Disney Co., and Edward Jones. He is licensed in life and health insurance in California and Hawaii and has experience in customer service related to accounts receivable sales. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses a fundamental, client-specific approach, employing a broad range of investment strategies and typically managing accounts on a discretionary basis.