Chase Heiden is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of advisory work, he is involved in a part-time role as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach and offers a variety of model strategies tailored to client risk profiles.

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.

Summer Miller is a financial advisor with Pelorus Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and J.P. Morgan Securities. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and offers discretionary portfolio management alongside non-discretionary advisory services for retirement plans, employing a mix of active and passive strategies across various asset types.

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.

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.

William Hargrove is a financial advisor at Pelorus Capital Management, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for 10 years and Merrill for 11 years. He serves as a trustee for Pelorus Capital Management’s 401(k) plan and manages financial affairs as attorney-in-fact for a family trust. Pelorus Capital Management, LLC is a newly registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses a personalized, discovery-based process and offers discretionary portfolio management alongside retirement plan consulting, employing a combination of active and passive strategies across various asset types.

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 and financial advisor with nine years of industry experience. He has been with Signature Resources Capital Management, LLC since 2016. Outside of his advisory role, Mr. Mowrey serves on the boards of Symmco, Inc. and Symmco Group, companies involved in powdered metal component manufacturing, and is a co-founder and advisor for Global Digital Advisor Technologies, a financial technology development firm. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk investment strategy focused on broad diversification, equity tilts for enhanced returns, and portfolio customization.

Jacob Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. Prior to joining Ignite Planners, he worked at Foresight Wealth Management for five years and served a four-year LDS Mission. He also serves as Advisor and Chief Client Service Officer at Atlas Investment Management, where he is involved in offering life insurance products. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of stocks, bonds, ETFs, options, and private investments, and offers discretionary asset management, financial planning, and advisory services for private funds.

Leonard Bakker is a financial advisor at Lifetime Financial, Inc. with 12 years of industry experience and a Series 65 designation. His work history includes roles at Lifetime Paradigm Inc., Horter Investment Management, and CA Long Term Care Insurance Services. Outside of his advisory duties, he manages the Bahme Partnership, an apartment and property management business he has been involved with since 1985. Lifetime Financial, Inc. serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management across multiple platforms, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm customizes investment strategies using third-party sub-advisors and emphasizes a detailed client intake process to tailor recommendations.

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.

Gregory Pellizzon is a financial advisor at Hollencrest Capital Management with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Double Eagle Partners, LLC for 16 years. Pellizzon serves as a board member for Triple G Insurance, a nonprofit organization. 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 traditional and alternative investments, with tailored policies and a strong emphasis on private investment due diligence and tax efficiency.

Tyler Vasquez is a CFP® professional with six years of industry experience, currently serving as an advisor at Three Arch Wealth Management LLC. His prior roles include positions at Index Fund Advisors and JP Morgan Securities, LLC. Three Arch Wealth Management provides discretionary wealth management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, foundations, and employer retirement plans. The firm employs a long-term, index-informed investment approach with factor tilts and manages portfolios primarily through model portfolios of mutual funds and ETFs.

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.

Robert Baker is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stirlingshire Investments and TradingBlock DBA MoneyBlock. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, offering financial planning, consulting, and portfolio management through customized portfolios that may include mutual funds, ETFs, individual stocks, and bonds. The firm operates as both an investment adviser and securities broker-dealer, also offering insurance products and municipal-advisor services.

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.

Anna Kim is a CFP® and CFA® with two years of industry experience. She is an advisor at Prudent Investors and has prior experience at Epollo and as owner of WLA Designs LLC, which provides financial copywriting and marketing consulting. She serves as Finance & Investment Committee Chair and Treasurer for the Down Syndrome Diagnosis Network. Prudent Investors offers discretionary investment management, financial planning, and consulting services to fiduciaries, high-net-worth clients, and estates. The firm emphasizes cost-effective portfolio construction using exchange-traded funds and a risk-managed approach grounded in Modern Portfolio Theory.