Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.

David Neff is a CFP® with 29 years of industry experience. He is currently affiliated with CLG LLC and has previously worked at Purshe Kaplan Sterling Investments, Cetera, and Legacy Financial Planning. He also manages business operations for Legacy Financial Planning, a separate entity providing payroll and business expense services. CLG LLC serves a diverse clientele, including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs various analytical approaches and includes derivative strategies, sub-advisory use, and held-away account management in its investment process.

Yuxin Tian is a financial advisor at MY Advisors US LLC with two years of industry experience. Tian holds the Series 65 designation and previously worked at American Fundstars Financial Group LLC. MY Advisors US LLC is a newly formed SEC-registered investment adviser that 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 investment strategies and also recommends and monitors third-party advisers.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is the CEO and founder of Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and management.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of his advisory role, he is actively involved in the Long Beach community through board memberships at The Salvation Army, Long Beach City College Foundation, and St. Mary's Medical Center, and participates in the Long Beach Area Chamber of Commerce. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, and individual securities, and provides comprehensive portfolio management, financial planning, and retirement plan consulting.

Wenxuan Zhu is a financial advisor at MY Advisors US LLC with two years of industry experience. Zhu holds a Series 65 designation and previously worked at American Fundstars Financial Group LLC and held various roles including research and academic positions. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses a range of strategies including fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary mandates.

Chelsea Pittman is a financial advisor with Abraham & Co., Inc. and holds a Series 65 designation. She has one year of industry experience. Prior to her role in financial advising, she has worked in sales as an Account Executive at Dropbox, focusing on software solutions for IT departments. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles combined with various analytical methods to manage a range of portfolio strategies, including fixed-income, income-oriented, balanced, and growth approaches.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

Gerald Mitchell is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with CLG LLC. His work history includes roles at Purshe Kaplan Sterling Investments and Cetera, as well as ongoing involvement with John D. Cartwright & Assoc, Inc., where he serves as Head of Operations. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including options and digital assets, and offers both discretionary and non-discretionary portfolio management.

Sarah Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Cetera, and John D Cartwright and Associates. She is a 16.666% owner of CLG Holding Company, LLC, a non-investment-related holding company. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a range of analytical methods and offers discretionary and non-discretionary management, use of sub-advisors, and held-away account management, incorporating derivative strategies and digital asset exposure in its investment approach.

Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Gideon Bernstein is a CFA® charterholder and Series 63 licensee with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002, serving as part of a team of five advisors in Costa Mesa, CA. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts and estates, retirement plans, insurance companies, and charitable organizations. The firm employs diversified portfolios based on Modern Portfolio Theory and the Fama-French three-factor model, incorporating fundamental and cyclical analysis, with a focus on long-term holding and rebalancing.

Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved with Crux Insurance, an insurance sales business based in Long Beach. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients through a team of 11 advisors. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, trusts, charities, pension plans, and privately held businesses, employing a process-driven yet flexible investment approach.

Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.

Vincent Tropea is a CFP® credentialed advisor with 32 years of industry experience. He is currently with RBC Securities, Inc and has worked previously at City National Securities, Inc for 16 years. RBC Securities, Inc provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Jobani Sanabria is a financial advisor with Alexander Capital Wealth Management LLC in Downey, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2025. Outside of his advisory role, he is involved as an insurance agent with Midland National Life Insurance, selling annuity and life insurance products. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as certain institutional clients and issuers. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Jimmy Wu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has previous experience at Foresters Equity Services, Inc. and United Alliance Insurance, where he is involved in agent training and recruiting as well as personal insurance sales. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including firm-managed portfolios and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and offers tools such as separately managed accounts and automated rebalancing.