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 holds a Series 66 license with 20 years of experience in the financial industry. He has been with RS Crum Inc. since 2003, working at the Newport Beach, CA-based firm as part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models focused on minimizing investment costs and employs formalized policies such as mutual fund share-class selection and transaction-fee analysis, along with supervised use of third-party artificial intelligence tools.

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 with Secura Financial in Orange, CA. He has over a decade of experience in the financial services industry, including roles at World Financial Group, Inc. and New Century Financial Alliance & Insurance Solutions, where he also works as an insurance agent. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a range of clients, including individuals and institutions. The firm employs strategies based on fundamental and cyclical analysis and uses a variety of investment techniques, including option writing and derivatives, while also offering third-party manager placements and co-advisory services.

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 at API Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years. In addition to his advisory role, he is involved in the sales and service of insurance products through Neal Quon Insurance - Retire Different. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm implements individualized portfolios using model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

Jack Stemper is a financial advisor at Ducere Wealth Management with 20 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Ducere Wealth Management in 2025, he worked for 19 years at First Foundation Advisors. He is a minority owner of a biomedical private company, Ostentus. Ducere Wealth Management is an SEC-registered advisory firm serving primarily ultra-high net worth individuals, accredited investors, families, business owners, and select corporate clients. The firm offers discretionary investment management along with advanced tax optimization and estate-planning services, employing a long-term strategic asset allocation approach with tactical adjustments and incorporating alternative investments and specialized third-party managers.

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.

Martin Lombrano is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Financial Advocates Investment Management. Outside of his advisory work, he serves as treasurer for the nonprofit Promise Land Living. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages assets on both discretionary and non-discretionary bases and employs a range of investment strategies, including long- and short-term trading, ETFs, mutual funds, and options.

Michael Allbee is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Benefit Financial Services Group since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm focuses on diversified, outcome-oriented portfolios and provides ERISA fiduciary services for retirement plans while leveraging relationships through its affiliation with Focus Financial Partners.

Lingli Zhou is an advisor at MY Advisors US LLC with one year of experience. Prior to joining MY Advisors, Zhou worked at Universal North American Insurance Company and Universal State America, Inc., and spent six years at Village World Cultural Tourism Development. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis across various strategies and also advises certain private funds.

Gary Hitzler is a financial advisor with Tempus Wealth Planning, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Tempus Wealth Planning in 2022. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a client-specific investment process with continuous monitoring and periodic rebalancing, employing both fundamental and technical analysis, and may utilize derivatives, options strategies, and margin in certain managed accounts.

Brandon Welch is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at Newport Wealth Advisors, Inc. He has held roles at various firms including Centaurus Financial, Inc. and MVP Realty Advisors. Outside of advisory work, he is president of Catab Enterprises, Inc., a company involved in sponsorship sales and race car driver management. Newport Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, pensions, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management with ongoing supervision and regular reviews, and may engage third-party advisers to manage portions of client assets.