Cody Columna is a financial advisor at Ducere Wealth Management in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Ducere in 2025, he spent seven years at First Foundation Advisors and three years at US Bank. Ducere Wealth Management is an SEC-registered adviser serving individuals, families, business owners, and corporations, with expertise in discretionary investment management, tax optimization, and estate planning. The firm manages approximately $504 million in assets and employs a long-term strategic asset allocation approach combined with tax-efficient strategies and selective use of alternative investments.

Christopher Giovinazzo is a financial advisor at Accelerate Retirement with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as NFP Retirement, Kestra Investment Services, and Transamerica. In addition to his advisory role, he is a licensed insurance agent who occasionally recommends insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a long-term allocation approach and offers fiduciary retirement services including plan design, provider selection, and participant education.

John Pribyl V is an advisor at B.B. Graham & Company, Inc. in Orange, CA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Leonard Investment Advisors, Inc., JWP Investments LLC, and Prudential Equity Group, LLC. Outside his advisory role, he is a shareholder in Facilities Performance Group. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million in assets and offers a range of services including asset management, financial planning, and retirement plan consulting.

Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, trustee services, and consulting. The firm’s investment process combines fundamental, technical, and quantitative analysis, offering a range of strategies implemented with SEI-enabled quarterly rebalancing for certain accounts.

My Nguyen is a financial advisor at Braypark Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Nguyen is also a licensed insurance agent and offers insurance products through her role at Braypark. Braypark Wealth Management is a small, privately owned firm that provides discretionary asset management for individuals, including high-net-worth clients, and retirement plan consulting for employer plans. The firm employs a broad range of analytical methods to construct diversified portfolios and offers services that combine retail wealth management with ERISA-focused retirement consulting.

Kenneth Lee is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera, among others. Outside of advisory work, he is a partner in a family-owned real estate business, where he assists with property management. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods and investment strategies, including the use of sub-advisors, derivatives, and digital assets, providing both discretionary and non-discretionary portfolio management.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Robert Sowder is a financial advisor with CLG LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, LPL Financial, and H&R Block. Outside of his advisory work, he owns R.H. Sowder Enterprises, an S-Corporation structured for liability and tax purposes. CLG LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, financial planning, retirement plan consulting, and related advisory services. The firm uses a range of analytical methods and investment strategies, including discretionary and non-discretionary management, third-party sub-advisors, and derivative instruments, distinguishing itself with a diversified operational and product approach.

Anne Norris is a financial advisor at Pelorus Capital Management, LLC in Irvine, CA, holding a Series 66 designation with 14 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network, LLC for 10 years and Merrill for 4 years. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and employs a mix of active and passive strategies across equities, ETFs, and mutual funds, including discretionary portfolio management and non-discretionary advisory services for retirement plans.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Mark Donahue is a financial advisor with Financial Management Network Inc, holding the CFP® and ChFC® designations and possessing 33 years of industry experience. He has been with FMN Capital Corporation and Financial Management Network Inc since 1997. Donahue holds a California insurance license for life, health, and variable products and is an inactive member of the bar in California, New York, and the District of Columbia. 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’s investment approach combines strategic asset allocation based on historical risk/return analysis with targeted active management and utilizes mutual funds, ETFs, and other vehicles supported by due diligence.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Horter Investment Management and independently as a life and annuity insurance sales agent. Outside of his advisory role, he serves as a supervisor in information technology for the County of San Luis Obispo. Lifetime Financial, Inc. provides portfolio management and fiduciary services to individual and high-net-worth clients, using customized investment strategies and third-party sub-advisors rather than model portfolios. The firm also offers alternative investment consulting and maintains affiliated insurance and real estate businesses.

Melissa Wright is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. She is currently with Compak Asset Management in Newport Beach, CA, where she has worked since 2021. Her prior experience includes roles at Securities America, Inc. and ALIGN WEALTH ADVISORS. Compak Asset Management provides discretionary investment management and financial planning to individuals, retirement plans, and trusts, utilizing model strategies and a combination of fundamental and technical analysis guided by an internal Investment Committee. The firm offers portfolio supervision, standalone financial plans, and access to separately managed accounts and alternative investments.

Xiao Qiu is a financial advisor at American Fundstars with two years of industry experience. They have been with American Fundstars Financial Group LLC since 2024. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering portfolio management and advisory services. The firm employs a flexible investment approach across multiple asset classes and strategies, managing most client assets on a non-discretionary basis.

Matthew Melendez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Capital Synergy Partners since 2014. He also holds an Enrolled Agent credential and operates a tax preparation business, Melendez Company & Associates Inc., as well as a fixed insurance sales business. Capital Synergy Partners serves individual clients across various wealth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm operates with both RIA and broker-dealer registrations, delivering predominantly non-discretionary advice supported by fundamental, technical, and cyclical investment analysis.

John Borcich is a financial advisor at Vanguard Capital with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanguard Capital and its affiliated firms since 2009. Vanguard Capital provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $171 million across about 180 client relationships. The firm implements investment decisions based on written client profiles and plans, emphasizing risk management through diversification, rebalancing, and selective use of covered-call strategies.