Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including AE Wealth Management, LLC, Madison Avenue Securities, LLC, and Smart Money Group, LLC. Outside of his advisory role, he provides financial services consulting through CBR LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management along with financial planning. The firm employs a top-down, macroeconomic asset allocation approach and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party research and quantitative risk profiling tools.

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 at Cloud Capital Management with two years of industry experience. He holds a Series 65 designation and previously worked at Ark Wealth Advisors and has been a performing musician at the Walt Disney Company for over ten years. Martin is also self-employed as a musician outside of his financial advisory work. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and standalone financial consulting. The firm applies quantitative and qualitative analysis, modern portfolio theory, and model-based trading to manage approximately $300 million across about 130 client relationships.

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. He is currently with TritonPoint Partners, LLC and has previous experience at firms including Vivaldi Capital Management LP, U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining quantitative and fundamental analysis, and incorporates public equities, fixed income, and private-market alternatives.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macroeconomic approach to asset allocation and integrates both internal analysis and third-party tools in portfolio construction.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. In addition to his advisory role, he is an independent insurance agent. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases and employs various investment strategies including long-term and short-term trading, ETFs, mutual funds, bonds, and options.

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.

Ayush Raval is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining West Wealth Group, he worked at Jonathan Beach Club and has a background that includes positions at California State University Channel Islands and Hollister. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches in its portfolio management and offers ancillary services such as tax preparation and estate-document assistance through affiliated professionals.

John Bivens is a financial advisor at Capital Synergy Partners with 30 years of industry experience. He holds a Series 63 designation and has worked since 2003 at firms including Wells Fargo Investments, Onyx Investment Advisors, and Capital Synergy Partners. Outside of his advisory role, he is involved in business management consulting and fixed insurance sales as owner and president of Pacific Elite Management Group and Onyx Wealth Management, and he also serves as owner and CEO of a medical and wellness spa. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through multiple advisory programs. The firm follows a primarily non-discretionary advisory model and maintains both fee-based and commission-based business lines.

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.

Qinyi Du is a CFA® charterholder at Compak Asset Management with 11 years of experience at the firm. Based in Newport Beach, CA, Du has been with Compak since 2015. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients. The firm provides discretionary investment management, financial planning at no additional cost, 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.

Charles Summit is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Before joining West Wealth Group, he worked in mortgage lending, automotive sales, and the food service industry. He is also an independent insurance agent licensed in California for life, health, and accident insurance. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a model portfolio approach blending fundamental, technical, and Modern Portfolio Theory analyses, serving a broad client base through an 18-advisor team and affiliated advisors.

Jeremy Saltzberg is a financial advisor at Check Capital Management Inc with 14 years of industry experience. He has been with Check Capital since 2016, following a brief tenure at Avondale Asset Management. Saltzberg holds a Series 65 credential. Check Capital Management provides discretionary portfolio management, financial planning, and retirement cash-flow planning for individuals, high-net-worth clients, retirement plans, and corporate clients. The firm follows a long-term, fundamentals-based investment philosophy influenced by a Warren Buffett style approach and manages both client portfolios and the Blue Chip Investor Fund.

Tony Jung is a financial advisor at Spectrum Asset Management Inc. in Newport Beach, CA, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spectrum Asset Management since 2001. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management using a blend of fundamental, technical, and cyclical analysis, with strategies across equities, fixed income, and model portfolios tailored to client objectives.

Benjamin Beckstead is a financial advisor at Yosemite Capital Management with one year of industry experience. He holds a Series 65 credential and has worked previously at CW Advisors, LLC, Money 360, Inc., and G8 Capital, Inc. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm delivers customized portfolio management and financial planning services, employing model risk profiles and a combination of fundamental and technical analysis, while also offering access to private fund investments for qualified clients.

Jose Soria is a CFP® with five years of industry experience, currently serving as an advisor at West Wealth Group, LLC. His prior experience includes roles at Hightower Advisors, Pacific Life, Americor Funding, California Pizza Kitchen, and California State University Dominguez Hills. Outside of financial advising, he manages a non-investment activity involving coordinating distressed property leads for a family member. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, offering both discretionary and non-discretionary portfolio management through a team-based and networked operating model.

David Leckey is a PFS™ credentialed financial advisor with three years of industry experience, currently serving at Yosemite Capital Management. Prior to joining Yosemite, he has operated Diversified Tax and Accounting since 2019 and spent ten years with DVM Management. Yosemite Capital Management is a team-based SEC-registered investment adviser with six advisors managing approximately $369 million for about 266 clients. The firm offers customized portfolio management and a range of financial planning services, including access to private fund investments, employing model risk profiles and a formal manager-selection process for third-party advisers.