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 19 years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Benefit Financial Services Group serves individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach that includes a range of asset types and utilizes independent managers, with approximately $1.53 billion in discretionary assets under management and $18.0 billion in assets under consultation for retirement plans.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

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.

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.

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.

Mark Ferdi is a financial advisor with J.Derek Lewis & Associates, Inc. in Newport Beach, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes positions at The Carlyle Group and High Rhodes Investment Group. Outside of his advisory role, he works part-time as a business consultant for Astro Pak. 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 about 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and asset allocation models emphasizing mutual fund and ETF selections, with integrated brokerage, insurance, and third-party manager relationships.

Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Carl Lachman is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has been with Eclectic Associates, Inc. since 2003 and is currently a member of their 11-advisor team. Eclectic Associates, Inc. is a fee-only, SEC-registered investment adviser serving individuals, trusts, retirement-plan participants, charities, and businesses. The firm provides discretionary investment management and integrated financial planning, managing over $1.4 billion in assets through diversified portfolios that utilize Modern Portfolio Theory and long-term holdings.

Richard Brydges is an investment adviser representative and chief investment officer at Balboa Wealth Partners, Inc. with 29 years of industry experience. He also works as a referring agent at Compass Realty, a retail residential real estate firm. Brydges has held roles at several firms including Pensionmark Financial Group and Arete Wealth Management. Balboa Wealth Partners is an SEC-registered adviser offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team approach with both discretionary and non-discretionary mandates, using diversified investment strategies and periodic account reviews.

Ronnie Mejia is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Horter Investment Management since 2016 and serves as CEO of Defense First Financial, LLC, a financial services business specializing in life insurance and annuities. Mejia is also the owner of RON MON CORP, a real estate management company. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, model and custom portfolios, and offers access to third-party money managers and alternative investments as part of its ongoing investment supervision.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Zhiqi Liu is a financial advisor with American Fundstars, holding a Series 66 designation and seven years of industry experience. Prior to joining American Fundstars in 2022, Liu worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2019 to 2022, as well as at Jupai Global and a law office earlier in his career. 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 multiple asset classes and combines SEC-registered advisory duties with broker-dealer and licensed insurance activities, also acting as adviser and sponsor to pooled investment vehicles.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Emily Balmages is a CFP® professional with six years of industry experience. She has worked at Warren Street Wealth Advisors, LLC since 2019 and previously spent seven years at Tarbox Family Office. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm provides portfolio management, financial planning, pension consulting, and retirement-plan advisory services, employing a mix of analytical approaches and actively managing equity and fixed-income strategies.

Mark Rylance is a CFP® and holds a Series 66 license with 20 years of experience in the financial industry. He has been with RS Crum Inc. since 2003, working at the Newport Beach, CA-based firm as part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models focused on minimizing investment costs and employs formalized policies such as mutual fund share-class selection and transaction-fee analysis, along with supervised use of third-party artificial intelligence tools.

Jeffrey Vieth is a CFP® with 33 years of industry experience and is currently with Knightsbridge Wealth Management, where he has worked since 2020. Prior to that, he spent nearly four decades at IA Buffalo Capital Corporation and Buffalo Capital Corporation. He is also president and owner of The Vieth Company, a contract office services business he founded in 1978. Knightsbridge Wealth Management is an independent, employee-owned adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware strategies.

Daniel Buster is a financial advisor at Valley Wealth Strategies, LLC in Newport Beach, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation. Outside of advising, he is president of Buster Imports Inc., a wholesale wine and spirits import business. Valley Wealth Strategies serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach with fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.