Richard Riva is a financial advisor with Balboa Wealth Partners, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Balboa Wealth Partners, he worked at firms including Willow Cove Investment Group and LPL Financial. Outside of finance, Mr. Riva serves as an Executive Officer in the California Military Reserve and volunteers as a deputy sheriff with the Orange County Sheriff's Department. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team-based approach using diversified strategies including low-cost mutual funds, ETFs, individual securities, and options.

Matthew Smith is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Newport Wealth Advisors and Centaurus Financial Inc. since 2015. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $193 million in assets and utilizes a combination of fundamental, technical, and charting analysis to build globally diversified portfolios tailored to client Investment Policy Statements.

Laura Tarbox is a CFP® with 21 years of industry experience and has been associated with The Tarbox Group, Inc. since 1985. She is a California-licensed private fiduciary and provides expert witness, guardian, and trustee services through a sole proprietorship under Tarbox Private Fiduciary Services. 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 with a focus on institutional-style asset allocation, diversification, and tax awareness.

Walter Lapovich is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a basketball referee and owns an insurance sales business. Capital Synergy Partners serves both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, and third‑party money manager programs. The firm provides predominantly non‑discretionary advice and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Russell Murdock is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has worked at Seabreeze Capital Management, LLC since 2003 and joined Eclectic Associates, Inc. in 2026. Eclectic Associates, Inc. is a fee-only investment adviser that provides discretionary investment management and financial planning to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets through an 11-advisor team, focusing on diversified portfolios using Modern Portfolio Theory, long-term holdings, and periodic rebalancing.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mercedes Benz at Laguna Niguel and Nike, Inc. before entering the financial advisory field. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diverse investment approach with strategies including growth, value, momentum, and tax-managed options, and provides clients with individualized portfolio management and periodic reviews.

Daniel Newman is a CFP® professional with seven years of industry experience, currently serving at Miramontes Capital, LLC. He has prior experience with AI Next Now, LLC and CrowdFood Inc. Outside of his advisory role, he maintains ongoing involvement with AI Next Now, LLC. Miramontes Capital, LLC advises individuals, high-net-worth clients, and retirement plans through financial planning, portfolio management, and 529 account services. The firm offers both discretionary and non-discretionary account management, employing a range of investment strategies including long- and short-term trading, ETFs, mutual funds, bonds, and options, supported by a wrap fee program and affiliated entities.

Anika Wilson is a financial advisor at Spinnaker Investment Group, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Spinnaker since 2020. Prior to joining Spinnaker, she spent five years at Pepperdine University. Spinnaker Investment Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach focused on asset allocation and client behavior, managing over $1 billion in assets and integrating insurance-related products and digital estate-planning tools.

Timothy Ryan is a financial advisor with Tarbox Family Office, Inc. in Newport Beach, CA, holding a Series 65 designation. He has one year of experience at Tarbox and previously worked eight years at Leonard Green & Partners, LP, following a year at PricewaterhouseCoopers LLLP. Tarbox Family Office serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities through comprehensive financial planning and discretionary investment management. The firm employs an asset-class investing approach with institutional-grade portfolios tailored by risk/return profiles and offers family-office style coordination, including estate and philanthropic planning.

Robert Nathan is a Series 65-licensed financial advisor with Anchor Bay Private Wealth LLC in Tustin, CA, and has two years of industry experience. He has been associated with Anchor Bay Capital, Inc. since 2023 and is also the owner of printOne, a printing brokerage business he started in 1997. Anchor Bay Private Wealth LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, and pension/profit-sharing plans. The firm employs model-based allocations and fundamental security analysis, serving a client base that includes high-net-worth individuals and institutional clients with ERISA-focused services.

Benjamin Durrant is a financial advisor at Provenio Capital with 11 years of industry experience. He has been with Provenio Capital Management Inc. since 2016. Durrant holds Series 63, Series 65, and Series 66 licenses. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, with a focus on alternative investments. The firm emphasizes a client-centric process documented in formal Investment Policy Statements and employs a diligence-led selection of third-party managers across multiple asset classes.

Claude Gaither is a financial advisor at Compak Asset Management with 35 years of industry experience. He has been with Compak Securities and Compak Asset Management since 2008. He holds Series 63 and Series 65 designations. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm employs model-driven asset-allocation strategies supported by an internal investment committee and offers financial planning and retirement-plan advisory services.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, and Northwestern Mutual Investment Services LLC. He is also engaged in insurance sales through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates various investment vehicles alongside third-party analysis and quantitative risk profiling.

Christian Luke Fermin is a financial advisor at CLG, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Purshe Kaplan Sterling Investments, Cetera, and CETERA Advisor Networks. Fermin has also been involved with Gods Vision Inc and Cornerstone Church for ten years. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm utilizes a mix of analytical methods and offers discretionary and non-discretionary portfolio management, incorporating derivatives, third-party sub-advisors, and held-away account management tools.

Jeffrey Wheeler is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with The Wealth Collaborative, Inc. since 2007, following roles at LWI Financial Inc. and Loring Ward Capital Management Inc. The Wealth Collaborative, Inc. serves high-net-worth individuals and business entities, focusing on clients in the entertainment industry. The firm provides discretionary investment management through its Private Client Program and offers wealth planning and consulting services, managing approximately $791 million in discretionary assets.

Timothy Latimer is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2015. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm’s investment approach integrates asset allocation with technical analysis, employing both long- and short-term trading strategies, and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Eric Papa Jr. is a CFP® professional with six years of industry experience, currently serving at RS Crum, Inc. He previously worked at Wealth Coast Wealth Management and FormulaFolio Investments. RS Crum, Inc. offers discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes cost minimization in portfolio construction and employs formalized practices such as documented mutual fund share-class selection and systematic transaction-fee analysis.

Pamela Eckenrode is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Cetera, and Cetera Advisor Networks LLC, and has been with CLG, LLC since 2016. In addition to her advisory role, she is a partner and part owner of a family holding company, CLG Holding Company LLC. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs various analytical methods and provides discretionary and non-discretionary portfolio management, with access to insurance solutions and a range of investment tools including derivatives and digital assets.

Kayleigh Horn is a CFP® with 13 years of industry experience and is currently a member of Schultz Financial Group Incorporated. Her prior experience includes roles at Cambridge Investment Research Advisors and Newport Financial Group. Schultz Financial Group provides wealth management and non-discretionary investment management to individuals, families, trusts, estates, small businesses, pension, and charitable organizations using a “Four Capitals” framework that addresses multiple financial and personal considerations. The firm emphasizes scenario analysis and third-party manager selection, managing assets primarily on a non-discretionary basis with a focus on planning integration and oversight.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.