Geoffrey Hauck is a CFA® charterholder with one year of industry experience, currently serving at Knightsbridge Wealth Management. He previously worked for 15 years at Hudson Edge Investment Partners. 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 across multiple strategies, emphasizing active risk management and tax-aware approaches for taxable accounts.

James Waite is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He has been with Check Capital Management since 2007 and has also worked at Charles Schwab & Co., Inc. since 1997. Waite holds a Series 63 designation. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm follows a fundamentals-based investment approach focused on intrinsic business value and a margin of safety, offering various program structures aligned with client objectives and risk tolerances.

Stephen Gilbreth is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016. Prior to that, he was employed 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, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process that includes the use of derivatives and options strategies, combining multidisciplinary planning with discretionary portfolio management.

Frederick Pieracci is a financial advisor with J K R & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at firms including NFP Retirement, Kestra Investment Services, and has owned Cape Star Company, where he serves as president, focusing on life insurance products and non-qualified deferred compensation. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in assets and advising on about $179 million in retirement plan assets.

Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Ryan Harding is a financial advisor at Compak Asset Management in Newport Beach, CA, holding a Series 65 designation. He has been with Compak Asset Management since 2025. Outside of financial advising, Harding has worked in retail at Denault's Hardware and has experience in education roles at several schools and universities. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients. The firm employs model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services through a 12-advisor team.

Jingxuan Wu is a financial advisor at American Fundstars with a Series 65 credential and one year of industry experience. Prior to joining American Fundstars, Wu held roles at academic institutions including the University of California and the University of Illinois, as well as positions in asset management and education. Wu currently maintains an affiliation with the University of California. 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 asset classes and manages most client assets on a non-discretionary basis.

Justin Tran is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining West Wealth Group, he held roles at East West Bank, Loan Depot, LPL Financial, LLC, Trilogy Financial Services, and Broadview Mortgage Corp. 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 employs a networked operating model and a blend of portfolio management strategies, serving a large client base through an 18-advisor team.

John Day is a CFP® and ChFC® financial advisor with nine years of industry experience. He is currently with Balboa Wealth Partners, Inc., where he has worked since 2025. Prior to this, he spent eight years at Edward Jones and was involved in dance coaching and judging through his sole proprietorship, John Day Sole Proprietorship. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in client assets, providing portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a team-based approach and a long-term, diversified investment strategy using mutual funds, ETFs, individual securities, and options.

Kelly Hong is a financial advisor at Hollencrest Capital Management with nine years of industry experience. He holds a Series 66 designation and has been with Hollencrest Securities since 2015. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and actively sponsors and manages private funds and direct private investment transactions.

John Seel is a CFP® with 38 years of industry experience, currently serving at Capital Synergy Partners. He has been with Financial West Group since 2005. Outside of his advisory role, he owns and operates a fixed insurance business. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individual clients, offering portfolio management, financial planning, and advisor-managed accounts. The firm combines fundamental, technical, and cyclical investment analysis and operates as both a registered investment adviser and broker-dealer with affiliated insurance activities.

Nancy De Russo is a CFP® professional with 24 years of industry experience. She currently serves as an advisor at Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Her credentials include Series 63 and Series 66 licenses. Guardian Wealth Partners, LLC operates as Park Avenue Investment Advisory and provides services to individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary investment management through model portfolios and third-party managers, along with financial planning and business exit consulting.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Laura Sillen is a financial advisor at Purus Wealth Management, LLC in Newport Beach, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Purus Wealth Management and MANB, Inc. since 2015. Outside of her advisory role, she is involved in insurance sales as an agent and assists with marketing and business management at MANB, Inc. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining fundamental and technical analysis, and offers portfolio management alongside an educational seminar program.

John Christensen is a CFP® professional with three years of industry experience, currently serving as an advisor at RS Crum, Inc. He has worked at RS Crum from 2020 to 2025 and again from 2026 to the present, with prior experience at Pure Financial Advisors, LLC and KPMG LLP. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, charitable organizations, and small businesses. The firm employs individualized asset-allocation models emphasizing cost minimization and utilizes formalized policies such as mutual fund share-class selection and systematic transaction-fee analysis to support its investment approach.

Robert Hill is a financial advisor at Check Capital Management Inc. in Costa Mesa, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Check Capital Management since 2008. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset-allocation and retirement cash-flow planning, and discretionary portfolio management. The firm emphasizes a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and manages the Blue Chip Investor Fund.

Joshua Henslick is a Series 65-licensed financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, California, where he has worked since 2023. He has two years of industry experience, including prior roles at StackCommerce and First Allied Securities. Outside of finance, he owns and operates a pottery business, JH Pottery. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm focuses on mutual fund and ETF allocations, using client profiling and formal investment policy guidelines, and integrates brokerage, insurance, and third-party manager relationships within its multi-team advisory model.

Benjamin Lau is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Apriem Advisors since 2002. Lau serves on the Board of Directors for the CFA Society of Orange County and has been chairman of its investment committee since 2014. 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 and plan participants. The firm employs a mix of tactical and passive investment strategies, combining fundamental and technical analysis, and utilizes a variety of asset classes and third-party subadvisors.

Meng Yuan is a financial advisor at American Fundstars with three years of industry experience. Prior to joining American Fundstars in 2022, Yuan worked at Intelliscope Wealth Management Corp and TransGlobal Holding Company, where he also holds roles related to insurance brokerage. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and broader advisory services. The firm employs a flexible investment approach across multiple asset classes and offers a combination of advisory, brokerage, and insurance agency services.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at LPL Financial LLC since 2017 and National Planning Corporation from 1998 to 2017, alongside operating Zuk & Associates since 1994. She is also president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.