James Rossi is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Lifetime Financial, he worked at IAMS Wealth Management and held various roles in insurance and investment consulting. Outside of his advisory work, Rossi serves as an independent insurance agent and provides consulting and educational services to financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management through various platforms, including third-party money manager programs and fiduciary investment services for retirement plans. The firm focuses on tailored portfolio solutions using a combination of mutual fund and ETF due diligence, technical analysis, and third-party manager evaluation.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 38 years of industry experience. He holds a Series 63 designation and has been involved with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1998. Outside of his advisory role, he serves as an LLC member and manages general and administrative duties for Double Eagle Partners, a hedge fund management firm. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients, utilizing a Modern Portfolio Theory-based investment process that integrates traditional and alternative investments. The firm manages accounts on both a discretionary and non-discretionary basis and sponsors private funds and direct private investment transactions.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.

Kyle Fincher is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 65 designation and has worked in roles across automotive sales and land management prior to joining Hollencrest in 2022. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base including high-net-worth individuals, families, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs an investment process based on Modern Portfolio Theory with a focus on client-specific Investment Policy Statements, utilizing a mix of traditional and alternative investments while managing both discretionary and non-discretionary portfolios.

Derek Thomsen is a CFP® professional with eight years of industry experience. He is currently an advisor at Legacy Investment Strategies, LLC and has previously worked at RED Seven, LPL Financial, MGM Financial Group, and Crown Capital Securities. In addition to his advisory work, he is involved in tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios to client goals and risk tolerances while managing approximately $111 million in client assets.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill Lynch, and The Prudential Insurance Company of America. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Madison Avenue Securities, AE Wealth Management, Smart Money Group, Calton & Associates, and Duet Advisory Services. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering investment management, consulting, and participant account management with integrated financial planning. The firm uses a top-down, macro-economic approach to asset allocation and combines fundamental, quantitative, and technical analysis to build diversified portfolios.

Reny Vessela Greenleaf is a financial advisor with J. Derek Lewis & Associates, Inc. based in Newport Beach, CA. She holds a Series 66 designation and has 17 years of industry experience. Greenleaf is the owner of Greenleaf & Associates DBA, a bookkeeping and financial statement preparation business unrelated to securities. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing about $1.78 billion in assets across approximately 7,400 accounts. The firm focuses on mutual fund and ETF allocations, utilizing a formal investment policy and asset-allocation models, and integrates brokerage, insurance, and third-party manager relationships within its advisory practice.

Anthony Puma is a financial advisor with Spinnaker Investment Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Spinnaker since 2016 and previously held positions at MassMutual Life Insurance Company and Signature Resources Capital Management. From 2016 to 2021, he was involved with Police And Fire: The Fallen Heroes. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management services to a diverse client base, including high-net-worth individuals and various institutional entities. The firm employs a diversified investment approach focused on asset allocation and client behavior, utilizing mutual funds, ETFs, and third-party managed-account platforms, with specialized capabilities in insurance-related products and digital estate-planning tools.

John Baffa Jr. is a financial advisor at Compak Asset Management with 41 years of industry experience. He has been with Compak Asset Management since 2000 and Compak Securities, Inc. since 2003. Baffa holds Series 63 and Series 65 licenses. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm offers investment supervisory services, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset allocation strategies and a combination of tactical asset allocation, structured notes, alternative investments, and option strategies.

Blake Martin is a financial advisor with Cloud Capital who holds a Series 65 designation and has two years of industry experience. Prior to joining Cloud Capital in 2025, he worked at Ark Wealth Advisors and has been employed as a musician by the Walt Disney Company since 2016. Outside of his advisory role, Martin performs as a musician both at Disney Resort and independently. Cloud Capital serves individuals, families, and business owners by providing discretionary investment management and financial consulting. The firm utilizes a combination of quantitative and qualitative analysis, modern portfolio theory, and employs both long- and short-term strategies, often incorporating third-party managers and conducting regular account reviews.

Diana Labruna is a financial advisor at J. Derek Lewis & Associates, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining JDL Securities Corporation and J. Derek Lewis & Associates in 2023, she worked at several firms including 49 Wealth Management, PKS Investments, and The Siegfried Group, LLP. Her work history also includes roles outside finance, such as at the University of Washington and All That Dance Company. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities with discretionary and non-discretionary portfolio management focused on mutual funds, ETFs, 529 college savings plans, and third-party managed strategies. The firm manages approximately $1.78 billion across about 7,400 accounts and integrates brokerage, insurance, and third-party manager relationships within its mutual-fund-centered advisory practice.

Carlos Sanchez is a CFP® with 32 years of industry experience, currently serving as an advisor at TritonPoint Partners, LLC. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, Inc., U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners, LLC provides investment management, financial planning, and consulting services to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Phillip Ingle is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He is also the owner of SSG Solutions Financial & Insurance Services LLC, where he provides retirement planning and insurance products. Additionally, he participates as a member of an estate planning team focusing on deferred sales trusts. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management through defined platforms. The firm tailors portfolios to client-specific factors and combines mutual fund and ETF due diligence with third-party manager evaluation, while also integrating insurance and real estate services under common ownership.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Mosley Wealth Management in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation process and incorporates financial planning as part of its advisory services.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. He holds a Series 63 designation. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process that incorporates both fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, and individual securities, along with third-party managers and specialized tools.