David Piller is a CFA® charterholder with 27 years of industry experience. He is currently with Aegis Asset Management, Inc. in Anaheim, CA, where he has worked since 1997, including time at Western Research and Management, L.L.C. outside of Aegis. Outside of his advisory role, he is part owner and shares landlord responsibilities for a rental condominium property in El Segundo, California. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers investment programs tailored to client-specific factors and managed primarily on a discretionary basis.

Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.

Bruce Nollenberger is a financial advisor at Nollenberger McCullough Investment Advisors LLC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Nollenberger Investment Management LLC since 2012 and Western International Securities, Inc. from 2012 to 2018. He also performs expert witness work for the securities industry. Nollenberger McCullough Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm emphasizes equity-focused investment strategies tailored to client objectives and employs independent third-party performance measurement.

Neil Mason is a financial advisor at Eden Financial with two years of industry experience. He has been involved with Complete Athlete Inc. since 2001. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses by providing fee-only investment management, financial planning, and retirement plan consulting. The firm emphasizes a target asset allocation approach combining passive and active investments, offers discretionary trading, and regularly conducts educational seminars and speaking engagements.

Lawrence Rutherford is a CFP® with 19 years of industry experience, currently serving at Yosemite Capital Management. He previously worked at CW Advisors, LLC and has been with Yosemite Capital Management since 2008. 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, comprehensive financial planning services, and access to private fund investments for qualified clients, typically managing accounts on a discretionary basis using model risk profiles and employing both fundamental and technical analysis.

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Michael Mess is a financial advisor with Veracity Capital LLC in Newport Beach, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at The Ayco Company LP and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in e-commerce through Sandpiper Exchange LLC and provides tax preparation and planning services at Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers comprehensive investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, fixed income, and option strategies, supported by affiliated entities for insurance brokerage and tax planning.

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® and CFA® at Benefit Financial Services Group with seven years of industry experience. He has worked at Benefit Financial Services Group since 2019 and previously spent three years at Stevens First Principles Investment Advisors. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing approximately $1.53 billion in discretionary assets and $18.0 billion in retirement plan assets under consultation. The firm employs a diversified, model-based investment approach using a combination of fundamental, quantitative, qualitative, and technical analysis, and offers specialized programs including options-based borrowing and cryptocurrency strategies.

Guy Baker is a CFP® and ChFC® with over 31 years of experience in financial services. He is currently with Wealth Teams Alliance, a team-based firm, and has held roles at multiple firms including Oak Grove, LLC, Alexander Beard (USA) LLC, and Baker Mountford Insurance Services. Outside of his advisory work, he owns Standel Publishing, a small editing and book publishing business. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering retirement plan services and a wrap fee program. The firm uses technical analysis as its primary investment method and incorporates both long- and short-term strategies while treating cash as an asset class.

Zachary Leedom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at WealthPlan Investment Management LLC. He has held previous roles at firms including OneDigital Investment Advisors LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Libertas Wealth Management Group, Inc. Leedom is also involved in fixed insurance sales and service as president and insurance agent of a related business. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services to individuals, high-net-worth clients, institutions, and other advisers, utilizing model-based strategies across a variety of asset classes and offering both automated and customized solutions.

Jennifer Horner is a financial advisor at Warren Street Wealth Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors, Inc. and Newport Advisory LLC. Outside of her advisory role, she is involved in community activities such as serving as a volunteer board member for the Wolverine Football Club and as a historian for the Aliso Viejo Middle School Parent Teacher Student Association. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, offering portfolio management, financial planning, and pension consulting. The firm constructs customized portfolios using fundamental, technical, and modern-portfolio theory analyses and acts as a sub-adviser to its own ETFs, employing derivatives-based overlay strategies.

Douglas Jankowski is a financial advisor with Rs Crum Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior firms include Modera Wealth Management, Greenberg Graham Advisors LLC, LWI Financial Inc., and Loring Ward Capital Management Inc. Rs Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a range of clients including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm’s investment approach emphasizes cost minimization, formalized mutual fund share-class selection, and use of select factor-based strategies, supported by a longstanding employee ownership structure.

Kyle Kong is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with two years 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, 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 variety of investment approaches, including Tactical Index, Passive Index, and Apriem Index strategies, and offers additional services such as estate planning through third-party platforms and an online consolidation tool called Apriem Total View.

Felton Mosley is an advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Mosley Wealth Management since 2022 and previously spent six years at AE Wealth Management. In addition to his advisory roles, Mosley teaches a financial planning class at Mt. San Antonio College through its community education program. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates quantitative tools alongside external analysis to construct and manage portfolios.

Robert Reedy is a financial advisor at Capital Synergy Partners with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. Reedy has worked at Capital Synergy Partners since 2020 and has been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000, where he engages in life insurance sales and marketing. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, maintaining fee-based and commission-based business lines with a primarily non-discretionary advisory approach.

Lindsey Garn is a CFA® charterholder with two years of industry experience, currently serving at Knightsbridge Wealth Management. Prior to joining Knightsbridge, she worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser that serves retail and institutional clients, including high-net-worth investors and retirement plans. The firm manages over $1.1 billion using a combination of strategic and tactical asset allocation, emphasizing low-cost, tax-efficient portfolios and active risk management.

Darren Candiotty is a financial advisor at Lifetime Financial, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Crown Capital Securities, Candiotty Financial Group, H. Beck, Mass Mutual Investors Services, and Ameriprise. Outside his advisory role, he serves as an officer and director of Tee Off Together, Inc., a nonprofit that provides PGA golf instruction for underprivileged children in Southern California. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm develops individualized investment recommendations, utilizing various analysis methods and third-party sub-advisors, while also offering cash management and private real estate investment options.

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.