Justin Smith is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His prior roles include positions at WestPark Capital Inc. and Newport Coast Securities, Inc. Additionally, he is involved as an owner of First Exchange Financial LLC and works as a real estate sales agent. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with tailored strategies and offers access to outside model managers and platform 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 holds a Series 66 license, currently serving as a financial advisor at Guardian Financial Partners, LLC with 19 years of industry experience. He joined Guardian Financial Partners in 2017 after a brief tenure at Wells Fargo Clearing. Guardian Financial Partners is a team-based firm that serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts. The firm employs a fiduciary, client-focused approach using proprietary asset-allocation models and combines fundamental and technical analysis with third-party due diligence.

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 licenses and has worked at several firms including AE Wealth Management, LLC, Madison Avenue Securities, LLC, and Smart Money Group, LLC. Outside of his advisory role, he provides financial services consulting through 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 along with financial planning. The firm employs a top-down, macroeconomic asset allocation approach and utilizes mutual funds, ETFs, bonds, and equities, supported by third-party research and quantitative risk profiling tools.

Reny Vessela Greenleaf is a financial advisor with J. Derek Lewis & Associates, Inc. based in Newport Beach, CA. She holds a Series 66 designation and has 17 years of industry experience. Greenleaf is the owner of Greenleaf & Associates DBA, a bookkeeping and financial statement preparation business unrelated to securities. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing about $1.78 billion in assets across approximately 7,400 accounts. The firm focuses on mutual fund and ETF allocations, utilizing a formal investment policy and asset-allocation models, and integrates brokerage, insurance, and third-party manager relationships within its advisory practice.

Anthony Puma is a financial advisor at Spinnaker Investment Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Spinnaker since 2016. His prior experience includes roles at Signature Resources Capital Management, LLC and Signator Investors, Inc. From 2016 to 2021, he was involved with Police And Fire: The Fallen Heroes. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs diversified portfolios with a focus on asset allocation and client behavior, utilizing mutual funds, ETFs, and third-party managed-account platforms, alongside insurance-related services through affiliated agencies.

John Baffa Jr. is a financial advisor at Compak Asset Management with 41 years of industry experience. He has been with Compak Asset Management since 2000 and Compak Securities, Inc. since 2003. Baffa holds Series 63 and Series 65 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. 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 and a combination of tactical asset allocation, structured notes, alternative investments, and option strategies.

Diana Labruna is a financial advisor at J. Derek Lewis & Associates, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining JDL Securities Corporation and J. Derek Lewis & Associates in 2023, she worked at several firms including 49 Wealth Management, PKS Investments, and The Siegfried Group, LLP. Her work history also includes roles outside finance, such as at the University of Washington and All That Dance Company. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities with discretionary and non-discretionary portfolio management focused on mutual funds, ETFs, 529 college savings plans, and third-party managed strategies. The firm manages approximately $1.78 billion across about 7,400 accounts and integrates brokerage, insurance, and third-party manager relationships within its mutual-fund-centered advisory practice.

Carlos Sanchez is a CFP® with 32 years of industry experience. He is currently with TritonPoint Partners, LLC and has previous experience at firms including Vivaldi Capital Management LP, U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining quantitative and fundamental analysis, and incorporates public equities, fixed income, and private-market alternatives.

Jeffrey Holt is a financial advisor with Financial Management Network Inc, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2009. He is also licensed in life insurance. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk and return analysis, combined with targeted active management, and offers additional services such as tax preparation and bookkeeping consulting.

Phillip Ingle is a financial advisor at Lifetime Financial, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, LLC and Lifetime Paradigm Inc. In addition to his advisory role, Ingle owns SSG Solutions Financial & Insurance Services LLC, where he focuses on retirement planning and insurance products. He is also a member of an estate planning team that markets deferred sales trusts. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party money managers. The firm’s approach includes individualized investment recommendations supported by various analytical methods and incorporates cash management, alternative investments, and fiduciary services for employer-sponsored retirement plans.

Aaron Wirohusodo is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary investment management, consulting, and participant account management. The firm employs a top-down, macroeconomic approach to asset allocation and integrates both internal analysis and third-party tools in portfolio construction.

George Gopiao is a financial advisor at Miramontes Capital, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including B. B. Graham & Company and LPL Financial. In addition to his advisory role, he is an independent insurance agent. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases and employs various investment strategies including long-term and short-term trading, ETFs, mutual funds, bonds, and options.

Anitha Graves is a financial advisor at Chatterton & Associates with a Series 65 designation and three years of experience at the firm. Her prior work includes positions at Runners High, JD Inc., Macy's, California State University, Long Beach, McDonald's, and Woodcreek High School. Chatterton & Associates serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach using SEI asset-allocation models and provides additional tax preparation, bookkeeping, and business advisory services.

Christana Freerks is a financial advisor with Pelorus Capital Management, LLC, holding a Series 63 license and bringing 33 years of industry experience. Her prior roles include seven years at Wells Fargo Advisors and one year at Morgan Stanley & Co. LLC. She is also a commissioned notary public in Irvine, CA. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and retirement plans through investment management, financial planning, and retirement plan consulting. The firm combines active and passive strategies across various asset classes and offers both discretionary portfolio management and non-discretionary advisory services.

Ayush Raval is a financial advisor with West Wealth Group, LLC in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining West Wealth Group, he worked at Jonathan Beach Club and has a background that includes positions at California State University Channel Islands and Hollister. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches in its portfolio management and offers ancillary services such as tax preparation and estate-document assistance through affiliated professionals.