Thomas Breslin Jr. is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and various analytical techniques to construct portfolios aligned with client objectives.

Leonard Moulin III is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He currently works at Ignite Planners LLC and has previously been associated with Stonex Securities Inc, Rincon Pacific Management, Cetera Advisor Networks, and Girard Securities. Outside of his primary advisory role, he provides financial modeling and corporate strategy consulting services. Ignite Planners LLC serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of public and private securities, manages private pooled funds, and offers discretionary asset management and financial planning services.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Eric Shute is a financial advisor at Leisure Capital Management, Inc. in Costa Mesa, CA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Leisure Capital Management in 2023. Leisure Capital Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, employing Modern Portfolio Theory, the Fama-French three-factor model, and fundamental security analysis.

Jon Theriault is a CFP® professional with 15 years of industry experience, currently serving at RS Crum Inc. since 2008. He holds the Series 63 designation and is based in Newport Beach, CA. RS Crum Inc. provides 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 individualized asset allocation and cost minimization, with formalized practices such as mutual fund share-class selection policies and use of third-party AI tools under supervisory review.

Brian Sigler is a financial advisor with Westshore Wealth and holds Series 66 and Series 65 credentials. He has 12 years of industry experience, having previously worked at RM Securities, Mogul Securities, North Capital Private Securities, and Realty Mogul Co. Outside of advising, he is CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth serves individual clients, pension plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and active investment strategies, including derivatives and private placements, tailored to client goals and risk tolerances.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company for the past 10 years. Soucier also serves as a co-trustee for his parents’ irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis as its primary method, uses both long- and short-term investment strategies, and integrates planning, consulting, and implementation referrals into client relationships.

Arash Kouhi is a financial advisor at Compak Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Bellwether Enterprise Real Estate, Berkadia, and Wells Fargo. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts, using a combination of fundamental and technical analysis alongside model strategies and tactical asset-allocation.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

Michael Alongi is a Series 66-licensed financial advisor with Wealth Teams Alliance in Irvine, CA, and has 15 years of industry experience. He has been associated with Oak Grove, LLC since 2015. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports both long-term and short-term trading strategies.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.

Paul Horn is a Certified Financial Planner® with 19 years of industry experience. He is currently with Benefit Financial Services Group, where he has worked since 2019. His prior experience includes roles at Puplava Securities, LPL Financial, and Financial Sense Wealth Management. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages diverse portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis and is notable for its scale, use of options-based borrowing programs, and affiliations with various financial service providers.

Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.

Richard Rang is a CFP® professional with 30 years of experience, currently serving at Financial Management Network Inc since 1998. He holds Series 63 and Series 65 licenses and is also an enrolled agent with the IRS, providing tax preparation services during the tax season. Outside of his advisory role, he owns a small reptile breeding business operated from home. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as income tax preparation and bookkeeping.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using proprietary asset allocation models and a fiduciary, client-focused approach.

Tracy Olson is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been associated with FMN Capital Corporation since 2006 and Financial Management Network since 1990. Outside of her advisory role, Olson is a self-employed distributor for nutritional and wellness products and is an enrolled agent providing tax preparation services. 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 employs a strategic asset allocation approach combined with targeted active management, utilizing mutual funds, ETFs, and other vehicles supported by due diligence.

Brian Douglass is a CFP® professional with 14 years of industry experience, currently serving at Financial Advisors Network, Inc. since 2014. Prior to this, he worked at LPL Financial from 2014 to 2018. He also provides tax preparation and accounting services related to investments. Financial Advisors Network, Inc. serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a disciplined investment process utilizing fundamental, technical, and quantitative analysis across various strategies and offers discretionary management primarily through wrapped accounts and SEI-sponsored programs.

Alec Abbott is a financial advisor at The Norden Group LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Us, LLP, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, DFPG Investments, Inc., and Squar Milner Financial Advisors. Outside of his advisory role, Alec is an independent insurance broker and serves as a member of the board of advisors for Medalist Diversified REIT, Inc. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management, financial planning, and consulting. The firm primarily uses model-driven and sub-advised strategies implemented through a turnkey asset management platform and manages a broad investment universe including ETFs, mutual funds, and alternative assets.

Darrell Fryer is a financial advisor with Hamilton-Bates Investment Research, Inc., holding a Series 63 designation and nine years of industry experience. He has worked at Hamilton-Bates since 2018 and previously was with Securities Service Network, LLC. Outside of his advisory role, Fryer is involved in insurance sales and services through his independent agency, Capistrano Premier Insurance, and also participates in genomic sales to the medical industry with Encore Risk Management & Insurance Services, LLC. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary and model portfolio programs, managing over $61 million in client assets as of the end of 2025.

Jeffrey Merwin is a financial advisor with Financial Management Network Inc, holding a Series 66 designation and 15 years of industry experience. He has been with Financial Management Network and its affiliated entities since 2009. Outside of advisory work, he serves on the board of a corporate association connected to his firm’s offices and has ownership interests in commercial real estate ventures. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk/return analysis and integrates targeted active management, primarily using mutual funds and ETFs.