David Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities, Inc. Outside of his advisory work, Allred is involved in tax preparation and insurance services through business activities under Allred Synergy, Inc. and Proactive Tax. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, managed held-away accounts, and advisory services to private pooled funds, utilizing a volatility-responsive VEGA strategy and tax-efficient asset management techniques.

Shane Brosnan is a financial advisor with West Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at multiple firms, including BML Wealth Management and Cooper McManus, and has operated Brosnan & Associates Financial & Insurance Services, LLC since 1998, where he is president and engages in fixed insurance and annuity sales. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse clientele including individuals, trusts, estates, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, with both discretionary and non-discretionary portfolio management, supported by a networked operating model and ancillary services such as tax preparation and estate-document assistance.

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.

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.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Wells Fargo Advisors, and Prudential Equity Group, LLC. 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, utilizing proprietary asset-allocation models and a fiduciary, client-focused approach.

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 Jr. is a CFP® professional with 14 years of industry experience, currently serving at SP Asset Management LLC. He previously worked at Morgan Stanley Smith Barney and Wells Fargo Clearing. SP Asset Management specializes in discretionary portfolio management and financial planning for high-net-worth individuals, trusts, retirement plans, and business entities. The firm also manages pooled investment vehicles focused on venture capital and private equity, combining a substantial asset base with a small advisory team.

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 at West Wealth Group, LLC with one year of industry experience. Prior to joining West Wealth Group, he worked at Pacific Ridgeway Insurance Solutions and served five years in the United States Navy. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse client base, including high-net-worth individuals and charitable organizations. The firm employs a team approach with a focus on model portfolios and a combination of fundamental, technical, and Modern Portfolio Theory analyses.

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.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2023 before joining Miramontes Capital. Outside of his advisory role, Boyer 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 employs both discretionary and non-discretionary investment approaches, including active strategies such as short sales and options collars, and operates as a wrap fee program sponsor with affiliated broker-dealer and insurance entities.

Scott Blaney is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His career includes roles at Nicholas Pension Consultants and American Funds Distributors, Inc. Blaney also works as a consultant for Momenta Benefits, assisting with administration for qualified plans. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified long-term allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

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 Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Newport Beach, CA, where he has worked for eight years. He also holds a California insurance producer license and is active in selling life insurance and variable insurance products through Lifetime Marketing and Planning, Inc. His background includes roles at Liberty Group LLC and teaching experience at UC Berkeley. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm uses a combination of centrally developed and adviser-created strategies, offers access to third-party managers and private market investments, and provides educational seminars and workshops.

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.

Brandon Decapite is a financial advisor with Financial Management Network Inc. He holds Series 66 and Series 65 licenses and has 17 years of industry experience. He has worked with FMN Capital Corporation and EMC since 2008. Outside of investment advising, he is an IRS Enrolled Agent and is involved in tax preparation and bookkeeping through a separate business. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm employs a strategic asset allocation approach combined with active management and offers a range of services such as tax preparation and model portfolio programs.