Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. 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 combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.

John Blakezuniga is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Vanguard Capital Wealth Advisors, LLC since 2016 and previously worked with Vanguard Capital from 1999 to 2016. Outside of his advisory role, he is the sole owner of Clarity Consulting International LLC, providing consulting services related to payday lending and associated business activities. Vanguard Capital offers discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management strategies, and advisory services for assets beyond primary custodians, as well as non-securities advice on insurance and real estate.

Arash Navi is a CFP® professional affiliated with Benefit Financial Services Group, bringing six years of industry experience. He previously worked at Stevens First Principles Investment Advisors before joining Benefit Financial Services Group, where he has been since 2019. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis, managing approximately $1.53 billion in discretionary assets and $18.0 billion in assets under consultation for retirement plans as of the end of 2025.

Guy Baker is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding CFP® and ChFC® designations and over 31 years of industry experience. His career includes roles at multiple firms such as Baker Jensen Investment Advisors and BMI Consulting, LLC. Outside of advisory services, he is involved in editing and publishing books through Standel Publishing. Wealth Teams Alliance provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering services that include retirement plan management and a wrap fee program. The firm uses technical analysis as its primary investment method, incorporates both long- and short-term trading strategies, and integrates planning and consulting referrals into client relationships.

Jennifer Horner is a financial advisor at Warren Street Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 credential and previously worked at firms including Cambridge Investment Research Advisors, Noble Wealth Management, and Newport Advisory LLC. Outside of her advisory work, she is involved with community organizations such as the Aliso Viejo Little League and the Wolverine Football Club, where she serves as a volunteer and board member. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using fundamental, technical, and modern-portfolio theory analyses and acts as sub-adviser to two firm-sponsored ETFs.

Douglas Jankowski is a financial advisor at RS Crum, Inc. in Newport Beach, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RS Crum since 2016. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models emphasizing cost minimization and employs formalized policies such as mutual fund share-class selection and transaction-fee analyses.

Kyle Kong is a Series 65-licensed financial advisor at Apriem Advisors with one year of industry experience. His prior work history includes roles at Triguard Management, Radiology Associates of North Texas, and Southwest Airlines. Apriem Advisors provides wealth management, portfolio management, and retirement plan advisory services primarily to high-net-worth individuals, families, and nonprofit organizations. The firm employs a mix of tactical and passive investment approaches and incorporates fundamental and technical analysis, as well as options strategies, in its portfolio management.

Robert Reedy is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with Capital Synergy Partners and has also been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and consulting services. The firm operates as a FINRA-registered broker-dealer and insurance broker/agent, delivering predominantly non-discretionary advice supported by a mix of fundamental, technical, and cyclical investment analysis.

Lindsey Garn is a CFA® charterholder at Knightsbridge Wealth Management with one year of industry experience. Prior to joining Knightsbridge, Lindsey worked at Pacific Life and the Irvine Company. 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 employs a mix of tactical and strategic asset allocation with fundamental and technical analysis across various strategies, emphasizing active risk management and tax-aware approaches.

Darren Candiotty is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding the ChFC® and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Crown Capital Securities, H. Beck, Inc., and operating Candiotty Financial Group, Inc. He is an officer and director of the nonprofit Tee Off Together, Inc., which provides PGA golf instruction to underprivileged children in Southern California. Lifetime Financial, Inc. serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management through various platforms, including third-party money managers and alternative investment consulting. The firm integrates mutual fund and ETF due diligence, technical analysis, and third-party manager evaluation, while also managing potential conflicts related to its insurance and real estate affiliations.

Stephen Swensen is a Series 65-licensed financial advisor with Ignite Planners LLC, based in San Clemente, CA, and has three years of industry experience. He has held roles at multiple firms, including Prestige Wealthwide, LLC and Atlas Investment Management. Ignite Planners serves a diverse client base ranging from individual and high-net-worth investors to trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management and financial planning with tailored portfolios that incorporate stocks, bonds, ETFs, options, and private investments, using a volatility-responsive strategy and tax-efficient management techniques.

John Merwin is a Series 66 credentialed advisor with Financial Management Network Inc, based in Mission Viejo, CA. He has three years of industry experience and has been with Financial Management Network since 2023. Outside of advisory services, he is an owner of an LLC involved in commercial real estate investments. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm uses a strategic asset allocation framework supported by probability-based planning and incorporates targeted active management within its portfolios.

Sophia Liu is a CFP® professional with seven years of experience in financial advising. She currently works at Benefit Financial Services Group and has previously held positions at Capital Group-Private Client Services, Merrill Lynch, and other firms. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios that may include ESG options and cryptocurrency exposure when authorized.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, offering both discretionary and non-discretionary account management and utilizing internal management alongside recommendations of independent managers and platforms.

Edwin Suzuki is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 21 years of industry experience. He holds a Series 66 designation and has worked at WestPark Capital since 2016. Outside of his advisory role, he is also Vice President of Operations at Diligent Financial Group, Inc., a financial planning and insurance services firm. WestPark Capital, Inc. provides financial planning, investment management, and consulting services for individuals, trusts, estates, retirement plans, and business entities. The firm often uses third-party money managers with discretionary authority to manage portfolios according to client objectives and risk tolerance.

Butch Safyurtlu is a financial advisor at BlueChip Financial Advisors, LLC with 24 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years. Safyurtlu owns and operates Safyurtlu Wealth Management LLC, an independent practice based in Las Vegas. BlueChip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm manages approximately $104 million on a non-discretionary basis and employs a collaborative, client-directed model that integrates long- and short-term strategies with third-party research.

Michael Nozzarella is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with The Tarbox Group, Inc. since 1999. He is based in Newport Beach, CA. 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 manages just under $1 billion for approximately 204 clients, employing a client-specific Investment Policy Statement and institutional-style strategies focused on diversification, low costs, and tax awareness.

Ryan Kinney is a financial advisor at Check Capital Management Inc. with 11 years of industry experience. He holds the Series 65 designation and has been with Check Capital Management since 2013. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, serving as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, offering a range of program structures aligned with client objectives and risk tolerances.

Marr Leisure is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm focuses on discretionary investment management with an emphasis on diversification and long-term holding, integrating Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

Kathryn Espinili is a financial advisor at JDL Advisers with 41 years of industry experience. She holds a Series 63 designation and has worked at J. Derek Lewis & Associates, Inc. since 2006, along with previous roles at JDL Securities Corporation. Outside of her advisory work, Espinili is CFO, Secretary, and 50% owner of RKE Healthcare Consulting Inc., a healthcare informatics consulting firm. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management centered on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct portfolios and manages about $2.28 billion in assets across nearly 8,000 accounts.