John Brajevic is a CFA® charterholder with 11 years of industry experience. He has worked at Amphora Capital Investors, LLC since 2022 and previously held roles at Twenty Four 7 Global Solutions, Inc., Scout Investments, Inc., and UMB Distribution Services, LLC. Outside of investment advising, he serves as managing director of Twenty Four 7 Global Solutions, a supply chain management firm. Amphora Capital Investors, LLC is an independent, state-registered adviser focusing on discretionary equity and balanced portfolio management for institutional clients and select high-net-worth individuals. The firm employs a disciplined, bottom-up investment process targeting profitable growth companies, using quantitative and qualitative research methods that incorporate valuation and intrinsic value assessments.

James Cravotta is a financial advisor at Executive Services, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. from 2016 to 2020. In addition to advisory services, he is licensed as an insurance broker. Executive Services, LLC is an independent investment adviser that serves individuals and high-net-worth clients, managing approximately $30.5 million. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies including mutual funds, equities, fixed income, and ETFs.

Anthony Montenegro is a financial advisor at The Blackmont Group in Fullerton, CA, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including CFD Investments and D.A. Davidson & Co. Outside of his advisory role, he is involved in real estate investing, which accounts for a small portion of his time. The Blackmont Group is a fee-only advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, offering both active and passive strategies to build diversified portfolios and providing financial planning through ongoing or project-based engagements.

Charley Edson founded Wealth Being Advisors with a simple yet powerful belief: true wealth isn’t just financial, it’s the alignment of your money, your health, and your purpose. As a CERTIFIED FINANCIAL PLANNER™, Charley combines deep technical expertise with a human-first approach to help busy professionals gain clarity, confidence, and calm across all areas of their financial lives. Whether it’s building a strong investment strategy, creating financial freedom through automation, or improving day-to-day decision-making, Charley’s work centers around helping clients live intentionally—on their terms. After nearly a decade in traditional wealth management, including managing over $250 million in client assets, Charley realized that most firms were missing the bigger picture. That insight led to the creation of Wealth Being Advisors: a firm that helps clients connect the dots between financial health, mental well-being, and physical vitality. With a coaching mindset and a passion for helping others grow, Charley partners with his clients to create personalized plans that align their values with their goals. Outside the office, you’ll find Charley playing hockey, spiking volleyballs on the beach, or enjoying the Southern California sun with his fiancée, Daniela. He’s deeply committed to his own growth whether through strength training, guitar, or mindfulness practices, which reflect his belief that lasting wealth is about more than numbers. It’s about showing up fully in life. At Wealth Being Advisors, that’s exactly what he helps his clients do.

Alan Flores is a financial advisor at Darkhorse Advisor with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Clearview Investment Partners for 11 years before joining Darkhorse Advisor in 2020. Darkhorse Advisor provides wealth management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a blend of fundamental and technical analysis in an active, tax-aware investment approach, offering discretionary and non-discretionary portfolio management primarily invested in mutual funds, ETFs, and individual securities.

Matthew Crandall is a financial advisor at Next Level Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Mr. Crandall operates an entertainment-focused YouTube channel called Fracture, to which he devotes significant monthly time. Next Level Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental analysis and diversified equity allocations, using structured notes and derivatives to complement long-only strategies and manage risk.

Christopher Randall is a financial advisor at Axis Capital Management, LLC with five years at the firm and a total of four years of industry experience. He previously worked at Guggenheim Partners for nine years. Randall is a partner in Flat Fee Advisors LLC, an online directory for financial advisors. Axis Capital Management provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment strategies using fundamental and technical analysis, managing accounts on a discretionary basis with a focus on asset allocation, rebalancing, and tax-loss harvesting.

Bryan Ellis is a financial advisor with Second Mountain Financial, Inc. in Redondo Beach, CA, holding a Series 65 designation and 16 years of industry experience. He has worked at Second Mountain Financial since 2010 and was previously associated with Ellis & Associates, Inc. He is also the sole shareholder and president of Second Mountain Tax & Accounting, where he provides individual and small business tax preparation and planning services. Second Mountain Financial is an independent, single-advisor registered investment adviser serving individuals, families, ERISA retirement plans, foundations, and nonprofit organizations. The firm employs a passive, index-based investment approach using diversified mutual funds and ETFs, and offers comprehensive financial planning including retirement income, education funding, and estate planning.

Christopher Rogers is a CFA® charterholder and financial advisor at 7 Summits Investment Management, LLC with 18 years of industry experience. He previously worked at Mercer Global Advisors Inc. and Jackson Financial Management. Mr. Rogers is also a licensed insurance agent affiliated with Enhanced Insurance Services LLC in Costa Mesa, CA, where he may recommend insurance products. 7 Summits Investment Management provides discretionary investment management and financial consulting services for pooled, institutional, and individual clients. The firm employs a core-and-satellite investment approach, utilizing passive index funds alongside active strategies and frequently allocates assets to specialist sub-advisers through a documented selection process.

