Chad Noorani is a financial advisor at Benefit Financial Services Group with 12 years of industry experience. He holds the Series 65 designation and has been with Benefit Financial Services Group since 2011, including a role at Bfsg, LLC since 2013. Benefit Financial Services Group serves a broad range of clients, including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and ERISA fiduciary roles for retirement plans.

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 Series 66 licensed financial advisor at Yosemite Capital Management with 21 years of industry experience. She previously worked at Alexander Capital LP and WealthPLAN Partners, among other firms. Outside of advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance plans. 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 and financial planning services, typically managing accounts on a discretionary basis using model risk profiles and a mix of ETFs, mutual funds, and third-party managers, including access to private fund investments for qualified clients.

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.

Ryan Ornellas is a financial advisor at Westshore Wealth with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Westshore Wealth since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2015 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, using model portfolios and active derivative strategies within separately managed accounts.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. Secura Financial 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 manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

K Lee is a financial advisor at Syndicated Capital, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Syndicated Capital since 2011. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans, managing approximately $137 million on a discretionary basis. The firm offers customized advisory programs tailored to client objectives and risk tolerance without imposing account minimums.

David Levinson is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. Since 2007, he has been with Grant Bettingen, Inc./Newport Coast Securities, Inc. He is also involved in fixed annuities and life insurance sales and may receive finders fees for introducing clients to commercial real estate brokers or principals. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for about 616 households. The firm offers customized portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, employing a bottoms-up fundamental screening process and maintaining a multi-affiliate operating model to broaden service and product access.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.

Casey Hatcher is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Secura Financial and has held positions at Arkadios Capital Securities, Stone Hatcher Financial, Crown Capital Securities, and Bentley Financial and Insurance Services. Hatcher has also been involved with Stone Hatcher LLC. 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 manages approximately $320 million for around 673 clients through a team of seven advisors, offering tailored investment strategies ranging from long-term holdings to option strategies and margin, integrating comprehensive planning services into client engagements.

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding three years of industry experience. He also owns and operates a solo law practice and has prior experience at multiple law offices dating back to 2013. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis, and provides clients access to a broad range of investment vehicles along with insurance and lending products.

Austin Hsu is a CFP®-credentialed financial advisor at Mosley Wealth Management, Inc. with five years of industry experience. His prior roles include positions at Compass Planning Associates, Inc. and McAdam LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macro-economic approach to asset allocation and uses a mix of fundamental, quantitative, and technical analysis to build diversified portfolios.

Bryon Pyle is a financial advisor at Lifetime Financial, Inc. with two years of industry experience and holds a Series 65 designation. He has worked at Lifetime Financial since 2024 and has additional experience in mortgage brokering and managing personal short-term rental properties. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through various platforms, including third-party money manager programs and alternative investment consulting. The firm emphasizes tailored portfolio construction based on client suitability factors and integrates multiple investment analysis tools while managing potential conflicts linked to its affiliation with insurance and real estate businesses.

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

James Monti is a financial advisor at The William Allan Corporation with eight years of industry experience. He has worked at The William Allan Corporation since 2018 and is also employed as a longshoreman by the Pacific Maritime Association. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, utilizing fundamental analysis and a variety of investment strategies. The firm manages over $200 million in discretionary assets with a small team and incorporates AI tools for operational efficiency while tailoring portfolios to clients’ objectives.

Lawrence Depaul is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 credential and 23 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Outside of advising, he serves as president of the Newport Beach chapter of the Society for Financial Awareness, a nonprofit educational speakers bureau. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using fundamental, technical, and charting analysis, and it manages approximately $193 million in assets through a small team of advisers.

Mark Iwamoto is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Apriem Advisors since 1998. Outside of his advisory role, he acts as an independent insurance agent for Apriem Insurance Services, providing insurance advice and sales. Apriem Advisors offers 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 strategies and integrates fundamental and technical analysis in portfolio construction.

Michael Bader is a financial advisor at Secura Financial with 13 years of industry experience. He also has a background in accounting and tax services, operating his own CPA practice since 1984, and provides senior advisory services through My Senior Care Advisors since 2000. Secura Financial offers fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, combining fundamental and cyclical analysis with both long-term and shorter-term approaches.