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.

Bryan Hernandez is a financial advisor at CLG, LLC with nine years of industry experience and holds a Series 66 designation. He has worked at firms including Purshe Kaplan Sterling, Cetera, and Halbert Hargrove. Hernandez also sells fixed and traditional insurance products as part of his professional activities. CLG, LLC serves a broad range of clients, including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm employs various analytical methods and offers discretionary and non-discretionary portfolio management, utilizing a range of investment tools and third-party platforms.

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.

Ryan Tice is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials with six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is actively involved 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 and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and uses a mix of mutual funds, ETFs, bonds, and equities supported by quantitative risk profiling.

Leanne Drayton is a financial advisor at Wealthspring with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network and Deutsche Bank Securities Inc. prior to her current role. Wealthspring serves individual investors, pension plans, charitable organizations, and other entities by providing investment advisory, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a primarily discretionary asset-management process combining various analytical methods and offers access to a broad range of securities and alternative investments.

Sophia Liu is a CFP® professional with eight years of industry experience, currently serving at Benefit Financial Services Group. Her prior roles include positions at Focus Partners Wealth, Capital Group-Private Client Services, Merrill Lynch, and other financial firms. Benefit Financial Services Group advises a broad client base including individuals, trusts, family entities, corporations, and employer-sponsored retirement plans. The firm combines multiple analytical approaches to construct diversified portfolios and offers a range of strategies including ESG and options-based programs, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and spent 17 years at National Planning Corporation prior to that. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, 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 utilizes a mix of internal management and recommendations of independent managers or investment 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.