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.

Jena Schuster is a financial advisor with Ignite Planners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Stonex Securities Inc., Cetera Advisor Networks LLC, Rincon Pacific Management, Inc., and Girard Securities Inc. She is also the Chief Investment Officer of SB Wealth, a financial services firm she owns. Ignite Planners LLC serves a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive investment strategy that incorporates individual securities and derivatives tailored to client objectives and risk tolerances.

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.

Wesley Haynes is a financial advisor at Ignite Planners LLC in San Clemente, CA, with three years of industry experience. He holds a Series 65 designation and has worked at Cooley & Labas Financial Advisors since 2022. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates individual stocks, bonds, ETFs, options, and derivatives.

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.

Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Chase Heiden is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of his advisory role, he works part-time as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, offering a range of equity and fixed-income strategies along with comprehensive financial planning for complex estate, tax, business disposition, and insurance matters. The firm serves over 500 client relationships with approximately $122 million in discretionary assets and employs a bottoms-up fundamental screening process with multiple model styles and custom portfolios.

Randall Luebke is a financial advisor at Lifetime Financial, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Financial and Lifetime Paradigm since 2012. Outside of his advisory role, he is an owner and licensed insurance agent for Lifetime Insurance Services and a loan originator with United American Mortgage. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating third-party sub-advisors and a variety of investment analysis methods. The firm also provides fiduciary services for employer-sponsored retirement plans and integrates affiliated insurance and real estate services under common ownership.

Eva Bowen is a financial advisor with Compak Asset Management in Newport Beach, CA, holding a Series 63 designation and 21 years of industry experience. She has been with Compak Securities and Compak Asset Management since 2004. 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 guided by an internal investment committee.

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.

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.

Yuxin Tian is a financial advisor at MY Advisors US LLC with two years of industry experience. Tian holds the Series 65 designation and previously worked at American Fundstars Financial Group LLC. MY Advisors US LLC is a newly formed 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 uses fundamental, technical, and cyclical analysis across various investment strategies and also recommends and monitors third-party advisers.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at American Trust Investment Services and Saxony Securities, Inc. Miramontes is also the author of books on retirement and income generation and serves as president of Advisors Master Class, a coaching program for financial advisors. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management. The firm’s approach includes both discretionary and non-discretionary management, using strategies such as ETFs, mutual funds, fixed income, and options, and operates as a wrap fee program sponsor with affiliated broker-dealer, accounting, and insurance services.

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.

Jacob Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. Prior to joining Ignite Planners, he worked at Foresight Wealth Management for five years and served a four-year LDS Mission. He also serves as Advisor and Chief Client Service Officer at Atlas Investment Management, where he is involved in offering life insurance products. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of stocks, bonds, ETFs, options, and private investments, and offers discretionary asset management, financial planning, and advisory services for private funds.