Michael Alongi is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding a Series 66 designation and offering 16 years of industry experience. His prior roles include positions at Oak Grove, LLC, Signature Resources Capital Management, LLC, and Equitable Advisors. Wealth Teams Alliance provides discretionary portfolio management and financial planning for individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm emphasizes technical analysis and integrates multiple investment strategies, including internal strategies and sub-advisers, while maintaining client communications through newsletters and other publications.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.

Paul Horn is a Certified Financial Planner® with 19 years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019. His prior experience includes roles at Puplava Securities, LPL Financial, and Financial Sense Wealth Management. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages diverse portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis and is notable for its scale, use of options-based borrowing programs, and affiliations with various financial service providers.

Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.

Richard Rang is a CFP® professional with 30 years of experience, currently serving at Financial Management Network Inc since 1998. He holds Series 63 and Series 65 licenses and is also an enrolled agent with the IRS, providing tax preparation services during the tax season. Outside of his advisory role, he owns a small reptile breeding business operated from home. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as income tax preparation and bookkeeping.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset allocation models and a fiduciary, client-focused approach.

Tracy Olson is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been associated with FMN Capital Corporation since 2006 and Financial Management Network since 1990. Outside of her advisory role, Olson is a self-employed distributor for nutritional and wellness products and is an enrolled agent providing tax preparation services. Financial Management Network provides 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 approach combined with targeted active management, utilizing mutual funds, ETFs, and other vehicles supported by due diligence.

Brian Douglass is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving at Financial Advisors Network, Inc. in Tustin, CA. He has been with Financial Advisors Network since 2014 and previously worked at LPL Financial from 2014 to 2018. Outside of his advisory role, he has been involved in tax preparation and accounting services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering a range of services including portfolio management, financial planning, and corporate trustee services. The firm uses an investment process that combines fundamental, technical, and quantitative analysis across multiple strategies and provides discretionary asset management through wrap programs and SEI-sponsored allocations.

Darrell Fryer is a financial advisor with Hamilton-Bates Investment Research, Inc., holding a Series 63 designation and nine years of industry experience. He has worked at Hamilton-Bates since 2018 and previously was with Securities Service Network, LLC. Outside of his advisory role, Fryer is involved in insurance sales and services through his independent agency, Capistrano Premier Insurance, and also participates in genomic sales to the medical industry with Encore Risk Management & Insurance Services, LLC. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary and model portfolio programs, managing over $61 million in client assets as of the end of 2025.

Jeffrey Merwin is a financial advisor with Financial Management Network Inc, holding a Series 66 designation and 15 years of industry experience. He has been with Financial Management Network and its affiliated entities since 2009. Outside of advisory work, he serves on the board of a corporate association connected to his firm’s offices and has ownership interests in commercial real estate ventures. 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 approach supported by historical risk/return analysis and integrates targeted active management, primarily using mutual funds and ETFs.

Gustave Jursch is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has held roles at Harborstone Group LLC, Finalis Securities LLC, and served as CFO at Now Capital Partners. Outside of advisory work, he is involved in several business ventures including a tequila company where he acts as a controller and consulting roles in business and project management. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management. The firm manages accounts on both discretionary and non-discretionary bases and employs a range of investment strategies, including long- and short-term trading, ETFs, and options.

Douglas Hyepock is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including over 17 years with his current firm. In addition to his advisory role, he is also an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal policy guidelines, and asset allocation models focused on mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships within its multi-team structure.

Rion Dalby is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to his advisory role, he worked for Kean Coffee from 2009 to 2016. J. Derek Lewis & Associates, Inc. provides portfolio management services to individuals, trusts, pension plans, charities, and corporate entities, managing about $1.78 billion in assets. The firm emphasizes client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships in its multi-team approach.

Matthew Smith is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Newport Wealth Advisors and Centaurus Financial Inc. since 2015. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $193 million in assets and utilizes a combination of fundamental, technical, and charting analysis to build globally diversified portfolios tailored to client Investment Policy Statements.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Scott Goerner is a financial advisor with Regal Advisory Services, Inc. based in San Juan Capistrano, CA. He holds a Series 66 designation and has one year of industry experience. Outside of advising, he is a co-founder and director of SGJR, Inc., a California-based ready-to-drink soju canned cocktail company. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm employs both fundamental and quantitative research in managing portfolios and offers various program structures, including discretionary and non-discretionary managed accounts.

Andrew Dintaman is a CFP® and Registered Investment Advisor with WealthPlan Investment Management LLC, where he has worked since 2025. He has four years of industry experience, including prior roles at OneDigital Investment Advisors LLC and WealthSource Partners, LLC. Outside of his advisory work, he is also involved in insurance sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, and institutional investors, offering comprehensive financial planning and investment management through model-based strategies and a range of investment vehicles.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mercedes Benz at Laguna Niguel and Nike, Inc. before entering the financial advisory field. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diverse investment approach with strategies including growth, value, momentum, and tax-managed options, and provides clients with individualized portfolio management and periodic reviews.

Daniel Newman is a CFP® professional with seven years of industry experience, currently serving at Miramontes Capital, LLC. He has prior experience with AI Next Now, LLC and CrowdFood Inc. Outside of his advisory role, he maintains ongoing involvement with AI Next Now, LLC. Miramontes Capital, LLC advises individuals, high-net-worth clients, and retirement plans through financial planning, portfolio management, and 529 account services. The firm offers both discretionary and non-discretionary account management, employing a range of investment strategies including long- and short-term trading, ETFs, mutual funds, bonds, and options, supported by a wrap fee program and affiliated entities.

Anika Wilson is a financial advisor at Spinnaker Investment Group, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Spinnaker since 2020. Prior to joining Spinnaker, she spent five years at Pepperdine University. Spinnaker Investment Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach focused on asset allocation and client behavior, managing over $1 billion in assets and integrating insurance-related products and digital estate-planning tools.