Thomas Breslin Jr. is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and various analytical techniques to construct portfolios aligned with client objectives.

Samantha Morton is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Mosley Wealth Management, she worked at Wells Fargo Clearing and Wells Fargo Bank. Previously, she was employed at Churned Creamery and held teaching positions at Woodbridge High School and Lakeside Middle School. Mosley Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and risk profiling.

Ralph Romano is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has previously worked at firms including RJR Financial Services, Inc., The Leaders Group Inc, Sigma Financial Corporation, and SPC. Outside of his advisory role, he is the owner of Executive Planning Group, LLC, which focuses on fixed insurance. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individual clients, offering portfolio management, financial planning, and third‑party money manager programs. The firm operates with dual RIA and broker‑dealer registrations, providing advisory services primarily on a non‑discretionary basis and utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Eric Shute is a financial advisor with Leisure Capital Management, Inc. in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Leisure Capital Management in 2023. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts and estates, retirement plan participants, insurance companies, and charitable organizations. The firm emphasizes diversification and asset allocation using Modern Portfolio Theory and the Fama-French three-factor model, and offers a Sustainable & Responsible Investing overlay with a multi-step screening process.

Jon Theriault is a CFP® with 15 years of industry experience, currently affiliated with Rs Crum Inc. He has worked at Rs Crum Inc. since 2008 and has also been with Modera Wealth Management, LLC since 2026. Rs Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm emphasizes cost-conscious portfolio construction, formalized mutual fund share-class selection policies, and uses a mix of factor-based strategies and specialized funds when appropriate.

Brian Sigler is a financial advisor at Westshore Wealth with 12 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at firms including RM Securities, Mogul Securities, North Capital Private Securities, Barclays Capital, and Morgan Stanley. Outside of his advisory role, he is CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individual clients, pension and profit-sharing plans, and charitable organizations. The firm uses customized Investment Policy Statements and employs both traditional and alternative investment strategies, including derivatives and more active portfolio approaches within separately managed accounts.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked at Guardian Life Insurance Company, Park Avenue Securities, Capital Synergy Partners, Innovatum Capital Partners, LLC, and Mass Mutual Investors Services. Outside of advising, he serves as co-trustee for his parents' irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering retirement plan services and a wrap fee program. The firm uses technical analysis as its primary method and employs various investment strategies, including DFA mutual funds and AI-driven analytic tools.

Arash Kouhi is a financial advisor at Compak Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Bellwether Enterprise Real Estate, Berkadia, and Wells Fargo. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts, using a combination of fundamental and technical analysis alongside model strategies and tactical asset-allocation.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

Andrew Laurin is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and financial planning services. The firm employs a top-down, macroeconomic approach to asset allocation and utilizes a combination of mutual funds, ETFs, individual bonds and equities, supported by third-party analytics and a quantitative risk-profiling tool.

Michael Alongi is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding a Series 66 designation and offering 16 years of industry experience. His prior roles include positions at Oak Grove, LLC, Signature Resources Capital Management, LLC, and Equitable Advisors. Wealth Teams Alliance provides discretionary portfolio management and financial planning for individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm emphasizes technical analysis and integrates multiple investment strategies, including internal strategies and sub-advisers, while maintaining client communications through newsletters and other publications.

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.

Joseph Volz is a CFP® and holds a Series 66 license with 28 years of experience in the financial industry. He is currently affiliated with Pelorus Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 10 years at Wells Fargo Advisors and 17 years at Merrill. Outside of his advisory role, Volz has a minority ownership interest in Alpha Sports LLC, a soccer training business. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs a personalized, discovery-based process and offers a mix of active and passive strategies, including discretionary and non-discretionary advisory services.

Paul Horn is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Benefit Financial Services Group and has held roles at several firms including Focus Partners Wealth and Puplava Securities. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm employs a diversified, model-based investment approach incorporating multiple asset classes and strategies, and manages over $1.5 billion in discretionary assets alongside extensive retirement plan consultations.

Jean Suits is a financial advisor at Vanguard Capital with Series 63 and Series 65 credentials and 55 years of industry experience. She has worked with Vanguard Capital since 2010 and Vanguard Capital Wealth Advisors, LLC since 2016. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm’s investment approach includes diversified allocations tailored to client profiles, risk management through rebalancing and stop-loss orders, and advisory services for assets held outside the primary custodian.

Richard Rang is a CFP® professional with 30 years of experience, currently serving at Financial Management Network Inc since 1998. He holds Series 63 and Series 65 licenses and is also an enrolled agent with the IRS, providing tax preparation services during the tax season. Outside of his advisory role, he owns a small reptile breeding business operated from home. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as income tax preparation and bookkeeping.

Norris Perez is a financial advisor at Guardian Financial Partners, LLC with one year of industry experience. He has worked at Guardian Financial Partners since 2024 and has a long-standing role with the Santa Ana Unified School District since 1996. Guardian Financial Partners provides investment advisory services to individuals, including high-net-worth clients, 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.

Tracy Olson is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been associated with FMN Capital Corporation since 2006 and Financial Management Network since 1990. Outside of her advisory role, Olson is a self-employed distributor for nutritional and wellness products and is an enrolled agent providing tax preparation services. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm employs a strategic asset allocation approach combined with targeted active management, utilizing mutual funds, ETFs, and other vehicles supported by due diligence.

Brian Douglass is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Financial Advisors Network, Inc. since 2014 and previously worked at LPL Financial from 2014 to 2018. Outside of his advisory role, he has involvement in tax preparation and accounting services. Financial Advisors Network, Inc. serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach with discretionary asset management and provides customized financial plans and periodic account reviews.