Diane De La Cruz is a Series 65-licensed financial advisor with nine years of industry experience, currently serving at Private Management Group, Inc. since 2017. Prior to this, she worked at RSM US LLP from 2010 to 2017. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical adjustments, applying fundamental analysis and investing globally across a diverse range of instruments.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

Luis Martinez is a financial advisor at Private Management Group Inc with 27 years of industry experience. He holds a Series 63 designation and has been with Private Management Group since 1991, working as a self-employed advisor since 2015. Martinez is located in Laguna Beach, CA. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts and constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical decisions across a broad range of investment instruments.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

Sean Johnson is a financial advisor at Private Management Group Inc with one year of industry experience. He holds a Series 65 designation and has a background working in various roles at golf clubs and vacation rental businesses. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, using fundamental analysis to create individualized portfolios with a strategic, long-term focus complemented by tactical adjustments.

Gregory Lopez is a Series 65 licensed advisor with Private Management Group Inc in Irvine, CA, where he has worked since 2012. He has 12 years of industry experience. Private Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $4.5 billion in discretionary assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across taxable and non-taxable accounts.

Edward Stile is a financial advisor with Private Management Group Inc in Camarillo, CA, where he has worked since 2003. He holds seven years of industry experience and has been associated with the firm during that time. Prior to his advisory role, he was retired from 2007 onward. Private Management Group Inc provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a combination of long-term strategic frameworks and shorter-term tactical decisions in portfolio management.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.

Sean Seibert is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Private Management Group, he worked in the golf course industry and education. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a long-term strategic investment framework with tactical adjustments and invests across a broad range of securities, serving several thousand accounts with approximately $4.9 billion in assets under management.

Jon Fenster is a financial advisor with Private Management Group Inc in Redlands, CA, holding a Series 65 designation and 19 years of industry experience. He has worked at Private Management Group since 2025 and concurrently serves as a limited liability partner at Fenster & Fenster CPA's LLP, where he is involved in accounting and tax preparation services. Fenster has prior experience with J.J.F. Investments, Inc., where he worked from 2006 to 2024. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs individualized portfolios using fundamental analysis and a combination of longer-term strategic frameworks with shorter-term tactical adjustments, investing across a broad range of instruments while emphasizing active client input.

Matthew Franzen is a Series 65-licensed financial advisor with Private Management Group Inc. in Irvine, CA, where he has worked since 2020. He has five years of industry experience and previously worked at Coto de Caza Golf & Racquet Club and California State University – Fullerton. Private Management Group Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm focuses on individualized portfolios using longer-term strategic frameworks complemented by tactical adjustments and invests globally across a variety of instruments.

Austin Castillo is a financial advisor at Private Management Group Inc with a Series 65 designation and one year of industry experience. His background includes roles in insurance, hospitality, parking services, and education. He has also worked at several educational institutions, including Cal State University of Fullerton and Arizona State University. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a strategic investment approach with tactical adjustments, employs fundamental analysis, and offers globally diversified portfolios across various asset types.

Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Stephen Parker is a financial advisor with Private Management Group, Inc. in Irvine, CA, holding 28 years of industry experience. He has been with the firm since 1993. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Emily Reiland is a financial advisor at Private Management Group Inc with seven years of industry experience. She holds the Series 65 designation and has worked at Private Management Group since 2018. Prior to her advisory role, she held positions at Levi Strauss and Company and Orangetheory Fitness, and she also spent four years at Santa Clara University. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis and a broad range of investment instruments to construct individualized portfolios.

Kendall Nolan is a financial advisor at Private Management Group Inc with two years of industry experience. He holds a Series 65 designation and has prior work experience in athletics and educational institutions, including roles at the University of Portland and Crean Lutheran High School. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis and absolute returns.

Evan Echelberger is a financial advisor at Private Management Group Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at Pool Partners, World Financial Group, and Inhabit Real Estate. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Robert Summers is a CFA® charterholder with 34 years of industry experience. He has been with Private Management Group, Inc. since 1986. Summers holds a Series 63 license and is based in Irvine, CA. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets through individualized portfolios, combining long-term strategic frameworks with tactical decisions and fundamental security analysis.

Sean Summers is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Private Management Group Inc in Irvine, CA. He has been with Private Management Group since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Kristopher Reiland is a financial advisor at Private Management Group Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Private Management Group since 2022. Prior to his advisory role, his background includes positions in hospitality and educational settings. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm employs a long-term strategic investment approach combined with tactical decisions, focusing on fundamental analysis and a broad range of securities.

Kyle Schulz is a financial advisor at Private Management Group Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Viavi Solutions for four years before joining Private Management Group in 2020. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, constructing individualized portfolios that combine longer-term strategic frameworks with shorter-term tactical adjustments and employing fundamental analysis across a broad set of global instruments.

James Plotkin is a Series 65-licensed advisor with seven years of industry experience, currently with Private Management Group Inc in Carlsbad, CA. He has operated Plotkin & Associates Inc, DBA Plotkin Group, for over 35 years, where he serves as President and CEO, providing employee assessments for hiring and development. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets through a multi-team approach focused on combining long-term strategic frameworks with shorter-term tactical decisions.

Dennis Reiland is a CFA® charterholder with 39 years of industry experience. He has been with Private Management Group, Inc. in Irvine, CA since 1985. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm uses a combination of long-term strategic frameworks and tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of securities.

Layne Peterson is a financial advisor at Private Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Compass and in real estate training roles. Outside of finance, he has worked with Trust Me Vodka, Inc. and at the University of Southern California. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Kristin Mccoy is a financial advisor at Private Management Group Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Private Management Group since 2013. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm uses a combination of long-term strategic frameworks and tactical decisions based on fundamental analysis to construct individualized portfolios across various account types.

Matthew Frazier is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has been with the firm since 2026. His prior work includes roles in education and service industries as well as a seven-year position at Shady Canyon Golf Club. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, employing individualized portfolios with a combination of longer-term strategic frameworks and shorter-term tactical adjustments.