Eduardo Larios is a financial advisor with B.B. Graham & Company, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. His prior firms include Farmers Financial Solutions, Unionbanc Investment Services, and Chase Investment Services Corp. Outside of advisory work, he maintains a California real estate broker-associate license and is involved in real estate transactions. 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 in client assets and offers both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting.

Gregory Stevenson is a financial advisor at West Wealth Group, LLC with one year of industry experience. Prior to joining West Wealth Group, he worked at Pacific Ridgeway Insurance Solutions and served five years in the United States Navy. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse client base, including high-net-worth individuals and charitable organizations. The firm employs a team approach with a focus on model portfolios and a combination of fundamental, technical, and Modern Portfolio Theory analyses.

Joshua Matyas is a CFP® professional with one year of industry experience, currently serving as an advisor at Signature Resources Capital Management, LLC. His prior experience includes roles at Blankinship & Foster, LLC and his academic background includes four years at San Diego State University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans. The firm employs a Global Target Risk investment strategy focused on diversified mutual funds and ETFs, offering customized model portfolios and financial planning services.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2023 before joining Miramontes Capital. Outside of his advisory role, Boyer serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions with the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm employs both discretionary and non-discretionary investment approaches, including active strategies such as short sales and options collars, and operates as a wrap fee program sponsor with affiliated broker-dealer and insurance entities.

Richard Mangus is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Yack Wealth Management and Ensemble Wealth Management. Outside of advisory work, Mangus is involved in tax preparation through AMS Tax Service, Inc. and has a role in an automotive paint protection and window tint business. West Wealth Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with fiduciary services for qualified plans.

Nicholas Del Junco is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Newport Beach, CA, where he has worked for eight years. He also holds a California insurance producer license and is active in selling life insurance and variable insurance products through Lifetime Marketing and Planning, Inc. His background includes roles at Liberty Group LLC and teaching experience at UC Berkeley. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm uses a combination of centrally developed and adviser-created strategies, offers access to third-party managers and private market investments, and provides educational seminars and workshops.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Advisors Network since 2016. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and quantitative analysis, offering discretionary management and tailored portfolio solutions.

Brandon Decapite is a financial advisor with Financial Management Network Inc. He holds Series 66 and Series 65 licenses and has 17 years of industry experience. He has worked with FMN Capital Corporation and EMC since 2008. Outside of investment advising, he is an IRS Enrolled Agent and is involved in tax preparation and bookkeeping through a separate business. 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 pension plans. The firm employs a strategic asset allocation approach combined with active management and offers a range of services such as tax preparation and model portfolio programs.

Samuel Lee is a financial advisor at Signature Resources Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at OneAmerica Securities, Statera Insurance Solutions, American United Life, and MML Investors Services. 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 uses a Global Target Risk strategy focused on diversification and customized model portfolios, managing approximately $303.9 million in discretionary assets.

Darren Stewart is a financial advisor at Benefit Financial Services Group in Irvine, CA, with 19 years of industry experience. He holds a Series 65 designation and has been with Benefit Financial Services Group since 2016, as well as Focus Partners Wealth, LLC since 2026. Benefit Financial Services Group provides financial planning, portfolio management, retirement plan consulting, and participant education to individuals, trusts, family entities, corporations, and employer-sponsored retirement plans. The firm employs a diversified, model-based investment approach that incorporates multiple analysis techniques and a variety of investment vehicles, managing approximately $1.53 billion in discretionary assets and consulting on about $18.0 billion in retirement plan assets.

Robert Chatterton Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with Chatterton & Associates since 2004 and is also affiliated with Osaic Wealth. He serves as trustee for a family trust related to his disabled brother. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a top-down approach to global economies and sectors, employing SEI asset-allocation models alongside mutual funds, ETFs, and individual securities, with a focus on mostly non-discretionary management and limited short-term trading.

Richard Jackman is a CFP® professional with over 31 years of experience in financial planning and investment advisory. He is Chief Investment Officer and a 30% owner of Secura Financial, where he has served since 2019. Jackman also works as an independent contractor in fixed insurance sales and assists with legal information gathering and analysis as a legal assistant. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and cyclical analysis and employs a range of strategies including option writing and derivatives, while also offering third-party manager placements and co-advisory roles.

Teresa Wagner is a CFP® professional at Knightsbridge Wealth Management with three years of industry experience. She has been associated with Knightsbridge Asset Management, LLC since 2006. 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 and offers discretionary and non-discretionary portfolio management along with tax-aware investment strategies.

Jeffrey Stanga is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Financial Management Network Inc, where he has worked since 2014, including its affiliate FMN Capital Corporation. Outside of his advisory role, he is an independent insurance agent licensed in life, accident, and health insurance, and serves as president of the Men's Golf Association at Aliso Viejo Country Club. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, employing a strategic asset allocation framework supplemented by targeted active management, primarily using mutual funds and ETFs.

Ronald Blau is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Capital Synergy Partners since 2011 and also works with National Life Group. Blau serves as a board member of the Jewish Free Loan Association of Greater Phoenix, a nonprofit organization. Capital Synergy Partners serves individual clients across a range of wealth levels, providing portfolio management, financial planning, and access to third-party money managers. The firm operates as both an RIA and a broker-dealer, offering advisory services primarily on a non-discretionary basis with a multi-method investment approach that includes mutual funds, equities, bonds, and covered-option strategies.

Lisa Banning is a financial advisor with Financial Management Network Inc. She holds a Series 66 designation and has 27 years of industry experience. She has worked at FMN Capital Corporation and Financial Management Network, Inc. since 1999. Banning serves as a trustee on the Palm Harvest Church board, a 501(c)(3) organization. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm’s investment approach uses a strategic asset allocation framework with active management in specialized portfolio segments and offers additional services such as tax preparation and bookkeeping consulting.

Aksana Munoz is a financial advisor at Benefit Financial Services Group with 12 years of industry experience and holds a Series 65 designation. She has been with Benefit Funding Services Group since 2013 and is currently associated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and participant education. The firm manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, utilizing a diversified investment approach that includes fundamental and quantitative analysis, independent managers, and options-based strategies.

Troy Davidson is a financial advisor at Ballast Rock Private Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. He is also involved with Ballast Rock Holdings, LLC. Ballast Rock Private Wealth provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative analysis to tailor investment portfolios to clients' goals and risk tolerances.

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.