Jordan Lisnock is a financial advisor at West Wealth Group, LLC with six years of industry experience. He holds a Series 65 credential and has worked at West Wealth Group since 2022. His prior experience includes roles at BML Wealth Management, Pacific Select Distributors, Pacific Life Insurance Company, and the City of Huntington Beach. 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 team approach with a blend of fundamental, technical, and Modern Portfolio Theory-based investment strategies, serving a large client base through an 18-advisor team.

Christopher Fono is a financial advisor with Braypark Wealth Management in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors, Inc. and The Bishoff Financial Group among other firms. Outside of advisory work, he is involved in sales for VUKGRIPZ LLC, a company that markets softball and baseball bat grips. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, employing a range of analytical methods and investment strategies, including the use of ETFs, individual securities, alternative investments, and more complex instruments such as options and margin.

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

Nicholas Rivera is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Lincoln Financial Advisors and First Command Advisory Services, Inc. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plan participants. The firm uses a top-down, macroeconomic approach to asset allocation and combines internal analysis with third-party tools for portfolio construction and risk profiling.

Jaimie Chan is a financial advisor at B.B. Graham & Company, Inc. with one year of industry experience. Prior to joining B.B. Graham, Chan worked at Healthpeak Properties and has concurrently held a part-time role as a restaurant server. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

Patrick Guinet is a financial advisor with Guardian Financial Partners, LLC in Orange, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Guardian Financial Partners since 2017 and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a fiduciary, client-focused approach using proprietary asset-allocation models and offers services including asset management, retirement plan consulting, and referrals to third-party money managers.

Shane Brosnan is a financial advisor with West Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at multiple firms, including BML Wealth Management and Cooper McManus, and has operated Brosnan & Associates Financial & Insurance Services, LLC since 1998, where he is president and engages in fixed insurance and annuity sales. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse clientele including individuals, trusts, estates, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, with both discretionary and non-discretionary portfolio management, supported by a networked operating model and ancillary services such as tax preparation and estate-document assistance.

Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.

Nancy Howard is a CFP® professional with 14 years of industry experience, currently serving at Spectrum Asset Management Inc since 2012. She is based in Newport Beach, CA, and works as part of a nine-advisor team. Spectrum Asset Management oversees approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis, offering discretionary portfolio management and financial planning tailored to client objectives.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Michael Herman is a financial advisor at Apollon Financial, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, PFE Advisors, Inc., and Girard Securities, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and access to private and alternative investments. Apollon combines centrally managed model strategies with locally managed, advisor-led portfolios and sub-advisers, incorporating ESG risk-based models, Direct Indexing, and tax-aware techniques alongside third-party technology and generative AI tools.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

Kevin Mc Closkey is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA. He holds a Series 65 designation and joined Mosley Wealth Management in 2024 after 14 years at San Gabriel Academy. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning services. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates third-party analysis and quantitative risk profiling in portfolio construction.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Wells Fargo Advisors, and Prudential Equity Group, 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, utilizing proprietary asset-allocation models and a fiduciary, client-focused approach.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.

Tim Formica is a financial advisor with BCN Financial, Inc. in Cypress, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at firms including LPL Financial and Crown Capital Securities, and has operated his own lending business. Formica is also involved with Arbor Financial/The Turnkey Foundation, providing mortgage and real estate services. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach includes mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market-timing strategies, focusing largely on non-discretionary advice within plan investment options.

Razvan Raicu Jr. is a CFP® professional with 14 years of industry experience, currently serving at SP Asset Management LLC. He previously worked at Morgan Stanley Smith Barney and Wells Fargo Clearing. SP Asset Management specializes in discretionary portfolio management and financial planning for high-net-worth individuals, trusts, retirement plans, and business entities. The firm also manages pooled investment vehicles focused on venture capital and private equity, combining a substantial asset base with a small advisory team.

Richard Tso is a financial advisor at Signature Resources Capital Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, American United Life, and Grant Thornton. Outside of advising, he is a licensed real estate agent assisting clients with property transactions. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy with diversified model portfolios and serves as a sub-advisor to Envestnet’s TAMP.

Alvin Knox is a financial advisor at Warren Street Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, LPL Enterprise, and Charles Schwab. 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 a sub-adviser to its own ETFs with specialized derivative overlay strategies.

Robin Sun is a financial advisor at Ellis Investment Partners, LLC with 14 years of industry experience. She holds a Series 65 credential and has been with Ellis Investment Partners since 2012. She serves as a board member of the United Chinese American Association. Ellis Investment Partners provides investment advisory and planning services to a range of individual and institutional clients, including high-net-worth individuals, trusts, small businesses, and retirement plans. The firm employs a dynamic asset-allocation approach with multiple model portfolios and offers services such as portfolio management, personal financial planning, and retirement plan advisory.