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.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company for the past 10 years. Soucier also serves as a co-trustee for his parents’ irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis as its primary method, uses both long- and short-term investment strategies, and integrates planning, consulting, and implementation referrals into client relationships.

Michael Alongi is a Series 66-licensed financial advisor with Wealth Teams Alliance in Irvine, CA, and has 15 years of industry experience. He has been associated with Oak Grove, LLC since 2015. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports both long-term and short-term trading strategies.

Richard Rang is a CFP® professional with 30 years of experience, currently serving at Financial Management Network Inc since 1998. He holds Series 63 and Series 65 licenses and is also an enrolled agent with the IRS, providing tax preparation services during the tax season. Outside of his advisory role, he owns a small reptile breeding business operated from home. Financial Management Network provides discretionary and nondiscretionary 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 income tax preparation and bookkeeping.

Reid Abedeen is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and is also associated with Woodland Financial Services, Inc. Abedeen offers insurance products to clients through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, 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, employing a fundamental-analysis investment process with a time horizon of two to ten years and utilizing mutual funds, ETFs, and listed equities.

Tracy Olson is a financial advisor with Financial Management Network Inc in Mission Viejo, CA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. She has been associated with FMN Capital Corporation since 2006 and Financial Management Network since 1990. Outside of her advisory role, Olson is a self-employed distributor for nutritional and wellness products and is an enrolled agent providing tax preparation services. 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 employs a strategic asset allocation approach combined with targeted active management, utilizing mutual funds, ETFs, and other vehicles supported by due diligence.

Jeffrey Merwin is a financial advisor with Financial Management Network Inc, holding a Series 66 designation and 15 years of industry experience. He has been with Financial Management Network and its affiliated entities since 2009. Outside of advisory work, he serves on the board of a corporate association connected to his firm’s offices and has ownership interests in commercial real estate ventures. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk/return analysis and integrates targeted active management, primarily using mutual funds and ETFs.

Andrew Dintaman is a CFP® and Registered Investment Advisor with WealthPlan Investment Management LLC, where he has worked since 2025. He has four years of industry experience, including prior roles at OneDigital Investment Advisors LLC and WealthSource Partners, LLC. Outside of his advisory work, he is also involved in insurance sales. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm serves individuals, high-net-worth clients, pension plans, trusts, and institutional investors, offering comprehensive financial planning and investment management through model-based strategies and a range of investment vehicles.

Steve Friedman is a financial advisor with Financial Management Network Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked with FMN Capital Corporation and Financial Management Network, Inc. since 2011. Outside of advising, Friedman serves as CFO of Island Shade Shacks, a role he has held since 2011, and is involved in health insurance sales through JWC Group. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting services to individual and institutional clients. The firm employs a strategic asset allocation approach supported by historical risk/return analysis and probability-based planning, combined with targeted active management in specialized portfolio segments.

Timothy Latimer is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2015. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm’s investment approach integrates asset allocation with technical analysis, employing both long- and short-term trading strategies, and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Justin Rucci is a CFP® with 10 years of experience in the financial services industry. He has worked at Warren Street Wealth Advisors, LLC since 2018 and previously spent five years at Ayco, a Goldman Sachs company. Warren Street Wealth Advisors serves individuals, employee benefit and pension plans, charitable organizations, corporations, and investment company clients. The firm offers portfolio management, financial planning, pension consulting, and retirement-plan advisory services, utilizing firm-developed model allocations and a combination of analytical approaches to actively manage equity and fixed-income strategies.

Stephen Gilbreth is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016. Prior to that, he was employed 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, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process that includes the use of derivatives and options strategies, combining multidisciplinary planning with discretionary portfolio management.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at LPL Financial LLC since 2017 and National Planning Corporation from 1998 to 2017, alongside operating Zuk & Associates since 1994. She is also president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Aran Sahagun is a financial advisor at Financial Management Network Inc with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Triad Advisors, and Wealth Management & Business Concepts. He serves as president of an S Corporation that manages his income from FMN and FMNCC. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm utilizes a strategic asset allocation framework combined with targeted active management and offers additional services including income tax preparation and bookkeeping support.

Sasha Childers is a financial advisor at Three Arch Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Three Arch Wealth Management in 2025, Childers worked at State Street and Towneley Capital Management, where they spent 19 years. Three Arch Wealth Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory 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 uses model portfolios primarily composed of mutual funds and ETFs.

Gian Costeniero is a financial advisor at Warren Street Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied Company. Outside of finance, he is a musician who performs as a drummer and owns a photography services business. Warren Street Wealth Advisors serves a diverse client base including individuals, employee benefit and pension plans, charitable organizations, and corporations. The firm employs a mix of analytical approaches and firm-developed model allocations to actively manage equity and fixed-income portfolios, and acts as discretionary sub-adviser to two sponsored ETFs.

Sunni Allen is a financial advisor at Three Arch Wealth Management LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Index Fund Advisors, Inc. and Apriem Advisors. Prior to her finance career, she was employed at CHOC Children's Hospital and Goodwill Industries of San Diego County. Three Arch Wealth Management provides discretionary wealth management, financial planning, and retirement plan advisory 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 composed of mutual funds and ETFs.