Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. 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 utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with three years of industry experience. He holds the Series 65 designation and has worked at Mosley Wealth Management since 2022. Outside of his advisory role, he is also engaged in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation and utilizes a combination of fundamental, quantitative, and technical analysis to build diversified portfolios.

Patrick Healy is a CFP® with eight years of industry experience, currently serving as a financial advisor at Seamount Financial Group Inc. His prior roles include positions at Pacific Investment Management Company LLC and Grove Point Investments, LLC. Healy is also licensed as a non-variable insurance agent. Seamount Financial Group serves high-net-worth individuals, pension, and profit-sharing plans, managing approximately $745 million in discretionary assets. The firm provides discretionary wealth management, financial planning, and pension consulting, utilizing customized portfolios and strategies aligned with clients’ objectives and risk tolerances.

Andrew Moretine is a financial advisor at The William Allan Corporation with five years of industry experience. He has been with the firm since 2017 and previously worked at St. Barnabas School and Loyola Marymount University. The William Allan Corporation provides investment advisory services to individuals, trusts, non-profits, and corporate accounts, offering discretionary asset management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies, including options and margin borrowing, and uses AI tools for operational efficiencies while tailoring portfolios to client objectives.

Eric Mosser is a CFP® with eight years of industry experience. He currently works at West Wealth Group, LLC, joining the firm in 2026. His prior experience includes roles at LPL Financial, Charles Schwab Bank, Charles Schwab, Edward Jones, and Waddell & Reed. 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 employs a team approach and uses a blend of fundamental, technical, and Modern Portfolio Theory analyses, serving approximately 2,736 clients with discretionary and non-discretionary portfolio management.

Mary Sigler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Tarbox Family Office, Inc. in Newport Beach, CA. She has been with The Tarbox Group, Inc. since 2014. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm employs an institutional-style approach focusing on strategic allocation, diversification, low costs, and tax awareness, typically managing portfolios according to client-specific Investment Policy Statements and four model strategies.

Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Apriem Advisors since 2000. In addition to her advisory role, she is an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm offers customized wealth management and portfolio management using a combination of tactical and passive strategies, incorporates fundamental and technical analysis, and provides additional services such as charitable investment advisory and retirement plan education.

Ryan Kelly is a Series 65-licensed advisor with Spectrum Asset Management Inc in Newport Beach, CA, where he has worked since 1990. He has 14 years of industry experience. Outside of his advisory role, Mr. Kelly serves as President of Spartan Strategies Inc., a consulting firm providing strategic and tactical advice to firms and individuals, including support for Spectrum’s marketing, sales, and intellectual property. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management across equities and fixed income, using a blend of fundamental, technical, and cyclical analysis tailored to client objectives.

Connor Macho is a financial advisor at Tarbox Family Office, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Tarbox Family Office, he worked at Valeo Financial Advisors and Mason & Associates. Tarbox Family Office, Inc. is a fee-only, SEC-registered firm serving high-net-worth individuals, trusts, foundations, and business entities with integrated financial planning, family-office coordination, and discretionary investment management. The firm manages just under $1 billion for about 204 clients, using a client-specific Investment Policy Statement and a range of model strategies emphasizing strategic allocation, diversification, low costs, and tax awareness.

Elmer Salvador is a financial advisor at Compak Asset Management with 23 years of industry experience. He holds a Series 66 designation and has been with Compak Securities and Compak Asset Management since 2004. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset allocation and a combination of tactical strategies and external research.

Fan Feng is a financial advisor at American Fundstars with nine years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021 and at Safy Info Tech in Shanghai from 2012 to 2017. Feng holds Series 66 and Series 63 licenses. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

Kurtis De Sousa is a financial advisor at West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cooper McManus and MPWM, Inc. dba Terra Firma. He is also an independent insurance agent affiliated with various companies through BML Wealth Management. West Wealth Group, LLC provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical analysis, and offers additional services such as tax preparation and estate document assistance through third-party providers.

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Henry Vanbuskirk is a CFP® professional with 11 years of industry experience, currently serving at Benefit Financial Services Group since 2022. His prior experience includes roles at Cetera Investment Advisers LLC, Richardson and Company, CPAs, Inc., and Avantax Investment Services, Inc. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, financial planning, portfolio management, and institutional pension consulting services. The firm’s investment approach emphasizes diversified, outcome-oriented portfolios with a range of asset types, including ESG options and select private investments, while also offering ERISA fiduciary services for retirement plans.

Joshua Meier is an advisor at Knightsbridge Wealth Management with five years of industry experience. He is also the owner and partner of Meier Law Firm, where he has worked for over a decade. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware approaches.

Yekaterina Galkina is a CFP® and Series 66-licensed advisor with 19 years of industry experience. She has been with Compak Securities and Compak Asset Management since 2006. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm uses model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services alongside investment management.

Sheryl Liu is a financial advisor at American Fundstars with a Series 65 designation and one year of industry experience. Her background includes work as a self-employed professional and a role at Yifang Taiwanese Fruit Tea. She also attended the University of Southern California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, requiring client consent for trades.

Raymond Robinson is a CFA® charterholder at Leisure Capital Management, Inc. in Costa Mesa, CA, with 18 years of industry experience. He has been with Leisure Capital Management since 2002. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants, focusing primarily on discretionary investment management. The firm employs a diversified, long-term investment approach that integrates Modern Portfolio Theory and the Fama-French three-factor model alongside fundamental and cyclical security analysis.