Andrew Tsu is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding a Series 65 designation and five years of industry experience. Prior to joining Ignite Planners, he worked at Western International Securities, NPB Financial Group, and practiced law at Spach, Capaldi & Waggaman, LLP for over a decade. He also maintains a legal practice, performing sporadic non-investment-related legal work. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management and financial planning with a tailored approach using a mix of public and private investments, employing strategies such as volatility-responsive overlays, tax-efficient asset location, and performance-based compensation structures.

Gavin Fronk is a Series 65-licensed advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked at JB Accounting and Tax, where he provides tax accounting services. He has also held roles at Vivint Smart Home, Roolee, and Golden Spike Powersports. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using a volatility-responsive VEGA strategy and tax-efficient asset management tailored to client goals and risk tolerances.

Andrew Labas is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Ignite Planners LLC and has held prior roles at StoneX Securities Inc, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, Labas serves on several nonprofit boards including a church board of deacons, the Corinth Gas and Water Board, and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base that includes individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers tailored investment portfolios combining individual securities and derivatives, discretionary asset management, financial planning, and advisory services for private pooled funds, employing strategies such as volatility-responsive overlays and tax-efficient rebalancing.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Mitchell Fee is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including American Hartford Gold, Vault Metal, and Kingsview Asset Management. In addition to his advisory role, Fee is an independent insurance agent providing access to insurance planning strategies. T&T Capital Management offers discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a predominantly long-term, deep-value investment approach with tactical flexibility, utilizing strategies such as margin, options, and short positions to align with client objectives and risk tolerance.

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

John Pieracci is a financial advisor at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.

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.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at San Blas Securities LLC, International Assets Investment Management, LLC, Crown Capital Securities, Lp, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm primarily serves individuals, businesses, and retirement plans, offering portfolio management and financial planning services with a focus on non-discretionary advice tailored through fundamental, technical, and qualitative analysis.

Chace Adams is a CFP® designated financial advisor with 11 years of industry experience. He is currently with Ignite Planners LLC, where he has worked since 2022, and previously held positions at Prestige Wealthwide, Foresight Wealth Management, and other firms. Outside of his advisory role, Adams is involved in tax preparation through Proactive Tax, an independent tax service. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management and financial planning, utilizing a mix of public and private investments with strategies that emphasize volatility responsiveness, tax-efficient asset location, and opportunistic rebalancing.

Brandon Garva is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, and Mass Mutual. Outside of his advisory role, he is involved in promoting live electronic music events through United By Bass LLC and provides mobile notary services via his ownership of Garva LLC. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small business entities, employing a fundamental investment approach with macro-economic review to build customized portfolios based on client goals and risk tolerance.

Kwintone Houberg Lawton is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Girard Securities, Inc. He is also the owner of a marketing organization, Nexus Obligatus Business Services. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, and sovereign wealth funds, offering tailored portfolios that utilize stocks, bonds, ETFs, options, and private investments with an emphasis on volatility-responsive strategies and tax-efficient management.

Ronald Hada is a CFP® with 27 years of industry experience and currently serves as an advisor at Ignite Planners LLC. He has prior experience at Foresight CPA Group, Foresight Wealth Management, and First Allied Advisory Services. Outside of advisory work, he is actively involved as a CPA and partner at multiple CPA firms and holds leadership roles in related business ventures. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm manages tailored portfolios using various public and private investments and employs strategies such as a volatility-responsive VEGA approach with derivative overlays and tax-efficient asset management.

Jena Schuster is a financial advisor with Ignite Planners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Stonex Securities Inc., Cetera Advisor Networks LLC, Rincon Pacific Management, Inc., and Girard Securities Inc. She is also the Chief Investment Officer of SB Wealth, a financial services firm she owns. Ignite Planners LLC serves a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive investment strategy that incorporates individual securities and derivatives tailored to client objectives and risk tolerances.

Justin Boshnack is a financial advisor with Vision Investment Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 11 years of industry experience. Prior to his current role, he worked at Luke Asset Management Partners and has been president of Three Lake Trading Company, Inc. since 2004. He is also CEO and president of HedgeRock Capital Inc., a commercial real estate finance company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutions across various portfolio models and option-based strategies. The firm emphasizes growth-oriented large-cap equity selection through fundamental and technical analysis and employs leveraged option strategies for aggressive mandates.

Wesley Haynes is a financial advisor at Ignite Planners LLC in San Clemente, CA, with three years of industry experience. He holds a Series 65 designation and has worked at Cooley & Labas Financial Advisors since 2022. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates individual stocks, bonds, ETFs, options, and derivatives.

Chase Heiden is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of advisory work, he is involved in a part-time role as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach and offers a variety of model strategies tailored to client risk profiles.