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.

Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 credential and 28 years of industry experience. Prior to joining Benefit Financial Services Group in 2019, he worked for Stevens First Principles Investment Advisors for 34 years and most recently served with the USDA Forest Service in the Los Padres National Forest. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that include equities, mutual funds, ETFs, and select private investments.

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.

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.

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.

Eric Mosser is a CFP® with eight years of industry experience. He currently works at West Wealth Group, LLC, joining the firm in 2026. His prior experience includes roles at LPL Financial, Charles Schwab Bank, Charles Schwab, Edward Jones, and Waddell & Reed. 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 team approach and uses a blend of fundamental, technical, and Modern Portfolio Theory analyses, serving approximately 2,736 clients with discretionary and non-discretionary portfolio management.

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 previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021 and spent five years at Safy Info Tech in Shanghai. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance-agency activities.