Christopher Rowey is a financial advisor with Benefit Financial Services Group, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Benefit Financial Services Group since 2016 and at Bfsg, LLC since 2007. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its BFS Wealth Management and BFS Institutional Services divisions. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that integrates multiple analytical methods and includes options and derivative strategies.

Arrash Zare is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Chatterton & Associates and OSAIC, having previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, retirement plan consulting, as well as tax preparation, bookkeeping, and business advisory services. The firm follows a top-down investment approach utilizing SEI asset-allocation models, mutual funds, ETFs, and individual securities, primarily advising on a non-discretionary basis.

Michelle Petersen is a financial advisor at Hollencrest Capital Management with 10 years of industry experience. She holds a Series 66 designation and has been with Hollencrest since 2014. 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’s investment approach is grounded in Modern Portfolio Theory and incorporates traditional equities, fixed income, alternatives, private investments, and tax-aware strategies.

Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Warren Street Wealth Advisors since 2012. Outside of his advisory role, he has experience as an operations assistant managing high-value product blending at an oil refinery. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, providing portfolio management, financial planning, and pension consulting. The firm offers customized and model portfolios using a combination of fundamental, technical, and modern portfolio theory analyses, and acts as a sub-adviser to its own ETFs while employing derivatives-based overlay strategies in select account sleeves.

Morgan Christen is a financial advisor with Spinnaker Investment Group, LLC in Newport Beach, CA, holding the CFP® and CFA® designations and having 33 years of industry experience. Prior to joining Spinnaker in 2016, Christen worked at firms including Galt Financial Group, Signature Resources Capital Management, and Signator Investors. Outside of advisory roles, Christen is also an independent insurance agent, advising on and selling various insurance products. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension plans, trusts, and other entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Dale Sefarian is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Hollencrest Securities, LLC since 1999. 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’s investment approach combines Modern Portfolio Theory with traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred time horizon of two to ten years.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. 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 consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Richard Rock is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Willow Cove Investment Group, Morgan Stanley Wealth Management, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is involved in managing a family-owned retail food and beverage business. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, supported by a team structure and use of both discretionary and non-discretionary mandates.

Jordan Eden is a financial advisor at Braypark Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC, Stifel Nicolaus & Co Inc, and Wells Fargo. Outside of advisory work, Jordan serves as president of Business Growth Innovators, a referral group focused on business development. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies including ETFs, alternative investments, and complex instruments.

Patrick Powers is a CFP®, CFA®, and PFS™ at Benefit Financial Services Group with 22 years of industry experience. He has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm provides wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and fiduciary retirement plan management.

Travis Hawley is a ChFC® credentialed financial advisor with five years of industry experience, currently with Mosley Wealth Management, Inc. in Anaheim, CA. He has held roles at Mosley Insurance & Financial Services, Inc. since 2015, including insurance sales. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a top-down, macroeconomic approach to portfolio construction, utilizing mutual funds, ETFs, bonds, and equities, supported by third-party analysis and quantitative risk profiling.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

Scott Altenburg is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Kingsview Asset Management and Rick Nelson Insurance Solutions LLC. Altenburg is involved with Three Lakes Trading Company, where he offers managed futures services, and he also works as a resident insurance producer. T&T Capital Management provides discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and supervision with a primarily long-term, deep-value investment approach combined with tactical strategies when appropriate.

John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.

Scott Hank is a financial advisor at West Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining West Wealth Group, he has worked at Ferguson Enterprises since 2016. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets through an 18-advisor team and uses a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Christopher Heckenkamp is a CFP® professional with four years of industry experience. He is currently with Cutler Investment Group and has prior experience at LPL Financial LLC, Arise Private Wealth, and TSG Wealth Management. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating third-party research and AI tools for portfolio oversight.

Joseph Pence is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license with 12 years of industry experience. His career includes roles at Cooper Financial Group, Securities America, LPL Financial, and Bonvivant International. He has been with Financial Advisors Network since 2015. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a comprehensive investment process that integrates multiple analytic approaches and provides individualized management through wrapped accounts and SEI-sponsored programs.

Xiliang Zhou is an Investment Adviser Representative at MY Advisors US LLC with two years of industry experience. Prior to joining MY Advisors US, he worked at American Fundstars Financial Group LLC for two years and has held roles at Advantabuy LLC, Acuinsight Inc., and GF Securities. He holds Series 63 and Series 65 licenses. MY Advisors US LLC provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various strategies and offers both discretionary and non-discretionary mandates.

Robert Knutsen II is a financial advisor at JDL Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with J. Derek Lewis & Associates, Inc. and Jdl Securities Corporation since 2011. In addition to his advisory role, he is licensed as an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused on mutual funds and ETFs. The firm manages approximately $2.28 billion in assets across about 7,943 accounts and uses investor profiling, formal investment guidelines, and proprietary risk models in its investment approach.