Robert Reedy is a ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with Capital Synergy Partners and has also been involved with CPS Financial & Insurance Services and CPS Insurance Services since 2000. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering portfolio management, financial planning, and consulting services. The firm operates as a FINRA-registered broker-dealer and insurance broker/agent, delivering predominantly non-discretionary advice supported by a mix of fundamental, technical, and cyclical investment analysis.

Lindsey Garn is a CFA® charterholder at Knightsbridge Wealth Management with one year of industry experience. Prior to joining Knightsbridge, Lindsey worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a mix of tactical and strategic asset allocation with fundamental and technical analysis across various strategies, emphasizing active risk management and tax-aware approaches.

Darren Candiotty is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding the ChFC® and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Crown Capital Securities, H. Beck, Inc., and operating Candiotty Financial Group, Inc. He is an officer and director of the nonprofit Tee Off Together, Inc., which provides PGA golf instruction to underprivileged children in Southern California. Lifetime Financial, Inc. serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management through various platforms, including third-party money managers and alternative investment consulting. The firm integrates mutual fund and ETF due diligence, technical analysis, and third-party manager evaluation, while also managing potential conflicts related to its insurance and real estate affiliations.

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.

Clarissa Hartono is a CFP® professional with two years of industry experience, currently serving at Eclectic Associates, Inc. in Fullerton, CA. Her work history includes roles at Eclectic Associates since 2021 and a position at Injoy Life Resources in 2021. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser managing over $1.4 billion in client assets across an 11-advisor team. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, retirement-plan participants, charities, and businesses, typically employing diversified mutual funds and ETFs within a Modern Portfolio Theory framework.

Ryan Tice is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is active in insurance sales through Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation strategy and incorporates financial planning into its advisory services.

Sophia Liu is a CFP® professional with seven years of experience in financial advising. She currently works at Benefit Financial Services Group and has previously held positions at Capital Group-Private Client Services, Merrill Lynch, and other firms. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios that may include ESG options and cryptocurrency exposure when authorized.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. He has worked at Valley Wealth Strategies and LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, 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 utilizing internal management alongside recommendations of independent managers and 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.

Travis McShane is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Eclectic Associates, Inc. since 2013. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving roughly 1,200 client relationships, including individuals, trusts, charities, retirement-plan participants, and businesses. The firm offers discretionary investment management and integrated financial planning, typically utilizing diversified mutual funds and ETFs based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

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. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm focuses on discretionary investment management with an emphasis on diversification and long-term holding, integrating Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

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.

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a blend of Tactical Index, Passive Index, and Apriem Index strategies, incorporating equities, fixed income, mutual funds, ETFs, alternative funds, and cash, while utilizing fundamental and technical analysis along with tactical use of derivatives and options.

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.

Matthew Kim is an investment advisor representative at Allmerits Asset, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kayan Securities, Inc. and Vision Tree Consulting. Outside of his advisory role, he serves as President and CEO of Planwise College Consulting, where he provides financial aid consulting. Allmerits Asset, LLC offers discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and provides retirement plan consulting and standalone financial consulting.