Marcus Crawshaw is a financial advisor at The William Allan Corporation with 24 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management, financial planning, and consulting, managing over $185 million in client assets with an approach that includes individualized account supervision, fundamental analysis, and a combination of long-term investing and selective short-term strategies.

Virginia Havens is a financial advisor with Ministry Partners Securities, LLC in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ministry Partners Securities since 2012 and previously worked at Merrill from 2005 to 2006. Ministry Partners Securities serves individuals, trusts, estates, churches, faith-based organizations, and retirement plan participants, offering comprehensive financial planning that integrates clients’ religious or ethical values into investment strategies. The firm refers clients to third-party asset managers while providing ongoing advice and monitoring those relationships.

Robert Wolford is a financial advisor at Hollencrest Capital Management with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Double Eagle Partners, LLC for 16 years. Outside of his advisory role, he has served on the board of the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, and business owners. The firm employs a Modern Portfolio Theory-based investment process, incorporating traditional and alternative investments, and offers both discretionary portfolio management and non-discretionary consulting.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

John Harrington is a Series 65 licensed advisor at Ducere Wealth Management with 12 years of industry experience. His career includes roles at Fairbanks Capital Management, Baker Tilly Us LLP and Wealth Management, Squar Milner Financial Services, and Private Asset Management. He has been with Ducere Wealth Management since 2026. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to individuals, families, business owners, and corporations. The firm uses a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient techniques while selectively incorporating alternative investments for accredited and qualified investors.

Cody Columna is a financial advisor at Ducere Wealth Management in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Ducere in 2025, he spent seven years at First Foundation Advisors and three years at US Bank. Ducere Wealth Management is an SEC-registered adviser serving individuals, families, business owners, and corporations, with expertise in discretionary investment management, tax optimization, and estate planning. The firm manages approximately $504 million in assets and employs a long-term strategic asset allocation approach combined with tax-efficient strategies and selective use of alternative investments.

Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.

Mia Carla Dizon is a financial advisor at Sage Rhino Capital LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2016 to 2022. Outside of her advisory role, she serves as treasurer for One Seed Community Garden, where she handles bookkeeping and coordinates donation letters. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of investment strategies including fundamental, quantitative, sector, and cyclical analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

David Colley is a financial advisor at CRUX Wealth Advisors in Long Beach, CA, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Waddell & Reed. Outside of advising, he is an insurance agent, providing insurance solutions and client consultations. CRUX Wealth Advisors offers 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 multiple analytical methods and generally manages client accounts on a discretionary basis with ongoing monitoring.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Russell Hall is a CFP® professional with 19 years of experience in financial advising, currently serving at Eclectic Associates, Inc. since 2007. He is based in Fullerton, CA, and works within an 11-advisor team at the firm. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary investment management, integrated financial planning, and consulting to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and employs diversified portfolios based on Modern Portfolio Theory with a fiduciary duty on retirement accounts.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. 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 combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Melissa Wright is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. She is currently with Compak Asset Management in Newport Beach, CA, where she has worked since 2021. Her prior experience includes roles at Securities America, Inc. and ALIGN WEALTH ADVISORS. Compak Asset Management provides discretionary investment management and financial planning to individuals, retirement plans, and trusts, utilizing model strategies and a combination of fundamental and technical analysis guided by an internal Investment Committee. The firm offers portfolio supervision, standalone financial plans, and access to separately managed accounts and alternative investments.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Alexander Dardick is a financial advisor at JRS Investments and Wealth Preservation, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trilogy Capital, Hightower Advisors, and National Planning Corporation. Outside of his advisory role, he is involved as a Student Success Team Leader at Tutorly, an online tutoring company focused on customized learning for K-12 students. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, employing a fundamental investment approach that incorporates macroeconomic review to create customized portfolios based on clients’ goals, time horizons, and risk tolerance.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.