Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

Jennifer Krever Shintani is a financial advisor with OneSeven in Dana Point, CA, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edleman Financial Services, LLC. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with access to alternatives and private placements when appropriate.

Leon James Jr. is a CFP® with 39 years of industry experience, currently affiliated with Tucker Asset Management LLC since 2022. His prior experience includes roles at Optivest, Inc. and Gramercy Securities, Inc. He holds a Series 63 license and also works as a licensed insurance agent specializing in accident & health, life, and variable contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

William Sayre is a financial advisor with Wedbush Securities Inc. in Oceanside, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 1984. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives activities.

Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Marcus Griffin II is a CFA® charterholder with 19 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Narrow Gate Wealth Management, Mariner Independent, and Crawford Investment Counsel, Inc. He also serves as a principal offering investment advisory services through Mariner Platform Solutions. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a blend of planning-based and risk-based investment approaches, utilizing diversified mutual funds, ETFs, third-party managers, and quantitative models, supported by in-house tax expertise and proprietary technology platforms.

Todd Schneider is a Series 65-licensed advisor with 15 years of industry experience. He currently serves at Ascentis Independent Advisors, LLC and has prior experience at Golden State Equity Partners, Cutter Financial Group LLC, and Precision Capital Management. Schneider is also a Texas-licensed insurance agent and co-owner of investment property businesses. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers diversified portfolio management and financial planning services, utilizing a combination of public and private securities and discretionary management strategies.

Joseph Perricone is a financial advisor at Aegis Capital Corp. with one year of industry experience. He holds a Series 66 designation and has a background that includes several years in hockey organizations, most recently serving as a goalie coach for Frontier Selects. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Jace Beck is a financial advisor with Trek Financial in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 17 years before joining Trek Financial in 2020. Outside of advising, Beck is involved in fixed insurance businesses and serves as a health insurance agent. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating advanced portfolio construction techniques and AI tools while providing access to a broad range of model and alternative investment strategies.

Samuel Saleh is a financial advisor at Savvy with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Bank of America N.A., Merrill, New York Life Insurance Co, and other firms. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent company technology platform and third-party tools.

Ryan Sabol is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Mutual Advisors since 2013, having also worked at Mutual Securities Inc. Outside of his advisory role, he manages Sabol Investments, LLC, providing financial services consulting for family-controlled trust investments. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans by offering asset management, financial consulting, ERISA plan advisory, and other services, employing a range of investment strategies tailored to client objectives.

Andrea Orlando is a CFP® with 40 years of experience in the financial services industry. She has worked at Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Ms. Orlando is also licensed to offer insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Ian Wardle is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and McIlrath & Eck, LLC, as well as a period operating as a sole proprietor in fitness product sales. Outside of his advisory work, he is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and employs factor-based and smart-beta equity strategies, ETFs, hedged models, options, and third-party managers. Lifeworks is notable for integrating tax and accounting services within its corporate group and for operating proprietary client portal software.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

William Notrica is a financial advisor at Aegis Capital Corp. with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Myhanh Hoskin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Earned Wealth Advisors, LLC. Her prior experience includes 28 years at Charles Schwab and four years at Noho Financial, Inc Dba Forme Financial. Outside of her advisory role, she owns and manages a property rental business in Big Bear Lake, California. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals such as doctors and dentists. The firm employs a diversified, buy-and-hold investment approach informed by both internal and third-party consultants and offers integrated financial planning and discretionary wealth management services.

Mark Walton is a financial advisor with M HOLDINGS SECURITIES, Inc. based in San Juan Capistrano, CA, holding CFP® and Series 63 credentials with 40 years of industry experience. He has been involved with M Benefits Solutions and M HOLDINGS SECURITIES since 2015 and has operated Walton Financial Consulting since 1990. Walton also serves as president and director of Fortis Assurance, Inc., a captive insurance company, and holds leadership roles related to risk management and compensation oversight at affiliated entities. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory. The firm employs suitability-based recommendations supported by ongoing monitoring and uses third-party sub-advisors and platform providers to facilitate investment management.

Mark Taylor is a CFP® professional with 42 years of experience in the financial industry. He has worked at Mutual Advisors, LLC since 2022 and previously held roles at Securities America Advisors, Inc. and Winthrop Taylor Asset Management, Inc. Taylor serves as president of the San Clemente Rotary Club, where he leads meetings and organizes board activities. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Jason Luhan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 65 designations and 17 years of industry experience. He has worked at several firms including Capital Investment Group, Inc., The Pacific Financial Group, and EQIS Capital Management, Inc. Outside of advisory work, he operates a law office providing general legal services and consults on compliance matters for RIAs and broker-dealers. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios predominantly managed on a discretionary basis, utilizing fundamental, technical, and charting methods across various investment vehicles.

Caeleb Trace is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked as an insurance agent with Teacher's Pension and Insurance Services since 2019. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion across a 55-advisor roster, serving individuals, retirement plans, institutional clients, and other advisers through model-based portfolio management and sub-advisory services.