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 Series 65 licensed financial advisor with 13 years of industry experience, currently with Ellis Investment Partners, LLC since 2012. She serves as a board member of the United Chinese American Association. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts with discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, using a dynamic asset-allocation framework tailored to clients’ risk tolerance and objectives.

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.

Jasmine Lambert is a Series 65-licensed financial advisor with five years of industry experience, currently with Flagstar Securities, Inc. in Newport Beach, CA. Her prior roles include positions at RPAG and Fellows Financial Group. Outside of her advisory work, she is also an independent insurance agent. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, and corporations. The firm offers wealth management and retirement plan consulting with approximately $784 million in discretionary assets under management, employing a strategy that includes allocation among mutual funds, ETFs, alternative investments, and third-party managers.

Joshua Matyas is a CFP® at Signature Resources Capital Management, LLC with one year of industry experience. Before joining Signature Resources, he spent several years at Blankinship & Foster, LLC and completed his studies 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 employs a “Global Target Risk” approach focused on broad diversification and factor tilts, managing portfolios primarily with mutual funds and ETFs tailored to client objectives.

David Boyer is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Boyer serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds positions on several local boards, including the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers a wrap fee comprehensive portfolio program, 529 account management, and utilizes both technical and fundamental investment analysis across a range of securities.

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 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.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. with nine years of industry experience. He holds the Series 65 designation and has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors with services including 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, and offers discretionary management through wrapped accounts and SEI-sponsored programs.

Brandon Decapite is a financial advisor with Financial Management Network Inc, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has been associated with FMN Capital Corporation and EMC since 2008. Outside of his advisory role, he is involved in tax preparation and bookkeeping through a separate business and serves as an IRS Enrolled Agent. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, utilizing a strategic asset allocation approach combined with targeted active management. The firm serves a diverse client base, including high-net-worth individuals and nonprofit employees, and offers additional services such as income tax preparation and bookkeeping.

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 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plan clients.

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.

Jeffrey Stanga is a financial advisor at Financial Management Network Inc with 10 years of industry experience. He holds a Series 66 designation and has worked at Financial Management Network and FMN Capital Corporation since 2014. Outside of his advisory role, he is an independent insurance agent licensed in life, accident, and health insurance, and serves as president of the Men’s Golf Association at Aliso Viejo Country Club. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, employing a strategic asset allocation approach combined with targeted active management. The firm serves a diverse client base including high-net-worth individuals, trusts, and corporate pension plans, and offers additional services such as tax preparation and bookkeeping consulting.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

Andrew Tsu is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation and five years of industry experience. Prior to joining Ignite Planners, he worked at Western International Securities, NPB Financial Group, and practiced law at Spach, Capaldi & Waggaman, LLP for over a decade. He also maintains a legal practice, performing sporadic non-investment-related legal work. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management and financial planning with a tailored approach using a mix of public and private investments, employing strategies such as volatility-responsive overlays, tax-efficient asset location, and performance-based compensation structures.

Lisa Banning is a financial advisor with Financial Management Network Inc. She holds a Series 66 designation and has 27 years of industry experience. She has worked at FMN Capital Corporation and Financial Management Network, Inc. since 1999. Banning serves as a trustee on the Palm Harvest Church board, a 501(c)(3) organization. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm’s investment approach uses a strategic asset allocation framework with active management in specialized portfolio segments and offers additional services such as tax preparation and bookkeeping consulting.

Aksana Munoz is a financial advisor at Benefit Financial Services Group with 11 years of industry experience. She holds a Series 65 designation and has been with BFSG and its related entities since 2013. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax and accounting services, focusing on diversified, outcome-oriented portfolios and providing ERISA fiduciary services for retirement plans.