Melani List is a financial advisor with Asset Planning, Inc. in Los Alamitos, CA, holding a Series 65 credential and eight years of industry experience. She has been with Asset Planning since 2016. Asset Planning Inc. provides personal financial planning and investment management services to individuals, families, and related entities such as trusts and family businesses. The firm employs a strategic asset allocation approach combining passive index/ETF exposure with selected active funds, dividend-paying equities, and individual bonds, tailoring portfolios on a client-by-client basis.

Cody Cousens is a financial advisor at Elevate Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Elevate Wealth Advisors, he held positions at 174 Power Global, Shield Home Loans, Flower Child, and Jack's Surfboards. He completed his studies at the University of Wisconsin-Madison in 2026. Elevate Wealth Advisors is a state-registered investment adviser that provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients. The firm employs an active, adaptive strategy focused on fundamental analysis and customizes portfolios to client objectives, including the use of hedging, derivatives, and leverage when authorized.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Zhiqi Liu is a financial advisor with American Fundstars, holding a Series 66 designation and seven years of industry experience. Prior to joining American Fundstars in 2022, Liu worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2019 to 2022, as well as at Jupai Global and a law office earlier in his career. 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 combines SEC-registered advisory duties with broker-dealer and licensed insurance activities, also acting as adviser and sponsor to pooled investment vehicles.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Emily Balmages is a CFP® professional with six years of industry experience. She has worked at Warren Street Wealth Advisors, LLC since 2019 and previously spent seven years at Tarbox Family Office. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm provides portfolio management, financial planning, pension consulting, and retirement-plan advisory services, employing a mix of analytical approaches and actively managing equity and fixed-income strategies.

Brock Redondo is a financial advisor at Mathis Wealth Management with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Mathis Wealth Management, he worked at Ausdal Financial Partners, United Planners, and Thrivent Financial among others. Outside of his advisory role, he is involved in fixed insurance, life and health, disability, and long-term care insurance. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, trusts, pension plans, and other entities. The firm employs a strategic asset allocation approach emphasizing diversification and provides ongoing portfolio monitoring as well as retirement-plan services including participant education.

Mark Rylance is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has worked at Rs Crum Inc. for over two decades and spent five years at Merrill. Rs Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a wide range of clients including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm emphasizes cost minimization in portfolio construction and employs formalized policies for mutual fund selection and transaction fee analysis.

Jeffrey Vieth is a CFP® with 33 years of industry experience and is currently with Knightsbridge Wealth Management, where he has worked since 2020. Prior to that, he spent nearly four decades at IA Buffalo Capital Corporation and Buffalo Capital Corporation. He is also president and owner of The Vieth Company, a contract office services business he founded in 1978. Knightsbridge Wealth Management is an independent, employee-owned adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware strategies.

Daniel Buster is a financial advisor at Valley Wealth Strategies, LLC in Newport Beach, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation. Outside of advising, he is president of Buster Imports Inc., a wholesale wine and spirits import business. Valley Wealth Strategies serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach with fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.

Josealfredo Rendon is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with six years at the firm and a total of four years of industry experience. His prior work history includes roles at Bank of America and Lyft. 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. The firm utilizes a combination of Tactical Index, Passive Index, and Apriem Index approaches and employs both fundamental and technical analysis in portfolio management.

Christopher Ballard is a financial advisor at Check Capital Management Inc with 24 years of industry experience. He holds a Series 66 designation and has been with Check Capital Management since 2012. 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, employing distinctive fee structures and programs for sophisticated investors.

Faramarz Amiri is a financial advisor at Secura Financial with one year of industry experience. He previously worked at World Financial Group, Inc. for nine years and currently operates an insurance services business through New Century Financial Alliance & Insurance Solutions. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $320 million for around 673 clients through a team of seven advisors, employing tailored investment strategies that incorporate fundamental and cyclical analysis.

Phillip Law is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He has worked at Warren Street Wealth Advisors, LLC since 2018, with a three-year tenure at Capital Group preceding that. 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 sub-adviser to ETFs employing derivatives-based overlay strategies.

John Prichard is a CFA® charterholder with 23 years of industry experience. He has been with Knightsbridge Asset Management since 1998 and is currently part of the Knightsbridge Wealth Management team in Newport Beach, CA. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a blend of tactical and strategic asset allocation with active risk management across multiple equity and income strategies, and manages its own wrap-fee program as well as a private fund focused on California Carbon Allowances.

Neal Quon is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes 18 years at Next Financial Group Inc and a continuing role in insurance sales through Neal Quon Insurance - Retire Different. He is also involved in the sales and service of fixed annuities and life and health insurance products. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed through affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across a range of products and risk exposures.

Jack Stemper is a CFP® with 20 years of experience in the financial industry. He is currently with Ducere Wealth Management, where he has worked since 2025, following a 19-year tenure at First Foundation Advisors. He is also a minority owner in a biomedical private company called Ostentus. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tax-efficient techniques and selectively incorporates alternative investments for accredited investors.

Luis Garcia Estrada is a financial advisor at BCU Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Premier America Credit Union, Bank of America, Merrill, and Wells Fargo. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $653.6 million in discretionary assets, employs a core-plus-satellite investment approach, and offers a substantial wrap fee program with institutional managers and customized strategies.