Gary Hitzler is a financial advisor with Tempus Wealth Planning, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Tempus Wealth Planning in 2022. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a client-specific investment process with continuous monitoring and periodic rebalancing, employing both fundamental and technical analysis, and may utilize derivatives, options strategies, and margin in certain managed accounts.

Brandon Welch is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at Newport Wealth Advisors, Inc. He has held roles at various firms including Centaurus Financial, Inc. and MVP Realty Advisors. Outside of advisory work, he is president of Catab Enterprises, Inc., a company involved in sponsorship sales and race car driver management. Newport Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, pensions, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management with ongoing supervision and regular reviews, and may engage third-party advisers to manage portions of client assets.

Sandra Goins is a Senior Financial Advisor at Merrill Lynch Wealth Management with 16 years of experience in the financial services industry. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Sandra works closely with her clients to develop personalized financial strategies and provides customized personal wealth analyses to help clients stay on track with their financial goals in a changing market environment. A San Diego native, Sandra earned a bachelor's degree with a double major in Sociology and History from the University of California system and holds an MBA from the California State University system. She is a CERTIFIED FINANCIAL PLANNER (CFP). Outside of work, Sandra enjoys baseball, camping, cooking, dancing, music, running, soccer, traveling, volleyball, and yoga.

Paul Oh is a financial advisor at Balboa Wealth Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citi Personal Wealth Management, BancWest Investment Services, AXA Advisors, and Chase Bank. 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 employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options while managing over $1 billion in client assets through a team-based structure.

Rudy Dahbura is a financial advisor at West Wealth Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cooper McManus and Ensemble Wealth Management. In addition to his advisory role, Dahbura is also an insurance agent. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse client base including individuals, trusts, and small businesses. The firm employs a model portfolio approach combining fundamental, technical, and cyclical analysis, and coordinates services through a network of affiliated practices.

Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.

Mitchel Needelman is a CFA® charterholder with 21 years of industry experience. He worked at Needleman Asset Management for 17 years before joining Spectrum Asset Management Inc. in Newport Beach, CA. Spectrum Asset Management is an SEC-registered advisory firm managing approximately $657 million for around 300 clients. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans through discretionary portfolio management, financial planning, and consulting, using a sector-rotation Growth-at-a-Reasonable-Price equity approach combined with an actively managed fixed-income strategy.

Palmer Mahoney is a financial advisor at Weaver Consulting Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Weaver Consulting Group, he worked at Emich Kia and has educational experience spanning several years. He is licensed to sell life and health insurance in California and Colorado and is appointed as an agent to sell life insurance policies through Ashe Brokerage. 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 and offers both stand-alone planning and integrated wealth management services.

Antonia Lipovac is a financial advisor at Benefit Financial Services Group with six years of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network, Frank Deptola & Associates, the US Small Business Administration, and Stratos Wealth Partners. Outside of her advisory role, she is a part-time financial manager at Worldwide Construction Services, Inc., a construction firm owned by her family. Benefit Financial Services Group serves a diverse client base including individuals, families, corporations, and retirement plan sponsors, offering wealth management, financial planning, and institutional pension consulting. The firm emphasizes diversified, outcome-oriented portfolios and provides a range of services including tax preparation, ERISA fiduciary roles, and access to ESG and alternative investment options.

James Garrison is a CFA® charterholder with 10 years of industry experience. He has been with Knightsbridge Wealth Management since 2025 and was previously with First Foundation Advisors from 1999 to 2025. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies and emphasizes active risk management and tax-aware approaches for taxable accounts.

Ulrich Keller Jr. is a CFP® professional with 35 years of industry experience. He is currently with Ducere Wealth Management, where he has worked since 2025, following a 35-year tenure at First Foundation Advisors. Keller also provides financial advice to Ostentus Therapeutics, a healthcare company based in Newport Beach, CA. Ducere Wealth Management is an SEC-registered advisory firm serving high- and ultra-high-net-worth individuals, families, business owners, and corporations. The firm offers discretionary investment management with a focus on long-term strategic asset allocation, tax optimization, estate planning, and selective use of alternative investments.

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.

Michael Immerman is a financial advisor at Kingsbridge Wealth Management, Inc. in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior experience includes three years at Goldman Sachs. Kingsbridge Wealth Management, Inc. advises individuals, trusts, estates, charitable organizations, corporations, and other entities, focusing on discretionary separately managed accounts and financial planning with a relatively small client base and high average account size. The firm emphasizes systematic asset allocation and global diversification using indexed exposures, ETFs, individual bonds, and occasional third-party managers, while also sponsoring and syndicating private funds through affiliated entities.