Arrash Zare is a financial advisor at Chatterton & Associates with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including LPL Financial and Waddell & Reed, Inc. Zare is also a registered representative and insurance agent with OSAIC. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan consulting, and business advisory services. The firm employs a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, with a focus on non-discretionary management and limited short-term trading.

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.

Morgan Christen is a CFP®, CFA®, and Series 63 licensed financial advisor with 32 years of industry experience. He is a principal at Spinnaker Investment Group, LLC in Newport Beach, CA, where he has worked since 2016. Christen also works as an independent insurance agent, advising on accident and health, life, and variable contract insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and maintains over $1 billion in assets under management.

Dale Sefarian is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Hollencrest Securities, LLC since 1999. 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 combines Modern Portfolio Theory with traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Richard Rock is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of financial advising, he is involved in the family retail business, Dad's Liquor and Deli, where he contributes to employee and general management. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, stocks, bonds, and options, and offers both discretionary and non-discretionary portfolio management within a team structure.

Jordan Eden is a financial advisor at Braypark Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, and Wells Fargo. Outside of advisory work, Jordan serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies including ETFs, alternative investments, and complex instruments.

Brian Goldberg is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds a Series 66 designation and has 23 years of industry experience. Goldberg has been with Banyan Tree Securities, LLC and Banyan Tree Asset Management, LLC since 2013, serving as owner and principal. Banyan Tree Asset Management is a discretionary fixed-income investment adviser focused on ultra-high net worth individuals and institutional clients. The firm employs an active, credit-oriented investment process and manages portfolios primarily through separately managed accounts and Delaware-structured pooled investment vehicles.

Patrick Powers is a CFP®, CFA®, and PFS™ at Benefit Financial Services Group with 22 years of industry experience. He has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm provides wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and fiduciary retirement plan management.

Travis Hawley is a ChFC® affiliated with Mosley Wealth Management, Inc. in Anaheim, CA, with five years of industry experience. He has worked with Mosley Wealth Management and related Mosley Insurance & Financial Services entities since 2015. Outside of advisory work, he is involved in insurance sales through Mosley Insurance & Financial Services. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs a top-down, macroeconomic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis to build diversified portfolios.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.

Scott Hank is a financial advisor at West Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining West Wealth Group, he has worked at Ferguson Enterprises since 2016. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets through an 18-advisor team and uses a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Christopher Heckenkamp is a CFP® professional with four years of industry experience. He is currently with Cutler Investment Group and has prior experience at LPL Financial LLC, Arise Private Wealth, and TSG Wealth Management. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating third-party research and AI tools for portfolio oversight.

Joseph Pence is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at Cooper Financial Group, Securities America, Inc., LPL Financial, LLC, and Bonvivant International, Inc. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis, with both index-based and active strategies, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Robert Knutsen is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding a Series 66 designation and 16 years of industry experience. He has been with J. Derek Lewis & Associates and its affiliated entity, JDL Securities Corporation, since 2011. In addition to his advisory role, he is licensed as an insurance agent for accident/health, life, and fixed annuity contracts affiliated with the firm. J. Derek Lewis & Associates serves individuals, trusts, pension and profit-sharing plans, charities, and corporate clients, managing approximately $1.78 billion in assets across about 7,400 accounts. The firm focuses on mutual fund and ETF allocations, incorporating client profiling, formal investment policy guidelines, and asset-allocation models, with an integrated approach that includes brokerage, insurance, and third-party manager relationships.

Joshua Garland is a ChFC® credentialed advisor with seven years of industry experience, currently with Apriem Advisors since 2018. Prior to this, he worked at Financial Professionals Group for nine years. He is also an independent insurance agent for Apriem Insurance Services and Solutions Financial, advising on insurance and health insurance matters. 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 mix of Tactical Index, Passive Index, and Apriem Index approaches, combining fundamental and technical analysis with tactical use of derivatives and options in select strategies.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Seong Cho is a CFP® professional with seven years of industry experience, currently serving at Allmerits Asset, LLC since 2020. He previously worked with Allmerits Asset Management, LLC and has been involved with Sherwood Hall Financial Planning since 2018. In addition to his advisory roles, Cho is a CFP instructor, teaching a course since 2024. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension plans. The firm employs tactical and strategic asset allocation and offers specialized retirement plan consulting and standalone financial consulting services.