John Deardorff IV is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Compak Asset Management since 2015. He holds Series 65 and Series 66 licenses. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients through a 12-advisor team. The firm offers ongoing investment supervisory services, financial planning at no additional cost to managed clients, and retirement-plan advisory services, utilizing model-driven asset-allocation strategies and a combination of internal and external research.

Sheldon Singleton is an advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Trust Investment Services, Inc., where he has been since 2020. Outside of his advisory role, he owns and operates businesses related to life and health insurance sales and strategic tax planning. Chicago Capital Management Advisors is a multi-team registered investment adviser serving individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services, including for complex estate and tax matters.

Christian Canzone is a financial advisor with Miramontes Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Northwestern Mutual. Outside of finance, he operated Christian Canzone Photography for five years. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm utilizes a range of investment approaches, including long- and short-term trading and options strategies, and operates as a wrap fee program sponsor with affiliated broker-dealer and insurance entities.

Joshua Valdivia is a CFP® and holds a Series 66 license with four years of industry experience. He is affiliated with Financial Management Network Inc and FMN Capital Corp, where he has worked since 2020 and 2021 respectively. Outside of his advisory role, he owns Valdivia Financial Services LLC, a personal S corporation licensed for life, health, and variable insurance products in California. 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 employs a strategic asset allocation framework with active management components and offers additional services such as tax preparation and bookkeeping.

John Morreale is a CFP® with 28 years of industry experience, currently serving at Purus Wealth Management, LLC. He has been with Purus and its related entity MANB, Inc. since 2015, where he coordinates marketing activities and is involved in fixed insurance sales. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm combines portfolio management with a formal seminar program and employs a range of investment strategies tailored to client goals and risk tolerance.

Laura Ponticello is a financial advisor at Sage Rhino Capital LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is an authorized signer for a consulting firm in the pharmaceutical and medical device industry managed by her husband. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, and options-related approaches.

John Pieracci is a financial advisor at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.

Turill Engelman is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Tactive Advisors, Engelman worked at firms including Cetera Wealth Services and Tax & Financial Group. Outside of financial services, Engelman owns and operates Bodies Performance, a personal training business. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led structured model portfolios. The firm employs a tactical asset allocation approach based on the Black-Litterman framework and manages both discretionary and non-discretionary assets.

Greggory Jackman is a financial advisor with Secura Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at D.A. Davidson & Co., JPMorgan Chase Bank, and Arkadios Wealth Advisors. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management for 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 seven advisors, implementing investment strategies tailored to each client’s objectives and risk tolerance.

Robert McIsaac is a financial advisor at Chicago Capital Management Advisors, LLC with 36 years of industry experience. He has previously worked at Crown Capital Securities for 20 years and is the sole shareholder of McIsaac Financial & Insurance Services, Inc., a firm he founded in 1984. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolios tailored to various risk profiles.

James Rossi is a financial advisor at Lifetime Financial, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at IAMS Wealth Management and Kinetic Investment Management, among other firms. Outside of his advisory role, Rossi operates as an independent insurance agent, providing life, health, long-term care insurance, and annuities, and also consults and educates financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management using both in-house and third-party money managers. The firm focuses on individualized investment recommendations, incorporating multiple analytical methods and cash management, with additional services including alternative investment consulting and fiduciary oversight of employer-sponsored retirement plans.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 38 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 1998. Outside of his advisory role, he serves as an LLC member and manages general and administrative duties for Double Eagle Partners, a hedge fund management firm. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients, utilizing a Modern Portfolio Theory-based investment process that integrates traditional and alternative investments. The firm manages accounts on both a discretionary and non-discretionary basis and sponsors private funds and direct private investment transactions.

Justin Smith is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and 14 years of industry experience. Prior to joining Chicago Capital Management in 2020, he worked at WestPark Capital Inc. and Newport Coast Securities, Inc. Outside of advisory work, he owns First Exchange Financial LLC and is licensed as a real estate sales agent. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and comprehensive financial planning services, using a bottoms-up fundamental screening process and a multi-affiliate operating model to provide broad access to investment products and planning solutions.

Eric Frazier is a financial advisor at Spinnaker Investment Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Warmington Residential CA, Inc, Dryject Southwest, Athletic Applications, and The Hood Kitchen Space. Frazier is also licensed as an insurance agent through Spinn Insurance. Spinnaker Investment Group is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm provides financial planning, discretionary investment management, and retirement plan consulting, emphasizing asset allocation with a combination of fundamental and macro analysis.

Michael Remington is a financial advisor at Miramontes Capital, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Balanced Security Planning, Inc., Saxony Securities, Inc., and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, Remington is involved in religious ministry, teaching Catholic confirmation classes, playing drums in a church choir, and serving as a board member for a marriage counseling nonprofit. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages discretionary and non-discretionary accounts and employs investment strategies ranging from long-term holdings to active trading, including options and hedging collars.

Kyle Fincher is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 65 designation and has worked in both financial and land management roles prior to joining Hollencrest. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs a Modern Portfolio Theory-based investment process using equities, fixed income, alternatives, and private investments, and manages both discretionary and non-discretionary assets totaling over $2.8 billion.

Casey Bartels is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at Guardian Financial Partners, LLC since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Bartels is involved in insurance-related activities in Orange, CA. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing proprietary asset-allocation models and a fiduciary, client-focused approach.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services Inc. for 15 years. Outside of advising, she serves as a notary public. KTF Investments advises individuals, including high-net-worth clients, and retirement plans, offering financial planning and both discretionary and non-discretionary portfolio management primarily through a wrap fee program. The firm customizes asset allocations and investment strategies to client objectives and manages approximately $700 million in client assets with a team of four advisors.

Enrico Santos is a financial advisor at Braypark Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill Lynch, and The Prudential Insurance Company of America. Braypark Wealth Management is a team-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm provides discretionary asset management and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Christopher Radford is a financial advisor at Mosley Wealth Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including AE Wealth Management, LLC since 2017. Radford also provides financial services consulting through his side business, CBR LLC. Mosley Wealth Management, Inc. serves individual and high-net-worth clients, as well as charitable organizations, offering discretionary and non-discretionary investment management and consulting. The firm employs a top-down, macroeconomic approach to asset allocation, incorporating mutual funds, ETFs, bonds, and equities, and utilizes third-party analysis and a quantitative risk-profiling tool in its portfolio construction.