Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Sarah Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Cetera, and John D Cartwright and Associates. She is a 16.666% owner of CLG Holding Company, LLC, a non-investment-related holding company. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a range of analytical methods and offers discretionary and non-discretionary management, use of sub-advisors, and held-away account management, incorporating derivative strategies and digital asset exposure in its investment approach.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Gideon Bernstein is a CFA® charterholder with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002 and currently practices in Costa Mesa, CA. Leisure Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, applying Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved in insurance sales through Crux Insurance. CRUX Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods and generally manages client accounts on a discretionary basis.

Surya Metzler is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Metzler serves as a guest speaker for The Society for Financial Awareness, a nonprofit organization. Newport Wealth Advisors provides investment management and financial planning services to a variety of clients including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios according to documented Investment Policy Statements with regular reviews and may recommend third-party advisers while monitoring their performance.

Feroz Ansari is a CFP® professional with 23 years of industry experience, currently serving at Compak Asset Management. He has been a lecturer at the University of California Irvine’s School of Business since 2019. Ansari has been associated with Compak Securities, Inc. and Compak Asset Management since 2002. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm employs model-driven asset-allocation strategies and offers financial planning and retirement-plan advisory services through a team of 12 advisors.

Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Thomas Sneed is a financial advisor at Advanced Portfolio Strategies with four years of industry experience. He has worked with APS Management Group, Inc. since 2021 and Wicklow Advisors, Inc. since 2019, and was self-employed from 2011 to 2021. In addition to his advisory role, he holds credentials as a CPA and provides tax advisory services. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for around 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and businesses. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing tailored Investment Policy Statements and a range of strategies including long- and short-term trading and options.

Kai Xiong is a CFA® charterholder with two years of industry experience. He has worked at Tarbox Family Office, Inc. since 2023 and previously spent 11 years at Index Fund Advisors. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities. The firm offers integrated financial planning, family-office coordination, and discretionary investment management using a client-specific investment approach that emphasizes strategic allocation, diversification, low costs, and tax awareness.

Hailee Brigman is a financial advisor at Knightsbridge Wealth Management with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Samuel A. Ramirez & Co., Inc., and Morgan Stanley. Outside of finance, she has experience working with Wag. 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 combines tactical and strategic asset allocation with fundamental and technical analysis, offering actively managed portfolios and tax-aware strategies across multiple investment approaches.

Pierce Kramer is a financial advisor at JDL Advisers with Series 65 and Series 66 licenses. He has been with J. Derek Lewis & Associates since 2025 and has prior work experience in various industries including education and marketing. JDL Advisers provides portfolio management services to individuals, pension and profit-sharing plans, charities, and businesses, focusing primarily on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct and monitor portfolios, typically through Charles Schwab or mutual fund transfer agents.

Garrett Peterson is a financial advisor at Spectrum Asset Management Inc in Newport Beach, CA, holding Series 65 and Series 66 licenses. He has been with Spectrum since 2025 and has one year of industry experience. Prior to joining Spectrum, he worked at Comply Key and Verkada and spent several years as a student. Spectrum Asset Management is an SEC-registered advisory firm managing approximately $657 million for around 300 clients through an eight-advisor team. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services.

Guido Cosenza is a financial advisor at CRUX Wealth Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach that integrates fundamental, technical, quantitative, and qualitative analysis, managing client accounts primarily on a discretionary basis with regular monitoring.

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Mark Baksic is a financial advisor with Life Planning Advisors LLC in Garden Grove, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Life Planning Advisors since 2024 and concurrently at Western International Securities, Inc. and The Precision Companies, where he serves as president. His other business activities include acting as an agent for accident and health, life, and variable insurance. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management services primarily to individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary portfolio management using diversified, tax-efficient passive funds and ETFs, and refers clients to third-party managers for discretionary trading.

Steven Check is a financial advisor at Check Capital Management Inc. with 34 years of industry experience. He has been with the firm since 1987 and holds Series 63 and Series 65 licenses. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm employs a fundamentals-based approach focused on intrinsic business value and longer holding periods, offering various investment programs including separately managed accounts and the Blue Chip Investor Fund.

Benjamin Castillo is a financial advisor at Advanced Portfolio Strategies with one year of industry experience. He holds the Series 65 designation and previously worked at Centric Capital Advisors for four years. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, utilizing a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques. The firm also offers insurance and annuity products and has a relationship with an online lending platform to assist clients with personal and business loans.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.