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. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mosley Wealth Management, he founded Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a macroeconomic asset-allocation approach using mutual funds, ETFs, fixed income, and individual securities with discretionary rebalancing tailored to client objectives.

Leonard Bakker is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding a Series 65 credential and 11 years of industry experience. He has worked at Lifetime Financial and affiliated firms since 2018 and previously at Horter Investment Management and CA Long Term Care Insurance Services. Outside of his advisory role, he is involved in managing the Bahme Partnership, a property management business established in 1985. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through multiple platforms. The firm combines mutual fund and ETF analysis, technical tools, and third-party manager evaluations, and it integrates insurance, real estate, and mortgage services under common ownership.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. 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, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

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.

Wenxuan Zhu is a financial advisor at MY Advisors US LLC with two years of industry experience. Zhu holds a Series 65 designation and previously worked at American Fundstars Financial Group LLC and held various roles including research and academic positions. 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 a range of strategies including fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary mandates.

Andrew Krongold is a financial advisor with Spinnaker Investment Group, LLC, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He previously worked at Stephen A. Kohn & Associates, Ltd. from 2018 to 2020. Outside of his advisory role, he is an independent insurance agent specializing in accident and health, life, and variable contracts insurance. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, employing fundamental and macro analysis alongside asset allocation and client behavior considerations.

Nicholas Booth is a financial advisor at Hollencrest Capital Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Vic Partners, Sunwest Bank, and Chubb. Hollencrest Capital Management provides wealth management and consulting services to high-net-worth and ultra-affluent individuals and families, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm employs a Modern Portfolio Theory-based investment process with client-specific Investment Policy Statements, combining traditional equities and fixed income with alternative and private investments.

Gerald Mitchell is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with CLG LLC. His work history includes roles at Purshe Kaplan Sterling Investments and Cetera, as well as ongoing involvement with John D. Cartwright & Assoc, Inc., where he serves as Head of Operations. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytical methods and investment strategies, including options and digital assets, and offers both discretionary and non-discretionary portfolio management.

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Sarah Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Cetera, and John D Cartwright and Associates. She is a 16.666% owner of CLG Holding Company, LLC, a non-investment-related holding company. CLG, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs a range of analytical methods and offers discretionary and non-discretionary management, use of sub-advisors, and held-away account management, incorporating derivative strategies and digital asset exposure in its investment approach.

Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Gideon Bernstein is a CFA® charterholder with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002 and currently practices in Costa Mesa, CA. Leisure Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, applying Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

Deana Dyjor is a financial advisor with CRUX Wealth Advisors in Long Beach, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and Raymond James Financial Services. She is also involved in insurance sales through Crux Insurance. CRUX Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using various analytical methods and generally manages client accounts on a discretionary basis.