David Leckey is a PFS™ credentialed financial advisor with three years of industry experience, currently serving at Yosemite Capital Management. Prior to joining Yosemite, he has operated Diversified Tax and Accounting since 2019 and spent ten years with DVM Management. Yosemite Capital Management is a team-based SEC-registered investment adviser with six advisors managing approximately $369 million for about 266 clients. The firm offers customized portfolio management and a range of financial planning services, including access to private fund investments, employing model risk profiles and a formal manager-selection process for third-party advisers.

Joseph Cavallo is a financial advisor with Financial Management Network Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Financial Management Network, Inc. and FMN Capital Corporation since 2007. Outside of his advisory role, he is a minority owner of a commercial real estate LLC. Financial Management Network provides portfolio management, financial planning, and consulting services to individuals and institutions, including high-net-worth clients and corporate pension plans. The firm employs a strategic asset allocation approach with active management components and offers additional services such as tax preparation and bookkeeping consulting.

Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

Glenn Link is a financial advisor at Compak Asset Management with 28 years of industry experience. He has been with Compak Asset Management and Compak Securities Inc. since 2006. He holds Series 63 and Series 65 licenses. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion in discretionary assets for over 1,000 clients. The firm uses model-driven asset-allocation strategies guided by an internal investment committee and offers financial planning and retirement-plan advisory services.

Kelly Dunagan Jr. is a financial advisor with JDL Advisers, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J. Derek Lewis & Associates, Inc. since 2005 and is also affiliated with JDL Securities Corporation. In addition to his advisory role, he is licensed as an insurance agent for accident, health, life, disability, and variable contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management primarily focused on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, with client accounts typically custodied through Charles Schwab or mutual fund transfer agents.

Robert Verdugo is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Benefit Financial Services Group, where he has been since 2019, and previously worked at Stevens First Principles Investment Advisors. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its Wealth Management and Institutional Services divisions. The firm manages a diversified range of investments using fundamental, quantitative, qualitative, and technical analysis, and offers solutions such as options-based borrowing programs and cryptocurrency exposure within its managed accounts.

Christopher Whitaker is a CFP® with eight years of industry experience, currently serving at Apriem Advisors since 2017. He has prior experience with Solutions Financial and Copenbarger Corporation. He is also an independent insurance agent advising on insurance and health insurance matters outside of his advisory role. Apriem Advisors is a team of 13 advisors providing wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations. The firm combines tactical and passive investment approaches, employs derivatives and options strategies in certain portfolios, and offers financial and estate planning through third-party platforms.

Victor Campos Nunez is a CFP® professional with four years of industry experience, currently serving at Warren Street Wealth Advisors, LLC. He previously worked at Lido Advisors, LLC, Bridgelight Advisors, and Grant Thornton LLP. Victor also has a background in the food service industry, having worked at Chipotle Mexican Grill. Warren Street Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, corporations, and investment companies. The firm offers customized portfolios and sub-advisory services, including management of two ETFs, utilizing a combination of fundamental, technical, and modern portfolio theory analyses.

David Hatch is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, with 17 years of industry experience. He holds a Series 66 designation and has worked at Centaurus Financial Inc. and Newport Wealth Advisors since 2019, as well as at Investacorp Advisory Services and John Stokes Financial from 2016 to 2019. Newport Wealth Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and limited hourly engagements tailored to client needs.

Kyle Nixon is a Series 65-licensed advisor with 12 years of industry experience. He has worked at Benefit Financial Services Group since 2016 and is currently affiliated with Focus Partners Wealth, LLC. His career also includes a role at Powers Capital Investments, Inc. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through wealth management and institutional services. The firm manages approximately $1.53 billion in discretionary assets and consults on roughly $18.0 billion in retirement plan assets, using a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Charles Taylor is a financial advisor with Capital Synergy Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Capital Synergy Partners since 2017, and prior to that, he was with Invest Financial Corporation and Synergy Investment Group. Outside of his advisory role, he is the owner and president of Taylor Wealth Management Group, which provides fixed insurance, life, health, and long-term care products. Capital Synergy Partners serves both non-high-net-worth and high-net-worth individuals, offering financial planning, portfolio management, and consulting through advisor-managed accounts, third-party money managers, and insurance and variable product offerings. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a primarily non-discretionary advisory model and multiple office locations.

Zane Keller is a CFP® with four years of industry experience, currently serving as an advisor at Ducere Wealth Management. He has worked previously at First Foundation Advisors and The Lab Consulting, as well as IBM. He is an advisory board member for Powder Financial, a fintech company developing an AI tool for reading financial documents. Ducere Wealth Management is an SEC-registered advisory firm that manages discretionary investment portfolios and offers tax optimization and estate planning services to high-net-worth individuals, families, business owners, and corporations. The firm employs a long-term strategic asset allocation approach with tactical adjustments and incorporates tax-efficient techniques and selective alternative investments.

Sheri Strain is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior work includes roles at Farmers Financial Solutions, National Planning Corporation, Financial West Group, and First Command Brokerage Services. B.B. Graham & Company 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 a combination of fundamental and technical analysis to manage assets both directly and through third-party managers, offering both discretionary and non-discretionary account options.

John Vilina is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 65 credential and eight years of industry experience. Prior to joining Balboa Wealth Partners in 2017, he worked at Morgan Stanley for one year. In addition to his advisory role, Vilina serves as President and CFO of McLaren Strategic Ventures Holdings Group, a SPAC and technology solutioning business, and is a partner at Season Two Ventures, a venture capital firm. Balboa Wealth Partners is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets using a long-term, diversified approach with low-cost funds, individual securities, and a combination of discretionary and non-discretionary mandates.

Rachel Beier is a financial advisor at Hollencrest Capital Management in Newport Beach, CA. She holds a Series 65 designation and has recently transitioned into the industry. Her prior work experience includes roles at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm combines Modern Portfolio Theory with client-specific investment policies and offers both discretionary and non-discretionary management, incorporating traditional and alternative investments.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.

Joseph Stapleton is a financial advisor at Spinnaker Investment Group, LLC with 17 years of industry experience. He holds a Series 66 license and has worked with Spinnaker since 2016 and DMK Advisors since 2017. In addition to his advisory work, Joseph serves as a councilman on the Newport Beach City Council. Spinnaker Investment Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs diversified portfolios primarily through mutual funds and ETFs, blending fundamental and macro analysis with an emphasis on asset allocation and client behavior.

Megan Schwab is a CFP® professional with four years of industry experience, currently advising at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com for one year and taught at Biola University for three years. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations, offering wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a combination of tactical and passive investment approaches, using a range of asset classes and third-party subadvisors, with accounts reviewed quarterly.