Maureen Tsu is a CFP® professional with 44 years of experience in the financial industry. She is currently with Ignite Planners LLC and has previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. Her credentials also include the Series 63 designation. 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, consulting, and manages portfolios with a range of public and private investments, incorporating a volatility-responsive VEGA strategy and tax-efficient techniques.

Charles Conners is a CFP® with 42 years of industry experience, currently serving at Ignite Planners LLC since 2025. He previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. He also holds licenses as an agent for accident and health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, 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 VEGA strategy and managing private pooled funds alongside traditional portfolios.

Leonard Moulin III is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He currently works at Ignite Planners LLC and has previously been associated with Stonex Securities Inc, Rincon Pacific Management, Cetera Advisor Networks, and Girard Securities. Outside of his primary advisory role, he provides financial modeling and corporate strategy consulting services. 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 employs a tailored investment approach using a mix of public and private securities, manages private pooled funds, and offers discretionary asset management and financial planning services.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

Darrell Fryer is a financial advisor with Hamilton-Bates Investment Research, Inc., holding a Series 63 designation and nine years of industry experience. He has worked at Hamilton-Bates since 2018 and previously was with Securities Service Network, LLC. Outside of his advisory role, Fryer is involved in insurance sales and services through his independent agency, Capistrano Premier Insurance, and also participates in genomic sales to the medical industry with Encore Risk Management & Insurance Services, LLC. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary and model portfolio programs, managing over $61 million in client assets as of the end of 2025.

Scott Goerner is a financial advisor with Regal Advisory Services, Inc. based in San Juan Capistrano, CA. He holds a Series 66 designation and has one year of industry experience. Outside of advising, he is a co-founder and director of SGJR, Inc., a California-based ready-to-drink soju canned cocktail company. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm employs both fundamental and quantitative research in managing portfolios and offers various program structures, including discretionary and non-discretionary managed accounts.

Jeffrey Wheeler is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with The Wealth Collaborative, Inc. since 2007, following roles at LWI Financial Inc. and Loring Ward Capital Management Inc. The Wealth Collaborative, Inc. serves high-net-worth individuals and business entities, focusing on clients in the entertainment industry. The firm provides discretionary investment management through its Private Client Program and offers wealth planning and consulting services, managing approximately $791 million in discretionary assets.

Frederick Pieracci is a financial advisor with J K R & Company, Inc. in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at NFP Retirement, Kestra Investment Services, and has been the owner and president of Cape Star Company, an insurance services firm, since 1977. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm offers customized, discretionary portfolios with ongoing monitoring and quarterly reviews, managing significant discretionary and retirement plan assets.

Paul Holthe is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Argos Wealth Advisors LLC in Newport Beach, CA, and has prior experience at UpFactor, Inc., Creighton Capital Management LLC, L1 Holding AS, Levivisci Ltd., and Claret Family Partners Ltd. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm utilizes a risk-based, strategic asset allocation approach with ongoing portfolio monitoring, third-party manager oversight, and integration of financial planning into its services.

Jaxson Allred is a financial advisor at Ignite Planners LLC with three years of industry experience and a Series 65 designation. He has been with Ignite Planners and its affiliate Atlas Investment Management since 2019 and serves in the United States Marine Reserves. Outside of advising, he holds an ownership interest in a meal prep company based in Utah. Ignite Planners works with 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 provides discretionary asset management, financial planning, consulting, and acts as adviser and sponsor to private funds, employing a volatility-responsive investment strategy that includes derivatives and tax-efficient rebalancing.

David Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities, Inc. Outside of his advisory work, Allred is involved in tax preparation and insurance services through business activities under Allred Synergy, Inc. and Proactive Tax. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, managed held-away accounts, and advisory services to private pooled funds, utilizing a volatility-responsive VEGA strategy and tax-efficient asset management techniques.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

John Bodovitz is a financial advisor with Guardian Financial Partners, LLC, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Wells Fargo Advisors, and Prudential Equity Group, LLC. 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, utilizing proprietary asset-allocation models and a fiduciary, client-focused approach.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.

Scott Blaney is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His career includes roles at Nicholas Pension Consultants and American Funds Distributors, Inc. Blaney also works as a consultant for Momenta Benefits, assisting with administration for qualified plans. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified long-term allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

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.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.