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 with Signature Resources Capital Management, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari has also operated his own firm, Lashkari Wealth Management, LLC. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, plan sponsors, and participants. The firm employs a Global Target Risk approach with broad diversification and factor tilts, managing customizable portfolios primarily through mutual funds and ETFs.

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.

Eva Bowen is a financial advisor with Compak Asset Management in Newport Beach, CA, holding a Series 63 designation and 21 years of industry experience. She has been with Compak Securities and Compak Asset Management since 2004. 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 at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset-allocation strategies guided by an internal investment committee.

Harry Barth is a CFP® and ChFC® with 55 years of industry experience. He is currently with Secura Financial and has held roles at Arkadios Capital, Crown Capital Securities, Bentley Financial & Insurance Services, Barthcalderon LLP, and Fortress Equity Mortgage. Outside of his advisory work, Barth serves as managing partner of Barthcalderon LLP, a law firm. Secura Financial, LLC provides fee-based personalized 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 advisors and employs a range of investment strategies tailored to client objectives and risk tolerance.

Jon Bemis is a CFP® professional with 26 years of industry experience, currently serving as an advisor at CLG LLC. He previously worked with Cetera and has operated his own tax and accounting firm, Jon W. Bemis, CPA, since 1992. His experience includes both financial advisory roles and tax preparation services. CLG LLC serves a diverse clientele including individuals, 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 the use of derivatives and third-party sub-advisors, and operates across multiple offices with a broad product and service platform.

Leala Ruangtragool is a financial advisor with CSP Financial Group LLC and holds a Series 65 designation. She has been active in financial and related entrepreneurial activities since 2017, including operating as a sole proprietor and involvement with Thai Ventures 002, LLC. Her experience also includes a role at the Public Health Institute. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, asset allocation, and annual reviews, utilizing third-party managers such as Matson Money to implement model allocations.

Eric Anspach is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 66 designation and 15 years of industry experience. He has worked previously at Cetera and Kratos Strong, and has been with CLG since 2016. Outside of his advisory role, Anspach is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a variety of analytical methods and offers comprehensive portfolio management, retirement plan consulting, and insurance solutions, utilizing strategies including derivatives, margin, and digital assets.

Michael Bishop is a financial advisor at CLG LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at Cetera Advisor Networks LLC and Cetera before joining CLG LLC in 2016. Outside of his advisory role, he is the owner of Michael L. Bishop Inc., a corporation used for office expenses. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a variety of analytical methods and investment strategies, including the use of derivatives and third-party sub-advisors, to manage portfolios with both discretionary and non-discretionary approaches.

David Eurton is a financial advisor at WestPark Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at WestPark Capital since 2018 and previously held positions at Concorde Investment Services, LLC and First Allied Securities, Inc. WestPark Capital, Inc. offers financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory services and implements client portfolios directly or through selected third-party managers based on a range of criteria.

David Neff is a CFP® with 29 years of industry experience. He is currently affiliated with CLG LLC and has previously worked at Purshe Kaplan Sterling Investments, Cetera, and Legacy Financial Planning. He also manages business operations for Legacy Financial Planning, a separate entity providing payroll and business expense services. CLG LLC serves a diverse clientele, 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 employs various analytical approaches and includes derivative strategies, sub-advisory use, and held-away account management in its investment process.

John Kostic Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Turner Financial Group, Inc. He has worked at Turner Financial Group since 2026 and previously at Claraphi Advisory Network, LLC, and as a self-employed advisor. Turner Financial Group is a nine-advisor team serving individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $230 million in assets using a blend of analytical investment approaches and offers comprehensive financial planning, discretionary asset management, and sub-advisory services.

Yuxin Tian is a financial advisor at MY Advisors US LLC with two years of industry experience. Tian holds the Series 65 designation and previously worked at American Fundstars Financial Group LLC. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various investment strategies and also recommends and monitors third-party advisers.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at American Trust Investment Services and Saxony Securities, Inc. Miramontes is also the author of books on retirement and income generation and serves as president of Advisors Master Class, a coaching program for financial advisors. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account management. The firm’s approach includes both discretionary and non-discretionary management, using strategies such as ETFs, mutual funds, fixed income, and options, and operates as a wrap fee program sponsor with affiliated broker-dealer, accounting, and insurance services.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently working at Signature Resources Capital Management, LLC since 2016. He serves on the boards of Symmco, Inc. and Symmco Group, both involved in powdered metal component manufacturing, and is co-founder of Global Digital Advisor Technologies, a firm focused on developing a financial product and service marketplace. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a Global Target Risk approach to managing customizable model portfolios emphasizing broad global diversification and factor tilts, primarily utilizing mutual funds and ETFs.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he is the CEO and founder of Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing investment management, consulting, and participant account management. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates both internal analysis and third-party tools in portfolio construction and management.

Leonard Bakker is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Paradigm Inc., Lifetime Financial Inc., and Horter Investment Management. Outside of his advisory role, he manages an apartment and property management partnership. Lifetime Financial, Inc. serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management using both in-house and third-party money managers. The firm offers customized investment recommendations and includes alternative investment consulting and fiduciary services for employer-sponsored retirement plans.

Keluo Zhao is a financial advisor at American Fundstars with one year of industry experience. Prior to joining American Fundstars, he worked for 25 years at Henan Huabixin Jingwei Accounting Firm Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and broader advisory services. The firm employs a flexible, opportunistic investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered adviser duties with broker-dealer and insurance agency activities.

John Arens III is a financial advisor at Balboa Wealth Partners, Inc. with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024. Outside of his advisory role, he serves on multiple boards in Long Beach, including the Salvation Army’s Advisory Board, where he is Chairman Elect, and the Long Beach City College Foundation. 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 utilizes a team-based approach to provide comprehensive portfolio management and financial planning, emphasizing long-term, diversified strategies with a range of investment tools.

Gregory Pellizzon is a financial advisor at Hollencrest Capital Management with 45 years of industry experience. He holds a Series 63 designation and has been involved with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1999. Outside of his advisory roles, he serves as a board member of Triple G Insurance without compensation. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment approach based on Modern Portfolio Theory, combining traditional and alternative investments, and manages both discretionary and non-discretionary accounts, including private funds and direct private investments.