Christy Charles is a CFP® with 2 years of industry experience, currently serving as a financial advisor at Validus Capital LLC. Prior to joining Validus Capital in 2022, she worked at Camden Capital, LLC from 2014 to 2022. Validus Capital provides wealth management, investment management, financial planning, legacy planning, and family office services primarily to high net worth and ultra-high net worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm constructs customized portfolios using a mix of fundamental and quantitative analysis with a primarily long-term orientation, and it also acts as investment supervisor to exempt private funds and pooled vehicles.

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.

Jae Lee is a financial advisor with Wealth Teams Alliance, holding a Series 65 designation and eight years of industry experience. He has worked at Wealth Teams Alliance since 2018 and has been associated with Alphastar Capital Management, LLC since 2013. Lee is also involved with Good Life International Inc, where he serves as a director overseeing insurance, financial education, and real estate investment activities. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm combines asset-allocation driven portfolio construction with technical analysis, employs both long- and short-term trading strategies, and supports clients through seminars, workshops, and a wrap-fee program.

Darren Thompson is a Series 66 licensed advisor with Ministry Partners Securities, LLC and has two years of industry experience. He serves as President and CEO of Ministry Partners Investment Company, which focuses on church financing and business lending. Prior to his current roles, he worked at Americas Christian Credit Union for eleven years. Ministry Partners Securities, LLC provides financial planning and consulting to individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious and ethical values into investment recommendations and primarily refers clients to third-party asset managers while offering ongoing advice and planning services.

Richard Rock is a financial advisor with Balboa Wealth Partners, Inc., holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing a family-owned retail liquor and deli business. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using a combination of low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis 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.

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and began his career after graduating from Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management, portfolio construction, and access to private market investments. The firm manages approximately $1.76 billion for a selective client base, using a combination of third-party and in-house managers across discretionary and non-discretionary arrangements.

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.

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.

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.

Robert Knutsen II is a financial advisor at JDL Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with J. Derek Lewis & Associates, Inc. and Jdl Securities Corporation since 2011. In addition to his advisory role, he is licensed as an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused on mutual funds and ETFs. The firm manages approximately $2.28 billion in assets across about 7,943 accounts and uses investor profiling, formal investment guidelines, and proprietary risk models in its investment approach.

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.

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.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Amy Zwaan is a financial advisor with Yosemite Capital Management and holds a Series 66 designation. She has 21 years of experience in the financial services industry, including roles at Alexander Capital, LPL Financial, and WealthPLAN Partners. Outside of her advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a combination of ETFs, mutual funds, and third-party managers.

Leonard Wyss is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with B.B. Graham & Company since 2016. Outside of advisory work, he owns and operates A Better Tax Service, providing income tax preparation. B.B. Graham & Company offers 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 manages approximately $322 million and employs both fundamental and technical analysis to implement diverse investment strategies across equities, fixed income, and ETFs.

Kevin Messenger is an investment advisor representative with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at MML Investors Services LLC and Massmutual Life Insurance Company since 2014. In addition to his advisory role, he is an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts and serves as a sub-advisor on third-party platforms.