Steven Yamshon is a financial advisor with Benefit Financial Services Group in Irvine, CA, holding a Series 65 designation and bringing 28 years of industry experience. His prior work includes over three decades at Stevens First Principles Investment Advisors and a recent role with the USDA Forest Service. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

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.

Geoffrey Schuller is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mosley Wealth Management, he worked at Matts El Rancho and Winsprire. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and integrates quantitative tools and third-party analysis in portfolio construction.

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.

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 holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Safy Info Tech (Shanghai) Ltd. Feng also serves as an insurance agent for American Fundstars Insurance Agency. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management, advisory services, and brokerage, including private placement and insurance offerings. The firm employs a flexible investment approach across various asset classes, with most client assets managed on a non-discretionary basis requiring client consent.

Kurtis De Sousa is a financial advisor at West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Cooper McManus and MPWM, Inc. dba Terra Firma. He is also an independent insurance agent affiliated with various companies through BML Wealth Management. West Wealth Group, LLC provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach that includes fundamental analysis, modern portfolio theory, and technical analysis, and offers additional services such as tax preparation and estate document assistance through third-party providers.

Daoda Wang is a financial advisor with American Fundstars and holds the Series 66 designation. Wang has prior experience at China Securities Investment Co., Ltd. and China Securities Co. Ltd. IBD, spanning 9 years combined. Outside of advisory roles, Wang is involved with MW Creative and Consulting. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and manages a significant portion of client assets on a non-discretionary basis.

James Moore is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capital Synergy Partners since 2017. In addition to his advisory role, Moore serves as Vice President and Employee/Compliance Consultant for ERISA retirement plans at CPS Employee Benefits Insurance Solutions, Inc. Capital Synergy Partners serves individual clients across a range of net worth levels, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and a combination of fundamental and technical investment analyses.

Matthew Jordan is a CFP® and holds a Series 66 license, with six years of industry experience. He has been affiliated with Financial Management Network, Inc. and its broker-dealer affiliate FMN Capital Corporation since 2019. Outside of his advisory role, Jordan serves as President of the Financial Planning Association Orange County Chapter and is active in the Financial Planning Association's membership committee and study group leadership. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach using probability-based planning combined with targeted active management, and offers additional services such as income tax preparation and bookkeeping.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Henry Vanbuskirk is a CFP® with 11 years of experience in financial advising. He is currently with Benefit Financial Services Group and has held roles at Focus Partners Wealth, LLC, Cetera, and Richardson and Company, CPAs, Inc. He also holds a Series 63 license. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages $1.53 billion in discretionary assets and consults on $18.0 billion in retirement plan assets, employing a diversified, model-based investment approach that includes mutual funds, ETFs, private investments, and ESG strategies.

Joshua Meier is an advisor at Knightsbridge Wealth Management with five years of industry experience. He is also the owner and partner of Meier Law Firm, where he has worked for over a decade. 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 uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware approaches.

Blake Street is a CFP®, CFA®, and Series 66 licensed advisor at Warren Street Wealth Advisors, LLC with 16 years of industry experience. He has been with Warren Street Wealth Advisors since 2015. He is also a licensed real estate broker in California, a credential he maintains primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and investment-company clients. The firm offers portfolio management, financial planning, and pension consulting, and acts as a discretionary sub-adviser to two firm-sponsored ETFs, employing a combination of fundamental, technical, and modern portfolio theory analyses.