Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

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 JDL Advisers, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J. Derek Lewis & Associates, Inc. since 2005 and is also affiliated with JDL Securities Corporation. In addition to his advisory role, he is licensed as an insurance agent for accident, health, life, disability, and variable contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management primarily focused on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, with client accounts typically custodied through Charles Schwab or mutual fund transfer agents.

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.

Victor Campos Nunez is a CFP® professional with four years of industry experience, currently serving at Warren Street Wealth Advisors, LLC. He previously worked at Lido Advisors, LLC, Bridgelight Advisors, and Grant Thornton LLP. Victor also has a background in the food service industry, having worked at Chipotle Mexican Grill. Warren Street Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, corporations, and investment companies. The firm offers customized portfolios and sub-advisory services, including management of two ETFs, utilizing a combination of fundamental, technical, and modern portfolio theory analyses.

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.

Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.

Kyle Nixon is a Series 65-licensed financial advisor with Benefit Financial Services Group, based in Irvine, CA. He has 11 years of industry experience and 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 with wealth management, pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and offers a range of investment options including ESG portfolios and private investments, while providing ERISA fiduciary services and leveraging partnerships within the Focus Financial Partners network.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Charles Taylor is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Synergy Partners since 2017 and previously at Invest Financial Corp. from 2008 to 2016. Taylor is also the owner and president of Taylor Wealth Management Group, a fixed insurance business specializing in life, health, and long-term care insurance. Capital Synergy Partners serves individual clients across various net worth levels, offering portfolio management, financial planning, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment strategies and insurance products, with a primarily non-discretionary advisory approach supported by oversight and compliance processes.

Zane Keller is a CFP® with four years of industry experience, currently serving as an advisor at Ducere Wealth Management. He has worked previously at First Foundation Advisors and The Lab Consulting, as well as IBM. He is an advisory board member for Powder Financial, a fintech company developing an AI tool for reading financial documents. Ducere Wealth Management is an SEC-registered advisory firm that manages discretionary investment portfolios and offers tax optimization and estate planning services to high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates tax-efficient techniques and selective alternative investments.

Sheri Strain is a financial advisor at B.B. Graham & Company, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at B.B. Graham & Company during multiple periods since 2018, with prior roles at Farmers Financial Solutions and National Planning Corporation. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and small businesses. The firm manages approximately $322 million and employs a combination of fundamental and technical analysis across various asset classes, offering both discretionary and non-discretionary management.

Rachel Beier is a financial advisor at Hollencrest Capital Management in Newport Beach, CA. She holds a Series 65 designation and has recently transitioned into the industry. Her prior work experience includes roles at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm combines Modern Portfolio Theory with client-specific investment policies and offers both discretionary and non-discretionary management, incorporating traditional and alternative investments.

Amber Shrosbree is a CFP® professional with eight years at Eclectic Associates, Inc. and five years of industry experience. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser serving approximately 1,200 client relationships, including individuals, trusts, charities, and businesses. The firm uses a fiduciary approach with diversified portfolios based on Modern Portfolio Theory and provides integrated financial planning and discretionary investment management.

Joseph Stapleton is a financial advisor at Spinnaker Investment Group, LLC with 17 years of industry experience. He holds a Series 66 license and has worked with Spinnaker since 2016 and DMK Advisors since 2017. In addition to his advisory work, Joseph serves as a councilman on the Newport Beach City Council. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, blending fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Megan Schwab is a CFP® professional with four years of industry experience, currently advising at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com for one year and taught at Biola University for three years. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations, offering wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a combination of tactical and passive investment approaches, using a range of asset classes and third-party subadvisors, with accounts reviewed quarterly.

Joseph Szal Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2022. Outside of his advisory role, he serves as a committee member for the RSJ Golf Course Coalition, a nonprofit organization focused on land-use issues related to the Rancho San Joaquin Golf Course. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with fundamental and technical analysis, and offers multidisciplinary planning capabilities alongside discretionary portfolio management.

Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The AYCO Company, L.P., Nuveen Securities, LLC, and LPL Financial. He has been with Veracity Capital since 2019. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing a variety of investment strategies and third-party support.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.