William Rapp is a financial advisor at Capital Synergy Partners with 44 years of industry experience. He holds the Series 63 designation and has worked with Capital Synergy Partners since 2008, following a prior tenure at CPS Financial & Insurance Services, Inc. Additionally, he operates a sole proprietorship offering fixed insurance services. Capital Synergy Partners serves individual clients across varying net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm offers advisory services primarily on a non-discretionary basis and integrates fundamental, technical, and cyclical investment analysis methods.

Kelly Dunagan Jr. is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with J. Derek Lewis & Associates since 2005 and has been with the affiliated entity JDL Securities Corporation since 2004. In addition to his advisory role, he is also an insurance agent affiliated with the firm, specializing in accident, health, life, disability, and variable contracts insurance. J. Derek Lewis & Associates serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm’s investment approach focuses on client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management.

Robert Verdugo is a financial advisor at Benefit Financial Services Group with six years of industry experience. He holds a Series 65 designation and previously worked at Stevens First Principles Investment Advisors from 2013 to 2019. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, providing wealth management, institutional pension consulting, and tax preparation services. The firm emphasizes diversified, outcome-oriented portfolios and offers fiduciary services for retirement plans, leveraging relationships through its affiliation with Focus Financial Partners.

Christopher Whitaker is a CFP® with eight years of industry experience, currently serving at Apriem Advisors since 2017. He has prior experience with Solutions Financial and Copenbarger Corporation. He is also an independent insurance agent advising on insurance and health insurance matters outside of his advisory role. Apriem Advisors is a team of 13 advisors providing wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations. The firm combines tactical and passive investment approaches, employs derivatives and options strategies in certain portfolios, and offers financial and estate planning through third-party platforms.

Victor Campos Nunez is a CFP® professional with four years of industry experience, currently serving at Warren Street Wealth Advisors, LLC. He previously worked at Lido Advisors, LLC, Bridgelight Advisors, and Grant Thornton LLP. Victor also has a background in the food service industry, having worked at Chipotle Mexican Grill. Warren Street Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, corporations, and investment companies. The firm offers customized portfolios and sub-advisory services, including management of two ETFs, utilizing a combination of fundamental, technical, and modern portfolio theory analyses.

David Hatch is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, with 17 years of industry experience. He holds a Series 66 designation and has worked at Centaurus Financial Inc. and Newport Wealth Advisors since 2019, as well as at Investacorp Advisory Services and John Stokes Financial from 2016 to 2019. Newport Wealth Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and limited hourly engagements tailored to client needs.

Kyle Nixon is a Series 65-licensed financial advisor with Benefit Financial Services Group, based in Irvine, CA. He has 11 years of industry experience and 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 with wealth management, pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and offers a range of investment options including ESG portfolios and private investments, while providing ERISA fiduciary services and leveraging partnerships within the Focus Financial Partners network.

Charles Taylor is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Synergy Partners since 2017 and previously at Invest Financial Corp. from 2008 to 2016. Taylor is also the owner and president of Taylor Wealth Management Group, a fixed insurance business specializing in life, health, and long-term care insurance. Capital Synergy Partners serves individual clients across various net worth levels, offering portfolio management, financial planning, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment strategies and insurance products, with a primarily non-discretionary advisory approach supported by oversight and compliance processes.

Zane Keller is a CFP® with four years of industry experience, currently serving as an advisor at Ducere Wealth Management. His prior experience includes roles at First Foundation Advisors, The Lab Consulting, and International Business Machines Corporation. He is also an advisory board member for Powder Financial, a fintech firm developing AI tools for financial document analysis. Ducere Wealth Management provides discretionary investment management and comprehensive financial planning primarily for high-net-worth and ultra-high-net-worth clients, including families, business owners, and certain corporations. The firm emphasizes long-term strategic asset allocation with tax-efficient techniques and offers access to alternative investments and third-party manager programs.

John Vilina is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 65 credential and eight years of industry experience. Prior to joining Balboa Wealth Partners in 2017, he worked at Morgan Stanley for one year. In addition to his advisory role, Vilina serves as President and CFO of McLaren Strategic Ventures Holdings Group, a SPAC and technology solutioning business, and is a partner at Season Two Ventures, a venture capital firm. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets using a long-term, diversified approach with low-cost funds, individual securities, and a combination of discretionary and non-discretionary mandates.

Rachel Beier is a financial advisor at Hollencrest Capital Management in Newport Beach, CA. She holds a Series 65 designation and has recently transitioned into the industry. Her prior work experience includes roles at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm combines Modern Portfolio Theory with client-specific investment policies and offers both discretionary and non-discretionary management, incorporating traditional and alternative investments.

Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.

Joseph Stapleton is a financial advisor at Spinnaker Investment Group, LLC with 17 years of industry experience. He holds a Series 66 license and has worked with Spinnaker since 2016 and DMK Advisors since 2017. In addition to his advisory work, Joseph serves as a councilman on the Newport Beach City Council. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, blending fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Megan Schwab is a CFP® professional with four years of industry experience, currently advising at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com for one year and taught at Biola University for three years. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations, offering wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a combination of tactical and passive investment approaches, using a range of asset classes and third-party subadvisors, with accounts reviewed quarterly.

Joseph Szal Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2022. Outside of his advisory role, he serves as a committee member for the RSJ Golf Course Coalition, a nonprofit organization focused on land-use issues related to the Rancho San Joaquin Golf Course. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with fundamental and technical analysis, and offers multidisciplinary planning capabilities alongside discretionary portfolio management.

Justin Boshnack is a financial advisor at Vision Investment Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. for over two decades. Outside of advisory work, Boshnack serves as CEO and President of HedgeRock Capital Inc., a commercial real estate finance company. Vision Investment Advisors provides portfolio management services to individuals, family offices, and institutional investors, offering a range of equity, balanced, dividend, fixed income, and option-based investment strategies. The firm combines fundamental and technical analysis with option strategies and allocates to third-party managers for managed futures, supporting a diverse client base through multiple offices.

Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The AYCO Company, L.P., Nuveen Securities, LLC, and LPL Financial. He has been with Veracity Capital since 2019. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, and offers services including discretionary portfolio management and estate-planning support.

Miles Yourman is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Knightsbridge Asset Management since 2015. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a blend of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management across a range of investment strategies.

Brian Levy is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at West Wealth Group since 2021 and has been involved with BML Wealth Management and Cooper Financial Group since 2009. Outside of investment advising, he is also active as an insurance agent with BML Wealth & Insurance Services. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and provides additional services such as financial planning, educational seminars, tax preparation, and estate document services.

Alexander Lashkari is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari has also operated his own firm, Lashkari Wealth Management, LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, plan sponsors, and participants. The firm employs a Global Target Risk approach with broad diversification and factor tilts, managing customizable portfolios primarily through mutual funds and ETFs.