Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

Nicholas Booth is a financial advisor at Hollencrest Capital Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Vic Partners, Sunwest Bank, and Chubb. Hollencrest Capital Management provides wealth management and consulting services to high-net-worth and ultra-affluent individuals and families, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm employs a Modern Portfolio Theory-based investment process with client-specific Investment Policy Statements, combining traditional equities and fixed income with alternative and private investments.

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.

Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Daniel Carmo is a financial advisor at Tempus Wealth Planning, LLC, holding a Series 66 designation and bringing 29 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2016 to 2021 before joining Tempus Wealth Planning in 2021. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets and offers tailored portfolios using a mix of asset-allocation, fundamental, and technical methods, along with business-oriented planning and retirement plan consulting.

Gideon Bernstein is a CFA® charterholder and Series 63 licensee with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002, serving as part of a team of five advisors in Costa Mesa, CA. Leisure Capital Management provides discretionary investment management and consulting to individuals, trusts and estates, retirement plans, insurance companies, and charitable organizations. The firm employs diversified portfolios based on Modern Portfolio Theory and the Fama-French three-factor model, incorporating fundamental and cyclical analysis, with a focus on long-term holding and rebalancing.

Surya Metzler is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Metzler serves as a guest speaker for The Society for Financial Awareness, a nonprofit organization. Newport Wealth Advisors provides investment management and financial planning services to a variety of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios according to documented Investment Policy Statements with regular reviews and may recommend third-party advisers while monitoring their performance.

Cayden Norton is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Tempus Wealth Planning, LLC, where he has worked since 2023. His prior experience includes roles at Mosley Wealth Management, Wells Fargo Clearing Services, UBS Financial Services, and other financial firms. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, and financial planning services. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, and it utilizes a range of investment vehicles including derivatives and options strategies within a multidisciplinary planning framework.

Feroz Ansari is a CFP® professional with 23 years of industry experience, currently serving at Compak Asset Management. He has been a lecturer at the University of California Irvine’s School of Business since 2019. Ansari has been associated with Compak Securities, Inc. and Compak Asset Management since 2002. 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 employs model-driven asset-allocation strategies and offers financial planning and retirement-plan advisory services through a team of 12 advisors.

Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. 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 combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Pierce Kramer is a financial advisor at JDL Advisers with Series 65 and Series 66 credentials and one year of industry experience. He has previously worked at Pacific InterWest and Vanguard University of Southern California, among other roles. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused mainly on mutual funds and ETFs. The firm emphasizes investor profiling and proprietary risk models to build asset allocations, managing about $2.28 billion in assets across roughly 7,943 accounts with a team of 12 advisors.

Garrett Peterson is a financial advisor at Spectrum Asset Management Inc in Newport Beach, CA, holding Series 65 and Series 66 licenses. He joined Spectrum in 2025 and has previous work experience in compliance and technology roles. Spectrum Asset Management is an SEC-registered firm managing approximately $657 million for around 300 clients through an eight-advisor team. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans, using a combination of fundamental, technical, and cyclical analysis within a sector-rotation, Growth-at-a-Reasonable-Price equity strategy and an actively managed fixed-income approach.

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Steven Check is a financial advisor at Check Capital Management Inc. with 34 years of industry experience. He has been with the firm since 1987 and holds Series 63 and Series 65 licenses. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm employs a fundamentals-based approach focused on intrinsic business value and longer holding periods, offering various investment programs including separately managed accounts and the Blue Chip Investor Fund.

Eric Lin is a financial advisor with Investment Research Corporation, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at SA Stone Investment Advisors Inc., Quest Capital Strategies, and LPL Financial. He also serves as a financial consultant referring insurance products through Sky Vision Insurance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad product selection, including equities, debt securities, and mutual funds, with an emphasis on both discretionary and non-discretionary portfolio management.

Thomas Friedberg is a financial advisor at Sutter Capital Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several affiliated firms, including Boustead Securities, LLC and Mineral King Partners, where he is the sole owner providing business consulting. Outside of his advisory roles, Friedberg provides non-investment related support to a disabled friend through In Home Supportive Services in Marin County. Sutter Capital Partners offers investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on fundamental analysis, periodic account reviews, and employs sub-advisors for specialized strategies, while also providing manager due diligence and marketing support.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.