Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. 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 uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Jeremiah Chafkin is a financial advisor at Yayati Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Retirement Income Advisors dba Preservation Capital Management and AssetMark Financial Holdings. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals and trusts. The firm employs a proprietary platform that utilizes quantitative methods and exchange-listed options to manage portfolios through custom strategies, overlay solutions, and defined YAM strategies.

Melissa Wright is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. She is currently with Compak Asset Management in Newport Beach, CA, where she has worked since 2021. Her prior experience includes roles at Securities America, Inc. and ALIGN WEALTH ADVISORS. Compak Asset Management provides discretionary investment management and financial planning to individuals, retirement plans, and trusts, utilizing model strategies and a combination of fundamental and technical analysis guided by an internal Investment Committee. The firm offers portfolio supervision, standalone financial plans, and access to separately managed accounts and alternative investments.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Alexander Dardick is a Series 65 licensed financial advisor with six years of industry experience. He is currently with JRS Investments and Wealth Preservation, LLC and has prior experience at firms including Trilogy Capital and Hightower Advisors. Outside of finance, he is involved with Tutorly, an online tutoring company focused on customized learning for K-12 students, where he serves as a Student Success Team Leader. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Borcich is a financial advisor at Vanguard Capital with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanguard Capital and its affiliated firms since 2009. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm implements investment decisions based on written client profiles and plans, emphasizing risk management through diversification, rebalancing, and selective use of covered-call strategies.

Ronald Hudspeth is a financial advisor at Yosemite Capital Management with 30 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Yosemite Capital Management in 2019. He holds Series 63 and Series 65 licenses. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, various financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and a process that includes fundamental and technical analysis.

Cole Ducote is a Series 65-licensed advisor with Apriem Advisors, based in Irvine, CA, and has worked in the financial industry for two years. He has been with Apriem Advisors across two periods, totaling five years, with prior experience at Seek Business Capital and Herc Rentals. Apriem Advisors provides wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits. The firm employs a mix of tactical and passive investment approaches and offers additional services such as retirement plan advisory, charitable investment services, and an online portfolio consolidation tool.

Erin Nelsen is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. She has been with Asset Planning, Inc. since 2007. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

James Konon Jr. is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Hollencrest since 2005. 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’s investment approach integrates Modern Portfolio Theory with a combination of traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Bonnie Wusz is a financial advisor at BW & Associates, Inc. in Orange, CA, holding the CFP® designation along with Series 63 and 65 licenses. She has 43 years of industry experience, including roles at Cetera Wealth Services, LLC and Girard Securities, Inc. Outside of advisory work, Wusz is involved in fixed insurance sales, offering life and long-term care products. BW & Associates provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm manages client assets predominantly on a non-discretionary basis, focusing on long-term, asset-allocation strategies using mutual funds and ETFs, with a relatively high asset base managed by a small team.

Noah Sosa is a financial advisor at Miramontes Capital, LLC in Newport Beach, CA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corp, The Habit Burger Grill, and in educational roles at Granada Hills Charter High School and Robert Frost Middle School. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering 529 account management and a wrap fee comprehensive portfolio program. The firm uses a combination of technical and fundamental investment analysis and manages portfolios primarily through its wrap program and third-party sub-advisors.

Jeffrey Barrera is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include sixteen years at Raymond James Financial and ongoing leadership positions at Tax & Wealth Management, LLC since 2011. Outside of advisory work, he serves as CEO and President of Retirement By Design, Inc. and provides notary services. Miramontes Capital offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm delivers written financial plans and portfolio management primarily through its wrap fee program, employing a combination of technical and fundamental investment analysis.

Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

Laurel Hackett is a financial advisor at BW & Associates, Inc. with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Cetera Wealth Services, LLC and Girard Securities, Inc. Hackett is also a licensed notary who provides notarization services to clients without fees. BW & Associates, Inc. offers investment management and financial planning to individuals, charitable organizations, and businesses, managing over $690 million in client assets. The firm focuses on a long-term, asset-allocation strategy using mutual funds and ETFs, with predominantly non-discretionary management and an emphasis on retirement planning and annuity suitability.

Moeez Ansari is a financial advisor at Compak Asset Management with 26 years of industry experience. He holds the Series 66 designation and has been with Compak Asset Management since 1999 and Compak Securities Inc. since 2002. Ansari hosts a one-hour "Market Wrap" talk radio show for 20 hours per month, recorded live at the firm’s Newport Beach office. 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 offers investment supervisory services, financial planning, and retirement-plan advisory services, employing model-driven asset-allocation strategies and a tactical approach to portfolio management.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

John Deardorff IV is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Compak Asset Management since 2015. He holds Series 65 and Series 66 licenses. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients through a 12-advisor team. The firm offers ongoing investment supervisory services, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset-allocation strategies and a combination of internal and external research.