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.

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.

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® with eight years of industry experience, currently serving as a financial advisor at Benefit Financial Services Group. She previously worked at Capital Group-Private Client Services and Merrill Lynch. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets as of the end of 2025. The firm employs a diversified, model-based investment process that incorporates fundamental, quantitative, qualitative, and technical analysis and offers various strategies including ESG and options-based borrowing programs.

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. The firm provides discretionary investment management and consulting services to individuals, trusts and estates, retirement plan participants, insurance companies, and charitable organizations. Leisure Capital Management manages approximately $874 million in discretionary assets and focuses on diversified portfolios using Modern Portfolio Theory and the Fama-French three-factor model, emphasizing long-term holding and rebalancing.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

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.

Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Hanna Weintraub is a financial advisor at Spinnaker Investment Group, LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked in sectors outside finance, including Original Chop Shop and Point B Realty. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios primarily using mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and manages over $1 billion in assets.

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a blend of Tactical Index, Passive Index, and Apriem Index strategies, incorporating equities, fixed income, mutual funds, ETFs, alternative funds, and cash, while utilizing fundamental and technical analysis along with tactical use of derivatives and options.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with WestPark Capital since 2016. Outside of his advisory role, he is involved in real estate sales as a broker and CEO of Thomas Jandt & Associates, Inc., which operates under Market Value Realty, and he leads i3 Financial, Inc., providing consulting services for early to development-stage companies. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs, providing customized portfolio management and financial plans.

Serena Nguyen is a financial advisor at Signature Resources Capital Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at firms including OneAmerica Securities and MML Investors Services, LLC. Outside of her advisory role, she is a licensed insurance agent engaged in insurance sales. Signature Resources Capital Management provides investment management, financial planning, and retirement consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a “Global Target Risk” approach focused on broad diversification and factor tilts, offering customizable portfolios primarily through mutual funds and ETFs.