Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Martin Orton is a financial advisor at Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Kingsbridge Wealth Management since 2012 and Kingsbridge Trust Company since 2010. Kingsbridge Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary investment approach focused on client objectives and strategic asset allocation, offering broad global diversification and tax-aware implementation.

Patrick Jeffs Catone is a financial advisor at Ascentis Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked with several firms including Redwood Investment Group, Golden State Wealth Management, and LPL Financial. Catone is involved in multiple investment advisory activities across various independent firms. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on asset allocation and investment selection using charting, fundamental, quantitative, and technical analysis, delivering model portfolios and implementation guidance without directly managing client assets.

Craig Gougis is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management, Inc. for 12 years. Outside of his advisory role, he is involved in health insurance sales focusing on supplemental policies and business development related to traditional banking services. Penserra Wealth Management is an SEC-registered investment adviser providing discretionary portfolio management, pension consulting, and financial planning. The firm serves clients using a mix of analytical approaches and implements diverse strategies including strategic asset allocation, ETFs, mutual funds, and options.

Javaid Ansari is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Compak Asset Management since 2011. He holds Series 63 and Series 65 licenses and is based in Newport Beach, CA. 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 overseen by an internal investment committee and offers financial planning and retirement-plan advisory services.

Matthew Del Junco is a financial advisor at Liberty Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at AE Financial Services, LLC, Liberty Group LLC, and Lifetime Planning and Marketing, Inc., where he also acts as an insurance agent. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, ERISA retirement and employee-benefit plan services, and educational programs. The firm uses a combination of centrally developed and advisor-specific investment strategies, integrating third-party managers and alternative-investment activities as part of its diversified portfolio approach.

Thomas Breslin Jr. is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and various analytical techniques to construct portfolios aligned with client objectives.

Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Mosley Wealth Management, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, she has experience working in education and the food industry, including roles at Woodbridge High School and Churned Creamery. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation, utilizing diversified portfolios and third-party tools to align investments with client risk profiles.

Eric Shute is a financial advisor at Leisure Capital Management, Inc. in Costa Mesa, CA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Leisure Capital Management in 2023. Leisure Capital Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, employing Modern Portfolio Theory, the Fama-French three-factor model, and fundamental security analysis.

Jon Theriault is a CFP® professional with 15 years of industry experience, currently serving at RS Crum Inc. since 2008. He holds the Series 63 designation and is based in Newport Beach, CA. RS Crum Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes individualized asset allocation and cost minimization, with formalized practices such as mutual fund share-class selection policies and use of third-party AI tools under supervisory review.

Brian Sigler is a financial advisor with Westshore Wealth and holds Series 66 and Series 65 credentials. He has 12 years of industry experience, having previously worked at RM Securities, Mogul Securities, North Capital Private Securities, and Realty Mogul Co. Outside of advising, he is CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth serves individual clients, pension plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and active investment strategies, including derivatives and private placements, tailored to client goals and risk tolerances.

Arash Kouhi is a financial advisor at Compak Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Bellwether Enterprise Real Estate, Berkadia, and Wells Fargo. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts, using a combination of fundamental and technical analysis alongside model strategies and tactical asset-allocation.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

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.