Blake Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Beacon Hill Staffing and Insight Global. Nollenberger McCullough Investment Advisors provides discretionary investment management and fee-only financial planning to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm offers equity-focused portfolio strategies tailored to clients’ objectives and employs independent performance measurement and reporting.

Mark Turner is a financial advisor at WMS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Strategies Financial Services LLC since 2018. Turner also owns and operates an insurance sales business through WM Strategies & Insurance Services Corp. WMS Financial Services is a state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management tailored to client objectives and employs a range of investment strategies including long-term holdings, trading, options, and margin.

Wanda Delgado is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. She has been with Cambridge and its affiliated firms since 2009 and previously worked at Insight Financial Advisors, where she also serves as owner and principal. Outside of her advisory work, Delgado is a board member and treasurer for Help for Brain Injured Children. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and more than 31 years of industry experience. His prior work includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., alongside operating Witt McDee EA Tax & Business Service, Inc. since 2010. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts, offering non-discretionary portfolio management focused on public equities through a diversified analytic approach involving multiple methodologies and long-term trading strategies.

James Curtis is a CFP® professional with 17 years of experience in financial advisory services. He is the principal of James Curtis Financial And Insurance Services, an independent firm he has led since 2014, and has provided financial planning through Collins Advisory since 2009. Curtis is also president and sole shareholder of James Curtis Enterprises, Inc., a non-investment related business. James Curtis Financial And Insurance Services offers customized financial planning and portfolio management to individuals, high-net-worth clients, and other advisers on a non-discretionary basis. The firm emphasizes tailored Investment Policy Statements and employs both fundamental and quantitative analysis alongside modern portfolio theory to build long-term portfolios.

Michael Stokes is a financial advisor with The Financial Coaching Group, Inc. He holds a Series 65 designation and has 17 years of industry experience. In addition to his advisory role, he is president and owner of Innovative Retirement Solutions & Insurance Services, where he provides insurance and annuity advice related to retirement planning, liability management, and estate planning. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers financial planning and individualized portfolio management with a focus on conservative, low-turnover portfolios and works primarily on a non-discretionary basis while recommending outside money managers.

Rick Emmett is a financial advisor at InvestLinc Wealth Services with seven years of industry experience. He holds a Series 65 credential and has been associated with InvestLinc entities since 1979 in various capacities. Outside of his advisory role, Mr. Emmett manages projects and provides consulting services through MFO Resource, Inc., a management consulting and administration company. InvestLinc Wealth Services provides wealth management and portfolio management to high-net-worth individuals, families, trusts, foundations, and closely held businesses. The firm offers customized investment implementation and a range of financial planning services, employing a mix of fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Bruce Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nollenberger Investment Management LLC since 2012 and Western International Securities, Inc. from 2012 to 2018. He also performs expert witness work for the securities industry. Nollenberger McCullough Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm emphasizes equity-focused investment strategies tailored to client objectives and employs independent third-party performance measurement.

Lawrence Rutherford is a CFP® with 19 years of industry experience, currently serving at Yosemite Capital Management. He previously worked at CW Advisors, LLC and has been with Yosemite Capital Management since 2008. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management, comprehensive financial planning services, and access to private fund investments for qualified clients, typically managing accounts on a discretionary basis using model risk profiles and employing both fundamental and technical analysis.

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Michael Mess is a financial advisor with Veracity Capital LLC in Newport Beach, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at The Ayco Company LP and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in e-commerce through Sandpiper Exchange LLC and provides tax preparation and planning services at Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers comprehensive investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, fixed income, and option strategies, supported by affiliated entities for insurance brokerage and tax planning.

Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. 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 combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Bruce Traub is a CFP® professional with 26 years of industry experience, currently serving as an investment adviser representative at 724 Capital, LLC since 2023. He has also been associated with Ministry Partners Securities LLC since 2013. Outside of his advisory roles, Traub leads a Kingdom Advisors study group focused on educating financial professionals about applying biblical principles to their business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with regular portfolio monitoring and reporting.

Arash Navi is a CFP® professional with seven years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019, following a prior role at Stevens First Principles Investment Advisors from 2016 to 2019. Navi is based in Irvine, CA. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm manages about $1.53 billion in discretionary assets and consults on roughly $18.0 billion in retirement plan assets, employing a diversified investment process that incorporates fundamental, quantitative, qualitative, and technical analysis.

Guy Baker is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding CFP® and ChFC® designations and over 31 years of industry experience. His career includes roles at multiple firms such as Baker Jensen Investment Advisors and BMI Consulting, LLC. Outside of advisory services, he is involved in editing and publishing books through Standel Publishing. Wealth Teams Alliance provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering services that include retirement plan management and a wrap fee program. The firm uses technical analysis as its primary investment method, incorporates both long- and short-term trading strategies, and integrates planning and consulting referrals into client relationships.