Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. 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, utilizing a mix of fundamental, quantitative, and technical analysis alongside external signal providers and risk-profiling tools to align portfolios with clients’ risk scores.

Rajeev Sharan is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds the Series 65 credential and has worked at firms including AssetMark and Hightree Advisors. Outside of his advisory role, he is the majority owner of Yayati Inc., the holding company for his firm, and is involved in its technology subsidiary, Yayati LLC. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals, offering portfolio management through custom strategies and overlay solutions. The firm utilizes quantitative methods and proprietary technology to implement strategies involving options and limited margin leverage.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.

Paul Horn is a Certified Financial Planner® with 19 years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019. His prior experience includes roles at Puplava Securities, LPL Financial, and Financial Sense Wealth Management. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages diverse portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis and is notable for its scale, use of options-based borrowing programs, and affiliations with various financial service providers.

Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.

Aimee Calderon is a CFP® professional with 19 years of industry experience. She has been with Eclectic Associates, Inc. since 2015 and previously worked at For His Glory Community Church from 2014 to 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets, focusing on diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, 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 proprietary asset allocation models and a fiduciary, client-focused approach.

Brian Douglass is a Certified Financial Planner® with 13 years of industry experience. He has been with Financial Advisors Network, Inc. since 2014, following four years at LPL Financial. His outside business activities include tax preparation and accounting services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors with portfolio management, financial planning, and trustee services. The firm uses a blend of fundamental, technical, and quantitative analysis to implement diverse investment strategies and offers discretionary asset management and consulting tailored to client needs.

Avi Gorasia is a financial advisor at Compak Asset Management with a Series 65 credential. He joined the firm in 2025 and has prior experience in educational and sports organizations, including roles at the University of California, Irvine, and the Sports Authority of Gujarat. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm employs model-driven asset-allocation strategies supported by an internal investment committee and offers financial planning and retirement-plan advisory services.

Gustave Jursch is a financial advisor at Miramontes Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has held roles in business consulting, investment banking, and project management. Outside of advising, he is involved in a tequila company where he provides accounting consulting services. Miramontes Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, with a focus on wrap fee portfolio management and a combination of technical and fundamental investment analysis.

Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.

Larry Gurewitz is a financial advisor with The William Allan Corporation, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with The William Allan Corporation since 2014 and operates a separate tax preparation and accounting service under his own business. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision and fundamental analysis.

Nicholas Bzovi is a CFA® charterholder with 23 years of industry experience. He currently works at Ducere Wealth Management and has previously been employed at Morgan Stanley Smith Barney LLC and Great Point Capital, LLC. Ducere Wealth Management serves accredited investors, high-net-worth individuals, families, business owners, and corporations by providing discretionary investment management alongside tax optimization and estate planning services. The firm uses a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies and due diligence for alternative investments.

Paul Heising is a CFP® certificant with 24 years of industry experience, currently serving as an advisor with CLG LLC and Purshe Kaplan Sterling Investments. His prior roles include over a decade at Cetera Advisor Networks LLC. He is also president of Pegasus Wealth Management Inc., a non-investment-related business. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs a mix of analytical approaches and offers both discretionary and non-discretionary management, utilizing derivatives, third-party sub-advisors, and digital assets in its strategies.

Tiarra Johnson is a financial advisor with Asset Planning, Inc in Los Alamitos, CA, holding a Series 65 designation and four years of industry experience. She previously worked at Zeiders Enterprises, Inc and Serco. Asset Planning, Inc provides personal financial planning and investment management services to individuals, families, and related entities, focusing on customized portfolios that combine passive index funds, actively managed funds, dividend-paying equities, and individual bonds. The firm manages approximately $552 million in discretionary assets and emphasizes a strategic asset allocation approach with ongoing portfolio monitoring.

Douglas Hyepock is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including over 17 years with his current firm. In addition to his advisory role, he is also an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal policy guidelines, and asset allocation models focused on mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships within its multi-team structure.

Rion Dalby is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to his advisory role, he worked for Kean Coffee from 2009 to 2016. J. Derek Lewis & Associates, Inc. provides portfolio management services to individuals, trusts, pension plans, charities, and corporate entities, managing about $1.78 billion in assets. The firm emphasizes client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships in its multi-team approach.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

Nicholas Loeffelman is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Citrine Capital since 2021. Prior to his advisory role, he worked in various positions including at Intelliloan and operated a crepe cart business in Columbia, MO. Citrine Capital serves individual and high-net-worth clients as well as small businesses, providing investment management and comprehensive financial planning services. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and offers continuous portfolio oversight alongside planning support and educational workshops.

Christopher Duong is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Hollencrest Capital Management since 2007. He is involved with Double Eagle Partners, LLC as a hedge fund manager and provides advisory support to Vimtrek, LLC. Hollencrest Capital Management offers wealth management and consulting services to high-net-worth individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process, combining traditional and alternative investments with tax-aware strategies, and actively sponsors private funds and direct private investment transactions.