Teresa De Luca is a financial advisor at Chatterton & Associates with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Teresa has been with Chatterton & Associates since 2012 and has also worked at Osaic (formerly Royal Alliance) since 2014. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business advisory services. The firm employs a top-down investment approach using SEI asset-allocation models and primarily advises on a non-discretionary basis.

Kyle Nixon is a Series 65-licensed financial advisor with Benefit Financial Services Group, based in Irvine, CA. He has 11 years of industry experience and has been with Benefit Financial Services Group since 2016. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors with wealth management, pension consulting, and tax preparation services. The firm focuses on diversified, outcome-oriented portfolios and offers a range of investment options including ESG portfolios and private investments, while providing ERISA fiduciary services and leveraging partnerships within the Focus Financial Partners network.

Charles Taylor is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Synergy Partners since 2017 and previously at Invest Financial Corp. from 2008 to 2016. Taylor is also the owner and president of Taylor Wealth Management Group, a fixed insurance business specializing in life, health, and long-term care insurance. Capital Synergy Partners serves individual clients across various net worth levels, offering portfolio management, financial planning, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment strategies and insurance products, with a primarily non-discretionary advisory approach supported by oversight and compliance processes.

Zane Keller is a CFP® with four years of industry experience, currently serving as an advisor at Ducere Wealth Management. He has worked previously at First Foundation Advisors and The Lab Consulting, as well as IBM. He is an advisory board member for Powder Financial, a fintech company developing an AI tool for reading financial documents. Ducere Wealth Management is an SEC-registered advisory firm that manages discretionary investment portfolios and offers tax optimization and estate planning services to high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates tax-efficient techniques and selective alternative investments.

John Vilina is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 65 credential and eight years of industry experience. Prior to joining Balboa Wealth Partners in 2017, he worked at Morgan Stanley for one year. In addition to his advisory role, Vilina serves as President and CFO of McLaren Strategic Ventures Holdings Group, a SPAC and technology solutioning business, and is a partner at Season Two Ventures, a venture capital firm. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets using a long-term, diversified approach with low-cost funds, individual securities, and a combination of discretionary and non-discretionary mandates.

Rachel Beier is a financial advisor at Hollencrest Capital Management in Newport Beach, CA. She holds a Series 65 designation and has recently transitioned into the industry. Her prior work experience includes roles at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm combines Modern Portfolio Theory with client-specific investment policies and offers both discretionary and non-discretionary management, incorporating traditional and alternative investments.

Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.

Joseph Stapleton is a financial advisor at Spinnaker Investment Group, LLC with 17 years of industry experience. He holds a Series 66 license and has worked with Spinnaker since 2016 and DMK Advisors since 2017. In addition to his advisory work, Joseph serves as a councilman on the Newport Beach City Council. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, blending fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Megan Schwab is a CFP® professional with four years of industry experience, currently advising at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com for one year and taught at Biola University for three years. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations, offering wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a combination of tactical and passive investment approaches, using a range of asset classes and third-party subadvisors, with accounts reviewed quarterly.

Joseph Szal Jr. is a financial advisor with Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2022. Outside of his advisory role, he serves as a committee member for the RSJ Golf Course Coalition, a nonprofit organization focused on land-use issues related to the Rancho San Joaquin Golf Course. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with fundamental and technical analysis, and offers multidisciplinary planning capabilities alongside discretionary portfolio management.

Justin Boshnack is a financial advisor with Vision Investment Advisors, LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. He previously worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. as its president for over two decades. Outside of advisory work, Boshnack is CEO and president of HedgeRock Capital Inc., a commercial real estate finance firm specializing in brokering refinance and construction loans. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and supports held-away accounts through an order-management system.

Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The AYCO Company, L.P., Nuveen Securities, LLC, and LPL Financial. He has been with Veracity Capital since 2019. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing a variety of investment strategies and third-party support.

Miles Yourman is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Knightsbridge Asset Management since 2015. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a blend of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management across a range of investment strategies.

Randall Francis is a CFP® professional with eight years of experience in financial advising. He currently works at Pacific Capital Wealth Advisors, where he has been since 2020, following prior roles at LPL Financial and a sole proprietorship. His background also includes work at Brigham Young University in various capacities. Pacific Capital Wealth Advisors serves high-net-worth clients, including families, trusts, and charitable organizations, providing discretionary investment management and comprehensive financial planning. The firm utilizes a disciplined asset management process and offers a proprietary Financial Life Inspection® program alongside portfolio management services.

Kyle Schneider is a CFP® and ChFC® with 29 years of industry experience. He has been with Chatterton & Associates since 2004 and is also associated with Osaic Wealth. Schneider holds Series 63 registration and is based in Anaheim, CA. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down approach in asset allocation, primarily advising on a non-discretionary basis, and offers additional services such as tax preparation and business advisory through internal departments.

Brian Levy is a financial advisor with West Wealth Group, LLC in Irvine, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at West Wealth Group since 2021 and has been involved with BML Wealth Management and Cooper Financial Group since 2009. Outside of investment advising, he is also active as an insurance agent with BML Wealth & Insurance Services. West Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and provides additional services such as financial planning, educational seminars, tax preparation, and estate document services.

Alexander Lashkari is a financial advisor at Signature Resources Capital Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked with firms including OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari formerly operated Lashkari Wealth Management, LLC. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach emphasizes a Global Target Risk strategy with diversified model portfolios tailored to client objectives and risk tolerance.

Matthew Conner is a CFP® professional with 29 years of industry experience. He has been with Financial Management Network Inc since 2008 and also maintains roles at FMN Capital Corporation and EMC Financial Planning, Inc. Outside of his advisory work, he is an IRS Enrolled Agent and provides tax preparation, planning, and bookkeeping services. Financial Management Network offers discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm employs a strategic asset allocation framework combined with targeted active management, utilizing mutual funds, ETFs, and select individual securities, and provides additional services including tax preparation and bookkeeping.

Bruno Krenn is a financial advisor at Pacific Capital with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. Pacific Capital provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a disciplined asset-management approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Randall Luebke is a financial advisor at Lifetime Financial, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Financial and Lifetime Paradigm since 2012. Outside of his advisory role, he is an owner and licensed insurance agent for Lifetime Insurance Services and a loan originator with United American Mortgage. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating third-party sub-advisors and a variety of investment analysis methods. The firm also provides fiduciary services for employer-sponsored retirement plans and integrates affiliated insurance and real estate services under common ownership.