David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Gregory Stevenson is a financial advisor with West Wealth Group, LLC in Irvine, CA. He has one year of experience at West Wealth Group and a background including five years with Pacific Ridgeway Insurance Solutions and five years of service in the United States Navy. 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-based, model-driven approach to portfolio management and financial planning.

Jasmine Lambert is a Series 65-licensed financial advisor with five years of industry experience, currently with Flagstar Securities, Inc. in Newport Beach, CA. Her prior roles include positions at RPAG and Fellows Financial Group. Outside of her advisory work, she is also an independent insurance agent. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, and corporations. The firm offers wealth management and retirement plan consulting with approximately $784 million in discretionary assets under management, employing a strategy that includes allocation among mutual funds, ETFs, alternative investments, and third-party managers.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside of his advisory role, he serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions with the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases, employing a range of investment strategies including ETFs, mutual funds, and options, and is noted for its role as a wrap fee program sponsor with affiliated broker-dealer, tax, and insurance operations.

Richard Mangus is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Yack Wealth Management and Ensemble Wealth Management. Outside of advisory work, Mangus is involved in tax preparation through AMS Tax Service, Inc. and has a role in an automotive paint protection and window tint business. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Nicholas Del Junco is a financial advisor at Liberty Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Liberty Wealth Management since 2016 alongside Lifetime Marketing and Planning, Inc. Outside of advisory services, he is a licensed insurance agent in California, selling life insurance and variable products. Liberty Wealth Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios and offers a range of services including financial planning, retirement and employee-benefit plan services, and educational seminars.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Favia Group. Outside of finance, she occasionally performs as a paid musician for private events. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients, offering financial planning, discretionary portfolio management, and consulting services to individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven, team-based approach while allowing advisors to use various analytic methods and maintains a directed-custodian model with a range of investment products including complex structured offerings.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.

Darren Stewart is a financial advisor at Benefit Financial Services Group with 19 years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that includes a range of asset types and utilizes independent managers, with approximately $1.53 billion in discretionary assets under management and $18.0 billion in assets under consultation for retirement plans.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial 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 combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

Aksana Munoz is a financial advisor at Benefit Financial Services Group with 11 years of industry experience. She holds a Series 65 designation and has been with BFSG and its related entities since 2013. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax and accounting services, focusing on diversified, outcome-oriented portfolios and providing ERISA fiduciary services for retirement plans.

David Petray is a financial advisor with Syndicated Capital, Inc. He holds a Series 63 designation and has 37 years of industry experience. He has worked at Syndicated Capital since 2001 and was previously with A. G. Edwards & Sons, Inc. since 1998. Outside of his advisory role, he is involved as a luxury travel advisor and also works as a mortgage advisor on a part-time basis. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages approximately $137 million on a discretionary basis and offers customized investment programs tailored to clients’ objectives, risk tolerance, and time horizons.

Mark Ferdi is a financial advisor with J.Derek Lewis & Associates, Inc. in Newport Beach, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes positions at The Carlyle Group and High Rhodes Investment Group. Outside of his advisory role, he works part-time as a business consultant for Astro Pak. 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 about 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and asset allocation models emphasizing mutual fund and ETF selections, with integrated brokerage, insurance, and third-party manager relationships.

Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

Andrew Papp is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Ministry Partners Securities since 2014 and concurrently at ACP Financial since 2005. Outside of his advisory work, he occasionally preaches at churches and plays drums in live bands. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants, offering financial planning and consulting with an explicitly Christian approach to stewardship. The firm primarily refers clients to selected third-party asset managers while providing ongoing advice and planning tailored to clients’ religious or ethical values and financial objectives.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.