George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. Outside of advisory work, he is an independent insurance agent. 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 its wrap fee program, employing both technical and fundamental investment analysis across various securities.

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.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

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.

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.

Gerald Zelko Jr. is a financial advisor at Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Balboa Wealth Partners since 2018 and previously spent nine years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1.07 billion in assets and employs a team-based approach that integrates discretionary and non-discretionary mandates, independent managers, and a TAMP relationship, focusing on long-term, diversified portfolios using a range of investment strategies.

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 advisor at Yosemite Capital Management with two years of industry experience. He previously operated David Leckey CPA, Inc. DBA Diversified Tax and Accounting for seven years and worked at DVM Management for ten years. Yosemite Capital Management serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other entities through portfolio management, financial planning, and Personal CFO services. The firm employs a customized, model-based investment approach primarily focused on ETFs and mutual funds and also offers private real estate fund opportunities to qualifying clients.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Tyler Thompkins is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has previously worked at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of advising, he has worked as a delivery driver for DoorDash on a part-time basis. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and quantitative analysis and provides clients access to both traditional and specialized investment opportunities.

Glenn Link is a financial advisor at Compak Asset Management with 28 years of industry experience. He has been with Compak Asset Management and Compak Securities Inc. since 2006. He holds Series 63 and Series 65 licenses. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm uses model-driven asset-allocation strategies guided by an internal investment committee and offers financial planning and retirement-plan advisory services.

Kelly Dunagan Jr. is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with J. Derek Lewis & Associates since 2005 and has been with the affiliated entity JDL Securities Corporation since 2004. In addition to his advisory role, he is also an insurance agent affiliated with the firm, specializing in accident, health, life, disability, and variable contracts insurance. J. Derek Lewis & Associates serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm’s investment approach focuses on client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management.

Robert Verdugo is a financial advisor at Benefit Financial Services Group with six years of industry experience. He holds a Series 65 designation and previously worked at Stevens First Principles Investment Advisors from 2013 to 2019. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, providing wealth management, institutional pension consulting, and tax preparation services. The firm emphasizes diversified, outcome-oriented portfolios and offers fiduciary services for retirement plans, leveraging relationships through its affiliation with Focus Financial Partners.

Christopher Whitaker is a CFP® with eight years of industry experience, currently serving at Apriem Advisors since 2017. He has prior experience with Solutions Financial and Copenbarger Corporation. He is also an independent insurance agent advising on insurance and health insurance matters outside of his advisory role. Apriem Advisors is a team of 13 advisors providing wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations. The firm combines tactical and passive investment approaches, employs derivatives and options strategies in certain portfolios, and offers financial and estate planning through third-party platforms.

David Hatch is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, with 17 years of industry experience. He holds a Series 66 designation and has worked at Centaurus Financial Inc. and Newport Wealth Advisors since 2019, as well as at Investacorp Advisory Services and John Stokes Financial from 2016 to 2019. Newport Wealth Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and limited hourly engagements tailored to client needs.