Robert McIsaac is a financial advisor at Chicago Capital Management Advisors, LLC with 36 years of industry experience. He has previously worked at Crown Capital Securities for 20 years and is the sole shareholder of McIsaac Financial & Insurance Services, Inc., a firm he founded in 1984. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolios tailored to various risk profiles.

James Rossi is a financial advisor at Lifetime Financial, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at IAMS Wealth Management and Kinetic Investment Management, among other firms. Outside of his advisory role, Rossi operates as an independent insurance agent, providing life, health, long-term care insurance, and annuities, and also consults and educates financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management using both in-house and third-party money managers. The firm focuses on individualized investment recommendations, incorporating multiple analytical methods and cash management, with additional services including alternative investment consulting and fiduciary oversight of employer-sponsored retirement plans.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 38 years of industry experience. He holds a Series 63 designation and has been involved with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1998. Outside of his advisory role, he serves as an LLC member and manages general and administrative duties for Double Eagle Partners, a hedge fund management firm. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients, utilizing a Modern Portfolio Theory-based investment process that integrates traditional and alternative investments. The firm manages accounts on both a discretionary and non-discretionary basis and sponsors private funds and direct private investment transactions.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.

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 both financial and land management roles prior to joining Hollencrest. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs a Modern Portfolio Theory-based investment process using equities, fixed income, alternatives, and private investments, and manages both discretionary and non-discretionary assets totaling over $2.8 billion.

Casey Bartels is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at Guardian Financial Partners, LLC since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Bartels is involved in insurance-related activities in Orange, CA. 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, employing proprietary asset-allocation models and a fiduciary, client-focused approach.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

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.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including AE Wealth Management, LLC since 2017. Radford also provides financial services consulting through his side business, CBR LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients, as well as charitable organizations, offering discretionary and non-discretionary investment management and consulting. The firm employs a top-down, macroeconomic approach to asset allocation, incorporating mutual funds, ETFs, bonds, and equities, and utilizes third-party analysis and a quantitative risk-profiling tool in its portfolio construction.

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.

Carlos Sanchez is a CFP® with 32 years of industry experience, currently serving as an advisor at TritonPoint Partners, LLC. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, Inc., U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners, LLC provides investment management, financial planning, and consulting services to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Phillip Ingle is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He is the owner of SSG Solutions Financial & Insurance Services LLC, where he provides retirement planning and insurance services including annuities. He also serves as a member of an Estate Planning Team, focusing on deferred sales trusts and client prospecting. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, cash management, alternative investment consulting, and fiduciary services. The firm develops individualized investment recommendations using in-house and third-party sub-advisors and incorporates various analytical methods in its process.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Mosley Wealth Management, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management for defined-contribution plans. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates third-party analysis and quantitative risk-profiling tools in portfolio construction.

Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and insurance solutions. The firm utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. He is also an independent insurance agent. Miramontes Capital serves individuals, high-net-worth clients, and retirement plans by offering financial planning, portfolio management, and 529 account services. The firm provides a mix of discretionary and non-discretionary account management, employing various investment strategies such as long-term and short-term trading, ETFs, mutual funds, bonds, and options, including hedging 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.