Jordan Allred is a financial advisor at Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Ignite Planners, he worked with the Church of Jesus Christ of Latter-Day Saints and spent seven years in education. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting, utilizing a variety of investment strategies such as individual stocks, bonds, ETFs, options, and private investments, with a focus on volatility-responsive and tax-efficient approaches.

Feroz Ansari is a CFP® professional with 23 years of industry experience, currently serving at Compak Asset Management. He has been a lecturer at the University of California Irvine’s School of Business since 2019. Ansari has been associated with Compak Securities, Inc. and Compak Asset Management since 2002. 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 employs model-driven asset-allocation strategies and offers financial planning and retirement-plan advisory services through a team of 12 advisors.

Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Kai Xiong is a CFA® charterholder with two years of industry experience. He has worked at Tarbox Family Office, Inc. since 2023 and previously spent 11 years at Index Fund Advisors. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities. The firm offers integrated financial planning, family-office coordination, and discretionary investment management using a client-specific investment approach that emphasizes strategic allocation, diversification, low costs, and tax awareness.

Hailee Brigman is a financial advisor at Knightsbridge Wealth Management with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Samuel A. Ramirez & Co., Inc., and Morgan Stanley. Outside of finance, she has experience working with Wag. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis, offering actively managed portfolios and tax-aware strategies across multiple investment approaches.

Pierce Kramer is a financial advisor at JDL Advisers with Series 65 and Series 66 credentials and one year of industry experience. He has previously worked at Pacific InterWest and Vanguard University of Southern California, among other roles. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused mainly on mutual funds and ETFs. The firm emphasizes investor profiling and proprietary risk models to build asset allocations, managing about $2.28 billion in assets across roughly 7,943 accounts with a team of 12 advisors.

Garrett Peterson is a financial advisor at Spectrum Asset Management Inc in Newport Beach, CA, holding Series 65 and Series 66 licenses. He joined Spectrum in 2025 and has previous work experience in compliance and technology roles. Spectrum Asset Management is an SEC-registered firm managing approximately $657 million for around 300 clients through an eight-advisor team. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans, using a combination of fundamental, technical, and cyclical analysis within a sector-rotation, Growth-at-a-Reasonable-Price equity strategy and an actively managed fixed-income approach.

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Steven Check is a financial advisor at Check Capital Management Inc. with 34 years of industry experience. He has been with the firm since 1987 and holds Series 63 and Series 65 licenses. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm employs a fundamentals-based approach focused on intrinsic business value and longer holding periods, offering various investment programs including separately managed accounts and the Blue Chip Investor Fund.

Eric Lin is a financial advisor with Investment Research Corporation, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at SA Stone Investment Advisors Inc., Quest Capital Strategies, and LPL Financial. He also serves as a financial consultant referring insurance products through Sky Vision Insurance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad product selection, including equities, debt securities, and mutual funds, with an emphasis on both discretionary and non-discretionary portfolio management.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.

Joseph Fischman is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His work history includes roles at LPL Financial since 2017 and Trilogy Financial Services since 1999. Fischman serves as an alumni board member for the University of Wisconsin, Orange County. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach supported by proprietary and third-party models, incorporating fundamental and technical analysis and occasionally non-traditional instruments, while also integrating personal and business real estate considerations into advanced planning.

Shareen Balkey is a financial advisor at Index Fund Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Transamerica Investors Securities Corporation, TransAmerica Retirement Solutions, Manulife Investment Management, John Hancock Investment Management, and StanCorp Investment Advisers. Index Fund Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios aligned with clients’ risk capacity and integrates in-house tax services alongside its advisory offerings.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Wedbush Securities since 2017, following five years at Standard Investment Chartered. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm also delivers discretionary and non-discretionary portfolio management, research services, and clearing and prime broker services.

Scott Brooks is a financial advisor with NFSG Corporation based in San Clemente, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Brooks has been with Newbridge Securities Corporation since 2007. Outside of his advisory role, he is a partner in Gold Coast Financial Group, which provides financial services and acts as a solicitor for fee-based money management options. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs diversified portfolio strategies and uses both internal research and third-party asset managers to support its advisors.

Christopher Johnson is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at City National Securities, Inc., CITY NATIONAL BANK, and Unionbanc Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank, offering financial planning, portfolio management, and various custodial and cash-management features.

Anthony Ossola is a financial advisor with Prospera Financial Services, Inc. in Aliso Viejo, CA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network and UBS Financial Services. Outside of his advisory work, Ossola volunteers as a citizen scientist with Earth Views Inc., documenting inland waterways through video observation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management options.

Carey Robinson is a ChFC® credentialed financial advisor at Manning & Napier Advisors, LLC with 28 years of industry experience. His prior work includes roles at Blackrock Investments, Marathon (a subsidiary of Stadion Money Management), and Brandes Investment Partners. He is based in Laguna Niguel, CA. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, offering discretionary and non-discretionary portfolio management along with retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.