Patrick Maxwell is a CFA charterholder with 11 years of industry experience. He has been with Leisure Capital Management, Inc. since 2014. The firm serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, insurance companies, and retirement plan participants. Leisure Capital Management emphasizes diversification and long-term holding using a combination of Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Gabriella Keefer is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Financial Advisors Network, Inc. since 2018 and previously held positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. Before her financial career, she spent eight years at Miceli Chiropractic Center. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis and offers customized portfolio management with SEI-enabled rebalancing.

Paul Heckler is a financial advisor at Yosemite Capital Management with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Yosemite Capital Management since 2001. Outside of his advisory role, he is a partial owner and co-manager of INTRUST Investment Management, Inc., which manages a private real estate fund recommended to certain clients. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for about 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, employing discretionary account management with model risk profiles and a formal third-party manager selection process.

David Ow is a financial advisor at Chequers Financial Management LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Thoerner & Toma CPA. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals, complex multi-generational families, and their related entities. The firm offers tailored service tracks including Personal CFO/Corporate Executive and Multi-Family Office services, combining customized financial planning with discretionary investment management and a focus on larger, more complex client relationships.

Kenneth Wolin is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 65 designation. He has been with Apriem Advisors since 2021 and previously worked in various roles including at In-N-Out Burger. 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 nonprofit organizations. The firm employs a range of investment approaches including Tactical Index, Passive Index, and Apriem Index strategies, combining fundamental and technical analysis with quarterly account reviews.

Jess Sansone is a financial advisor with KTF Investments, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining KTF Investments, Jess worked at UBS Financial Services for two years. Outside of advising, Jess serves as a board member and shareholder of several private companies in the frozen dessert industry, where they provide financial and operational guidance. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and portfolio management services primarily through a sponsored wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages roughly $700 million in client assets with a small advisory team.

James Waite is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He has been with Check Capital Management since 2007 and has also worked at Charles Schwab & Co., Inc. since 1997. Waite holds a Series 63 designation. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm follows a fundamentals-based investment approach focused on intrinsic business value and a margin of safety, offering various program structures aligned with client objectives and risk tolerances.

Kurt Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and CLG Wealth Management, and is involved in business development through John D Cartwright and Associates. 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 variety of analytical methods and offers both discretionary and non-discretionary portfolio management, utilizing third-party sub-advisors and advanced investment strategies including derivatives and digital assets.

Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Ryan Harding is a financial advisor at Compak Asset Management in Newport Beach, CA, holding a Series 65 designation. He has been with Compak Asset Management since 2025. Outside of financial advising, Harding has worked in retail at Denault's Hardware and has experience in education roles at several schools and universities. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients. The firm employs model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services through a 12-advisor team.

Jingxuan Wu is a financial advisor at American Fundstars with a Series 65 credential and one year of industry experience. Prior to joining American Fundstars, Wu held roles at academic institutions including the University of California and the University of Illinois, as well as positions in asset management and education. Wu currently maintains an affiliation with the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across asset classes and manages most client assets on a non-discretionary basis.

Justin Tran is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining West Wealth Group, he held roles at East West Bank, Loan Depot, LPL Financial, LLC, Trilogy Financial Services, and Broadview Mortgage Corp. 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 networked operating model and a blend of portfolio management strategies, serving a large client base through an 18-advisor team.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

Kelly Hong is a financial advisor at Hollencrest Capital Management with nine years of industry experience. He holds a Series 66 designation and has been with Hollencrest Securities since 2015. 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 actively sponsors and manages private funds and direct private investment transactions.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Nancy De Russo is a CFP® professional with 24 years of industry experience. She currently serves as an advisor at Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Her credentials include Series 63 and Series 66 licenses. Guardian Wealth Partners, LLC operates as Park Avenue Investment Advisory and provides services to individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary investment management through model portfolios and third-party managers, along with financial planning and business exit consulting.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Laura Sillen is a financial advisor at Purus Wealth Management, LLC in Newport Beach, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Purus Wealth Management and MANB, Inc. since 2015. Outside of her advisory role, she is involved in insurance sales as an agent and assists with marketing and business management at MANB, Inc. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining fundamental and technical analysis, and offers portfolio management alongside an educational seminar program.

John Christensen is a CFP® professional with three years of industry experience, currently serving as an advisor at RS Crum, Inc. He has worked at RS Crum from 2020 to 2025 and again from 2026 to the present, with prior experience at Pure Financial Advisors, LLC and KPMG LLP. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, charitable organizations, and small businesses. The firm employs individualized asset-allocation models emphasizing cost minimization and utilizes formalized policies such as mutual fund share-class selection and systematic transaction-fee analysis to support its investment approach.