Ryan Ornellas is a financial advisor at Westshore Wealth with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Westshore Wealth since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2015 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, using model portfolios and active derivative strategies within separately managed accounts.

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 and holds a Series 65 designation. He has worked at Lifetime Financial since 2024 and has additional experience in mortgage brokering and managing personal short-term rental properties. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through various platforms, including third-party money manager programs and alternative investment consulting. The firm emphasizes tailored portfolio construction based on client suitability factors and integrates multiple investment analysis tools while managing potential conflicts linked to its affiliation with insurance and real estate businesses.

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.

Lawrence Depaul is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 credential and 23 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Outside of advising, he serves as president of the Newport Beach chapter of the Society for Financial Awareness, a nonprofit educational speakers bureau. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using fundamental, technical, and charting analysis, and it manages approximately $193 million in assets through a small team of advisers.

Mohsen Reyes is a financial advisor with Secure Investment Management, LLC in Irvine, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and AIL Insurance Company, as well as positions in various other industries prior to entering financial services. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Pasadena Private Wealth since 2023 and Tiderock Financial, LLC since 2010. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a fundamental analysis approach with long-term portfolio construction, incorporating ETFs, mutual funds, individual securities, fixed income, and alternative strategies, while managing over $1.2 billion in assets across multiple offices.

Mark Iwamoto is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Apriem Advisors since 1998. Outside of his advisory role, he acts as an independent insurance agent for Apriem Insurance Services, providing insurance advice and sales. Apriem Advisors offers 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 strategies and integrates fundamental and technical analysis in portfolio construction.

Michael Bader is a financial advisor at Secura Financial with 13 years of industry experience. He also has a background in accounting and tax services, operating his own CPA practice since 1984, and provides senior advisory services through My Senior Care Advisors since 2000. Secura Financial offers fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, combining fundamental and cyclical analysis with both long-term and shorter-term approaches.

Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Martin Orton is a financial advisor at Kingsbridge Wealth Management, Inc. in Fullerton, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Kingsbridge Wealth Management since 2012 and Kingsbridge Trust Company since 2010. Kingsbridge Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary investment approach focused on client objectives and strategic asset allocation, offering broad global diversification and tax-aware implementation.

Patrick Jeffs Catone is a financial advisor at Ascentis Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked with several firms including Redwood Investment Group, Golden State Wealth Management, and LPL Financial. Catone is involved in multiple investment advisory activities across various independent firms. Ascentis Asset Management provides sub-advisory portfolio modeling, model portfolio construction, and signaling services to other investment advisers and Unified Managed Account (UMA) program sponsors. The firm focuses on asset allocation and investment selection using charting, fundamental, quantitative, and technical analysis, delivering model portfolios and implementation guidance without directly managing client assets.

Steven Sturner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016, following prior roles at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process using both fundamental and technical analysis and may utilize derivatives, options strategies, and margin in certain accounts.