Michael Stokes is a financial advisor with The Financial Coaching Group, Inc. He holds a Series 65 designation and has 17 years of industry experience. In addition to his advisory role, he is president and owner of Innovative Retirement Solutions & Insurance Services, where he provides insurance and annuity advice related to retirement planning, liability management, and estate planning. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers financial planning and individualized portfolio management with a focus on conservative, low-turnover portfolios and works primarily on a non-discretionary basis while recommending outside money managers.

Warren Isenberg is a CFP® professional with 19 years of industry experience, currently serving at Walker Financial Advisors Inc. since 1998. He holds a Series 63 designation and works from Mission Viejo, CA. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including many retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware investment approach focused on U.S. stocks, bonds, and low-cost ETFs, and also serves as a third-party administrator and advisor for governmental 457(b) plans through its California 457 Benefits division.

Thomas Friedberg is a financial advisor at Sutter Capital Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several affiliated firms, including Boustead Securities, LLC and Mineral King Partners, where he is the sole owner providing business consulting. Outside of his advisory roles, Friedberg provides non-investment related support to a disabled friend through In Home Supportive Services in Marin County. Sutter Capital Partners offers investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on fundamental analysis, periodic account reviews, and employs sub-advisors for specialized strategies, while also providing manager due diligence and marketing support.

David Piller is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Aegis Asset Management, Inc. in Anaheim, CA since 2009. Outside of his advisory role, he is a part-owner involved in managing a rental condominium property. Aegis Asset Management provides discretionary investment management to individuals, pension and profit-sharing plans, and corporations. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes, tailoring portfolio management to client-specific factors and offering both mutual fund–focused and individual stock–focused programs.

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 with Nollenberger McCullough Investment Advisors LLC and holds Series 63 and Series 65 licenses. He has 49 years of industry experience, including roles at Nollenberger Investment Management LLC and Western International Securities, Inc. Since 2012, he has also performed expert witness work for the securities industry. Nollenberger McCullough Investment Advisors LLC provides discretionary investment management and limited, fixed-fee consulting primarily to high-net-worth individuals and entities. The firm employs equity-focused strategies supported by fundamental, technical, and cyclical analysis, tailoring investment policies to clients' objectives and risk tolerances.

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® professional with 19 years of experience in the financial industry. He has been with Yosemite Capital Management since 2008. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach and conducts manager due diligence before recommending third-party advisers.

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 at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and The Ayco Company LP. Outside of his advisory role, Mess is involved in e-commerce through Sandpiper Exchange LLC and is a partner in MJ Ventures, a real estate investment partnership focused on residential properties. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes a custom, long-term investment approach using a range of strategies and tools, including mutual funds, ETFs, individual equities, fixed income, and option overlay strategies.

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.

Daniel Nandor is a CFP® professional with Eclectic Associates, Inc. in Fullerton, CA. He has been with Eclectic Associates since 2022, accumulating three years of industry experience. Prior to his advisory career, he worked at Euro Soccer Trips from 2019 to 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team and focuses on diversified portfolios using mutual funds and ETFs, applying Modern Portfolio Theory and long-term strategies.

Arash Navi is a CFP® professional affiliated with Benefit Financial Services Group, bringing six years of industry experience. He previously worked at Stevens First Principles Investment Advisors before joining Benefit Financial Services Group, where he has been since 2019. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis, managing approximately $1.53 billion in discretionary assets and $18.0 billion in assets under consultation for retirement plans as of the end of 2025.

Guy Baker is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding CFP® and ChFC® designations and over 31 years of industry experience. His career includes roles at multiple firms such as Baker Jensen Investment Advisors and BMI Consulting, LLC. Outside of advisory services, he is involved in editing and publishing books through Standel Publishing. Wealth Teams Alliance provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering services that include retirement plan management and a wrap fee program. The firm uses technical analysis as its primary investment method, incorporates both long- and short-term trading strategies, and integrates planning and consulting referrals into client relationships.

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 26 years of industry experience. She holds a Series 66 credential and previously worked at firms including Cambridge Investment Research Advisors, Noble Wealth Management, and Newport Advisory LLC. Outside of her advisory work, she is involved with community organizations such as the Aliso Viejo Little League and the Wolverine Football Club, where she serves as a volunteer and board member. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using fundamental, technical, and modern-portfolio theory analyses and acts as sub-adviser to two firm-sponsored ETFs.

Douglas Jankowski is a financial advisor at RS Crum, Inc. in Newport Beach, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RS Crum since 2016. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models emphasizing cost minimization and employs formalized policies such as mutual fund share-class selection and transaction-fee analyses.

Kyle Kong is a Series 65-licensed financial advisor at Apriem Advisors with one year 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, portfolio management, and retirement plan advisory services primarily to high-net-worth individuals, families, and nonprofit organizations. The firm employs a mix of tactical and passive investment approaches and incorporates fundamental and technical analysis, as well as options strategies, in its portfolio management.

Felton Mosley is a financial advisor with Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at AE Wealth Management, LLC since 2016 and owns Mosley Insurance and Financial Services, Inc., where he also serves as an insurance agent. Additionally, Mosley teaches a financial planning class at Mt. San Antonio College through the community education division. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a top-down, macro-economic approach to asset allocation, utilizing a mix of fundamental, quantitative, and technical analysis combined with third-party tools to align portfolios with clients’ risk profiles.