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 CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.

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.

Jessica Viale is a financial advisor at J. Derek Lewis & Associates, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. Derek Lewis & Associates, she worked at Merrill for two years and has a background that includes roles at the Mayo Clinic and the University of Michigan. J. Derek Lewis & Associates advises 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 emphasizes client profiling, formal investment policy guidelines, and asset allocation models focused on mutual fund and ETF selections, with an integrated approach that includes brokerage, insurance, and third-party manager relationships.

Travis Weaver is a financial advisor at Weaver Consulting Group, LLC with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. Weaver serves as a board member of the Youth Motivation Task Force, where he speaks to middle and high school students. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm uses a holistic, client-focused asset-allocation process with both fundamental and quantitative analysis, employing mutual funds, ETFs, structured notes, individual securities, and third-party managers under discretionary oversight.

Sasha Childers is a financial advisor at Three Arch Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Arch Wealth Management in 2025, Childers worked at State Street and Towneley Capital Management, where they spent 19 years. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Gian Costeniero is a financial advisor at Warren Street Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company. Outside of finance, he is a musician who performs as a drummer and owns a photography services business. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, and corporations. The firm employs a mix of analytical approaches and firm-developed model allocations to actively manage equity and fixed-income portfolios, and acts as discretionary sub-adviser to two sponsored ETFs.

Vikas Goel is a financial advisor at WestPark Capital, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WestPark Capital since 2016. Outside of his advisory role, Goel is also active as a real estate salesperson. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm often employs third-party money managers to implement customized portfolios based on client objectives and risk tolerance.

Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Index Fund Advisors, Inc. and Apriem Advisors. Prior to her finance career, she was employed at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios composed of mutual funds and ETFs.

Mary Gibson is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 63 designation and over 40 years of industry experience. She previously worked at Crown Capital Securities, L.P. for 23 years and has been president of Gibson Financial Services since 1985, where she provides tax preparation and occasional bookkeeping services. Newport Wealth Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, pension plans, trusts, and other entities. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, alongside portfolio rebalancing software, and serves clients through a small team of advisors.

Cameron Akers is a financial advisor at Hollencrest Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hollencrest since 2008. Outside of his advisory role, he provides part-time consulting support to VIMTREK, LLC. Hollencrest Capital Management offers wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process that combines traditional and alternative investments, managing accounts on both discretionary and non-discretionary bases while actively sponsoring private funds and direct investment transactions.

Richard Kikuchi is an advisor at Secura Financial with one year of industry experience. Prior to joining Secura Financial, he worked for 32 years at LSL CPAs before retiring in 2022. Secura Financial, LLC 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 uses a range of investment strategies tailored to client objectives and risk tolerance, combining fundamental and cyclical analysis, and integrates planning across tax, insurance, retirement, and estate considerations.

Anthony Serrano is a CFP® with eight years of industry experience, currently serving as a financial advisor at West Wealth Group, LLC. He has previously worked at Cooper McManus and BML Wealth Management. In addition to his advisory role, Serrano is an insurance agent selling life insurance, annuities, and long-term care products. West Wealth Group, LLC is an SEC-registered investment adviser that provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, technical and cyclical analysis, and targeted model allocations in its investment approach, offering both discretionary and non-discretionary portfolio management.

Veronica Cabral is a CFP® with nine years of industry experience, currently serving as part of the team at Warren Street Wealth Advisors, LLC. She has been with Warren Street Wealth Advisors in various capacities since 2016. Outside of her advisory role, she maintains an online Etsy store where she occasionally sells digital products. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, corporations, and investment companies. The firm offers portfolio management, financial planning, and pension consulting, and acts as sub-adviser to two firm-sponsored ETFs, utilizing a combination of fundamental, technical, and modern-portfolio theory analyses with active monitoring and rebalancing.

Susan Nakamura is a CFA® charterholder with 38 years of industry experience. She has been with Hollencrest Securities, LLC since 1999. Nakamura is based in Newport Beach, CA, and holds a Series 63 license. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment process grounded in Modern Portfolio Theory, combining traditional assets with alternatives and private investments, and actively manages private funds and direct private investment transactions.

Susan Sajjadi is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 37 years of industry experience. She holds a Series 63 designation and has been with WestPark Capital since 2016. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities, often utilizing third-party money managers to implement customized investment strategies.

Matthew Merwin is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Financial Management Network, Inc. and its affiliated firm FMN Capital Corporation since 2011. Outside of his advisory role, he serves as a homeowner association board member and is involved in non-investment business activities including providing California DMV services. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm uses a strategic asset allocation framework combined with targeted active management, primarily implementing allocations through mutual funds and ETFs, and offers additional services such as income tax preparation and bookkeeping.

Hung Nguyen is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Guardian Financial Partners, LLC since 2017. His prior experience includes roles at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, using a fiduciary, client-focused approach with proprietary asset-allocation models and multiple investment sleeves.