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.

Isidro Miramontes is a financial advisor with Miramontes Capital, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at firms including American Trust Investment Services and Saxony Securities, Inc. Miramontes is also an author of two books on retirement and financial success and serves as president of Advisors Master Class, which provides marketing coaching to financial advisors. Miramontes Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers comprehensive portfolio management through its own wrap fee program and utilizes both technical and fundamental investment analysis across a variety of securities and time horizons.

Mark Mowrey is a CFA® charterholder with nine years of industry experience, currently working at Signature Resources Capital Management, LLC since 2016. He serves on the boards of Symmco, Inc. and Symmco Group, both involved in powdered metal component manufacturing, and is co-founder of Global Digital Advisor Technologies, a firm focused on developing a financial product and service marketplace. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as plan sponsors and participants. The firm employs a Global Target Risk approach to managing customizable model portfolios emphasizing broad global diversification and factor tilts, primarily utilizing mutual funds and ETFs.

Gary Farrell is a financial advisor at Mosley Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mosley Wealth Management, he founded Baseline Boss, LLC, a pickleball apparel e-commerce brand. Mosley Wealth Management provides discretionary and non-discretionary investment management, integrated financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a macroeconomic asset-allocation approach using mutual funds, ETFs, fixed income, and individual securities with discretionary rebalancing tailored to client objectives.

Joon Hyon is a financial advisor at Yayati Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Yayati and Savos Investments / AssetMark. Outside of advising, he is involved in the technology subsidiary of Yayati Inc., where he performs trading and service functions. Yayati Asset Management is a quantitative investment adviser serving institutional clients and high-net-worth individuals through Custom Strategies, Overlay Solutions, and defined YAM Strategies. The firm employs proprietary technology and quantitative models, including option strategies and limited margin use, to manage portfolios.

Leonard Bakker is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding a Series 65 credential and 11 years of industry experience. He has worked at Lifetime Financial and affiliated firms since 2018 and previously at Horter Investment Management and CA Long Term Care Insurance Services. Outside of his advisory role, he is involved in managing the Bahme Partnership, a property management business established in 1985. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through multiple platforms. The firm combines mutual fund and ETF analysis, technical tools, and third-party manager evaluations, and it integrates insurance, real estate, and mortgage services under common ownership.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

Keluo Zhao is a financial advisor at American Fundstars with over 25 years of experience in accounting at Henan Huabixin Jingwei Accounting Firm Co., Ltd. He joined American Fundstars in 2025. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients, offering 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.

Gregory Pellizzon is a financial advisor at Hollencrest Capital Management with 45 years of industry experience. He holds a Series 63 designation and has been involved with Double Eagle Partners, LLC since 2003 and Hollencrest Securities, LLC since 1999. Outside of his advisory roles, he serves as a board member of Triple G Insurance without compensation. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment approach based on Modern Portfolio Theory, combining traditional and alternative investments, and manages both discretionary and non-discretionary accounts, including private funds and direct private investments.

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 Series 65-licensed financial advisor with one year of industry experience, currently working at MY Advisors US LLC. Prior to this, Zhu was with American Fundstars Financial Group LLC for two years and has held roles including industrial research intern and academic positions. MY Advisors US LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management and investment advice using both discretionary and non-discretionary mandates with strategies that include buy-and-hold, short-term trading, short sales, and margin, while also providing advisory services for private funds and third-party adviser referrals.

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.

Chelsea Pittman is a Series 65-licensed advisor with Abraham & Co., Inc., bringing one year of industry experience. She has held prior roles in the technology sector, including positions at Dropbox and Freshworks. Outside of her advisory work, she continues to work full-time as an Account Executive at Dropbox, focused on software sales to business IT departments. Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles combined with various analytical methods to develop diversified fixed-income, income-oriented, balanced, and growth strategies.

Alexander Goldberg is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at McIlrath & Eck, LLC since 2022 and previously held various roles at Northwestern Mutual from 2009 to 2022. Goldberg is also affiliated with insurance companies that offer non-variable life, health, and annuity products. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.152 billion on a discretionary basis and creates customized portfolios using a blend of active and passive strategies guided by Modern Portfolio Theory.

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.

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.