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.

Tim Formica is a financial advisor with BCN Financial, Inc. in Cypress, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at firms including LPL Financial and Crown Capital Securities, and has operated his own lending business. Formica is also involved with Arbor Financial/The Turnkey Foundation, providing mortgage and real estate services. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach includes mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market-timing strategies, focusing largely on non-discretionary advice within plan investment options.

Richard Tso is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and one year of industry experience. Before joining Signature Resources, he worked at OneAmerica Securities and American United Life. He is also licensed as a real estate agent, assisting clients with buying, selling, or renting properties. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach focused on broad diversification and factor tilts, offering customizable portfolios primarily through mutual funds and ETFs.

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.

Robin Sun is a financial advisor at Ellis Investment Partners, LLC with 14 years of industry experience. She holds a Series 65 credential and has been with Ellis Investment Partners since 2012. She serves as a board member of the United Chinese American Association. Ellis Investment Partners provides investment advisory and planning services to a range of individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach with multiple model portfolios and offers services such as portfolio management, personal financial planning, and retirement plan advisory.

David Tamashiro is a financial advisor at CRUX Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed, Raymond James Financial Services, and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

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. He currently works at Signature Resources Capital Management, LLC and previously spent time at Blankinship & Foster, LLC. Matyas’s background includes four years at San Diego State University. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm utilizes a Global Target Risk approach focused on global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside of his advisory role, he serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions with the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases, employing a range of investment strategies including ETFs, mutual funds, and options, and is noted for its role as a wrap fee program sponsor with affiliated broker-dealer, tax, and insurance operations.

Richard Mangus is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Yack Wealth Management and Ensemble Wealth Management. Outside of advisory work, Mangus is involved in tax preparation through AMS Tax Service, Inc. and has a role in an automotive paint protection and window tint business. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Nicholas Del Junco is a financial advisor at Liberty Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Liberty Wealth Management since 2016 alongside Lifetime Marketing and Planning, Inc. Outside of advisory services, he is a licensed insurance agent in California, selling life insurance and variable products. Liberty Wealth Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios and offers a range of services including financial planning, retirement and employee-benefit plan services, and educational seminars.

Julia Perez is a financial advisor at CRUX Wealth Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Favia Group. Outside of finance, she occasionally performs as a paid musician for private events. CRUX Wealth Advisors manages approximately $547.7 million for about 656 clients, offering financial planning, discretionary portfolio management, and consulting services to individuals, trusts, charities, pension plans, and privately held businesses. The firm employs a process-driven, team-based approach while allowing advisors to use various analytic methods and maintains a directed-custodian model with a range of investment products including complex structured offerings.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.

Samuel Lee is a financial advisor with Signature Resources Capital Management, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at firms including OneAmerica Securities and MML Investors Services, LLC. Outside of advisory roles, he has been involved with several entrepreneurial ventures, including Saluk LLC and ShopSwap LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach focused on global diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs and serving as a sub-advisor on third-party platforms.

Darren Stewart is a financial advisor at Benefit Financial Services Group with 19 years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that includes a range of asset types and utilizes independent managers, with approximately $1.53 billion in discretionary assets under management and $18.0 billion in assets under consultation for retirement plans.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

Daniel Mcclory is a ChFC® credentialed financial advisor with 26 years of industry experience, affiliated with Sutter Capital Partners, LLC in Irvine, CA. He has held roles at multiple firms, including Boustead Capital Markets, LLP and Sutter Securities Clearing, LLC. Outside of advisory work, Mcclory serves as President and Secretary of Cadogen & Cie Limited, a business consulting firm, and is involved in various other business ventures internationally. Sutter Capital Partners offers investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, generally providing non-discretionary advisory services, and supports consultant and intermediary relationships without maintaining investor accounts for those managers.

Teresa Wagner is a CFP® professional at Knightsbridge Wealth Management with three years of industry experience. She has been associated with Knightsbridge Asset Management, LLC since 2006. 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 and offers discretionary and non-discretionary portfolio management along with tax-aware investment strategies.