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.

David Ow is a financial advisor at Chequers Financial Management LLC in Irvine, CA, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Goldman Sachs Wealth Services and Thoerner & Toma CPA, along with a period of self-employment. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services that combine personalized financial planning and discretionary investment management. The firm emphasizes passive asset-class funds, disciplined rebalancing, and integrates multi-family office capabilities alongside alternative investments for qualified clients.

Kenneth Wolin is a financial advisor at Apriem Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Apriem Advisors since 2021. Prior to his financial advising career, he was employed by In-N-Out Burger from 2019 to 2021. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a blend of tactical and passive investment approaches and offers additional services including financial planning, estate planning through third parties, and an online account consolidation tool.

Jess Sansone is a financial advisor with KTF Investments, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining KTF Investments, Jess worked at UBS Financial Services for two years. Outside of advising, Jess serves as a board member and shareholder of several private companies in the frozen dessert industry, where they provide financial and operational guidance. KTF Investments advises individuals, including high-net-worth clients, as well as defined benefit and profit-sharing plans, offering financial planning and portfolio management services primarily through a sponsored wrap fee program. The firm customizes investment strategies based on client objectives and risk tolerance and manages roughly $700 million in client assets with a small advisory team.

Geoffrey Hauck is a CFA® charterholder with one year of industry experience, currently serving at Knightsbridge Wealth Management. He previously worked for 15 years at Hudson Edge Investment Partners. 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 combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies, emphasizing active risk management and tax-aware approaches for taxable accounts.

James Waite is a financial advisor at Check Capital Management Inc with 29 years of industry experience. He holds a Series 63 designation and has worked at Check Capital Management since 2007, following a decade at Charles Schwab. Check Capital Management provides discretionary portfolio management, financial planning, and retirement cash-flow planning for individuals, high-net-worth clients, retirement plans, and corporate clients. The firm follows a long-term, fundamentals-based investment philosophy influenced by a Warren Buffett style approach and manages the Blue Chip Investor Fund alongside various distinct portfolio programs.

Stephen Gilbreth Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes ten years at UBS Financial Services, seven years at Ameriprise, and other roles within the financial sector. He has been with Tempus Wealth Planning since 2016, contributing to a team of ten advisors. Tempus Wealth Planning, LLC serves individuals, including high net worth clients, and business entities by providing investment advisory and financial planning services. The firm manages approximately $699 million in assets and employs a combination of asset allocation, fundamental and technical analysis methods, with a notable willingness to use derivatives and borrowing in client accounts.

Kurt Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and CLG Wealth Management, and is involved in business development through John D Cartwright and Associates. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, utilizing third-party sub-advisors and advanced investment strategies including derivatives and digital assets.

Frederick Pieracci is a financial advisor with J K R & Company, Inc. in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at NFP Retirement, Kestra Investment Services, and has been the owner and president of Cape Star Company, an insurance services firm, since 1977. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm offers customized, discretionary portfolios with ongoing monitoring and quarterly reviews, managing significant discretionary and retirement plan assets.

Yue Yu is a Series 65-licensed financial advisor with American Fundstars in Irvine, CA, bringing one year of industry experience. Prior to joining American Fundstars, Yue worked at Alibaba Group and Kexun Venture Capital Fund Partnership Enterprise. Outside of advisory work, Yue serves as president of My Asset Management LLC, overseeing administration and communications with fund administrators and auditors. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients by providing portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and combines SEC-registered adviser duties with broker-dealer and insurance agency activities.

Ryan Harding is a financial advisor at Compak Asset Management in Newport Beach, CA, holding a Series 65 designation. He has been with Compak Asset Management since 2025. Outside of financial advising, Harding has worked in retail at Denault's Hardware and has experience in education roles at several schools and universities. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients. The firm employs model-driven asset allocation strategies and offers financial planning and retirement-plan advisory services through a 12-advisor team.

Matthew Jen is a CFP® with three years of industry experience, currently affiliated with Pelorus Capital Management, LLC. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. Pelorus Capital Management, LLC is a newly registered investment adviser that plans to serve individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process to provide discretionary portfolio management and non-discretionary advisory services, employing a mix of active and passive strategies across equities, ETFs, and mutual funds.

Jingxuan Wu is a financial advisor at American Fundstars with a Series 65 credential and one year of industry experience. Prior to joining American Fundstars, Wu held roles at academic institutions including the University of California and the University of Illinois, as well as positions in asset management and education. Wu currently maintains an affiliation with the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across asset classes and manages most client assets on a non-discretionary basis.