Justin Rucci is a CFP® with 10 years of experience in the financial services industry. He has worked at Warren Street Wealth Advisors, LLC since 2018 and previously spent five years at Ayco, a Goldman Sachs company. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management, financial planning, pension consulting, and retirement-plan advisory services, utilizing firm-developed model allocations and a combination of analytical approaches to actively manage equity and fixed-income strategies.

David Adams is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work history includes positions at Bank of America, Merrill, and Citigroup Bank. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a team of 18 advisors using model portfolios and a combination of fundamental, technical, and cyclical analysis with ongoing monitoring.

Bing Wang is a financial advisor at American Fundstars with a Series 65 designation and two years of industry experience. He is also the co-owner and CEO of BINnovation LLC, a tutoring school focused on robotic education. Wang has previously worked with World Financial Group, where he served as a training agent involved in life insurance sales. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.

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.

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.

Stephen Gilbreth is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016. Prior to that, he was employed at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process that includes the use of derivatives and options strategies, combining multidisciplinary planning with discretionary portfolio management.

Frederick Pieracci is a financial advisor with J K R & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at firms including NFP Retirement, Kestra Investment Services, and has owned Cape Star Company, where he serves as president, focusing on life insurance products and non-qualified deferred compensation. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in assets and advising on about $179 million in retirement plan assets.

Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. 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 various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

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.

Jingxuan Wu is a financial advisor at American Fundstars with a Series 65 credential and one year of industry experience. Prior to joining American Fundstars, Wu held roles at academic institutions including the University of California and the University of Illinois, as well as positions in asset management and education. Wu currently maintains an affiliation with the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across asset classes and manages most client assets on a non-discretionary basis.

Justin Tran is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining West Wealth Group, he held roles at East West Bank, Loan Depot, LPL Financial, LLC, Trilogy Financial Services, and Broadview Mortgage Corp. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a networked operating model and a blend of portfolio management strategies, serving a large client base through an 18-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.

Kelly Hong is a financial advisor at Hollencrest Capital Management with nine years of industry experience. He holds a Series 66 designation and has been with Hollencrest Securities since 2015. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and actively sponsors and manages private funds and direct private investment transactions.

Laura Sillen is a financial advisor at Purus Wealth Management, LLC in Newport Beach, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Purus Wealth Management and MANB, Inc. since 2015. Outside of her advisory role, she is involved in insurance sales as an agent and assists with marketing and business management at MANB, Inc. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining fundamental and technical analysis, and offers portfolio management alongside an educational seminar program.

John Christensen is a CFP® professional with three years of industry experience, currently serving as an advisor at RS Crum, Inc. He has worked at RS Crum from 2020 to 2025 and again from 2026 to the present, with prior experience at Pure Financial Advisors, LLC and KPMG LLP. 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 employs individualized asset-allocation models emphasizing cost minimization and utilizes formalized policies such as mutual fund share-class selection and systematic transaction-fee analysis to support its investment approach.

Robert Hill is a financial advisor at Check Capital Management Inc. in Costa Mesa, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Check Capital Management since 2008. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset-allocation and retirement cash-flow planning, and discretionary portfolio management. The firm emphasizes a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and manages the Blue Chip Investor Fund.