David Little is a CFP® and CFA® with 29 years of industry experience. He has been with Eclectic Associates, Inc. since 2016. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships. The firm provides discretionary investment management, integrated financial planning, and occasional consulting, primarily to individuals, trusts, retirement-plan participants, charities, and businesses. Portfolios are typically constructed with diversified mutual funds and ETFs using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Serena Nguyen is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at OneAmerica Securities and several insurance firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and retirement plan sponsors with investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversification and customization to meet client objectives.

Evelyn Foo is a financial advisor at Kingsbridge Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has worked previously at BlackRock in both Singapore and the United States, as well as at RealCadre LLC. Kingsbridge Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, focusing on clients with multimillion-dollar assets. The firm emphasizes systematic asset allocation and global diversification through indexed exposures, ETFs, individual bonds, and third-party managers, and is notable for its involvement in private fund sponsorship and syndication through affiliated entities.

Christopher Wagner is a CFP® with six years of industry experience, currently serving as an advisor at West Wealth Group, LLC. His prior roles include positions at Cutler Investment Counsel, Goldman Sachs Ayco Personal Financial Management, and Biola University. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blended investment approach including fundamental, technical, and Modern Portfolio Theory analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 designation and bringing 28 years of industry experience. His prior work includes over three decades at Stevens First Principles Investment Advisors and a recent role with the USDA Forest Service. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

Elizabeth Carr is a financial advisor at CLG LLC in Long Beach, CA, with 38 years of industry experience. She holds a Series 63 designation and has been with CLG LLC since 2016. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Cetera, and she is also a partner at John D. Cartwright & Associates, Inc. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, using third-party sub-advisors and various strategies including options, derivatives, and digital asset exposure.

Kurt Beimfohr is a financial advisor with Knightsbridge Wealth Management in Newport Beach, CA, holding a Series 65 designation and 14 years of industry experience. He joined Knightsbridge in 2020 after working at Buffalo Capital Corporation from 2016 to 2020. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a combination of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management.

Franklin Garcia is a financial advisor at Hamilton-Bates Investment Research, Inc. with 30 years of industry experience. He previously worked at Harvest Investment Services, LLC and ProEquities, Inc., and has owned and operated InsuranceKO, an insurance sales and service business, since 1996. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing multiple analytic methods and a combination of long-term and shorter-term trading strategies. The firm manages discretionary separate-account and model-based programs with approximately $61.36 million in client assets as of December 31, 2025.

Kimberley Neff is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Purshe Kaplan Sterling Investments and Cetera, in addition to her ongoing role at CLG LLC since 2017. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods and investment tools, including derivatives and digital assets, and offers both discretionary and non-discretionary portfolio management.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mosley Wealth Management, he worked at Matts El Rancho and Winsprire. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.

Patrick Healy is a CFP® with eight years of industry experience, currently serving as an advisor at Seamount Financial Group Inc. He has previously worked at firms including LPL Financial, Grove Point Investments, and Pacific Investment Management Company. His professional background includes roles in both investment management and advisory services. Seamount Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers discretionary wealth management, stand-alone financial planning, and pension consulting, managing approximately $745 million in assets across six advisors.

Mary Sigler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Tarbox Family Office, Inc. in Newport Beach, CA. She has been with The Tarbox Group, Inc. since 2014. 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 employs an institutional-style approach focusing on strategic allocation, diversification, low costs, and tax awareness, typically managing portfolios according to client-specific Investment Policy Statements and four model strategies.

Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Apriem Advisors since 2000. In addition to her advisory role, she is an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm offers customized wealth management and portfolio management using a combination of tactical and passive strategies, incorporates fundamental and technical analysis, and provides additional services such as charitable investment advisory and retirement plan education.

Ryan Kelly is a Series 65-licensed advisor with Spectrum Asset Management Inc in Newport Beach, CA, where he has worked since 1990. He has 14 years of industry experience. Outside of his advisory role, Mr. Kelly serves as President of Spartan Strategies Inc., a consulting firm providing strategic and tactical advice to firms and individuals, including support for Spectrum’s marketing, sales, and intellectual property. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management across equities and fixed income, using a blend of fundamental, technical, and cyclical analysis tailored to client objectives.

Connor Macho is a financial advisor at Tarbox Family Office, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Tarbox Family Office, he worked at Valeo Financial Advisors and Mason & Associates. Tarbox Family Office, Inc. is a fee-only, SEC-registered 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 about 204 clients, using a client-specific Investment Policy Statement and a range of model strategies emphasizing strategic allocation, diversification, low costs, and tax awareness.

Elmer Salvador is a financial advisor at Compak Asset Management with 23 years of industry experience. He holds a Series 66 designation and has been with Compak Securities and Compak Asset Management since 2004. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset allocation and a combination of tactical strategies and external research.

Fan Feng is a financial advisor at American Fundstars with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Safy Info Tech (Shanghai) Ltd. Feng also serves as an insurance agent for American Fundstars Insurance Agency. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management, advisory services, and brokerage, including private placement and insurance offerings. The firm employs a flexible investment approach across various asset classes, with most client assets managed on a non-discretionary basis requiring client consent.

Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.

Kurtis De Sousa is a financial advisor at West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cooper McManus and MPWM, Inc. dba Terra Firma. He is also an independent insurance agent affiliated with various companies through BML Wealth Management. West Wealth Group, LLC provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical analysis, and offers additional services such as tax preparation and estate document assistance through third-party providers.

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.