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 financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with two years 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, 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 variety of investment approaches, including Tactical Index, Passive Index, and Apriem Index strategies, and offers additional services such as estate planning through third-party platforms and an online consolidation tool called Apriem Total View.

Robert Reedy is a financial advisor at Capital Synergy Partners with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Reedy has worked at Capital Synergy Partners since 2020 and has been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000, where he engages in life insurance sales and marketing. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, maintaining fee-based and commission-based business lines with a primarily non-discretionary advisory approach.

Lindsey Garn is a CFA® charterholder with two years of industry experience, currently serving at Knightsbridge Wealth Management. Prior to joining Knightsbridge, she worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser that serves retail and institutional clients, including high-net-worth investors and retirement plans. The firm manages over $1.1 billion using a combination of strategic and tactical asset allocation, emphasizing low-cost, tax-efficient portfolios and active risk management.

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.

John Merwin is a Series 66 credentialed advisor with Financial Management Network Inc, based in Mission Viejo, CA. He has three years of industry experience and has been with Financial Management Network since 2023. Outside of advisory services, he is an owner of an LLC involved in commercial real estate investments. 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 uses a strategic asset allocation framework supported by probability-based planning and incorporates targeted active management within its portfolios.

Sophia Liu is a CFP® with eight years of industry experience, currently serving as a financial advisor at Benefit Financial Services Group. She previously worked at Capital Group-Private Client Services and Merrill Lynch. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets as of the end of 2025. The firm employs a diversified, model-based investment process that incorporates fundamental, quantitative, qualitative, and technical analysis and offers various strategies including ESG and options-based borrowing programs.

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.

Michael Nozzarella is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with The Tarbox Group, Inc. since 1999. He is based in Newport Beach, CA. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm manages just under $1 billion for approximately 204 clients, employing a client-specific Investment Policy Statement and institutional-style strategies focused on diversification, low costs, and tax awareness.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.

Kathryn Espinili is a financial advisor at JDL Advisers with 41 years of industry experience. She holds a Series 63 designation and has worked at J. Derek Lewis & Associates, Inc. since 2006, along with previous roles at JDL Securities Corporation. Outside of her advisory work, Espinili is CFO, Secretary, and 50% owner of RKE Healthcare Consulting Inc., a healthcare informatics consulting firm. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management centered on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct portfolios and manages about $2.28 billion in assets across nearly 8,000 accounts.

Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Hanna Weintraub is a financial advisor at Spinnaker Investment Group, LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked in sectors outside finance, including Original Chop Shop and Point B Realty. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios primarily using mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and manages over $1 billion in assets.

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a blend of Tactical Index, Passive Index, and Apriem Index strategies, incorporating equities, fixed income, mutual funds, ETFs, alternative funds, and cash, while utilizing fundamental and technical analysis along with tactical use of derivatives and options.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with WestPark Capital since 2016. Outside of his advisory role, he is involved in real estate sales as a broker and CEO of Thomas Jandt & Associates, Inc., which operates under Market Value Realty, and he leads i3 Financial, Inc., providing consulting services for early to development-stage companies. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs, providing customized portfolio management and financial plans.

Serena Nguyen is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 66 credential with less than one year of industry experience. Her prior work history includes roles at OneAmerica Securities, American United Life, and other financial services firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm uses a Global Target Risk approach focused on global diversification and factor tilts, primarily implementing portfolios with mutual funds and ETFs tailored to client objectives.

Christopher Wagner is a CFP® with six years of industry experience, currently serving as an advisor at West Wealth Group, LLC. His prior roles include positions at Cutler Investment Counsel, Goldman Sachs Ayco Personal Financial Management, and Biola University. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blended investment approach including fundamental, technical, and Modern Portfolio Theory analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 credential and 28 years of industry experience. Prior to joining Benefit Financial Services Group in 2019, he worked for Stevens First Principles Investment Advisors for 34 years and most recently served with the USDA Forest Service in the Los Padres National Forest. Benefit Financial Services Group serves individual investors, 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 that include equities, mutual funds, ETFs, and select private investments.