Joshua Henslick is a Series 65-licensed financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, California, where he has worked since 2023. He has two years of industry experience, including prior roles at StackCommerce and First Allied Securities. Outside of finance, he owns and operates a pottery business, JH Pottery. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm focuses on mutual fund and ETF allocations, using client profiling and formal investment policy guidelines, and integrates brokerage, insurance, and third-party manager relationships within its multi-team advisory model.

Benjamin Lau is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Apriem Advisors since 2002. Lau serves on the Board of Directors for the CFA Society of Orange County and has been chairman of its investment committee since 2014. 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 and passive investment strategies, combining fundamental and technical analysis, and utilizes a variety of asset classes and third-party subadvisors.

Meng Yuan is a financial advisor at American Fundstars with three years of industry experience. Prior to joining American Fundstars in 2022, Yuan worked at Intelliscope Wealth Management Corp and TransGlobal Holding Company, where he also holds roles related to insurance brokerage. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible investment approach across multiple asset classes and offers a combination of advisory, brokerage, and insurance agency services.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at LPL Financial LLC since 2017 and National Planning Corporation from 1998 to 2017, alongside operating Zuk & Associates since 1994. She is also president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Aran Sahagun is a financial advisor at Financial Management Network Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Triad Advisors, and Wealth Management & Business Concepts. He serves as president of an S Corporation that manages his income from FMN and FMNCC. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm utilizes a strategic asset allocation framework combined with targeted active management and offers additional services including income tax preparation and bookkeeping support.

Paula Hart is a financial advisor with Guardian Financial Partners, LLC in Irvine, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at LPL Financial LLC, Steel Peak Wealth Management, LLC, and Royal Alliance Associates, Inc. She is also a notary public. Guardian Financial Partners provides fiduciary investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental and technical analysis. The firm focuses on individualized portfolio management and retirement plan consulting, managing over $900 million in discretionary assets.

Julia Youngblood is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Vanguard Capital since 1999, including time at Vanguard Capital Wealth Advisors, LLC since 2016. Outside of her advisory role, she serves as Chief Administrative Officer for Texas Capital, overseeing bookkeeping, banking, and contract signatory duties. Vanguard Capital provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients, focusing on diversified portfolios, risk management, and intermediate-to-long-term holding periods. The firm also offers consulting on estate planning, insurance, real estate, annuities, and retirement plan rollovers.

Paul Holthe is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Argos Wealth Advisors LLC in Newport Beach, CA, and has prior experience at UpFactor, Inc., Creighton Capital Management LLC, L1 Holding AS, Levivisci Ltd., and Claret Family Partners Ltd. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a risk-based, strategic asset allocation approach with ongoing portfolio monitoring, third-party manager oversight, and integration of financial planning into its services.

Nicole Chou is a financial advisor at Benefit Financial Services Group with seven years of industry experience. She holds a Series 65 designation and has worked at Sperry Equities and State Street prior to joining BFSG in 2018. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans.

Imran Ansari is a Series 65-licensed financial advisor with Compak Asset Management in Newport Beach, CA, where he has worked since 2010. He has 12 years of industry experience and is also registered as a representative with Compak Securities Inc. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a 12-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing model-driven asset allocation strategies and a combination of tactical asset allocation, structured notes, third-party alternatives, and option strategies in select accounts.

Wesley Schuler is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, PFG Advisors, and Securities America. Outside of finance, Schuler has experience in entrepreneurial ventures, including involvement with a food business and a lacrosse company. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with a mix of traditional and alternative investments, managing assets through both discretionary and non-discretionary strategies.

Andrew Vidal is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at J.Derek Lewis & Associates, Inc. and its affiliated entities since 2017, following prior roles at McCarthy Building Co and Pepperdine University. J.Derek Lewis & Associates, Inc. advises individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and mutual fund–focused asset allocation, supported by discretionary and non-discretionary portfolio management.

Katelyn Santos is a financial advisor at Braypark Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for nine years at Acrisure, LLC. Santos is a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and retirement plan consulting, using a range of analytical methods and investment strategies tailored to client objectives.

Jessica Viale is a financial advisor at J. Derek Lewis & Associates, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. Derek Lewis & Associates, she worked at Merrill for two years and has a background that includes roles at the Mayo Clinic and the University of Michigan. J. Derek Lewis & Associates advises individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across about 7,400 accounts. The firm emphasizes client profiling, formal investment policy guidelines, and asset allocation models focused on mutual fund and ETF selections, with an integrated approach that includes brokerage, insurance, and third-party manager relationships.

Sasha Childers is a financial advisor at Three Arch Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Arch Wealth Management in 2025, Childers worked at State Street and Towneley Capital Management, where they spent 19 years. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Gian Costeniero is a financial advisor at Warren Street Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company. Outside of finance, he is a musician who performs as a drummer and owns a photography services business. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, and corporations. The firm employs a mix of analytical approaches and firm-developed model allocations to actively manage equity and fixed-income portfolios, and acts as discretionary sub-adviser to two sponsored ETFs.

Vikas Goel is a financial advisor at WestPark Capital, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WestPark Capital since 2016. Outside of his advisory role, Goel is also active as a real estate salesperson. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often employs third-party money managers to implement customized portfolios based on client objectives and risk tolerance.

Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Index Fund Advisors, Inc. and Apriem Advisors. Prior to her finance career, she was employed at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios composed of mutual funds and ETFs.

Jaxson Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. He holds a Series 65 designation and has been associated with Ignite Planners, LLC dba Atlas Investment Management since 2019. In addition to his advisory role, he serves in the United States Marine Reserves and has minority ownership in a meal prep company. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive strategy that incorporates a variety of investment types and tax-efficient management.

Mary Gibson is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 63 designation and over 40 years of industry experience. She previously worked at Crown Capital Securities, L.P. for 23 years and has been president of Gibson Financial Services since 1985, where she provides tax preparation and occasional bookkeeping services. Newport Wealth Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, pension plans, trusts, and other entities. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, alongside portfolio rebalancing software, and serves clients through a small team of advisors.