Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Apriem Advisors since 2000. In addition to her advisory role, she is an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm offers customized wealth management and portfolio management using a combination of tactical and passive strategies, incorporates fundamental and technical analysis, and provides additional services such as charitable investment advisory and retirement plan education.

Ryan Kelly is a Series 65-licensed advisor with Spectrum Asset Management Inc in Newport Beach, CA, where he has worked since 1990. He has 14 years of industry experience. Outside of his advisory role, Mr. Kelly serves as President of Spartan Strategies Inc., a consulting firm providing strategic and tactical advice to firms and individuals, including support for Spectrum’s marketing, sales, and intellectual property. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management across equities and fixed income, using a blend of fundamental, technical, and cyclical analysis tailored to client objectives.

Elmer Salvador is a financial advisor at Compak Asset Management with 23 years of industry experience. He holds a Series 66 designation and has been with Compak Securities and Compak Asset Management since 2004. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset allocation and a combination of tactical strategies and external research.

Fan Feng is a financial advisor at American Fundstars with nine years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021 and spent five years at Safy Info Tech in Shanghai. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance-agency activities.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

Kurtis De Sousa is a financial advisor at West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cooper McManus and MPWM, Inc. dba Terra Firma. He is also an independent insurance agent affiliated with various companies through BML Wealth Management. West Wealth Group, LLC provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical analysis, and offers additional services such as tax preparation and estate document assistance through third-party providers.

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Henry Vanbuskirk is a CFP® professional with 11 years of industry experience, currently serving at Benefit Financial Services Group since 2022. His prior experience includes roles at Cetera Investment Advisers LLC, Richardson and Company, CPAs, Inc., and Avantax Investment Services, Inc. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, financial planning, portfolio management, and institutional pension consulting services. The firm’s investment approach emphasizes diversified, outcome-oriented portfolios with a range of asset types, including ESG options and select private investments, while also offering ERISA fiduciary services for retirement plans.

Blake Street is a CFP®, CFA®, and Series 66 licensed advisor at Warren Street Wealth Advisors, LLC with 16 years of industry experience. He has been with Warren Street Wealth Advisors since 2015. He is also a licensed real estate broker in California, a credential he maintains primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and investment-company clients. The firm offers portfolio management, financial planning, and pension consulting, and acts as a discretionary sub-adviser to two firm-sponsored ETFs, employing a combination of fundamental, technical, and modern portfolio theory analyses.

Yekaterina Galkina is a CFP® and Series 66-licensed advisor with 19 years of industry experience. She has been with Compak Securities and Compak Asset Management since 2006. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm uses model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services alongside investment management.

Sheryl Liu is a financial advisor at American Fundstars with a Series 65 designation and one year of industry experience. Her background includes work as a self-employed professional and a role at Yifang Taiwanese Fruit Tea. She also attended the University of Southern California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, requiring client consent for trades.

Raymond Robinson is a CFA® charterholder with 18 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts and estates, retirement plan participants, insurance companies, and charitable organizations. The firm manages approximately $874 million in discretionary assets and focuses on diversified portfolios using Modern Portfolio Theory and the Fama-French three-factor model, with an emphasis on long-term holding and rebalancing.

Jeffrey Evans is a financial advisor at Greenwich Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenwich Advisors since 2017 and previously at Coventure, LLC from 2014 to 2021. Greenwich Advisors is an SEC-registered investment adviser managing approximately $293 million across five offices. The firm serves individuals and some businesses, often with a $1 million account minimum, and employs a range of investment methods including fundamental, technical, and cyclical analysis as well as Modern Portfolio Theory, with an openness to complex and alternative instruments.

Braden Priest is a CFA® charterholder and holds a Series 65 license with ten years of industry experience. He has been with Benefit Financial Services Group in Irvine, CA since 2015. Benefit Financial Services Group serves a broad range of clients including 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 with a variety of investment vehicles and fiduciary retirement plan services.

Mark Guillod is a financial advisor with Capital Synergy Partners, holding a Series 66 designation and 16 years of industry experience. He has been with Capital Synergy Partners since 2012. Outside of his advisory role, Guillod is a CPA and owner of a tax consulting and preparation business. Capital Synergy Partners serves individual clients across various wealth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis, offering predominantly non-discretionary advice along with brokerage and insurance services through its dual RIA and broker-dealer registrations.

Christopher Rowey is a financial advisor with Benefit Financial Services Group, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Benefit Financial Services Group since 2016 and at Bfsg, LLC since 2007. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its BFS Wealth Management and BFS Institutional Services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that integrates multiple analytical methods and includes options and derivative strategies.

Arrash Zare is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Chatterton & Associates and OSAIC, having previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, retirement plan consulting, as well as tax preparation, bookkeeping, and business advisory services. The firm follows a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, primarily advising on a non-discretionary basis.

Michelle Petersen is a financial advisor at Hollencrest Capital Management with 10 years of industry experience. She holds a Series 66 designation and has been with Hollencrest since 2014. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach is grounded in Modern Portfolio Theory and incorporates traditional equities, fixed income, alternatives, private investments, and tax-aware strategies.