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.

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.

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.

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.