Matthew Sassani is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 credential and 27 years of industry experience. He has been with Cooper Financial Group since 2014 and previously worked at Securities America, Inc. from 2014 to 2019. Outside of his advisory role, he owns a business importing and exporting promotional gift items. Cooper McManus serves individuals, high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of instruments and provides both standalone planning and ongoing asset management services.

Dean Evans is a CFP® professional with 35 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has worked at Cambridge Investment Research since 2020 and has been associated with Cooper Financial Group and Securities America since 2003. Outside of financial advisory, Evans operates as an independent insurance agent and is involved with the Evams Haymond Group LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked exclusively within the Navy Federal organizations since 2013, including Navy Federal Credit Union and various Navy Federal Investment and Financial Group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, employing third-party portfolio managers and providing overlay services and a Private Wealth Consulting program for clients with $1,000,000 or more.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Axa Advisors, and Lincoln Financial Group. Tolson also maintains a role as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to customize portfolios based on clients’ objectives and risk tolerance.

Aron Wong is a financial advisor at Cooper McManus with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Cambridge Investment Research and Northwestern Mutual. Outside of his advisory role, he has experience as an insurance agent and paraplanner. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process, employing a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Gregory Norman is a financial advisor at Cooper McManus with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, CUSO Financial Services, LPL Financial, and CUNA Mutual Group. Outside of advisory roles, Norman is also active as an insurance and benefits agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse array of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Thomas Wolf is a CFP® with 41 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2013. He has also been involved with related entities including TCFG Wealth Management and TCFG Insurance Solutions. Outside of his advisory work, he is a board member of the California Lutheran High School Association. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

James Cunningham Jr. is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Securities America. In addition to his advisory role, Cunningham is a licensed attorney and operates CunninghamLegal, where he serves as CEO and lead attorney. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of securities and manages both standalone planning engagements and ongoing asset management relationships.

Kyle Jones is a financial advisor at Cooper McManus with 17 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Fortress Wealth Management, Aequitas Wealth Management, and LPL Financial. Outside of advising, he serves as Vice Chair of the Beverly Hills Estate Planning Council and is a board member of the Westside Regional Center, a nonprofit focused on social work. He is also involved in music as a performing musician. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process selecting diverse securities and products to align with client objectives and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms to customize client allocations.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.

Courtland Alex is a financial advisor at Cooper McManus in Irvine, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Cambridge Investment Research, Inc., EHG Financial Planning, and Securities America Inc. Outside of his advisory role, he is an independent insurance agent and owner of Evans Haymond Group, LLC. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse range of securities and model asset-allocation portfolios tailored to client objectives.

Joseph Bergin is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and Wells Fargo Advisors. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple delivery platforms and customizable portfolio management.

Christopher Cox is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Cooper McManus since 2009 and previously worked at Securities America, Inc. and Cambridge Investment Research, Inc. Outside of advising, Cox is involved with the Wilshire Rotary Club of Los Angeles, where he served as immediate past president, and he is a board member at Atlas Point, a tech-based behavioral science organization. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process that includes a wide range of securities and model portfolios, and it emphasizes client education and ongoing communication while coordinating with external attorneys for estate-planning services.

Wil Smith is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with Cooper McManus and has previously worked at Cambridge Research, Inc. and Securities America, Inc. He serves as a board member for the Grand Lodge of California and Somerset Main Street. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of securities and implements customized model portfolios through sub-advisors and co-advisory platforms.

Dylan Costello is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation, bringing seven years of industry experience. His prior roles include positions at Minnesota Life, Securian Financial Services, and Tax and Financial Group. In addition to his advisory work, he is a Financial Strategist with Navigators Advisory Group, focusing on financial planning and implementing strategies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, and separate-account managers, with client accounts monitored and rebalanced regularly under the oversight of an investment committee.

Benjamin Julianel is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers, ValMark Securities, Tax And Financial, Securian Financial Services, and Minnesota Life Insurance Co. Since 2023, he has also been the founder and CEO of Navigators Advisory Group, an investment and financial planning firm in Irvine, CA. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and performance monitoring.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

Brent Hill is a financial advisor at ValMark Advisers, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Pacific Life Insurance Company and Pacific Select Distributors, Inc. from 2014 to 2023 before joining ValMark in 2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach is focused on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Lisa Wiechert is a financial advisor with StoneX Advisors Inc. in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2009. Outside of her advisory role, she owns and operates an eBay sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including proprietary models and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Devonney Thurman is a Series 66 licensed financial advisor at Cooper McManus with four years of industry experience. Prior to joining Cooper McManus, Thurman worked at Cambridge Investment Research and Lindsey & Lindsey Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes a wide range of securities and model asset-allocation portfolios tailored to client objectives.