Donald Kaiser is the sole advisor at Investment Management in Long Beach, CA, with 14 years of industry experience. He has been with Investment Management since 2011. The firm serves as a promoter and referral source for a third-party registered money manager, working with individuals, endowments, businesses, and nonprofit organizations. It focuses on due diligence, information sharing, and facilitating introductions rather than providing direct portfolio management.

Bruce Graham is the principal of Graham & Co. Advisory, Inc. in Orange, California, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Graham & Co. Advisory since 2003 and has been involved with B.B. Graham & Company, Inc. since 1996. Outside of financial advising, Graham owns several aviation-related businesses, including aircraft management and historic WWII aircraft restoration. Graham & Co. Advisory provides personalized investment supervisory services and financial advice to individuals, trusts, estates, corporations, and small businesses, managing approximately $18.5 million across fourteen client accounts. The firm uses a discretionary portfolio management approach tailored to client objectives and risk profiles, employing a range of investment strategies including equities, fixed income, mutual funds, and options.

Lisa Lockerman is the sole advisor at Lockerman Financial Group, Inc., an independent firm based in Newport Beach, CA. She holds the ChFC® designation along with Series 63 and 65 licenses and has 34 years of industry experience. Prior to founding Lockerman Financial Group in 2021, she worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2008 to 2021. In addition to her advisory work, she acts as an independent insurance agent. Lockerman Financial Group serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, offering comprehensive financial planning, consulting, and discretionary investment management. The firm uses multiple analytical methods and a variety of investment instruments, and it may implement client portfolios through recommended third-party managers.

Anthony Di Liberto is a CFP® professional with 32 years of experience in financial advising. He is the sole advisor at Fiduciary Planners and has held roles at firms including Noble Wealth Management, Foothill Securities, and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent marketing associate with Pre-Paid Legal Services, Inc., and owns Journey2Freedom, Inc., which serves as the operating entity for his business activities. Fiduciary Planners provides personalized financial planning and portfolio management primarily for individuals, trusts, and estates, as well as pension and profit-sharing plan consulting. The firm uses tailored model or custom portfolios, employing various analytic approaches and may incorporate insurance and membership products through licensed insurance and marketing activities.

Darius Bozorgi is a financial advisor at Veros Capital Management, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been involved with Veros Software since 2001. Veros Capital Management is an investment manager that has primarily served pooled vehicles and institutional mandates. The firm’s investment approach is quantitative and model-driven, utilizing proprietary automated predictive technology to construct and manage portfolios of exchange-traded funds and publicly traded equities.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Rohit Singh is the principal and investment advisor representative at Hexeum Capital, an independent firm based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to founding Hexeum Capital in 2018, Singh worked at firms including Four Points Capital Partners and Primerica Financial Services. Outside of his advisory role, he owns and manages a hotel through Shivshakti LLC. Hexeum Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by providing customized financial planning, investment consultation, and management primarily through third-party portfolio managers. The firm also offers corporate consulting, workplace retirement plan advice, and educational workshops on retirement and estate planning topics.

Brent Seehusen is a financial advisor at White Sail Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been with White Sail Advisors since 2021. Prior to this, he worked at loanDepot.com LLC for five years. Outside of advisory work, he is involved in a rental property business. White Sail Advisors LLC provides discretionary asset management, financial planning, and assets-under-advisement services to individuals, high net worth clients, trusts, and estates. The firm uses a tailored investment approach incorporating fundamental, cyclical, and technical analysis, with regular portfolio reviews and rebalancing.

Troy Wirth is a CFP®-designated financial advisor with 27 years of industry experience. He is the principal of Ingen Strategies, LLC, an independent firm he has led since 2019. Prior to this, he worked at Eagle Strategies and New York Life Insurance Company for over two decades. Outside of advising, he owns Syxivm, a retail business specializing in men's and women's surf and sports apparel. Ingen Strategies serves individual investors as well as business and institutional clients, providing discretionary asset management and standalone financial planning. The firm offers tailored portfolios and a range of consulting services, including retirement and estate planning, and utilizes third-party money managers alongside model portfolios and the Betterment for Advisors platform for implementation.

Gary Cox is a financial advisor with GTC Wealth Solutions, LLC in Redondo Beach, CA, holding a Series 66 designation and 20 years of industry experience. Prior to founding GTC Wealth Solutions, he worked for AssetMark Financial Holdings, Inc. and related affiliates for over a decade, as well as Neuberger Berman BD LLC early in his career. GTC Wealth Solutions provides discretionary portfolio management focused on retirement-income and systematic withdrawal planning for individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes strategic asset allocation using diversified ETFs and pooled funds, with long-term holdings and periodic rebalancing tailored to tax and cash-flow considerations.

Scott Devens is the principal of Devens Wealth Management in Newport Beach, CA, with 27 years of industry experience. He previously worked at Merrill Lynch from 1999 to 2024 and Bank of America from 2011 to 2024. Devens Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach focused on fundamental analysis and primarily uses low-cost exchange-traded funds, while offering continuous account monitoring and bundled financial planning.