Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Paula Hart is a financial advisor with Guardian Financial Partners, LLC in Irvine, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at LPL Financial LLC, Steel Peak Wealth Management, LLC, and Royal Alliance Associates, Inc. She is also a notary public. Guardian Financial Partners provides fiduciary investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental and technical analysis. The firm focuses on individualized portfolio management and retirement plan consulting, managing over $900 million in discretionary assets.

Dennis Smith is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 credential and bringing 12 years of industry experience. His career includes roles at Cetera and Stratis Financial. Outside of advising, he serves as Immediate Past President of the Rotary Club of Long Beach and is President of the Long Beach Rotary Charitable Foundation. 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 employs various analytical methods and provides discretionary and non-discretionary portfolio management, incorporating a range of investment tools and third-party platforms.

Julia Youngblood is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Vanguard Capital since 1999, including time at Vanguard Capital Wealth Advisors, LLC since 2016. Outside of her advisory role, she serves as Chief Administrative Officer for Texas Capital, overseeing bookkeeping, banking, and contract signatory duties. Vanguard Capital provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients, focusing on diversified portfolios, risk management, and intermediate-to-long-term holding periods. The firm also offers consulting on estate planning, insurance, real estate, annuities, and retirement plan rollovers.

Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

Nicole Chou is a financial advisor at Benefit Financial Services Group with seven years of industry experience. She holds a Series 65 designation and has worked at Sperry Equities and State Street prior to joining BFSG in 2018. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans.

Sundy Clark is a financial advisor at Secure Investment Management, LLC in Irvine, CA, with seven years of industry experience. Clark holds Series 63 and Series 65 licenses and has worked in roles spanning financial advisory and international logistics, including positions at Hellmann and Kuehne & Nagel as a Global Account Director. Outside of advisory work, Clark is involved in sales of insurance products affiliated with Transamerica Financial Advisors. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm’s investment approach is quantitative and factor-based, focused on long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers, with portfolios customized by independent advisers.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Syndicated Capital since 2014 and at First Wilshire Securities Management, Inc. since 1983. In addition to his advisory role, he is a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm offers customized advisory programs with no account minimums, managing both discretionary and non-discretionary assets through various publicly traded securities tailored to clients’ objectives and risk tolerances.

Kraig Strom is a CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.

Katelyn Santos is a financial advisor at Braypark Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for nine years at Acrisure, LLC. Santos is a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and retirement plan consulting, using a range of analytical methods and investment strategies tailored to client objectives.

Vikas Goel is a financial advisor at WestPark Capital, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WestPark Capital since 2016. Outside of his advisory role, Goel is also active as a real estate salesperson. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often employs third-party money managers to implement customized portfolios based on client objectives and risk tolerance.

Mary Gibson is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 63 designation and over 40 years of industry experience. She previously worked at Crown Capital Securities, L.P. for 23 years and has been president of Gibson Financial Services since 1985, where she provides tax preparation and occasional bookkeeping services. Newport Wealth Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, pension plans, trusts, and other entities. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, alongside portfolio rebalancing software, and serves clients through a small team of advisors.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.

Anthony Serrano is a CFP® with nine years of industry experience and currently serves as a financial advisor at West Wealth Group, LLC. He has held roles at West Wealth Group since 2021 and has experience with Cooper McManus and BML Wealth Management dating back to 2014. In addition to advisory work, Serrano is an insurance agent involved in the sale of life insurance, annuities, and long-term care products. 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 approximately $616.7 million in discretionary assets through an 18-advisor team, utilizing a mix of fundamental, technical, Modern Portfolio Theory, and cyclical analyses with ongoing monitoring and rebalancing.

Susan Sajjadi is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 37 years of industry experience. She holds a Series 63 designation and has been with WestPark Capital since 2016. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities, often utilizing third-party money managers to implement customized investment strategies.

Hung Nguyen is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Guardian Financial Partners, LLC since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary, client-focused approach with proprietary asset-allocation models and multiple investment sleeves.

Chahan Fu is a financial advisor with American Fundstars, holding experience since 2026. Prior to joining American Fundstars, he was affiliated with Bioplate from 2024 and has academic experience at the University of Pennsylvania and the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and broader advisory services. The firm employs a flexible investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered advisory duties with broker-dealer and insurance agency activities.

Yiqi Wang is a financial advisor at American Fundstars with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm uses a flexible investment approach across a variety of asset classes and strategies and combines SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.

Bonnie Larsen is a financial advisor at Purus Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Purus Wealth Management since 2015. In addition to her advisory role, she is an officer at MANB, Inc., where she is involved in marketing activities. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm customizes investment strategies using both fundamental and technical analysis and offers a range of portfolio management options alongside a client seminar program.