Jody Pierce is a financial advisor at Vanderbilt Advisory Services with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Avantax Advisory Services and Cetera. Outside of his advisory role, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through his business, GFS, Inc. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, employing a strategic asset allocation process supported by fundamental, technical, and charting analysis.

Phillip Edwards is a financial advisor at Mariner Independent with a Series 65 designation. He has prior experience at Kovitz Investment Group Partners, LLC and held roles at other organizations including United Airlines and Morehouse College. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a wide range of investment tools through a network of investment adviser representatives.

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.

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.

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.

Stuart Scholten is a financial advisor at Accelerate Retirement with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kestra Investment Services, LLC and NFP Retirement, Inc. Prior to joining Accelerate Retirement, he spent a decade and more in roles at these firms. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals and employer plan sponsors, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm uses a long-term investment approach with customized portfolios and supports both qualified and non-qualified plans through a network of Investment Adviser Representatives.

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.

Christopher Quigley is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at Mosaic Value Partners, Focus Partners Wealth, Kovitz Investment Group Partners, and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities like pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a network of investment adviser representatives who utilize firm-built model portfolios and a wide range of investment tools, supported by affiliated businesses such as a trust company and an institutional pension consulting affiliate.

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.

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.

Anthony Luppi is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is currently with Choreo, LLC and previously worked at Insight Wealth Strategies, LP and Merrill. Luppi holds the Series 66 designation. Choreo serves individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

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.

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.

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.