Joshua Garland is a ChFC® credentialed advisor with seven years of industry experience, currently with Apriem Advisors since 2018. Prior to this, he worked at Financial Professionals Group for nine years. He is also an independent insurance agent for Apriem Insurance Services and Solutions Financial, advising on insurance and health insurance matters. 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 Index, Passive Index, and Apriem Index approaches, combining fundamental and technical analysis with tactical use of derivatives and options in select strategies.

Jason Stone is a CFP® with 18 years of industry experience currently serving at Secura Financial. His prior roles include positions at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and Stone Hatcher LLC. Outside of his advisory work, he serves as treasurer for the Theta Chi Fraternity Zeta Epsilon Alumni Association and is a board member at large for Child Lane. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental and cyclical analysis with a range of strategies, including option writing and derivatives, and also collaborates with third-party money managers and wrap fee programs.

Li La Cagnina is a financial advisor with American Fundstars, holding three years of industry experience. She is also the managing member of Global Insights Real Estate Investments, LLC, a real estate consulting firm specializing in development projects. Additionally, she serves as vice president of LVIG Corp, a business consulting company focused on developing business plans, and is involved in health supplement sales through Jeunesse Global. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered advisory duties with broker-dealer and insurance-agency activities.

Peter Travis is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at T&T Capital Management since 2011. He is based in Laguna Hills, CA. T&T Capital Management provides discretionary portfolio management services to individual, high-net-worth, and corporate clients, focusing primarily on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach while incorporating tactical strategies such as the use of margin, options, and short positions.

Chad Noorani is a financial advisor at Benefit Financial Services Group with 12 years of industry experience. He holds the Series 65 designation and has been with Benefit Financial Services Group since 2011, including a role at Bfsg, LLC since 2013. Benefit Financial Services Group serves a broad range of clients, including individuals, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios and ERISA fiduciary roles for retirement plans.

Joshua Axel is a financial advisor at KTF Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a sponsored wrap fee program. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, conducts regular portfolio reviews, and manages roughly $700 million in client assets with a team of four advisors.

Amy Zwaan is a financial advisor with Yosemite Capital Management and holds a Series 66 designation. She has 21 years of experience in the financial services industry, including roles at Alexander Capital, LPL Financial, and WealthPLAN Partners. Outside of her advisory work, she is the owner and president of Amy Nuttall, Inc., a business entity focused on payroll and small business health insurance. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a combination of ETFs, mutual funds, and third-party managers.

Kevin Messenger is an investment advisor representative with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at MML Investors Services LLC and Massmutual Life Insurance Company since 2014. In addition to his advisory role, he is an insurance agent with Signature Resources Insurance and Financial Services. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as plan sponsors and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts and serves as a sub-advisor on third-party platforms.

Stephen Clifford is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. He has worked with Capital Synergy Partners since 2011 and has been affiliated with The Winfield Group, LLC since 2000. Outside of advisory work, he is involved in real estate sales and life and annuity insurance through The Winfield Group. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals with financial planning, portfolio management, and consulting. The firm offers multiple advisory programs, including advisor-managed and third-party money manager accounts, and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Ryan Ornellas is a financial advisor at Westshore Wealth in Newport Beach, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Westshore Wealth in 2016, he worked at TIAA-CREF and Fisher Investments. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting for individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and more active investment strategies, including the use of derivatives and private placements, tailored to clients’ specific goals and risk tolerances.

Saul Palencia is a financial advisor at Secura Financial with 10 years of industry experience. He holds a Series 65 designation and has been with Secura Financial since 2016. 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 manages approximately $320 million for about 673 clients through a team of seven advisors, employing investment strategies tailored to clients’ objectives and risk tolerance.

David Levinson is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. Since 2007, he has been with Grant Bettingen, Inc./Newport Coast Securities, Inc. He is also involved in fixed annuities and life insurance sales and may receive finders fees for introducing clients to commercial real estate brokers or principals. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for about 616 households. The firm offers customized portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, employing a bottoms-up fundamental screening process and maintaining a multi-affiliate operating model to broaden service and product access.

Samantha Vient is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Ellevest, where she has served since 2021, and has prior experience at Retirable and Origin Financial. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios based on individual goals and risk tolerance, emphasizes strategic asset allocation, and provides values-aligned investment options along with educational workshops.

Carl Demartini is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at CHD Investment Management, LLC for 11 years before joining RB Capital Management in 2025. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Casey Hatcher is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Secura Financial and has held positions at Arkadios Capital Securities, Stone Hatcher Financial, Crown Capital Securities, and Bentley Financial and Insurance Services. Hatcher has also been involved with Stone Hatcher LLC. 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 manages approximately $320 million for around 673 clients through a team of seven advisors, offering tailored investment strategies ranging from long-term holdings to option strategies and margin, integrating comprehensive planning services into client engagements.

Siling Pan is a financial advisor at MY Advisors US LLC with a Series 65 designation. Pan joined the firm in 2026 and has under one year of industry experience. Prior to entering the financial field, Pan attended the University of California, Los Angeles. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to a variety of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm employs a range of strategies, including discretionary and non-discretionary mandates, and also offers services related to third-party adviser selection and monitoring.

Thomas Hoffman is a financial advisor at Asset One Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, RBA Wealth Management, and Morgan Stanley. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm emphasizes customized strategic asset allocation, long-term buy-and-hold strategies, and family-office style coordination for clients with significant assets.

Bryon Pyle is a financial advisor at Lifetime Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Crossmark Financial Corp. since 2003. Outside of his advisory role, he is involved in mortgage brokering and manages personal short-term rental properties. Lifetime Financial, Inc. serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm utilizes customized investment strategies through a combination of in-house and third-party money managers.

Susan Niedwick is a CFP® with 22 years of industry experience, currently serving at Cutler Investment Group since 2020. Prior to that, she worked at Check Capital Management Inc for five years. She holds Series 63 and Series 66 licenses. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm employs risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, offering customizable solutions supported by third-party technology and AI tools.

Matthew Gandy is a financial advisor with Capital Synergy Partners in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Capital Synergy Partners since 2018 and has worked at related firms including CPS Financial & Insurance Services since 2019. Capital Synergy Partners serves individual clients across a range of wealth levels, providing financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance products. The firm operates both as an SEC-registered investment adviser and a FINRA-registered broker-dealer, employing a primarily non-discretionary advisory approach with multiple office locations.