Jeffrey Vieth is a CFP® with 33 years of industry experience and is currently with Knightsbridge Wealth Management, where he has worked since 2020. Prior to that, he spent nearly four decades at IA Buffalo Capital Corporation and Buffalo Capital Corporation. He is also president and owner of The Vieth Company, a contract office services business he founded in 1978. Knightsbridge Wealth Management is an independent, employee-owned adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware strategies.

Daniel Buster is a financial advisor at Valley Wealth Strategies, LLC in Newport Beach, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation. Outside of advising, he is president of Buster Imports Inc., a wholesale wine and spirits import business. Valley Wealth Strategies serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach with fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

Cherie Wang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Valley Wealth Strategies, LLC. She has previously worked with LPL Financial, LLC and National Planning Corporation. Outside of advisory work, she teaches at Cerritos College and is a certified notary public. Valley Wealth Strategies, LLC advises individuals, families, trusts, and various organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach and manages over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.

Josealfredo Rendon is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with six years at the firm and a total of four years of industry experience. His prior work history includes roles at Bank of America and Lyft. 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. The firm utilizes a combination of Tactical Index, Passive Index, and Apriem Index approaches and employs both fundamental and technical analysis in portfolio management.

Christopher Ballard is a financial advisor with Check Capital Management Inc. in Costa Mesa, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Check Capital Management since 2012. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based, “Warren Buffett style” investment approach focused on intrinsic business value and margin of safety, offering various program structures tailored to client objectives and risk tolerances.

Faramarz Amiri is a financial advisor with Secura Financial in Orange, CA. He has over a decade of experience in the financial services industry, including roles at World Financial Group, Inc. and New Century Financial Alliance & Insurance Solutions, where he also works as an insurance agent. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a range of clients, including individuals and institutions. The firm employs strategies based on fundamental and cyclical analysis and uses a variety of investment techniques, including option writing and derivatives, while also offering third-party manager placements and co-advisory services.

John Prichard is a CFA® charterholder with 23 years of industry experience. He has been with Knightsbridge Asset Management since 1998 and is currently part of the Knightsbridge Wealth Management team in Newport Beach, CA. 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 employs a blend of tactical and strategic asset allocation with active risk management across multiple equity and income strategies, and manages its own wrap-fee program as well as a private fund focused on California Carbon Allowances.

Scott Rojas is a Certified Financial Planner® with 20 years of industry experience. He is currently with One Advisory Partners, LLC and was previously with Eclectic Associates, Inc. for over two decades. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a portfolio construction approach based on modern portfolio theory, incorporating global diversification and both fundamental and technical analysis.

Philip Albitz is a CFP® with 43 years of experience in financial advising. He is president of Albitz/Miloe and Associates, Inc., where he has worked since 1988. Prior to and concurrent with this role, he has been associated with various Cetera entities since 1989. Outside of his advisory work, he serves on the board of Sports 4 Mankind, a charitable organization that distributes sports equipment globally. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary managed accounts, non-discretionary variable-annuity allocation services, and ongoing advisory reviews, combining mutual funds, ETFs, individual equities, fixed income, and variable annuity sub-accounts in its investment approach.

Jack Stemper is a CFP® professional with 20 years of industry experience, currently serving at Ducere Wealth Management since 2025. He previously worked for 19 years at First Foundation Advisors. Stemper is a minority owner in a biomedical private company, Ostentus. Ducere Wealth Management provides discretionary investment management with advanced tax optimization and estate planning services for high-net-worth individuals, families, and businesses. The firm emphasizes long-term strategic asset allocation with tactical adjustments, tax-efficient investment approaches, and access to alternative investments such as private credit and private equity.

Luis Garcia Estrada is a financial advisor with BCU Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes positions at LPL Financial, Bank of America, Merrill, and Wells Fargo. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, managing approximately $653.6 million in discretionary assets for about 870 clients with a team of 15 advisors.

Martin Lombrano is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial, Pence Wealth Management Corporation, and Financial Advocates Investment Management. Lombrano serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers written financial plans and portfolio management through a wrap fee program, utilizing both discretionary and non-discretionary investment approaches that combine technical and fundamental analysis.

James Egerstrom is a CFP® professional with 11 years of industry experience. He has been with Confidence Wealth Management, Inc. since 2019 and previously worked at Tarbox Family Office and TD Ameritrade. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $344 million in discretionary assets and employs a long-term, buy-and-hold investment approach with diversification strategies using ETFs and ETPs, alongside discretionary and non-discretionary portfolio management and fiduciary consulting services.

Michael Allbee is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Benefit Financial Services Group since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans while leveraging relationships through its affiliation with Focus Financial Partners.

Brandon Welch is a CFP® with 11 years of industry experience, currently serving as an investment advisor representative at Newport Wealth Advisors, Inc. He has worked at Newport Wealth Advisors since 2021 and has held roles at Centaurus Financial, The Parking REIT, and MVP Realty Advisors. Outside of his advisory work, Welch is president of Catab Enterprises, Inc., a company involved in sponsorship sales and race car driver management. Newport Wealth Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $193 million in assets and employs a team-based approach that incorporates fundamental, technical, and charting analysis to construct globally diversified portfolios tailored to client investment policies.

Sandra Goins is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience in the financial services industry. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Sandra works closely with her clients to develop personalized financial strategies and provides customized personal wealth analyses to help clients stay on track with their financial goals in a changing market environment. A San Diego native, Sandra earned a bachelor's degree with a double major in Sociology and History from the University of California system and holds an MBA from the California State University system. She is a CERTIFIED FINANCIAL PLANNER (CFP). Outside of work, Sandra enjoys baseball, camping, cooking, dancing, music, running, soccer, traveling, volleyball, and yoga.

Paul Oh is a financial advisor at Balboa Wealth Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citi Personal Wealth Management, BancWest Investment Services, AXA Advisors, and Chase Bank. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options while managing over $1 billion in client assets through a team-based structure.

Rudy Dahbura is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple firms, including Ensemble Wealth Management and Securities America Inc. In addition to his advisory role, Dahbura is involved in insurance sales. 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 over $600 million in discretionary assets, employing a networked operating model and a blend of investment strategies, while also offering ancillary services such as tax preparation and estate-document assistance.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.