Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.

Josealfredo Rendon is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with six years at the firm and a total of four years of industry experience. His prior work history includes roles at Bank of America and Lyft. 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. The firm utilizes a combination of Tactical Index, Passive Index, and Apriem Index approaches and employs both fundamental and technical analysis in portfolio management.

Christopher Ballard is a financial advisor at Check Capital Management Inc with 24 years of industry experience. He holds a Series 66 designation and has been with Check Capital Management since 2012. Check Capital Management provides discretionary portfolio management, financial planning, and retirement cash-flow planning for individuals, high-net-worth clients, retirement plans, and corporate clients. The firm follows a long-term, fundamentals-based investment philosophy influenced by a Warren Buffett style approach and manages both client portfolios and the Blue Chip Investor Fund, employing distinctive fee structures and programs for sophisticated investors.

Faramarz Amiri is a financial advisor with Secura Financial in Orange, CA. He has over a decade of experience in the financial services industry, including roles at World Financial Group, Inc. and New Century Financial Alliance & Insurance Solutions, where he also works as an insurance agent. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a range of clients, including individuals and institutions. The firm employs strategies based on fundamental and cyclical analysis and uses a variety of investment techniques, including option writing and derivatives, while also offering third-party manager placements and co-advisory services.

Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.

Scott Rojas is a CFP® with 21 years of industry experience, currently serving as an advisor at ONE Advisory Partners, LLC. He previously worked at Eclectic Associates, Inc. for over two decades. ONE Advisory Partners provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers written financial plans, portfolio monitoring, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.

Neal Quon is a financial advisor at API Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years. In addition to his advisory role, he is involved in the sales and service of insurance products through Neal Quon Insurance - Retire Different. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm implements individualized portfolios using model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Jack Stemper is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Ducere Wealth Management since 2025. He previously worked at First Foundation Advisors for 19 years. Stemper is a minority owner in a biomedical private company, Ostentus. Ducere Wealth Management provides discretionary investment management, comprehensive financial planning, and advanced tax and estate planning primarily for high-net-worth and ultra-high-net-worth clients. The firm emphasizes a long-term strategic asset allocation approach with tax-efficient techniques and incorporates alternative investments and third-party manager programs for accredited investors and qualified purchasers.

Luis Garcia Estrada is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Premier America Credit Union, Bank of America, Merrill, and Wells Fargo. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets, employs a core-plus-satellite investment approach, and offers a substantial wrap fee program with institutional managers and customized strategies.

Martin Lombrano is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Financial Advocates Investment Management. Outside of his advisory work, he serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages assets on both discretionary and non-discretionary bases and employs a range of investment strategies, including long- and short-term trading, ETFs, mutual funds, and options.

Michael Allbee is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Benefit Financial Services Group since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans while leveraging relationships through its affiliation with Focus Financial Partners.

Brandon Welch is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at Newport Wealth Advisors, Inc. He has held roles at various firms including Centaurus Financial, Inc. and MVP Realty Advisors. Outside of advisory work, he is president of Catab Enterprises, Inc., a company involved in sponsorship sales and race car driver management. Newport Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, pensions, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management with ongoing supervision and regular reviews, and may engage third-party advisers to manage portions of client assets.

Rudy Dahbura is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms, including Ensemble Wealth Management and Securities America Inc. In addition to his advisory role, Dahbura is involved in insurance sales. 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 over $600 million in discretionary assets, employing a networked operating model and a blend of investment strategies, while also offering ancillary services such as tax preparation and estate-document assistance.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.

Mitchel Needelman is a CFA® charterholder with 20 years of industry experience. He has been with Needleman Asset Management since 2002. He is part of Spectrum Asset Management Inc, an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management across equity and fixed-income strategies, financial planning, and sub-advisory services, employing a blend of fundamental, technical, and cyclical analysis tailored to client objectives.

Antonia Lipovac is a financial advisor at Benefit Financial Services Group with six years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Frank Deptola & Associates, the US Small Business Administration, and Stratos Wealth Partners. Outside of her advisory role, she is a part-time financial manager at Worldwide Construction Services, Inc., a construction firm owned by her family. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, and retirement plan sponsors, offering wealth management, financial planning, and institutional pension consulting. The firm emphasizes diversified, outcome-oriented portfolios and provides a range of services including tax preparation, ERISA fiduciary roles, and access to ESG and alternative investment options.

Ulrich Keller Jr. is a CFP® with 35 years of industry experience. He has been with Ducere Wealth Management since 2025, following a 35-year tenure at First Foundation Advisors. Keller also provides financial consulting services on a part-time basis to Ostentus Therapeutics, a healthcare company in Newport Beach, CA. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, business owners, and select corporations, focusing on accredited investors and qualified purchasers. The firm employs a long-term strategic asset allocation approach with tax-efficient investment strategies and offers access to alternative investments and third-party manager programs.

Chase Eagan is a financial advisor at Spinnaker Investment Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and several other firms. Outside of his advisory work, he has operated Eagan's Regal Evergreens for ten years. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation and a combination of fundamental and macro analysis.

Ty Neubauer is a financial advisor at Spectrum Asset Management Inc with eight years of industry experience. He holds a Series 65 designation and has been with Spectrum Asset Management since 2012. Neubauer previously worked at the University of California, Riverside from 2015 to 2017. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management using a blend of fundamental, technical, and cyclical analysis across equity and fixed-income strategies, with model portfolios tailored to client objectives.