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.

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.

Cameron Akers is a financial advisor at Hollencrest Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hollencrest since 2008. Outside of his advisory role, he provides part-time consulting support to VIMTREK, LLC. Hollencrest Capital Management offers wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process that combines traditional and alternative investments, managing accounts on both discretionary and non-discretionary bases while actively sponsoring private funds and direct investment transactions.

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® with eight years of industry experience, currently serving as a financial advisor at West Wealth Group, LLC. He has previously worked at Cooper McManus and BML Wealth Management. In addition to his advisory role, Serrano is an insurance agent selling life insurance, annuities, and long-term care products. West Wealth Group, LLC is an SEC-registered investment adviser that provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, technical and cyclical analysis, and targeted model allocations in its investment approach, offering both discretionary and non-discretionary portfolio management.

Veronica Cabral is a CFP® with nine years of industry experience, currently serving as part of the team at Warren Street Wealth Advisors, LLC. She has been with Warren Street Wealth Advisors in various capacities since 2016. Outside of her advisory role, she maintains an online Etsy store where she occasionally sells digital products. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, corporations, and investment companies. The firm offers portfolio management, financial planning, and pension consulting, and acts as sub-adviser to two firm-sponsored ETFs, utilizing a combination of fundamental, technical, and modern-portfolio theory analyses with active monitoring and rebalancing.

Susan Nakamura is a CFA® charterholder with 38 years of industry experience. She has been with Hollencrest Securities, LLC since 1999. Nakamura is based in Newport Beach, CA, and holds a Series 63 license. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment process grounded in Modern Portfolio Theory, combining traditional assets with alternatives and private investments, and actively manages private funds and direct private investment transactions.

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.

Matthew Merwin is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Financial Management Network, Inc. and its affiliated firm FMN Capital Corporation since 2011. Outside of his advisory role, he serves as a homeowner association board member and is involved in non-investment business activities including providing California DMV services. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm uses a strategic asset allocation framework combined with targeted active management, primarily implementing allocations through mutual funds and ETFs, and offers additional services such as income tax preparation and bookkeeping.

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 65 and Series 63 licenses and four years of industry experience. Prior to joining American Fundstars in 2021, Wang worked at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services across a range of assets. The firm employs a flexible investment approach and operates as both an SEC-registered adviser and a broker-dealer, with additional licensed insurance and placement-agent services.

Bonnie Larsen is a financial advisor at Purus Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Purus Wealth Management since 2015. In addition to her advisory role, she is an officer at MANB, Inc., where she is involved in marketing activities. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm customizes investment strategies using both fundamental and technical analysis and offers a range of portfolio management options alongside a client seminar program.

Eugene Bowan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial, LLC since 2017 and previously spent 19 years with National Planning Corporation. Bowan is also a Certified Estate Planner through Citadel Law Offices, an activity he has maintained since 2002. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combined with fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.

Jordan Lisnock is a financial advisor at West Wealth Group, LLC with six years of industry experience. He holds a Series 65 credential and has worked at West Wealth Group since 2022. His prior experience includes roles at BML Wealth Management, Pacific Select Distributors, Pacific Life Insurance Company, and the City of Huntington Beach. 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 employs a team approach with a blend of fundamental, technical, and Modern Portfolio Theory-based investment strategies, serving a large client base through an 18-advisor team.

Christopher Fono is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group among other firms. Outside of advisory work, he is involved in sales for VUKGRIPZ LLC, a company that markets softball and baseball bat grips. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, employing a range of analytical methods and investment strategies, including the use of ETFs, individual securities, alternative investments, and more complex instruments such as options and margin.

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

Patrick Guinet is a financial advisor at Guardian Financial Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Financial Partners since 2017, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. 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, employing a fiduciary approach with proprietary asset-allocation models and a combination of fundamental and technical analysis.