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.

Shane Brosnan is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with firms including BML Wealth Management, Cooper Mcmanus, and Securities America Inc. Outside of advisory roles, he is president of Brosnan & Associates Financial & Insurance Services, LLC, which specializes in fixed insurance and annuity sales. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers financial planning, discretionary and non-discretionary portfolio management, and fiduciary services for qualified plans.

Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.

Nancy Howard is a CFP® professional with 14 years of industry experience, currently serving at Spectrum Asset Management Inc since 2012. She is based in Newport Beach, CA, and works as part of a nine-advisor team. Spectrum Asset Management oversees approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning tailored to client objectives.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. 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 integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Michael Herman is a financial advisor at Apollon Financial, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, PFE Advisors, Inc., and Girard Securities, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and access to private and alternative investments. Apollon combines centrally managed model strategies with locally managed, advisor-led portfolios and sub-advisers, incorporating ESG risk-based models, Direct Indexing, and tax-aware techniques alongside third-party technology and generative AI tools.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including prior roles at Western International Securities, Inc. 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 and client-focused approach with proprietary asset-allocation models.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.

Richard Tso is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and one year of industry experience. Before joining Signature Resources, he worked at OneAmerica Securities and American United Life. He is also licensed as a real estate agent, assisting clients with buying, selling, or renting properties. 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. The firm employs a Global Target Risk approach focused on broad diversification and factor tilts, offering customizable portfolios primarily through mutual funds and ETFs.

Alvin Knox is a financial advisor at Warren Street Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, LPL Enterprise, and Charles Schwab. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using a combination of fundamental, technical, and modern-portfolio theory analyses, and acts as a sub-adviser to its own ETFs with specialized derivative overlay strategies.

Gregory Stevenson is a financial advisor with West Wealth Group, LLC in Irvine, CA. He has one year of experience at West Wealth Group and a background including five years with Pacific Ridgeway Insurance Solutions and five years of service in the United States Navy. 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 approximately $616.7 million in discretionary assets and employs a team-based, model-driven approach to portfolio management and financial planning.

Jasmine Lambert is a Series 65-licensed financial advisor with five years of industry experience, currently with Flagstar Securities, Inc. in Newport Beach, CA. Her prior roles include positions at RPAG and Fellows Financial Group. Outside of her advisory work, she is also an independent insurance agent. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, and corporations. The firm offers wealth management and retirement plan consulting with approximately $784 million in discretionary assets under management, employing a strategy that includes allocation among mutual funds, ETFs, alternative investments, and third-party managers.

Joshua Matyas is a CFP® professional with one year of industry experience. He currently works at Signature Resources Capital Management, LLC and previously spent time at Blankinship & Foster, LLC. Matyas’s background includes four years at San Diego State University. 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, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside of his advisory role, he serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions with the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases, employing a range of investment strategies including ETFs, mutual funds, and options, and is noted for its role as a wrap fee program sponsor with affiliated broker-dealer, tax, and insurance operations.

Richard Mangus is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Yack Wealth Management and Ensemble Wealth Management. Outside of advisory work, Mangus is involved in tax preparation through AMS Tax Service, Inc. and has a role in an automotive paint protection and window tint business. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Nicholas Del Junco is a financial advisor at Liberty Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Liberty Wealth Management since 2016 alongside Lifetime Marketing and Planning, Inc. Outside of advisory services, he is a licensed insurance agent in California, selling life insurance and variable products. Liberty Wealth Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios and offers a range of services including financial planning, retirement and employee-benefit plan services, and educational seminars.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.