John Nahas is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at multiple firms including LPL Financial and Golden State Wealth Management, where he is involved as Managing Director of Business Development. Nahas also serves as co-trustee of a family trust. Ascentis Asset Management provides sub-advisory services including portfolio modeling, model construction, and signaling to other investment advisers and UMA program sponsors. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to build asset allocations and deliver custom model portfolios without directly managing client assets.

Scott Hank is a financial advisor at West Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining West Wealth Group, he has worked at Ferguson Enterprises since 2016. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets through an 18-advisor team and uses a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in portfolio management.

Christopher Heckenkamp is a CFP® professional with four years of industry experience. He is currently with Cutler Investment Group and has prior experience at LPL Financial LLC, Arise Private Wealth, and TSG Wealth Management. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating third-party research and AI tools for portfolio oversight.

Joseph Pence is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at Cooper Financial Group, Securities America, Inc., LPL Financial, LLC, and Bonvivant International, Inc. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis, with both index-based and active strategies, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Xiliang Zhou is an Investment Adviser Representative with MY Advisors US LLC, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining MY Advisors US LLC, he worked at American Fundstars Financial Group LLC and has additional experience with Advantabuy LLC, Acuinsight Inc., and GF Securities. Zhou has been involved in entrepreneurial activities through Advantabuy LLC since 2020. MY Advisors US LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses individualized investor profiles and a variety of investment strategies, including discretionary and non-discretionary mandates, and also provides advisory services for third-party investment advisers and private funds.

Robert Knutsen II is a financial advisor at JDL Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with J. Derek Lewis & Associates, Inc. and Jdl Securities Corporation since 2011. In addition to his advisory role, he is licensed as an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused on mutual funds and ETFs. The firm manages approximately $2.28 billion in assets across about 7,943 accounts and uses investor profiling, formal investment guidelines, and proprietary risk models in its investment approach.

Joshua Garland is a ChFC® credentialed advisor with seven years of industry experience, currently with Apriem Advisors since 2018. Prior to this, he worked at Financial Professionals Group for nine years. He is also an independent insurance agent for Apriem Insurance Services and Solutions Financial, advising on insurance and health insurance matters. 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 employs a mix of Tactical Index, Passive Index, and Apriem Index approaches, combining fundamental and technical analysis with tactical use of derivatives and options in select strategies.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. 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 multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Seong Cho is a CFP® professional with seven years of industry experience, currently serving at Allmerits Asset, LLC since 2020. He previously worked with Allmerits Asset Management, LLC and has been involved with Sherwood Hall Financial Planning since 2018. In addition to his advisory roles, Cho is a CFP instructor, teaching a course since 2024. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension plans. The firm employs tactical and strategic asset allocation and offers specialized retirement plan consulting and standalone financial consulting services.

Chad Noorani is a financial advisor at Benefit Financial Services Group with 12 years of industry experience. He holds the Series 65 designation and has been with Benefit Financial Services Group since 2011, including a role at Bfsg, LLC since 2013. Benefit Financial Services Group serves a broad range of clients, including individuals, 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 and ERISA fiduciary roles for retirement plans.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Amy Zwaan is a financial advisor with Yosemite Capital Management and holds a Series 66 designation. She has 21 years of experience in the financial services industry, including roles at Alexander Capital, LPL Financial, and WealthPLAN Partners. Outside of her advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a combination of ETFs, mutual funds, and third-party managers.

Leonard Wyss is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with B.B. Graham & Company since 2016. Outside of advisory work, he owns and operates A Better Tax Service, providing income tax preparation. B.B. Graham & Company offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and employs both fundamental and technical analysis to implement diverse investment strategies across equities, fixed income, and ETFs.

Kevin Messenger is an investment advisor representative with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at MML Investors Services LLC and Massmutual Life Insurance Company since 2014. In addition to his advisory role, he is an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts and serves as a sub-advisor on third-party platforms.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Ryan Ornellas is a financial advisor at Westshore Wealth with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Westshore Wealth since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2015 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, using model portfolios and active derivative strategies within separately managed accounts.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

David Levinson is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. Since 2007, he has been with Grant Bettingen, Inc./Newport Coast Securities, Inc. He is also involved in fixed annuities and life insurance sales and may receive finders fees for introducing clients to commercial real estate brokers or principals. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for about 616 households. The firm offers customized portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, employing a bottoms-up fundamental screening process and maintaining a multi-affiliate operating model to broaden service and product access.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.