Michael Remington is a financial advisor at Miramontes Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Balanced Security Planning, Inc., Saxony Securities, Inc., and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, Remington is involved in religious ministry, teaching Catholic confirmation classes, playing drums in a church choir, and serving as a board member for a marriage counseling nonprofit. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages discretionary and non-discretionary accounts and employs investment strategies ranging from long-term holdings to active trading, including options and hedging collars.

Kyle Fincher is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 65 designation and has worked in roles across automotive sales and land management prior to joining Hollencrest in 2022. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base including high-net-worth individuals, families, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs an investment process based on Modern Portfolio Theory with a focus on client-specific Investment Policy Statements, utilizing a mix of traditional and alternative investments while managing both discretionary and non-discretionary portfolios.

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill Lynch, and The Prudential Insurance Company of America. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

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.

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.

Jeffrey Holt is a financial advisor with Financial Management Network Inc, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2009. He is also licensed in life insurance. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk and return analysis, combined with targeted active management, and offers additional services such as tax preparation and bookkeeping consulting.

Phillip Ingle is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. He is also the owner of SSG Solutions Financial & Insurance Services LLC, where he provides retirement planning and insurance products. Additionally, he participates as a member of an estate planning team focusing on deferred sales trusts. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management through defined platforms. The firm tailors portfolios to client-specific factors and combines mutual fund and ETF due diligence with third-party manager evaluation, while also integrating insurance and real estate services under common ownership.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at firms including B. B. Graham & Company and LPL Financial. Outside of his advisory role, he operates as 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 both discretionary and non-discretionary bases, employing a range of investment strategies including long- and short-term trading, ETFs, mutual funds, fixed income, and options techniques such as collars.

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 with Capital Synergy Partners and holds the Series 63 designation. He has 29 years of industry experience, including roles at Capital Synergy Partners since 2011 and Onyx Investment Advisors from 2010 to 2025. Outside of his advisory work, he is the owner and CEO of a medical and wellness spa in Culver City, CA. Capital Synergy Partners serves individual clients across a range of net worth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis and provides advice primarily on a non-discretionary basis while also operating as a broker-dealer and insurance broker.

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.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.

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.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

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.