James Richardson is a financial advisor at J K R & Company, Inc. with 56 years of industry experience. He has been with J K R & Company since 1979 and holds a Series 63 designation. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm manages discretionary portfolios with ongoing monitoring and delivers written financial plans, serving as a fiduciary with a focus on customized asset allocation and periodic account reviews.

Bryan Sonderby is a financial advisor at Dark Horse Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms including DFPG Investments, Inc. and The Crestwell Group, where he is also an independent insurance agent and business consultant offering services such as exit planning and various types of insurance. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a broad range of investment strategies and is affiliated with an accounting practice, offering integrated advice and uncommon subscription-style fee arrangements.

Surya Metzler is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Metzler serves as a guest speaker for The Society for Financial Awareness, a nonprofit organization. Newport Wealth Advisors provides investment management and financial planning services to a variety of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios according to documented Investment Policy Statements with regular reviews and may recommend third-party advisers while monitoring their performance.

Cayden Norton is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Tempus Wealth Planning, LLC, where he has worked since 2023. His prior experience includes roles at Mosley Wealth Management, Wells Fargo Clearing Services, UBS Financial Services, and other financial firms. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, and financial planning services. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, and it utilizes a range of investment vehicles including derivatives and options strategies within a multidisciplinary planning framework.

Jordan Allred is a financial advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked for the Church of Jesus Christ of Latter-Day Saints and spent seven years in education. He holds a Series 65 designation. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with tailored portfolios combining stocks, bonds, ETFs, options, and other investments, and offers discretionary asset management, financial planning, and advisory services to private funds.

Feroz Ansari is a CFP® professional with 23 years of industry experience, currently serving at Compak Asset Management. He has been a lecturer at the University of California Irvine’s School of Business since 2019. Ansari has been associated with Compak Securities, Inc. and Compak Asset Management since 2002. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm employs model-driven asset-allocation strategies and offers financial planning and retirement-plan advisory services through a team of 12 advisors.

Kai Xiong is a CFA® charterholder with two years of industry experience. He has worked at Tarbox Family Office, Inc. since 2023 and previously spent 11 years at Index Fund Advisors. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities. The firm offers integrated financial planning, family-office coordination, and discretionary investment management using a client-specific investment approach that emphasizes strategic allocation, diversification, low costs, and tax awareness.

Hailee Brigman is a financial advisor at Knightsbridge Wealth Management with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Samuel A. Ramirez & Co., Inc., and Morgan Stanley. Outside of finance, she has experience working with Wag. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis, offering actively managed portfolios and tax-aware strategies across multiple investment approaches.

Pierce Kramer is a financial advisor at JDL Advisers with one year of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Pacific InterWest and Builder Services Network, before joining his current firm. J. Derek Lewis & Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and businesses, managing approximately $2.28 billion in assets. The firm focuses on mutual funds and ETFs through a structured investment process that incorporates investor profiling, risk modeling, and utilizes third-party managers as needed.

Garrett Peterson is a financial advisor at Spectrum Asset Management Inc in Newport Beach, CA, holding Series 65 and Series 66 licenses. He has been with Spectrum since 2025 and has one year of industry experience. Prior to joining Spectrum, he worked at Comply Key and Verkada and spent several years as a student. Spectrum Asset Management is an SEC-registered advisory firm managing approximately $657 million for around 300 clients through an eight-advisor team. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services.

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Eric Lin is a financial advisor with Investment Research Corporation, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at SA Stone Investment Advisors Inc., Quest Capital Strategies, and LPL Financial. He also serves as a financial consultant referring insurance products through Sky Vision Insurance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad product selection, including equities, debt securities, and mutual funds, with an emphasis on both discretionary and non-discretionary portfolio management.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.

Shareen Balkey is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions before joining Index Fund Advisors in 2017. She holds Series 63 and Series 65 licenses. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm focuses on index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, offering integrated tax services through its IFA Taxes division.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities since 2017, following five years at Standard Investment Chartered. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm also delivers discretionary and non-discretionary portfolio management, research services, and clearing and prime broker services.

Scott Brooks is a financial advisor with NFSG Corporation based in San Clemente, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Brooks has been with Newbridge Securities Corporation since 2007. Outside of his advisory role, he is a partner in Gold Coast Financial Group, which provides financial services and acts as a solicitor for fee-based money management options. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs diversified portfolio strategies and uses both internal research and third-party asset managers to support its advisors.

Christopher Johnson is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at City National Securities, Inc., CITY NATIONAL BANK, and Unionbanc Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank, offering financial planning, portfolio management, and various custodial and cash-management features.

Anthony Ossola is a financial advisor with Prospera Financial Services, Inc. in Aliso Viejo, CA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network and UBS Financial Services. Outside of his advisory work, Ossola volunteers as a citizen scientist with Earth Views Inc., documenting inland waterways through video observation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management options.

Carey Robinson is a ChFC® credentialed financial advisor at Manning & Napier Advisors, LLC with 28 years of industry experience. His prior work includes roles at Blackrock Investments, Marathon (a subsidiary of Stadion Money Management), and Brandes Investment Partners. He is based in Laguna Niguel, CA. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.