Ryan Tice is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials with six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is actively involved in insurance sales through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and uses a mix of mutual funds, ETFs, bonds, and equities supported by quantitative risk profiling.

Leanne Drayton is a financial advisor at Wealthspring with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network and Deutsche Bank Securities Inc. prior to her current role. Wealthspring serves individual investors, pension plans, charitable organizations, and other entities by providing investment advisory, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a primarily discretionary asset-management process combining various analytical methods and offers access to a broad range of securities and alternative investments.

Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Matthew Evans is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ocean Path Advisors, LLC, where he has worked since 2024, and previously was associated with Mariner Wealth Advisors and Mariner Independent. Ocean Path Advisors is a small team providing portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm follows a modern portfolio theory approach, emphasizing diversified, low-cost indexed investments and uses margin and options strategies in certain accounts.

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.

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked in various roles at Checchi Capital Advisers since 2012 and was previously with Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a quantitatively driven investment process that uses proprietary models to construct globally diversified equity and fixed-income portfolios. The firm is notable for its role as a private fund adviser to insurance-dedicated vehicles, sub-advisory services to other advisers, and its transparent disclosure practices.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

Annie Kim is a financial advisor at AR Asset Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2000. AR Asset Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamentally driven, long-term strategies using large-cap domestic and international stocks, tax-aware portfolio construction, and fixed income laddering, with additional recommendations for qualified clients including private placements and pooled investment vehicles.

Matthew Kim is a financial advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kayan Securities, Inc. and Vision Tree Consulting. Outside of his advisory work, he serves as President and CEO of Planwise College Consulting, providing college financial aid consulting. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm utilizes tactical and strategic asset allocation, third-party sub-advisers, and digital platforms to manage a diverse client base and maintain substantial retirement-plan assets under advisement.

David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Julie Young Sedillo is a CFP® with 26 years of industry experience and is currently with CRUX Wealth Advisors. She has held roles at Arete Wealth Management and Crown Capital Securities, among others. She serves as treasurer and board member for the Peninsula Drama Boosters Club. 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 using multiple analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Richard Rappaport is a Series 63 licensed financial advisor with WestPark Capital, Inc. in Los Angeles, CA, bringing 37 years of industry experience. He has been with WestPark Capital since 1999 and serves as president of WestPark Holdings LLC. Outside of his advisory role, he is a director of Skechers USA, Inc. and involved in public acquisitions through a leadership position in AOTS-WRASP-SKRP. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often incorporates third-party money managers in its advisory programs and offers both discretionary and non-discretionary portfolio management and custom financial plans.

Boris Gertsen is a CFA® charterholder with 23 years of industry experience. He is affiliated with JSF Financial, LLC and has worked at Mid Atlantic Capital Corporation since 2010, alongside his ongoing role at JSF Financial since 1999. JSF Financial provides discretionary portfolio management, financial planning, and wealth management services to individuals, trusts, charitable organizations, pension plans, and businesses. The firm manages approximately $1.73 billion in client assets and employs dynamic asset allocation, model portfolios, and quantitative analysis as part of its investment approach.

Elizabeth Carr is a financial advisor at CLG LLC in Long Beach, CA, with 38 years of industry experience. She holds a Series 63 designation and has been with CLG LLC since 2016. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Cetera, and she is also a partner at John D. Cartwright & Associates, Inc. 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 employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, using third-party sub-advisors and various strategies including options, derivatives, and digital asset exposure.

Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mosley Wealth Management, he worked at Matts El Rancho and Winsprire. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. 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 quantitative tools and third-party analysis in portfolio construction.

David Rosenberg is a financial advisor with Nadler Financial Group, Inc. in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Nadler Financial Group and Ausdal Financial Partners since 2012. Outside of his advisory role, Rosenberg serves as president of a political action committee and acts as an assistant football coach at a high school. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a team of 15 advisors. The firm provides discretionary investment management and financial planning services using diversified mutual funds and ETFs, tactical asset allocation, and specialized strategies such as direct indexing, serving individuals, charitable organizations, and retirement plans.