Becky Vasquez is a CFP® with 20 years of industry experience. She joined Three Arch Wealth Management LLC in 2025 after spending 19 years at Index Fund Advisors. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and uses model portfolios primarily composed of mutual funds and ETFs.

Hunter Peterson is an associate financial advisor with Weaver Consulting Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Weaver Consulting Group since 2017 and previously spent one year at Vanguard Marketing Corporation and seven years with Purshe Kaplan Sterling Investments, Inc. Peterson serves as a board member and assistant treasurer for the Huntington Beach Kiwanis, a local service organization. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation approach that combines fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, individual securities, and third-party managers to tailor portfolios to client goals.

Brent Honea is a financial advisor with Secura Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Arkadios Capital, Crown Capital Securities, Barth Financial Advisors, and other firms. Outside of investment advising, he practices estate planning and asset protection law with Barth Calderon LLP and is involved in life insurance sales through Bentley Financial & Insurance Services. Secura Financial, LLC provides fee-based financial planning and discretionary portfolio management to 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, employing tailored investment strategies based on fundamental and cyclical analysis.

Robert Wolford is a ChFC® with 39 years of experience, currently serving at Hollencrest Capital Management. He has worked with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1999. Outside of his advisory roles, he has held board positions with nonprofit organizations, including serving as a trustee for the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base, including individuals, families, trusts, retirement plans, nonprofit and institutional clients, and business owners. The firm employs a Modern Portfolio Theory-based investment process, combining traditional equities and fixed income with alternative and private investments, and offers both discretionary and non-discretionary portfolio management.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

John Harrington is a financial advisor at Ducere Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Fairbanks Capital Management, Baker Tilly US LLP, Baker Tilly Wealth Management, Squar Milner Financial Services, and Private Asset Management. Ducere Wealth Management serves primarily ultra-high net worth individuals, families, business owners, accredited investors, and select corporate clients, offering discretionary investment management along with advanced tax optimization and estate-planning services. The firm emphasizes long-term strategic asset allocation with tactical adjustments, incorporating tax-efficient techniques and alternative investments, and distinguishes itself through its use of third-party managers and promoter endorsement arrangements.

Cody Columna is a financial advisor at Ducere Wealth Management with a Series 65 designation and two years of industry experience. He previously worked at First Foundation Advisors for seven years and US Bank for three years. Ducere Wealth Management is an SEC-registered advisory firm serving ultra-high net worth individuals, accredited investors, families, business owners, and select corporate clients. The firm emphasizes long-term strategic asset allocation with tactical adjustments, focusing on indexing, tax-efficient techniques, and selective use of alternative investments.

John Pribyl V is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior work includes roles at Leonard Investment Advisors, Inc., Prudential Equity Group, LLC, and his own firm, JWP Investments LLC. Outside of his advisory career, he is a shareholder in Facilities Performance Group. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and corporations. The firm employs a mix of fundamental and technical analysis, offering both discretionary and non-discretionary asset management, and also uses third-party managers and wrap programs.

Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

David Colley is a financial advisor at CRUX Wealth Advisors in Long Beach, CA, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management, Raymond James Financial Services, and Waddell & Reed. Outside of advising, he is an insurance agent, providing insurance solutions and client consultations. CRUX Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using multiple analytical methods and generally manages client accounts on a discretionary basis with ongoing monitoring.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Mark Donahue is a financial advisor with Financial Management Network Inc, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with FMN Capital Corporation and Financial Management Network Inc since 1997. Donahue holds a California insurance license for life, health, and variable products and is an inactive member of the bar in California, New York, and the District of Columbia. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm’s investment approach combines strategic asset allocation based on historical risk/return analysis with targeted active management and utilizes mutual funds, ETFs, and other vehicles supported by due diligence.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Horter Investment Management and operated as a self-employed life and annuity insurance sales agent. He also supervises information technology staff at the County of San Luis Obispo. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm develops individualized investment recommendations using various analysis methods and works with third-party sub-advisors to implement strategies.