Richard Moran is a CFP® with 57 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investments and Cetera, and he has maintained an independent practice since 1974. CLG, LLC serves a diverse client base 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 utilizes a variety of analytical methods and manages portfolios through discretionary and non-discretionary strategies, integrating derivatives and third-party platforms.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at firms including B. B. Graham & Company and LPL Financial. Outside of his advisory role, he operates as an independent insurance agent. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on both discretionary and non-discretionary bases, employing a range of investment strategies including long- and short-term trading, ETFs, mutual funds, fixed income, and options techniques such as collars.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Ayush Raval is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining West Wealth Group, he worked at Jonathan Beach Club and has a background that includes positions at California State University Channel Islands and Hollister. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches in its portfolio management and offers ancillary services such as tax preparation and estate-document assistance through affiliated professionals.

John Bivens is a financial advisor with Capital Synergy Partners and holds the Series 63 designation. He has 29 years of industry experience, including roles at Capital Synergy Partners since 2011 and Onyx Investment Advisors from 2010 to 2025. Outside of his advisory work, he is the owner and CEO of a medical and wellness spa in Culver City, CA. Capital Synergy Partners serves individual clients across a range of net worth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis and provides advice primarily on a non-discretionary basis while also operating as a broker-dealer and insurance broker.

Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. He holds a Series 63 designation. 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 process that incorporates both fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, and individual securities, along with third-party managers and specialized tools.

Qinyi Du is a CFA® charterholder at Compak Asset Management with 11 years of experience at the firm. Based in Newport Beach, CA, Du has been with Compak since 2015. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion for over 1,000 clients. The firm provides discretionary investment management, financial planning at no additional cost, and retirement-plan advisory services, utilizing model-driven asset-allocation strategies and a combination of tactical asset allocation, structured notes, alternative investments, and option strategies.

Charles Summit is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 65 designation and one year of industry experience. Before joining West Wealth Group, he worked in mortgage lending, automotive sales, and the food service industry. He is also an independent insurance agent licensed in California for life, health, and accident insurance. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a model portfolio approach blending fundamental, technical, and Modern Portfolio Theory analyses, serving a broad client base through an 18-advisor team and affiliated advisors.

Jeremy Saltzberg is a financial advisor at Check Capital Management Inc with 14 years of industry experience. He has been with Check Capital since 2016, following a brief tenure at Avondale Asset Management. Saltzberg holds a Series 65 credential. 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 both client portfolios and the Blue Chip Investor Fund.

Tony Jung is a financial advisor at Spectrum Asset Management Inc. in Newport Beach, CA, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spectrum Asset Management since 2001. 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, with strategies across equities, fixed income, and model portfolios tailored to client objectives.

Gerald Zelko Jr. is a financial advisor at Balboa Wealth Partners, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Balboa Wealth Partners since 2018 and previously spent nine years with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 manages over $1.07 billion in assets and employs a team-based approach that integrates discretionary and non-discretionary mandates, independent managers, and a TAMP relationship, focusing on long-term, diversified portfolios using a range of investment strategies.

Benjamin Beckstead is a financial advisor at Yosemite Capital Management with one year of industry experience. He holds a Series 65 credential and has worked previously at CW Advisors, LLC, Money 360, Inc., and G8 Capital, Inc. Yosemite Capital Management is a team-based SEC-registered investment adviser managing approximately $369 million for around 266 clients. The firm delivers customized portfolio management and financial planning services, employing model risk profiles and a combination of fundamental and technical analysis, while also offering access to private fund investments for qualified clients.

Jose Soria is a CFP® with five years of industry experience, currently serving as an advisor at West Wealth Group, LLC. His prior experience includes roles at Hightower Advisors, Pacific Life, Americor Funding, California Pizza Kitchen, and California State University Dominguez Hills. Outside of financial advising, he manages a non-investment activity involving coordinating distressed property leads for a family member. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, offering both discretionary and non-discretionary portfolio management through a team-based and networked operating model.

David Leckey is a PFS™ credentialed financial advisor with three years of industry experience, currently serving at Yosemite Capital Management. Prior to joining Yosemite, he has operated Diversified Tax and Accounting since 2019 and spent ten years with DVM Management. Yosemite Capital Management is a team-based SEC-registered investment adviser with six advisors managing approximately $369 million for about 266 clients. The firm offers customized portfolio management and a range of financial planning services, including access to private fund investments, employing model risk profiles and a formal manager-selection process for third-party advisers.

Terri Hughes is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James Financial Services and Arete Wealth Management before joining CRUX Wealth Advisors. Outside of her advisory duties, Terri is a paid notary public. 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 various analytical methods, generally managing client accounts on a discretionary basis with regular monitoring.

Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

Glenn Link is a financial advisor at Compak Asset Management with 28 years of industry experience. He has been with Compak Asset Management and Compak Securities Inc. since 2006. He holds Series 63 and Series 65 licenses. 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 uses model-driven asset-allocation strategies guided by an internal investment committee and offers financial planning and retirement-plan advisory services.

William Rapp is a financial advisor at Capital Synergy Partners with 44 years of industry experience. He holds the Series 63 designation and has worked with Capital Synergy Partners since 2008, following a prior tenure at CPS Financial & Insurance Services, Inc. Additionally, he operates a sole proprietorship offering fixed insurance services. Capital Synergy Partners serves individual clients across varying net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm offers advisory services primarily on a non-discretionary basis and integrates fundamental, technical, and cyclical investment analysis methods.

Kelly Dunagan Jr. is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with J. Derek Lewis & Associates since 2005 and has been with the affiliated entity JDL Securities Corporation since 2004. In addition to his advisory role, he is also an insurance agent affiliated with the firm, specializing in accident, health, life, disability, and variable contracts insurance. J. Derek Lewis & Associates serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm’s investment approach focuses on client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, supported by discretionary and non-discretionary portfolio management.