Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The AYCO Company, L.P., Nuveen Securities, LLC, and LPL Financial. He has been with Veracity Capital since 2019. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing a variety of investment strategies and third-party support.

Wesley Haynes is a financial advisor at Ignite Planners LLC in San Clemente, CA, with three years of industry experience. He holds a Series 65 designation and has worked at Cooley & Labas Financial Advisors since 2022. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates individual stocks, bonds, ETFs, options, and derivatives.

Brian Levy is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at West Wealth Group since 2021 and has been involved with BML Wealth Management and Cooper Financial Group since 2009. Outside of investment advising, he is also active as an insurance agent with BML Wealth & Insurance Services. West Wealth Group 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 multifaceted investment approach that includes fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and provides additional services such as financial planning, educational seminars, tax preparation, and estate document services.

Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Chase Heiden is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of advisory work, he is involved in a part-time role as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach and offers a variety of model strategies tailored to client risk profiles.

David Eurton is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at WestPark Capital since 2018 and previously held positions at Concorde Investment Services, LLC and First Allied Securities, Inc. WestPark Capital, Inc. offers financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory services and implements client portfolios directly or through selected third-party managers based on a range of criteria.

Yuxin Tian is a financial advisor at MY Advisors US LLC with two years of industry experience. Tian holds the Series 65 designation and previously worked at American Fundstars Financial Group LLC. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various investment strategies and also recommends and monitors third-party advisers.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at American Trust Investment Services and Saxony Securities, Inc. Miramontes is also the author of books on retirement and income generation and serves as president of Advisors Master Class, a coaching program for financial advisors. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management. The firm’s approach includes both discretionary and non-discretionary management, using strategies such as ETFs, mutual funds, fixed income, and options, and operates as a wrap fee program sponsor with affiliated broker-dealer, accounting, and insurance services.

Jacob Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. Prior to joining Ignite Planners, he worked at Foresight Wealth Management for five years and served a four-year LDS Mission. He also serves as Advisor and Chief Client Service Officer at Atlas Investment Management, where he is involved in offering life insurance products. 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 employs a tailored investment approach using a mix of stocks, bonds, ETFs, options, and private investments, and offers discretionary asset management, financial planning, and advisory services for private funds.

Keluo Zhao is a financial advisor at American Fundstars with one year of industry experience. Prior to joining American Fundstars, he worked for 25 years at Henan Huabixin Jingwei Accounting Firm Co., Ltd. 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, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered adviser duties with broker-dealer and insurance agency activities.

Tyler Vasquez is a CFP® professional with six years of industry experience, currently serving as an advisor at Three Arch Wealth Management LLC. His prior roles include positions at Index Fund Advisors and JP Morgan Securities, LLC. Three Arch Wealth Management provides discretionary wealth management and comprehensive financial planning 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 of mutual funds and ETFs.

Wenxuan Zhu is a financial advisor at MY Advisors US LLC with two years of industry experience. Zhu holds a Series 65 designation and previously worked at American Fundstars Financial Group LLC and held various roles including research and academic positions. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses a range of strategies including fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary mandates.

Robert Baker is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stirlingshire Investments and TradingBlock DBA MoneyBlock. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, offering financial planning, consulting, and portfolio management through customized portfolios that may include mutual funds, ETFs, individual stocks, and bonds. The firm operates as both an investment adviser and securities broker-dealer, also offering insurance products and municipal-advisor services.

Andrew Krongold is a financial advisor with Spinnaker Investment Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He previously worked at Stephen A. Kohn & Associates, Ltd. from 2018 to 2020. Outside of his advisory role, he is an independent insurance agent specializing in accident and health, life, and variable contracts insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, employing fundamental and macro analysis alongside asset allocation and client behavior considerations.

Anna Kim is a CFP® and CFA® with two years of industry experience. She is an advisor at Prudent Investors and has prior experience at Epollo and as owner of WLA Designs LLC, which provides financial copywriting and marketing consulting. She serves as Finance & Investment Committee Chair and Treasurer for the Down Syndrome Diagnosis Network. Prudent Investors offers discretionary investment management, financial planning, and consulting services to fiduciaries, high-net-worth clients, and estates. The firm emphasizes cost-effective portfolio construction using exchange-traded funds and a risk-managed approach grounded in Modern Portfolio Theory.

Ilkay Sepulveda is a financial advisor at Guardian Financial Partners, LLC with three years of experience in the industry. She holds a Series 63 designation and has prior experience at The Lady Advisor and Seeman Holtz Financial. Additionally, she is a licensed insurance agent with National Senior Insurance, a role she has held since 2012. 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 proprietary asset-allocation models and a fiduciary, client-focused approach.

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.

Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.