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 at Tarbox Family Office, Inc. with one year of industry experience. He previously worked at Leonard Green & Partners, LP for eight years and PricewaterhouseCoopers LLLP for one year. Tarbox Family Office serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary investment management. The firm uses an asset-class investing approach with institutional-grade portfolios, emphasizing family-office style coordination that includes multi-generational estate planning, philanthropic advising, and tax 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 12 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Provenio Capital Management since 2016, following a tenure at Merrill from 2005 to 2007. Provenio Capital serves high-net-worth individuals, trusts, family offices, businesses, and insurance companies, focusing on alternative investments, entity-aware structuring, and insurance planning. The firm’s investment approach emphasizes a client-centric process formalized in an Investment Policy Statement, using a diligence-driven selection of third-party managers across multiple private 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.

Steve Friedman is a financial advisor with Financial Management Network Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked with FMN Capital Corporation and Financial Management Network, Inc. since 2011. Outside of advising, Friedman serves as CFO of Island Shade Shacks, a role he has held since 2011, and is involved in health insurance sales through JWC Group. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk/return analysis and probability-based planning, combined with targeted active management in specialized portfolio segments.

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®-credentialed financial advisor with six years of industry experience. He has worked at RS Crum, Inc., Wealth Coast Wealth Management, FormulaFolio Investments, and Modera Wealth Management, LLC. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, and small businesses. The firm employs individualized asset-allocation models emphasizing cost minimization and maintains formalized policies such as mutual fund share-class selection and transaction-fee analyses.

James Pearson is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at B.B. Graham & Company, Inc. since 2026 and previously held positions at Leonard Investment Advisors, Inc., BancWest Investment Services, and BOK Financial Securities, Inc., among others. Outside of his advisory work, he is a passive investor and 17% owner of a medical marijuana growing facility. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million across a range of strategies, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Kayleigh Horn is a Certified Financial Planner® at Schultz Financial Group Incorporated with 14 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Newport Financial Group. Schultz Financial Group serves individuals, families, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations with wealth management, financial planning, and related services. The firm uses a “Four Capitals” framework and primarily implements customized portfolios through manager selection and mutual funds, managing client assets on a non-discretionary basis.

Daniel Sexton is a CFP® with 15 years of industry experience. He has worked at Rs Crum Inc. for 30 years and most recently at Modera Wealth Management, LLC. Rs Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and small businesses. The firm emphasizes individualized asset allocation and cost minimization, employing formalized policies on mutual fund share-class selection and transaction fees alongside selective use of factor-based strategies and third-party AI tools.

Justin Rucci is a CFP® with 10 years of experience in the financial services industry. He has worked at Warren Street Wealth Advisors, LLC since 2018 and previously spent five years at Ayco, a Goldman Sachs company. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management, financial planning, pension consulting, and retirement-plan advisory services, utilizing firm-developed model allocations and a combination of analytical approaches to actively manage equity and fixed-income strategies.

David Adams is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work history includes positions at Bank of America, Merrill, and Citigroup Bank. 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 approximately $616.7 million in discretionary assets and employs a team of 18 advisors using model portfolios and a combination of fundamental, technical, and cyclical analysis with ongoing monitoring.

Bing Wang is a financial advisor at American Fundstars with a Series 65 designation and two years of industry experience. He is also the co-owner and CEO of BINnovation LLC, a tutoring school focused on robotic education. Wang has previously worked with World Financial Group, where he served as a training agent involved in life insurance sales. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, providing portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.

Patrick Maxwell is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Leisure Capital Management, Inc. since 2014, contributing to the firm’s advisory services for eight years in his current role. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts, retirement plans, insurance companies, and charitable organizations. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and the Fama-French three-factor model, employing fundamental and cyclical analysis across multiple asset classes.

Cory Christiansen is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Capital Synergy Partners since 2014 and is also president and owner of Christiansen Financial Services, Inc., a fixed insurance business. Capital Synergy Partners serves individual clients across a range of net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm operates as both an RIA and broker-dealer, delivering primarily non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

Gabriella Keefer is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at LPL Financial, National Planning Corporation, and Zuk Financial Group. 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 multi-strategy investment approach integrating fundamental, technical, and quantitative analysis, with discretionary management through wrap accounts and SEI-sponsored programs.

Paul Heckler is a financial advisor with Yosemite Capital Management, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He worked at Yosemite Capital Management from 2001 to 2026 and has been with CW Advisors, LLC since 2026. Outside of advisory roles, he is a partial owner and co-manager of INTRUST Investment Management, Inc., which manages a private real estate fund recommended to some Yosemite clients. Yosemite Capital Management is a team-based SEC-registered investment adviser with seven advisors managing approximately $369 million for around 266 clients. The firm offers customized portfolio management, financial planning services, and access to private fund investments, typically managing accounts on a discretionary basis using model risk profiles and employing a combination of fundamental and technical analysis alongside a formal manager-selection process.