Christian Luke Fermin is a financial advisor at CLG, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Purshe Kaplan Sterling Investments, Cetera, and CETERA Advisor Networks. Fermin has also been involved with Gods Vision Inc and Cornerstone Church for ten years. 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 utilizes a mix of analytical methods and offers discretionary and non-discretionary portfolio management, incorporating derivatives, third-party sub-advisors, and held-away account management tools.

Jeffrey Wheeler is a financial advisor with The Wealth Collaborative, Inc. in Corona Del Mar, CA. He holds a Series 65 designation and has 24 years of industry experience, including 19 years at his current firm. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, providing discretionary investment management and wealth planning services. The firm manages approximately $702 million in discretionary assets and offers a three-level Private Client Program that emphasizes investment policy development and portfolio implementation using no-load mutual funds and ETFs.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as an advisory representative and vice president at Albitz/Miloe and Associates, Inc. He has worked at Cetera-affiliated firms since 2016. Outside of his advisory role, he is the founder and president of the nonprofit organization Sports 4 Mankind. Albitz/Miloe and Associates is an SEC-registered advisory firm managing approximately $821 million in assets for individual and high-net-worth clients, trusts, charities, and corporate plans. The firm offers discretionary and non-discretionary services utilizing a range of investment vehicles and maintains regular client contact with an advisory team that includes credentialed planners and analysts.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

Eric Papa Jr. is a CFP® professional with six years of industry experience, currently serving at RS Crum, Inc. He previously worked at Wealth Coast Wealth Management and FormulaFolio Investments. RS Crum, Inc. offers discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes cost minimization in portfolio construction and employs formalized practices such as documented mutual fund share-class selection and systematic transaction-fee analysis.

Pamela Eckenrode is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks LLC, and has been with CLG, LLC since 2016. In addition to her advisory role, she is a partner and part owner of a family holding company, CLG Holding Company LLC. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, with access to insurance solutions and a range of investment tools including derivatives and digital assets.

Kayleigh Horn is a CFP® with 13 years of industry experience and is currently a member of Schultz Financial Group Incorporated. Her prior experience includes roles at Cambridge Investment Research Advisors and Newport Financial Group. Schultz Financial Group provides wealth management and non-discretionary investment management to individuals, families, trusts, estates, small businesses, pension, and charitable organizations using a “Four Capitals” framework that addresses multiple financial and personal considerations. The firm emphasizes scenario analysis and third-party manager selection, managing assets primarily on a non-discretionary basis with a focus on planning integration and oversight.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.

Daniel Sexton is a CFP® with 15 years of industry experience and has been with RS Crum Inc. since 1996. He is based in Newport Beach, CA, and is part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm emphasizes individualized asset-allocation models, cost minimization, and employs formalized practices such as a mutual fund share-class selection policy and systematic transaction-fee analyses.

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.

Paul Heckler is a financial advisor with Yosemite Capital Management, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Yosemite Capital Management from 2001 to 2026 and has been with CW Advisors, LLC since 2026. Outside of advisory roles, he is a partial owner and co-manager of INTRUST Investment Management, Inc., which manages a private real estate fund recommended to some Yosemite clients. Yosemite Capital Management is a team-based SEC-registered investment adviser with seven advisors managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and employing a combination of fundamental and technical analysis alongside a formal 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 at Apriem Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Apriem Advisors since 2021. Prior to his financial advising career, he was employed by In-N-Out Burger from 2019 to 2021. 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 501(c)(3) non-profits and plan participants. The firm uses a blend of tactical and passive investment approaches and offers additional services including financial planning, estate planning through third parties, and an online account consolidation tool.

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.

Geoffrey Hauck is a CFA® charterholder with one year of industry experience, currently serving at Knightsbridge Wealth Management. He previously worked for 15 years at Hudson Edge Investment Partners. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies, emphasizing active risk management and tax-aware approaches for taxable accounts.

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.

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.

John Day is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently with Balboa Wealth Partners, Inc., where he has worked since 2025. Prior to this, he spent eight years at Edward Jones and was involved in dance coaching and judging through his sole proprietorship, John Day Sole Proprietorship. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in client assets, providing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a team-based approach and a long-term, diversified investment strategy using mutual funds, ETFs, individual securities, and options.

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.