Michael Stokes is a financial advisor with The Financial Coaching Group, Inc. He holds a Series 65 designation and has 17 years of industry experience. In addition to his advisory role, he is president and owner of Innovative Retirement Solutions & Insurance Services, where he provides insurance and annuity advice related to retirement planning, liability management, and estate planning. The Financial Coaching Group, Inc. serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension plans. The firm offers financial planning and individualized portfolio management with a focus on conservative, low-turnover portfolios and works primarily on a non-discretionary basis while recommending outside money managers.

Thomas Friedberg is a financial advisor at Sutter Capital Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several affiliated firms, including Boustead Securities, LLC and Mineral King Partners, where he is the sole owner providing business consulting. Outside of his advisory roles, Friedberg provides non-investment related support to a disabled friend through In Home Supportive Services in Marin County. Sutter Capital Partners offers investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on fundamental analysis, periodic account reviews, and employs sub-advisors for specialized strategies, while also providing manager due diligence and marketing support.

Neil Mason is a financial advisor at Eden Financial with two years of industry experience. He has been involved with Complete Athlete Inc. since 2001. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses by providing fee-only investment management, financial planning, and retirement plan consulting. The firm emphasizes a target asset allocation approach combining passive and active investments, offers discretionary trading, and regularly conducts educational seminars and speaking engagements.

Guy Baker is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding CFP® and ChFC® designations and over 31 years of industry experience. His career includes roles at multiple firms such as Baker Jensen Investment Advisors and BMI Consulting, LLC. Outside of advisory services, he is involved in editing and publishing books through Standel Publishing. Wealth Teams Alliance provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering services that include retirement plan management and a wrap fee program. The firm uses technical analysis as its primary investment method, incorporates both long- and short-term trading strategies, and integrates planning and consulting referrals into client relationships.

Jennifer Horner is a financial advisor at Warren Street Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 credential and previously worked at firms including Cambridge Investment Research Advisors, Noble Wealth Management, and Newport Advisory LLC. Outside of her advisory work, she is involved with community organizations such as the Aliso Viejo Little League and the Wolverine Football Club, where she serves as a volunteer and board member. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using fundamental, technical, and modern-portfolio theory analyses and acts as sub-adviser to two firm-sponsored ETFs.

John Merwin is a Series 66 credentialed advisor with Financial Management Network Inc, based in Mission Viejo, CA. He has three years of industry experience and has been with Financial Management Network since 2023. Outside of advisory services, he is an owner of an LLC involved in commercial real estate investments. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm uses a strategic asset allocation framework supported by probability-based planning and incorporates targeted active management within its portfolios.

Jonathan Yoo is a CFP® with nine years of industry experience, currently serving at Tempus Wealth Planning, LLC since 2017. He previously worked at TD Ameritrade for one year. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and periodic rebalancing, utilizing both fundamental and technical analysis, and may use derivatives, options strategies, and margin in certain accounts.

Matthew Jordan is a CFP® and holds a Series 66 license, with six years of industry experience. He has been affiliated with Financial Management Network, Inc. and its broker-dealer affiliate FMN Capital Corporation since 2019. Outside of his advisory role, Jordan serves as President of the Financial Planning Association Orange County Chapter and is active in the Financial Planning Association's membership committee and study group leadership. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, and institutional clients. The firm employs a strategic asset allocation approach using probability-based planning combined with targeted active management, and offers additional services such as income tax preparation and bookkeeping.

Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments and Tamar Securities, LLC. Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals, including high net worth clients, and business entities. The firm manages approximately $699 million in client assets, employing a mix of asset-allocation, fundamental, and technical methods, and offers business-oriented planning and retirement plan consulting services.

Blake Street is a CFP®, CFA®, and Series 66 licensed advisor at Warren Street Wealth Advisors, LLC with 16 years of industry experience. He has been with Warren Street Wealth Advisors since 2015. He is also a licensed real estate broker in California, a credential he maintains primarily for personal use and occasionally assists close clients, friends, and family. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and investment-company clients. The firm offers portfolio management, financial planning, and pension consulting, and acts as a discretionary sub-adviser to two firm-sponsored ETFs, employing a combination of fundamental, technical, and modern portfolio theory analyses.

Len Hanson is a financial advisor at Warren Street Wealth Advisors, LLC in Irvine, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Warren Street Wealth Advisors since 2012. Outside of his advisory role, he has experience as an operations assistant managing high-value product blending at an oil refinery. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients, providing portfolio management, financial planning, and pension consulting. The firm offers customized and model portfolios using a combination of fundamental, technical, and modern portfolio theory analyses, and acts as a sub-adviser to its own ETFs while employing derivatives-based overlay strategies in select account sleeves.

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred time horizon of two to ten years.

Scott Altenburg is a financial advisor at T&T Capital Management with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Kingsview Asset Management and Rick Nelson Insurance Solutions LLC. Altenburg is involved with Three Lakes Trading Company, where he offers managed futures services, and he also works as a resident insurance producer. T&T Capital Management provides discretionary portfolio management to individual, high-net-worth, and corporate clients, focusing on portfolio construction and supervision with a primarily long-term, deep-value investment approach combined with tactical strategies when appropriate.

Peter Travis is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at T&T Capital Management since 2011. He is based in Laguna Hills, CA. T&T Capital Management provides discretionary portfolio management services to individual, high-net-worth, and corporate clients, focusing primarily on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach while incorporating tactical strategies such as the use of margin, options, and short positions.

Carl Demartini is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at CHD Investment Management, LLC for 11 years before joining RB Capital Management in 2025. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

Thomas Hoffman is a financial advisor at Asset One Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, RBA Wealth Management, and Morgan Stanley. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm emphasizes customized strategic asset allocation, long-term buy-and-hold strategies, and family-office style coordination for clients with significant assets.

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Pasadena Private Wealth since 2023 and Tiderock Financial, LLC since 2010. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a fundamental analysis approach with long-term portfolio construction, incorporating ETFs, mutual funds, individual securities, fixed income, and alternative strategies, while managing over $1.2 billion in assets across multiple offices.

Steven Sturner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016, following prior roles at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process using both fundamental and technical analysis and may utilize derivatives, options strategies, and margin in certain accounts.

Nicholas Cavallo is a financial advisor with Financial Management Network Inc. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at FMN Capital Corporation, Cal State Fullerton, Custom Accessory Distributors, and Saddleback College. Outside of advising, he owns NJC Financial, an S corporation unrelated to investment activities. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as tax preparation and bookkeeping.

James White is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Tempus Wealth Planning, LLC since 2016 and previously spent 12 years at Ameriprise Financial Services, Inc. and one year at Mutual Securities, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and uses both fundamental and technical analysis, including derivatives and options strategies in certain accounts.