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.

Andrew Dintaman is a CFP® and Registered Investment Advisor with WealthPlan Investment Management LLC, where he has worked since 2025. He has four years of industry experience, including prior roles at OneDigital Investment Advisors LLC and WealthSource Partners, LLC. Outside of his advisory work, he is also involved in insurance sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, and institutional investors, offering comprehensive financial planning and investment management through model-based strategies and a range of investment vehicles.

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 designation with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, Northwestern Mutual Investment Services LLC, and CFG Wealth Management. He is also active as an insurance agent with Mosley Insurance and Financial Services Inc. Mosley Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation strategy and incorporates financial planning at no additional fee.

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 financial advisor with The Wealth Collaborative, Inc. in Corona Del Mar, CA. He holds a Series 65 designation and has 24 years of industry experience, including 19 years at his current firm. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, providing discretionary investment management and wealth planning services. The firm manages approximately $702 million in discretionary assets and offers a three-level Private Client Program that emphasizes investment policy development and portfolio implementation using no-load mutual funds and ETFs.

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.

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.

Daniel Sexton is a CFP® with 15 years of industry experience and has been with RS Crum Inc. since 1996. He is based in Newport Beach, CA, and is part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm emphasizes individualized asset-allocation models, cost minimization, and employs formalized practices such as a mutual fund share-class selection policy and systematic transaction-fee analyses.

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.