Ashley Bourland is an advisor at 49 Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Oakwood Capital Securities, Financial Independence Group, and Crest Insurance. Prior to her advisory career, she held roles outside the financial sector, including positions in the hospitality industry and as a nanny. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of services from financial planning to tiered fractional family office programs. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary model portfolios and third-party managers.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Zeke Lefton is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Wedbush, he held roles at California Polytechnic State University, San Luis Obispo, Coast Nissan, and other organizations. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed accounts and commission-based brokerage arrangements.

Eric Campbell III is a financial advisor at Mutual Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mutual Advisors since 2013. He also serves as an independent insurance agent, conducting life, universal life, non-indexed linked annuity, and long-term care insurance transactions. Mutual Advisors offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm utilizes a combination of active and passive strategies and supports a range of operational platforms and manager arrangements.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Global Assets Advisory, International Assets Advisory, Western International Securities, and Raymond James Financial Services. Outside of advisory work, he is engaged as a tax staff member at a public accounting firm and performs bookkeeping and administrative duties in related roles. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs a range of strategies including third-party money managers and retirement plan advisory.

Edward Lebeau is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Dynamic Wealth Advisors dba Legacy Financial Advisors since 2016. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources to support other advisers.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

Michael Henry is a Series 65-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Wealth Advisory Now, First Financial Security Inc, M&M Wealth Associates, and Premier Financial Alliance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management, model portfolios, and a technology-enabled managed account platform for advisers.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Brad Morgan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 credentials, and has 33 years of industry experience. He has been a manager at Morgan Advisory Group since 2001 and affiliated with M HOLDINGS SECURITIES, Inc. since 2009. He is also a member and trustee of Iconic Watch Company, LLC, a non-investment related business. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers both advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and sub-advisory arrangements.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Rayliant Investment Research and AP Shoes. Lo also serves as President of Rayliant Wealth, an investment-related business based in Newport Beach, CA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios including its Sowell Visionary Allocation Strategies, as well as third-party manager selection and unified managed account solutions.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Natalya Zernitskaya is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and possessing 11 years of industry experience. Her prior firms include Cetera Wealth Services and Avantax Advisory Services. Outside of her advisory role, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a city council member for Santa Monica, and holds positions with several nonprofit organizations focused on climate action and women's resources. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plans primarily through CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, using firm-designed style allocation models, tax-intelligent strategies, and centralized trading.

Tony May is a financial advisor with Wedbush Securities Inc. in Newport Beach, California, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 11 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements, combining broker-dealer functions with clearing, custody, and prime services.

Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Frank Parlato is a financial advisor at Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on identifying nonprofit organizations for support. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and utilizing multiple program structures and analytic approaches.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.