Jordan Lisnock is a financial advisor at West Wealth Group, LLC with six years of industry experience. He holds a Series 65 credential and has worked at West Wealth Group since 2022. His prior experience includes roles at BML Wealth Management, Pacific Select Distributors, Pacific Life Insurance Company, and the City of Huntington Beach. 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 employs a team approach with a blend of fundamental, technical, and Modern Portfolio Theory-based investment strategies, serving a large client base through an 18-advisor team.

Christopher Fono is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group among other firms. Outside of advisory work, he is involved in sales for VUKGRIPZ LLC, a company that markets softball and baseball bat grips. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, employing a range of analytical methods and investment strategies, including the use of ETFs, individual securities, alternative investments, and more complex instruments such as options and margin.

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

Nicholas Rivera is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Lincoln Financial Advisors and First Command Advisory Services, Inc. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plan participants. The firm uses a top-down, macroeconomic approach to asset allocation and combines internal analysis with third-party tools for portfolio construction and risk profiling.

Patrick Guinet is a financial advisor at Guardian Financial Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Financial Partners since 2017, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing a fiduciary approach with proprietary asset-allocation models and a combination of fundamental and technical analysis.

Shane Brosnan is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with firms including BML Wealth Management, Cooper Mcmanus, and Securities America Inc. Outside of advisory roles, he is president of Brosnan & Associates Financial & Insurance Services, LLC, which specializes in fixed insurance and annuity sales. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers financial planning, discretionary and non-discretionary portfolio management, and fiduciary services for qualified plans.

Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.

Nancy Howard is a CFP® professional with 14 years of industry experience, currently serving at Spectrum Asset Management Inc since 2012. She is based in Newport Beach, CA, and works as part of a nine-advisor team. Spectrum Asset Management oversees approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning tailored to client objectives.

Christopher Miller is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Safeguard since 2017 and concurrently serves as Vice President and Business Consultant at Asset Marketing Systems, where he recruits and trains advisors. Outside of finance, Miller is co-owner and CFO of Chickpea Kitchen LLC, a food service business. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, managing over $600 million across approximately 1,800 relationships. The firm employs a fundamental-analysis investment process with a typical time horizon of two to ten years, using mutual funds, ETFs, and equities, and frequently utilizes sub-advisers and third-party model managers.

Deryk Cherubini is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at LPL Financial, LLC, and U.S. Bank. Outside of his advisory work, he occasionally resells collectibles and rare sneakers online and works as a commissioned sales representative for a remodeling company. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred horizon of two to ten years.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Michael Herman is a financial advisor at Apollon Financial, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, PFE Advisors, Inc., and Girard Securities, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and access to private and alternative investments. Apollon combines centrally managed model strategies with locally managed, advisor-led portfolios and sub-advisers, incorporating ESG risk-based models, Direct Indexing, and tax-aware techniques alongside third-party technology and generative AI tools.

Kevin Mc Closkey is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA. He holds a Series 65 designation and joined Mosley Wealth Management in 2024 after 14 years at San Gabriel Academy. 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 services. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates third-party analysis and quantitative risk profiling in portfolio construction.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including prior roles at Western International Securities, Inc. and Wells Fargo Advisors. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing a fiduciary and client-focused approach with proprietary asset-allocation models.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.

Richard Tso is a financial advisor at Signature Resources Capital Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, American United Life, and Grant Thornton. Outside of advising, he is a licensed real estate agent assisting clients with property transactions. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy with diversified model portfolios and serves as a sub-advisor to Envestnet’s TAMP.

Alvin Knox is a financial advisor at Warren Street Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, LPL Enterprise, and Charles Schwab. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using a combination of fundamental, technical, and modern-portfolio theory analyses, and acts as a sub-adviser to its own ETFs with specialized derivative overlay strategies.

Gregory Stevenson is a financial advisor with West Wealth Group, LLC in Irvine, CA. He has one year of experience at West Wealth Group and a background including five years with Pacific Ridgeway Insurance Solutions and five years of service in the United States Navy. 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-based, model-driven approach to portfolio management and financial planning.

Joshua Matyas is a CFP® professional with one year of industry experience, currently serving as an advisor at Signature Resources Capital Management, LLC. His prior experience includes roles at Blankinship & Foster, LLC and his academic background includes four years at San Diego State University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans. The firm employs a Global Target Risk investment strategy focused on diversified mutual funds and ETFs, offering customized model portfolios and financial planning services.