Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $320 million for about 673 clients through a team of seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

Robert McIsaac is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has worked with Crown Capital Securities for 20 years and operates McIsaac Financial & Insurance Services, Inc., a financial services business he started in 1984. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies across various asset classes and uses derivatives for hedging and income.

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.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Trust Investment Services, WestPark Capital Inc., and Newport Coast Securities, Inc. Outside of advising, he is also a licensed real estate sales agent and owner of First Exchange Financial LLC. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, utilizing derivatives for hedging and income strategies as part of its approach.

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.

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.

Jeffrey Holt is a financial advisor with Financial Management Network Inc, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2009. He is also licensed in life insurance. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk and return analysis, combined with targeted active management, and offers additional services such as tax preparation and bookkeeping consulting.

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. in Anaheim, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macroeconomic approach to asset allocation and integrates both internal analysis and third-party tools in portfolio construction.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. In addition to his advisory role, he is an independent insurance agent. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases and employs various investment strategies including long-term and short-term trading, ETFs, mutual funds, bonds, and options.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.