Connor Campbell is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PKS Investments and Cetera, with a seven-year tenure at CETERA Advisor Networks LLC. He serves as a board member of the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC works with individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and investment strategies, including use of derivatives and third-party sub-advisors, and provides both discretionary and non-discretionary portfolio management.

Curtis Farrell is a CFP® with over 41 years of industry experience. He has been affiliated with Financial Management Network, Inc. since 1993 and FMN Capital Corporation since 1995. Outside of his advisory work, he serves on the boards of the Western Pension Benefit Council’s Orange County chapter and Friends of the Santa Ana Zoo. Financial Management Network provides portfolio management, financial planning, and consulting services to individuals and institutions, including high-net-worth clients and corporate pension plans. The firm employs a strategic asset allocation approach combined with active management and offers additional services such as income tax preparation and bookkeeping support.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

Moeez Ansari is a financial advisor at Compak Asset Management with 26 years of industry experience. He holds the Series 66 designation and has been with Compak Asset Management since 1999 and Compak Securities Inc. since 2002. Ansari hosts a one-hour "Market Wrap" talk radio show for 20 hours per month, recorded live at the firm’s Newport Beach office. 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, and retirement-plan advisory services, employing model-driven asset-allocation strategies and a tactical approach to portfolio management.

Joseph Lu is a CFA® charterholder with nine years of industry experience. He is currently a member of the Cutler Investment Group team at Cutler Investment Counsel, LLC. His prior experience includes roles at Yosemite Capital Management and Conscious Capital Advisors, LLC. He is also the managing partner of MM Integration, a business consulting and enterprise software development firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and 401(k) consulting, while utilizing third-party technology and AI tools to support research and account servicing.

Felicia Gopaul is a CFP® professional with 11 years of industry experience, currently affiliated with CSP Financial Group LLC in Irvine, CA. Her work history includes roles at Invest for Better, Financial Control Mastery, and a financial education company she runs called Shipt. Outside of advising, she operates this financial education business, which delivers educational services. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Elizabeth Mcelravey is a CFP® professional with 33 years of experience in the financial services industry. She is currently with CLG LLC and has held positions at Purshe Kaplan Sterling Investments and Cetera, among others. In addition to her advisory work, she owns McElravey Financial Planning, which focuses on expense management services. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and investment strategies, utilizing third-party sub-advisors and derivative instruments to manage portfolios with both discretionary and non-discretionary approaches.

John Deardorff IV is a CFP® professional with 16 years of industry experience, currently serving at Compak Asset Management since 2015. His prior roles include positions at Mercer Global Advisors, Integrated Wealth Management, and TD Ameritrade. Deardorff is based in Newport Beach, CA, and holds Series 65 and Series 66 licenses. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts. The firm utilizes model strategies guided by an internal Investment Committee and employs fundamental and technical analysis, offering access to separately managed accounts, structured notes, and alternative investments.

Sheldon Singleton is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including American Trust Investment Services and WestPark Capital. In addition to his advisory role, he owns and operates financial and health insurance agencies and is involved in strategic tax planning and marketing referrals. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with tailored strategies to match clients’ risk profiles and offers access to various model strategies and outside managers.

Christian Canzone is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operated Christian Canzone Photography for five years. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm utilizes a range of investment approaches, including long- and short-term trading and options strategies, and operates as a wrap fee program sponsor with affiliated broker-dealer and insurance entities.

Joshua Valdivia is a CFP® and holds a Series 66 license with four years of industry experience. He is affiliated with Financial Management Network Inc and FMN Capital Corp, where he has worked since 2020 and 2021 respectively. Outside of his advisory role, he owns Valdivia Financial Services LLC, a personal S corporation licensed for life, health, and variable insurance products in California. 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 employs a strategic asset allocation framework with active management components and offers additional services such as tax preparation and bookkeeping.

John Morreale is a CFP® with 28 years of industry experience, currently serving at Purus Wealth Management, LLC. He has been with Purus and its related entity MANB, Inc. since 2015, where he coordinates marketing activities and is involved in fixed insurance sales. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm combines portfolio management with a formal seminar program and employs a range of investment strategies tailored to client goals and risk tolerance.

Laura Ponticello is a financial advisor at Sage Rhino Capital LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is an authorized signer for a consulting firm in the pharmaceutical and medical device industry managed by her husband. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, and options-related approaches.

John Pieracci is a financial advisor at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.

Turill Engelman is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Tactive Advisors, Engelman worked at firms including Cetera Wealth Services and Tax & Financial Group. Outside of financial services, Engelman owns and operates Bodies Performance, a personal training business. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led structured model portfolios. The firm employs a tactical asset allocation approach based on the Black-Litterman framework and manages both discretionary and non-discretionary assets.

Robert McIsaac is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has worked with Crown Capital Securities for 20 years and operates McIsaac Financial & Insurance Services, Inc., a financial services business he started in 1984. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies across various asset classes and uses derivatives for hedging and income.

James Rossi is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifetime Financial, Inc. and has prior experience at firms including IAMS Wealth Management and Kinetic Investment Management. In addition to his advisory role, Rossi works as an independent insurance agent focusing on life, health, long-term care, and annuities, and provides consulting and educational services to financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party money managers. The firm emphasizes individualized investment recommendations supported by detailed client intake and ongoing account reviews.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 39 years of industry experience. He holds the Series 63 designation and previously worked at Double Eagle Partners, LLC from 2003 to 2019. Outside of his advisory role, he is involved as an LLC member in several private investment entities and participates in general and administrative management duties. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth and ultra-affluent clients, trusts, retirement plans, nonprofits, institutional clients, 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.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Trust Investment Services, WestPark Capital Inc., and Newport Coast Securities, Inc. Outside of advising, he is also a licensed real estate sales agent and owner of First Exchange Financial LLC. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, utilizing derivatives for hedging and income strategies as part of its approach.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.