Rudy Dahbura is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms, including Ensemble Wealth Management and Securities America Inc. In addition to his advisory role, Dahbura is involved in insurance sales. 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 manages over $600 million in discretionary assets, employing a networked operating model and a blend of investment strategies, while also offering ancillary services such as tax preparation and estate-document assistance.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using 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 as well as standalone financial consulting.

Antonia Lipovac is a financial advisor at Benefit Financial Services Group with six years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Frank Deptola & Associates, the US Small Business Administration, and Stratos Wealth Partners. Outside of her advisory role, she is a part-time financial manager at Worldwide Construction Services, Inc., a construction firm owned by her family. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, and retirement plan sponsors, offering wealth management, financial planning, and institutional pension consulting. The firm emphasizes diversified, outcome-oriented portfolios and provides a range of services including tax preparation, ERISA fiduciary roles, and access to ESG and alternative investment options.

Alan Ebright is a financial advisor with Check Capital Management Inc. based in Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Check Capital Management in 2022, he worked at Hodges Capital Management, Inc. and Fisher Investments. Check Capital Management provides discretionary portfolio management, financial planning, and retirement cash-flow planning for individuals, high-net-worth clients, retirement plans, and corporate clients. The firm follows a long-term, fundamentals-based investment philosophy influenced by a Warren Buffett style approach and manages portfolios across distinct programs, including the Blue Chip Investor Fund.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack also operates Yack Wealth Management, focusing on marketing activities outside of investment advisory. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets using a combination of model portfolios and various analytical approaches, and offers services through an 18-advisor team alongside a network of affiliates.

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. 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 multiple asset classes and manages most client assets on a non-discretionary basis.

Brent Honea is a financial advisor with Secura Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and other firms. Outside of investment advising, he practices estate planning and asset protection law with Barth Calderon LLP and is involved in life insurance sales through Bentley Financial & Insurance Services. Secura Financial, LLC provides fee-based financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, employing tailored investment strategies based on fundamental and cyclical analysis.

Virginia Havens is a financial advisor at Ministry Partners Securities, LLC with 19 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm incorporates clients’ religious or ethical values into investment recommendations and primarily refers clients to third-party asset managers while providing ongoing advice and planning services.

Ray Kim is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at WestPark Capital since 2018 and also serves as Vice President and Insurance Agent at Diligent Insurance Group since 2007. Additionally, he participates on the advisory committee for the University of California, Irvine's Personal Financial Planning Certificate Program. 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 and provides portfolio management and customized financial plans on both discretionary and non-discretionary bases.

Mia Carla Dizon is a financial advisor at Sage Rhino Capital LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2016 to 2022. Outside of her advisory role, she serves as treasurer for One Seed Community Garden, where she handles bookkeeping and coordinates donation letters. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of investment strategies including fundamental, quantitative, sector, and cyclical analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. 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 with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Russell Hall is a CFP® professional with 18 years of industry experience. He has been with Eclectic Associates, Inc. since 2007. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 clients, including high-net-worth individuals, trusts, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, using diversified mutual funds and ETFs aligned with Modern Portfolio Theory, and manages over $1.4 billion in assets through an 11-advisor team.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. 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 strategies, managing most client assets on a non-discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Borcich is a financial advisor at Vanguard Capital with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanguard Capital and its affiliated firms since 2009. 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 implements investment decisions based on written client profiles and plans, emphasizing risk management through diversification, rebalancing, and selective use of covered-call strategies.

Bonnie Wusz is a financial advisor at BW & Associates, Inc. in Orange, CA, holding the CFP® designation along with Series 63 and 65 licenses. She has 43 years of industry experience, including roles at Cetera Wealth Services, LLC and Girard Securities, Inc. Outside of advisory work, Wusz is involved in fixed insurance sales, offering life and long-term care products. BW & Associates provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm manages client assets predominantly on a non-discretionary basis, focusing on long-term, asset-allocation strategies using mutual funds and ETFs, with a relatively high asset base managed by a small team.

Laurel Hackett is a financial advisor at BW & Associates, Inc. with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Cetera Wealth Services, LLC and Girard Securities, Inc. Hackett is also a licensed notary who provides notarization services to clients without fees. BW & Associates, Inc. offers investment management and financial planning to individuals, charitable organizations, and businesses, managing over $690 million in client assets. The firm focuses on a long-term, asset-allocation strategy using mutual funds and ETFs, with predominantly non-discretionary management and an emphasis on retirement planning and annuity suitability.