Harry Barth is a financial advisor with Secura Financial, holding CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Secura Financial. Outside of his advisory role, he serves as managing partner of a law firm, Barthcalderon LLP, and is president of Bentley Financial Inc., which involves insurance sales. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including derivative instruments, and maintains multiple industry roles disclosed as potential conflicts of interest.

John Ramey III is a financial advisor at Yayati Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including D.H. Hill Advisors, BlueArc Capital Management, and his own Ramey Capital, Inc. since 2015. Yayati Asset Management is a quantitative investment adviser serving institutional clients as well as high-net-worth individuals and trusts. The firm focuses on employing quantitative methods and proprietary technology to manage portfolios, often utilizing option overlays and limited margin leverage within separately managed accounts.

Jon Bemis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at CLG LLC. He previously worked with Cetera and has operated his own tax and accounting firm, Jon W. Bemis, CPA, since 1992. His experience includes both financial advisory roles and tax preparation services. CLG LLC serves a diverse clientele including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, and operates across multiple offices with a broad product and service platform.

Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.

David Eurton is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at WestPark Capital since 2018 and previously held positions at Concorde Investment Services, LLC and First Allied Securities, Inc. WestPark Capital, Inc. offers financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory services and implements client portfolios directly or through selected third-party managers based on a range of criteria.

David Neff is a CFP® with 29 years of industry experience. He is currently affiliated with CLG LLC and has previously worked at Purshe Kaplan Sterling Investments, Cetera, and Legacy Financial Planning. He also manages business operations for Legacy Financial Planning, a separate entity providing payroll and business expense services. CLG LLC serves a diverse clientele, 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 employs various analytical approaches and includes derivative strategies, sub-advisory use, and held-away account management in its investment process.

John Kostic Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Turner Financial Group, Inc. He has worked at Turner Financial Group since 2026 and previously at Claraphi Advisory Network, LLC, and as a self-employed advisor. Turner Financial Group is a nine-advisor team serving individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $230 million in assets using a blend of analytical investment approaches and offers comprehensive financial planning, discretionary asset management, and sub-advisory services.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at firms including American Trust Investment Services and Saxony Securities, Inc. Miramontes is also an author of two books on retirement and financial success and serves as president of Advisors Master Class, which provides marketing coaching to financial advisors. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers comprehensive portfolio management through its own wrap fee program and utilizes both technical and fundamental investment analysis across a variety of securities and time horizons.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently working at Signature Resources Capital Management, LLC since 2016. He serves on the boards of Symmco, Inc. and Symmco Group, both involved in powdered metal component manufacturing, and is co-founder of Global Digital Advisor Technologies, a firm focused on developing a financial product and service marketplace. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a Global Target Risk approach to managing customizable model portfolios emphasizing broad global diversification and factor tilts, primarily utilizing mutual funds and ETFs.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mosley Wealth Management, he founded Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a macroeconomic asset-allocation approach using mutual funds, ETFs, fixed income, and individual securities with discretionary rebalancing tailored to client objectives.

Joon Hyon is a financial advisor at Yayati Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Yayati and Savos Investments / AssetMark. Outside of advising, he is involved in the technology subsidiary of Yayati Inc., where he performs trading and service functions. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals through Custom Strategies, Overlay Solutions, and defined YAM Strategies. The firm employs proprietary technology and quantitative models, including option strategies and limited margin use, to manage portfolios.

Leonard Bakker is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding a Series 65 credential and 11 years of industry experience. He has worked at Lifetime Financial and affiliated firms since 2018 and previously at Horter Investment Management and CA Long Term Care Insurance Services. Outside of his advisory role, he is involved in managing the Bahme Partnership, a property management business established in 1985. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through multiple platforms. The firm combines mutual fund and ETF analysis, technical tools, and third-party manager evaluations, and it integrates insurance, real estate, and mortgage services under common ownership.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

Keluo Zhao is a financial advisor at American Fundstars with over 25 years of experience in accounting at Henan Huabixin Jingwei Accounting Firm Co., Ltd. He joined American Fundstars in 2025. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024. Outside of his advisory role, he serves on multiple boards in Long Beach, including the Salvation Army’s Advisory Board, where he is Chairman Elect, and the Long Beach City College Foundation. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a team-based approach to provide comprehensive portfolio management and financial planning, emphasizing long-term, diversified strategies with a range of investment tools.

Christopher Strong is a financial advisor with Albitz/Miloe and Associates, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been involved with Brigane Cameron Waiters & Strong since 1995. Outside of his advisory role, Strong is a CPA at Gelman, LLP, a tax and accounting firm. Albitz/Miloe and Associates serves individuals, businesses, and qualified retirement plans, managing approximately $703.5 million across about 618 client relationships. The firm offers discretionary and non-discretionary investment services using mutual funds, ETFs, equities, fixed income, and variable annuities, employing fundamental and technical analysis alongside periodic rebalancing and block trading.

Gregory Pellizzon is a financial advisor at Hollencrest Capital Management with 45 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 1999. Outside of his advisory roles, he serves as a board member of Triple G Insurance without compensation. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment approach based on Modern Portfolio Theory, combining traditional and alternative investments, and manages both discretionary and non-discretionary accounts, including private funds and direct private investments.

Andrew Krongold is a financial advisor with Spinnaker Investment Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He previously worked at Stephen A. Kohn & Associates, Ltd. from 2018 to 2020. Outside of his advisory role, he is an independent insurance agent specializing in accident and health, life, and variable contracts insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, employing fundamental and macro analysis alongside asset allocation and client behavior considerations.

Gerald Mitchell is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with CLG LLC. His work history includes roles at Purshe Kaplan Sterling Investments and Cetera, as well as ongoing involvement with John D. Cartwright & Assoc, Inc., where he serves as Head of Operations. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including options and digital assets, and offers both discretionary and non-discretionary portfolio management.