John Mccarthy Jr. is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and joined Parsonex Advisory Services in 2016. Outside of advisory services, he is the owner and CEO of McCarthy Financial Group and serves as a travel director and program logistics coordinator for an educational event supporting the bleeding disorders community. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a multi-manager approach and a fundamental, value-oriented investment process, managing approximately $170 million and sponsoring a pooled vehicle known as the Sterling Fund.

Chase Eagan is a financial advisor at Spinnaker Investment Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and several other firms. Outside of his advisory work, he has operated Eagan's Regal Evergreens for ten years. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation and a combination of fundamental and macro analysis.

Ty Neubauer is a financial advisor at Spectrum Asset Management Inc with eight years of industry experience. He holds a Series 65 designation and has been with Spectrum Asset Management since 2012. Neubauer previously worked at the University of California, Riverside from 2015 to 2017. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for around 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm offers discretionary portfolio management using a blend of fundamental, technical, and cyclical analysis across equity and fixed-income strategies, with model portfolios tailored to client objectives.

Landon Yoshida is a financial advisor at Apriem Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Apriem Advisors since 2011. In addition to his advisory role, he works as an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling policy sales and renewals. Apriem Advisors is a team-based firm serving high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants. The firm offers customized portfolio management, retirement plan advisory, charitable investment services, and financial and estate planning, using a mix of tactical and passive investment strategies tailored to clients’ circumstances.

Alan Ebright is a financial advisor with Check Capital Management Inc. based in Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Check Capital Management in 2022, he worked at Hodges Capital Management, Inc. and Fisher Investments. Check Capital Management provides discretionary portfolio management, financial planning, and retirement cash-flow planning for individuals, high-net-worth clients, retirement plans, and corporate clients. The firm follows a long-term, fundamentals-based investment philosophy influenced by a Warren Buffett style approach and manages portfolios across distinct programs, including the Blue Chip Investor Fund.

Anthony Rossi is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including Park Avenue Securities, Pacific Advisors, and Mass Mutual Investors Services. Rossi is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management advises individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk investment strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Yulia Ordway is a CFP® certificant with two years of experience in the financial industry, currently serving at Lifetime Financial, Inc. She previously worked at firms including Nylife Securities LLC and MW Financial & Insurance Solutions. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating in-house and third-party money managers, cash management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm emphasizes individualized investment recommendations and employs various analytical methods while maintaining affiliations with an insurance agency and real-estate brokerage under common ownership.

Jeremy Chused is a financial advisor at Provenio Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Provenio Capital Management Inc. since 2016. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, with a strong focus on alternative investments. The firm combines a client-centric investment process with diligence-led manager selection across various asset classes and manages over $1.6 billion with a small advisory team.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Conor Weir is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, Resources Investment Advisors, Independent Financial Partners, LPL Financial, and Merrill. Outside of his advisory work, he is involved in managing his personal limited liability company for accounting purposes and holds a role in the insurance sector as a licensed agent selling life insurance products. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and provides specialized retirement services that include plan design, provider selection, participant education, and fiduciary support under ERISA.

Michael Immerman is a financial advisor with Kingsbridge Wealth Management, Inc. in Newport Beach, CA. He holds Series 66 and Series 63 licenses and has four years of industry experience, including three years at Goldman Sachs prior to joining Kingsbridge in 2025. Kingsbridge Wealth Management advises individuals, trusts, estates, charitable organizations, and corporations through discretionary separately managed accounts and financial planning engagements. The firm focuses on a relatively small client base with multimillion-dollar assets, emphasizing systematic asset allocation, global diversification, and tax-efficient strategies, and it also sponsors and syndicates private funds through affiliated entities.

Michael Thibodeaux is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA. He holds a Series 65 designation and has been working in the financial services industry since 2020, including roles at World Financial Group and Elevate Financial Partners. Elevate Wealth Advisors, LLC provides discretionary investment management and portfolio trading for individual and high-net-worth clients. The firm employs an active, adaptive investment approach focused on fundamental analysis and offers participation in a private fund utilizing an ETF call-option long/short strategy.

Garrett Yack is a financial advisor with West Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms including Ensemble Wealth Management and Cooper Financial Group. Yack also operates Yack Wealth Management, focusing on marketing activities outside of investment advisory. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets using a combination of model portfolios and various analytical approaches, and offers services through an 18-advisor team alongside a network of affiliates.

Xuemei Zhang is a financial advisor with American Fundstars, holding 11 years of industry experience including a decade at ShangHai ShanDa Capital Co., Ltd. She joined American Fundstars in 2026 and is based in Irvine, CA. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and manages most client assets on a non-discretionary basis.

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 financial advisor at Hollencrest Capital Management with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Double Eagle Partners, LLC for 16 years. Outside of his advisory role, he has served on the board of the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, and business owners. The firm employs a Modern Portfolio Theory-based investment process, incorporating traditional and alternative investments, and offers both discretionary portfolio management and non-discretionary consulting.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Wealth Teams Alliance in 2021, he worked at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also involved in outside insurance sales. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm uses technical analysis and incorporates both internal strategies and sub-advisers in its investment approach.

John Harrington is a Series 65 licensed advisor at Ducere Wealth Management with 12 years of industry experience. His career includes roles at Fairbanks Capital Management, Baker Tilly Us LLP and Wealth Management, Squar Milner Financial Services, and Private Asset Management. He has been with Ducere Wealth Management since 2026. Ducere Wealth Management provides discretionary investment management along with tax optimization and estate planning services to individuals, families, business owners, and corporations. The firm uses a long-term strategic asset allocation approach with tactical adjustments and emphasizes tax-efficient techniques while selectively incorporating alternative investments for accredited and qualified investors.