Yulia Ordway is a CFP® and holds a Series 63 license, currently serving as an advisor at Lifetime Financial, Inc. with two years of industry experience. Her prior roles include positions at Lifetime Paradigm, Nylife Securities LLC, and MW Financial & Insurance Solutions. Lifetime Financial, Inc. is a team-based firm serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management across defined platforms. The firm integrates mutual fund and ETF due diligence, technical analysis, and third-party manager evaluation, offering a range of services including 3(38) fiduciary investment management and alternative investment consulting.

Jeremy Chused is a financial advisor at Provenio Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Provenio Capital Management Inc. since 2016. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, with a strong focus on alternative investments. The firm combines a client-centric investment process with diligence-led manager selection across various asset classes and manages over $1.6 billion with a small advisory team.

Michael Immerman is a financial advisor with Kingsbridge Wealth Management, Inc. in Newport Beach, CA. He holds the Series 66 and Series 63 credentials and has four years of industry experience, including three years at Goldman Sachs prior to joining Kingsbridge. Kingsbridge Wealth Management serves high-net-worth individuals, trusts, estates, and other entities with discretionary separately managed accounts and financial planning. The firm emphasizes systematic asset allocation and global diversification using indexed exposures and tax-efficient strategies, and it sponsors affiliated private funds through related entities.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack also operates Yack Wealth Management, focusing on marketing activities outside of investment advisory. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets using a combination of model portfolios and various analytical approaches, and offers services through an 18-advisor team alongside a network of affiliates.

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and manages most client assets on a non-discretionary basis.

Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Hunter Peterson is an associate financial advisor with Weaver Consulting Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Weaver Consulting Group since 2017 and previously spent one year at Vanguard Marketing Corporation and seven years with Purshe Kaplan Sterling Investments, Inc. Peterson serves as a board member and assistant treasurer for the Huntington Beach Kiwanis, a local service organization. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation approach that combines fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, individual securities, and third-party managers to tailor portfolios to client goals.

Robert Wolford is a financial advisor at Hollencrest Capital Management with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been associated with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1999. Wolford serves as president of Hollencrest Insurance Services, Inc. and is a board member trustee of the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process, integrating equities, fixed income, alternatives, and tax-aware strategies, and manages both discretionary and non-discretionary accounts while actively sponsoring private funds and direct investment transactions.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

John Harrington is a Series 65 licensed financial advisor at Ducere Wealth Management with 12 years of industry experience. Prior to joining Ducere in 2026, he worked at Fairbanks Capital Management, Baker Tilly US and Baker Tilly Wealth Management, Squar Milner Financial Services, and Private Asset Management. Ducere Wealth Management provides discretionary investment management, tax optimization, and estate planning services to accredited investors, high-net-worth individuals, families, business owners, and corporations. The firm uses a long-term strategic asset allocation approach with tactical adjustments and focuses on tax-efficient strategies, alternative investments, and thorough due diligence of third-party managers.

Cody Columna is a financial advisor at Ducere Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Ducere, he worked for seven years at First Foundation Advisors and three years at US Bank. Ducere Wealth Management provides discretionary investment management, tax optimization, and estate planning services to accredited investors, high-net-worth individuals, families, business owners, and corporations. The firm utilizes a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient strategies, access to alternative investments, and thorough due diligence on third-party managers.

Ray Kim is a financial advisor with WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at WestPark Capital since 2018 and also serves as Vice President and Insurance Agent at Diligent Insurance Group since 2007. Additionally, he participates on the advisory committee for the University of California, Irvine's Personal Financial Planning Certificate Program. WestPark Capital, Inc. offers financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes third-party money managers in its advisory programs and provides portfolio management and customized financial plans on both discretionary and non-discretionary bases.

Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.