Joshua Henslick is a Series 65-licensed financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, California, where he has worked since 2023. He has two years of industry experience, including prior roles at StackCommerce and First Allied Securities. Outside of finance, he owns and operates a pottery business, JH Pottery. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm focuses on mutual fund and ETF allocations, using client profiling and formal investment policy guidelines, and integrates brokerage, insurance, and third-party manager relationships within its multi-team advisory model.

Benjamin Lau is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Apriem Advisors since 2002. Lau serves on the Board of Directors for the CFA Society of Orange County and has been chairman of its investment committee since 2014. 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 employs a mix of tactical and passive investment strategies, combining fundamental and technical analysis, and utilizes a variety of asset classes and third-party subadvisors.

Meng Yuan is a financial advisor with American Fundstars, holding four years of industry experience. Prior to joining American Fundstars in 2022, Yuan worked at Intelliscope Wealth Management Corp and TransGlobal Holding Company, where he is involved in insurance brokerage activities. Yuan also serves as CEO of Intelliscope’s Irvine branch and acts as an insurance agent at TransGlobal Holding Company. 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 investment approach across multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance agency activities.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 19 years at National Planning Corporation. In addition to her advisory role, she is president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, offering both discretionary and non-discretionary management while overseeing independent managers and custodial platforms.

Aran Sahagun is a financial advisor at Financial Management Network Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Triad Advisors, and Wealth Management & Business Concepts. He serves as president of an S Corporation that manages his income from FMN and FMNCC. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm utilizes a strategic asset allocation framework combined with targeted active management and offers additional services including income tax preparation and bookkeeping support.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Paula Hart is a financial advisor with Guardian Financial Partners, LLC in Irvine, CA, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior roles include positions at LPL Financial LLC, Steel Peak Wealth Management, LLC, and Royal Alliance Associates, Inc. She is also a notary public. Guardian Financial Partners provides fiduciary investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, utilizing proprietary asset-allocation models and a combination of fundamental and technical analysis. The firm focuses on individualized portfolio management and retirement plan consulting, managing over $900 million in discretionary assets.

Jared Shaft is a financial advisor at Accelerate Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. His background also includes roles in the education and corporate sectors, including California State University Long Beach and Perfect Ride Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios consisting of mutual funds, ETFs, individual securities, and other instruments.

Julia Youngblood is a financial advisor with Vanguard Capital in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Vanguard Capital since 1999, including time at Vanguard Capital Wealth Advisors, LLC since 2016. Outside of her advisory role, she serves as Chief Administrative Officer for Texas Capital, overseeing bookkeeping, banking, and contract signatory duties. Vanguard Capital provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients, focusing on diversified portfolios, risk management, and intermediate-to-long-term holding periods. The firm also offers consulting on estate planning, insurance, real estate, annuities, and retirement plan rollovers.

Andrew Holden is a financial advisor with Capital Synergy Partners in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Capital Synergy Partners since 2010 and has a long career history with CPS Financial & Insurance Services, Inc. and CPS Insurance Services. Outside of advisory work, he is involved in several business ventures, including serving as CEO and owner of multiple companies. 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, offering a mix of advisory and brokerage services with a focus on non-discretionary advice, utilizing fundamental, technical, and cyclical investment analysis methods.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Paul Holthe is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Argos Wealth Advisors LLC in Newport Beach, CA, and has prior experience at UpFactor, Inc., Creighton Capital Management LLC, L1 Holding AS, Levivisci Ltd., and Claret Family Partners Ltd. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a risk-based, strategic asset allocation approach with ongoing portfolio monitoring, third-party manager oversight, and integration of financial planning into its services.

Nicole Chou is a financial advisor with Benefit Financial Services Group and holds a Series 65 designation. She has seven years of industry experience, including roles at Focus Partners Wealth, LLC and Sperry Equities. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and retirement plans through its wealth management and institutional services divisions, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates multiple types of securities and strategies, including options and cryptocurrency exposure, and maintains notable affiliate relationships within the Focus Financial Partners network.

Sundy Clark is a financial advisor with Secure Investment Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Secure Investment Management, Clark held roles at Affinex Financial LLC, Hellmann, Affluent Wealth Group, Kuehne & Nagel, Transamerica Financial Advisors, WFGIA, and Damco. Outside of advisory work, Clark serves as a Global Account Director managing international logistics clients. Secure Investment Management serves individuals, business entities, trusts, and estates, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm uses a quantitative, factor-based investment approach grounded in Modern Portfolio Theory and long-term diversified allocations, employing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Imran Ansari is a Series 65-licensed financial advisor with Compak Asset Management in Newport Beach, CA, where he has worked since 2010. He has 12 years of industry experience and is also registered as a representative with Compak Securities Inc. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients through a 12-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing model-driven asset allocation strategies and a combination of tactical asset allocation, structured notes, third-party alternatives, and option strategies in select accounts.

Kraig Strom is a financial advisor at Secura Financial with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arkadios Capital and Barth Calderon LLP. Outside of financial advising, he serves as a director on the board of the Porsche Club of America and is involved in automotive-related ventures, including president of CHL Motors Inc. and founder of Cars & Coffee Corona. Secura Financial provides fee-based financial planning and discretionary portfolio management to individuals, trusts, and various business entities. The firm manages approximately $320 million across 673 clients, employing a tailored investment approach that incorporates fundamental and cyclical analysis and includes a range of strategies from long-term holdings to option trading.

Wesley Schuler is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, PFG Advisors, and Securities America. Outside of finance, Schuler has experience in entrepreneurial ventures, including involvement with a food business and a lacrosse company. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with a mix of traditional and alternative investments, managing assets through both discretionary and non-discretionary strategies.

Andrew Vidal is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at J.Derek Lewis & Associates, Inc. and its affiliated entities since 2017, following prior roles at McCarthy Building Co and Pepperdine University. J.Derek Lewis & Associates, Inc. advises individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and mutual fund–focused asset allocation, supported by discretionary and non-discretionary portfolio management.

Katelyn Santos is a financial advisor at Braypark Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for nine years at Acrisure, LLC. Santos is a licensed insurance agent and may offer insurance products in her role at Braypark. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and retirement plan consulting, using a range of analytical methods and investment strategies tailored to client objectives.