Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

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.

Sundy Clark is a financial advisor at Secure Investment Management, LLC in Irvine, CA, with seven years of industry experience. Clark holds Series 63 and Series 65 licenses and has worked in roles spanning financial advisory and international logistics, including positions at Hellmann and Kuehne & Nagel as a Global Account Director. Outside of advisory work, Clark is involved in sales of insurance products affiliated with Transamerica Financial Advisors. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm’s investment approach is quantitative and factor-based, focused on long-term, diversified allocations using low-cost mutual funds, ETFs, and third-party managers, with portfolios customized by independent advisers.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Syndicated Capital since 2014 and at First Wilshire Securities Management, Inc. since 1983. In addition to his advisory role, he is a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm offers customized advisory programs with no account minimums, managing both discretionary and non-discretionary assets through various publicly traded securities tailored to clients’ objectives and risk tolerances.

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.

Kraig Strom is a financial advisor at Secura Financial with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arkadios Capital and Barth Calderon LLP. Outside of financial advising, he serves as a director on the board of the Porsche Club of America and is involved in automotive-related ventures, including president of CHL Motors Inc. and founder of Cars & Coffee Corona. Secura Financial provides fee-based financial planning and discretionary portfolio management to individuals, trusts, and various business entities. The firm manages approximately $320 million across 673 clients, employing a tailored investment approach that incorporates fundamental and cyclical analysis and includes a range of strategies from long-term holdings to option trading.

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.

Travis Weaver is a financial advisor at Weaver Consulting Group, LLC with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. Weaver serves as a board member of the Youth Motivation Task Force, where he speaks to middle and high school students. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm uses a holistic, client-focused asset-allocation process with both fundamental and quantitative analysis, employing mutual funds, ETFs, structured notes, individual securities, and third-party managers under discretionary oversight.

Siddharth Shah is a financial advisor at Shah Wealth Advisors with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of advisory work, he owns a small commercial property through an LLC and operates an independent insurance brokerage. Shah Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm uses a long-term, fundamental analysis approach to portfolio construction and incorporates a range of investment vehicles tailored to client goals and risk tolerance.

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.

Mary Gibson is a financial advisor at Newport Wealth Advisors, Inc. with 41 years of industry experience, including 23 years at Crown Capital Securities, L.P., and a one-year tenure at Centaurus Financial, Inc. She holds a Series 63 designation. In addition to her work as an advisor, she prepares taxes and provides occasional bookkeeping services through her separate business, Gibson Financial Services. Newport Wealth Advisors offers investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios according to documented Investment Policy Statements with ongoing supervision, rebalancing, and quarterly reviews, and may engage third-party advisers to manage portions of client assets.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. Secura Financial, LLC provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.

Anthony Serrano is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at West Wealth Group, LLC since 2021. He previously worked at Cooper McManus and has been affiliated with BML Wealth Management since 2016. In addition to his advisory role, Serrano is active as an insurance agent, selling life insurance, annuities, and long-term care products. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a combination of fundamental, technical, Modern Portfolio Theory, and cyclical analysis in its portfolio management.

Susan Sajjadi is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 37 years of industry experience. She holds a Series 63 designation and has been with WestPark Capital since 2016. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities, often utilizing third-party money managers to implement customized investment strategies.

Hung Nguyen is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Guardian Financial Partners, LLC since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Guardian Financial Partners provides investment advisory services to individuals, 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 a fiduciary, client-focused approach with proprietary asset-allocation models and multiple investment sleeves.

Chahan Fu is a financial advisor with American Fundstars, holding experience since 2026. Prior to joining American Fundstars, he was affiliated with Bioplate from 2024 and has academic experience at the University of Pennsylvania and the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and broader advisory services. The firm employs a flexible investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered advisory duties with broker-dealer and insurance agency activities.

Yiqi Wang is a financial advisor at American Fundstars with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm uses a flexible investment approach across a variety of asset classes and strategies and combines SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.