Robert Duncan is a CFP® with 16 years of experience in the financial services industry. He has held roles at Simmons Capital Group, Steward Advisors Group, Global Impact Wealth Management LLC, The Baptist Foundation of California, and the International Mission Board. Steward Advisors Group is a registered investment adviser that serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based values into its investment process and offers tailored portfolio management alongside financial planning and advisory services on tax, insurance, and estate matters.

Laurel Hackett is a financial advisor with BW & Associates, Inc. in Orange, CA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior work includes roles at Cetera Wealth Services, LLC and Girard Securities, Inc. She is a licensed notary who provides notarization services to clients without fees. BW & Associates, Inc. offers investment management, portfolio management, and financial planning to individuals, charities, and businesses. The firm employs a long-term, asset-allocation-driven approach focused on mutual funds, ETFs, and variable annuities, operating primarily on a non-discretionary basis.

Morgan Fippinger is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He is currently affiliated with Pacific Capital and has previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Morgan is also the owner of Morgan's Bonsai, a retail business based in San Diego, CA. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning services primarily to high-net-worth clients, including families, institutions, and charitable organizations. The firm employs a disciplined asset management process featuring portfolio analysis, continuous monitoring, and a variety of trading techniques, alongside its proprietary Financial Life Inspection® planning program.

Casey Bartels is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at Guardian Financial Partners, LLC since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Bartels is involved in insurance-related activities in Orange, CA. Guardian Financial Partners provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers asset management, retirement plan consulting, and individualized portfolio management through wrap-fee accounts, employing proprietary asset-allocation models and a fiduciary, client-focused approach.

John Bivens is a financial advisor with Capital Synergy Partners and holds the Series 63 designation. He has 29 years of industry experience, including roles at Capital Synergy Partners since 2011 and Onyx Investment Advisors from 2010 to 2025. Outside of his advisory work, he is the owner and CEO of a medical and wellness spa in Culver City, CA. Capital Synergy Partners serves individual clients across a range of net worth levels, offering portfolio management, financial planning, and third-party money manager programs. The firm combines fundamental, technical, and cyclical investment analysis and provides advice primarily on a non-discretionary basis while also operating as a broker-dealer and insurance broker.

Lesley Hernandez is a financial advisor at TriCord Advisors, Inc. in Riverside, CA, holding a Series 65 credential with four years of industry experience. Prior to joining TriCord Advisors in 2022, Hernandez worked at Walmart from 2018 to 2022 and was a student from 2012 to 2022. TriCord Advisors provides investment advisory services primarily to individuals and families, along with high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and administrative services, tailoring strategies to clients’ objectives and using third-party managers on a client-by-client basis.

Joshua Coniglio is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 11 years of industry experience. He has worked at Pacific Capital since 2019 and previously with Coniglio Wealth Management, Sterling Wealth Partners, and USA Financial Securities. Coniglio serves as volunteer board treasurer for the Morgan Square Homeowners Association in Chino, CA. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning primarily to high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a disciplined asset management process incorporating portfolio analysis, continuous monitoring, and periodic rebalancing, and offers a branded financial planning program called the Financial Life Inspection®.

Tyler Thompkins is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Financial Advisors Network, Inc. and has prior experience at Advisory Services Network, Windawi & Associates, and Sterling Wealth Partners. Outside of his advisory work, he also works as a delivery driver for DoorDash. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, and quantitative analysis, and provides discretionary management with individualized plans and regular reviews.

William Rapp is a financial advisor at Capital Synergy Partners with 44 years of industry experience. He holds the Series 63 designation and has worked with Capital Synergy Partners since 2008, following a prior tenure at CPS Financial & Insurance Services, Inc. Additionally, he operates a sole proprietorship offering fixed insurance services. Capital Synergy Partners serves individual clients across varying net worth levels, providing portfolio management, financial planning, and third-party money manager programs. The firm offers advisory services primarily on a non-discretionary basis and integrates fundamental, technical, and cyclical investment analysis methods.

Charles Taylor is a financial advisor at Capital Synergy Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Synergy Partners since 2017 and previously at Invest Financial Corp. from 2008 to 2016. Taylor is also the owner and president of Taylor Wealth Management Group, a fixed insurance business specializing in life, health, and long-term care insurance. Capital Synergy Partners serves individual clients across various net worth levels, offering portfolio management, financial planning, and advisor-managed accounts. The firm operates as both a registered investment adviser and broker-dealer, providing a range of investment strategies and insurance products, with a primarily non-discretionary advisory approach supported by oversight and compliance processes.

Brian Park is a financial advisor with Harvest Investment Services, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Harvest Investment Services since 2015 and previously at ProEquities Inc. Outside of his advisory role, he is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach, and disaster relief. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and charities through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing an actively managed tactical strategy with fundamental and technical analysis.

Randall Francis is a CFP® with seven years of industry experience, currently serving as an advisor at Pacific Capital. He previously operated as a sole proprietor and worked at LPL Financial LLC. Pacific Capital Wealth Advisors provides discretionary investment management and financial planning to high-net-worth clients, including families, trusts, and business entities. The firm employs a disciplined asset management process and offers a comprehensive Financial Life Inspection® as part of its planning services.

Bruno Krenn is a financial advisor at Pacific Capital with one year of industry experience. He holds the Series 66 designation and has prior experience with Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent. Pacific Capital provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a disciplined asset-management approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.

Leala Ruangtragool is a financial advisor with CSP Financial Group LLC and holds a Series 65 designation. She has been active in financial and related entrepreneurial activities since 2017, including operating as a sole proprietor and involvement with Thai Ventures 002, LLC. Her experience also includes a role at the Public Health Institute. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, asset allocation, and annual reviews, utilizing third-party managers such as Matson Money to implement model allocations.

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.

Wenxuan Zhu is a financial advisor at MY Advisors US LLC with two years of industry experience. Zhu holds a Series 65 designation and previously worked at American Fundstars Financial Group LLC and held various roles including research and academic positions. 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 a range of strategies including fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary mandates.

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.

Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.