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.

Butch Safyurtlu is a financial advisor at BlueChip Financial Advisors, LLC with 24 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years. Safyurtlu owns and operates Safyurtlu Wealth Management LLC, an independent practice based in Las Vegas. BlueChip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm manages approximately $104 million on a non-discretionary basis and employs a collaborative, client-directed model that integrates long- and short-term strategies with third-party research.

Michael Nozzarella is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with The Tarbox Group, Inc. since 1999. He is based in Newport Beach, CA. 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 manages just under $1 billion for approximately 204 clients, employing a client-specific Investment Policy Statement and institutional-style strategies focused on diversification, low costs, and tax awareness.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.

Ryan Kinney is a financial advisor at Check Capital Management Inc. with 11 years of industry experience. He holds the Series 65 designation and has been with Check Capital Management since 2013. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, serving as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, offering a range of program structures aligned with client objectives and risk tolerances.

Marr Leisure is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002. The firm provides discretionary investment management and consulting services to individuals, trusts and estates, retirement plan participants, insurance companies, and charitable organizations. Leisure Capital Management manages approximately $874 million in discretionary assets and focuses on diversified portfolios using Modern Portfolio Theory and the Fama-French three-factor model, emphasizing long-term holding and rebalancing.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers discretionary and non-discretionary portfolio management, utilizing sub-advisors, derivative strategies, and tax-aware implementation.

Kathryn Espinili is a financial advisor at JDL Advisers with 41 years of industry experience. She holds a Series 63 designation and has worked at J. Derek Lewis & Associates, Inc. since 2006, along with previous roles at JDL Securities Corporation. Outside of her advisory work, Espinili is CFO, Secretary, and 50% owner of RKE Healthcare Consulting Inc., a healthcare informatics consulting firm. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management centered on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct portfolios and manages about $2.28 billion in assets across nearly 8,000 accounts.

Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Hanna Weintraub is a financial advisor at Spinnaker Investment Group, LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. She has also worked in sectors outside finance, including Original Chop Shop and Point B Realty. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios primarily using mutual funds and ETFs, combining fundamental and macro analysis with an emphasis on asset allocation and client behavior, and manages over $1 billion in assets.

Thomas Jandt is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with WestPark Capital since 2016. Outside of his advisory role, he is involved in real estate sales as a broker and CEO of Thomas Jandt & Associates, Inc., which operates under Market Value Realty, and he leads i3 Financial, Inc., providing consulting services for early to development-stage companies. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs, providing customized portfolio management and financial plans.

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.