Troy Davidson is a financial advisor at Ballast Rock Private Wealth with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios, offering a broad range of investment options and consulting services for retirement plans.

Kevin Darger is a financial advisor at Financial Management Network Inc with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Management Network Inc since 1995. Outside of his advisory role, he serves on the board of directors for St. Andrew's Children's Center. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

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.

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.

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.

Brock Redondo is a financial advisor at Mathis Wealth Management with one year of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and United Planners. Outside of advisory work, he is involved in fixed insurance products and life, health, disability, and long-term care insurance. Mathis Wealth Management provides financial planning, investment management, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and offers services including fiduciary assessments, investment policy design, and participant education.

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.

Josealfredo Rendon is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with six years at the firm and a total of four years of industry experience. His prior work history includes roles at Bank of America and Lyft. 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. The firm utilizes a combination of Tactical Index, Passive Index, and Apriem Index approaches and employs both fundamental and technical analysis in portfolio management.

Christopher Ballard is a financial advisor with Check Capital Management Inc. in Costa Mesa, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Check Capital Management since 2012. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based, “Warren Buffett style” investment approach focused on intrinsic business value and margin of safety, offering various program structures tailored to client objectives and risk tolerances.

Phillip Law is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He has worked at Warren Street Wealth Advisors, LLC since 2018, with a three-year tenure at Capital Group preceding that. 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 sub-adviser to ETFs employing derivatives-based overlay strategies.

John Prichard is a CFA® charterholder with 23 years of industry experience. He has been with Knightsbridge Asset Management since 1998 and is currently part of the Knightsbridge Wealth Management team in Newport Beach, CA. 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 across multiple equity and income strategies, and manages its own wrap-fee program as well as a private fund focused on California Carbon Allowances.

Neal Quon is a financial advisor at API Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group Inc for 18 years. In addition to his advisory role, he operates Neal Quon Insurance - Retire Different, focusing on the sales and service of insurance products. API Financial Advisors, LLC serves individual and high-net-worth clients, providing financial planning, discretionary portfolio management, and participant account management. The firm employs model portfolios managed by affiliated and third-party sub-advisers and delivers tailored investment advice along with written financial plans.

Jack Stemper is a CFP® professional with 20 years of industry experience, currently serving at Ducere Wealth Management since 2025. He previously worked for 19 years at First Foundation Advisors. Stemper is a minority owner in a biomedical private company, Ostentus. Ducere Wealth Management provides discretionary investment management with advanced tax optimization and estate planning services for high-net-worth individuals, families, and businesses. The firm emphasizes long-term strategic asset allocation with tactical adjustments, tax-efficient investment approaches, and access to alternative investments such as private credit and private equity.

Luis Garcia Estrada is a financial advisor with BCU Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior work includes positions at LPL Financial, Bank of America, Merrill, and Wells Fargo. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach using third-party managers and model portfolios, managing approximately $653.6 million in discretionary assets for about 870 clients with a team of 15 advisors.

Martin Lombrano is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including LPL Financial, Pence Wealth Management Corporation, and Financial Advocates Investment Management. Lombrano serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers written financial plans and portfolio management through a wrap fee program, utilizing both discretionary and non-discretionary investment approaches that combine technical and fundamental analysis.

Michael Allbee is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Benefit Financial Services Group 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-related services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans while leveraging relationships through its affiliation with Focus Financial Partners.