Henry Pena is a financial advisor at TCFG Investment Advisors, LLC with 38 years of industry experience. He has held roles at TCFG Wealth Management, Charles Schwab Bank, and Charles Schwab & Co., Inc. Henry holds Series 63 and Series 65 licenses. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services using a variety of investment strategies.

Anthony Andolino is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at the University of Arizona and Sandra Day O'Connor High School. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its technology and practice platform, FinLife Partners.

Laura Bevill is a financial advisor at Shelton Capital Management with Series 63 and Series 66 credentials and six years of industry experience. She previously worked at SVB Capital and Advent Capital Management and has held multiple roles with Apollo-affiliated entities since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through various mandate structures. The firm employs an active, discipline-specific approach integrating fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools in its investment processes.

Catherine Milano is a financial advisor at Wealth Watch Advisors, Inc with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including IAMS Wealth Management, LLC and the Milano Investment Foundation, Inc. Outside of her advisory role, Milano volunteers at St Kilian Catholic Church, assisting with fundraising events. Wealth Watch Advisors serves a broad client base, including individuals, institutional clients, and other registered investment advisers, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical investment strategies and provides access to approved alternative private placements for eligible investors.

Ava Dilger is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and two years of industry experience. Prior to joining Wedbush Securities in 2024, she worked at Rosen Law Offices in 2022 and has experience in educational roles from 2014 to 2025. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Kimberly Overby is a financial advisor at Cooper McManus with four years of industry experience. She has been involved in settlement consulting through Overby Settlement Consulting since 2006 and also provides financial planning for settlement recipients via Sage Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes allocations with sub-advisors and co-advisory platforms.

Luis Martinez is a financial advisor with Private Management Group, Inc. in Laguna Beach, CA, holding a Series 63 designation and 26 years of industry experience. He has been self-employed since 2015 and has worked at Private Management Group since 1991. Outside of advising, he manages a rental property business. 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 long-term strategic investment approach combined with tactical decisions and manages a diverse range of securities across taxable and non-taxable accounts.

Gregory Jackson is a financial advisor at Cooper McManus in Irvine, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LaSalle St. Investment Advisors, Securities America Advisors, and Primerica. Outside of his advisory role, he is involved in insurance sales. 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 range of securities and customized model portfolios through sub-advisors and co-advisory platforms.

Dharam Kalra is a CFP® and ChFC® with 15 years of industry experience, currently serving at Royal Fund Management, LLC. He has held roles at Tax Centers 360 and Signature America Financial & Insurance Services Inc., where he is president and markets life, health, and fixed annuities. Kalra is also involved in community organizations, including board memberships at the Hindu Temple Society of Inland Empire and the Executive Guild of El Toro. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Jennifer Cheng is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Cambridge Investment Research, Inc., Evergreen Wealth Advisory Group, LLC, and Securities America, Inc. Cheng is also a managing partner of Taylor Moor LLC and a partner at Strategies Group LLC. 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 with a broad range of instruments, including stocks, bonds, ETFs, options, and cryptocurrency products, and offers both standalone planning and ongoing asset management solutions.

Michael Thomas is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Parsonex Advisory Services, Inc. and Parsonex Securities, Inc. since 2007. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on serving non-high-net-worth individuals.

Jonathan Monaco is a financial advisor at Wedbush Securities Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2022. Outside of his advisory role, he owns and operates Coach Canine OC, a dog walking service. Wedbush Securities serves a diverse range of clients including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer, capital markets, clearing, and prime services functions, with approximately $5.68 billion in regulatory assets under management.

Zachary Waldon is an investment advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of advisory services, he is president and CEO of Fortify Inc., a management company. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm employs a personalized approach to portfolio management, incorporating multiple asset classes and utilizing in-house and third-party managers.

Oliver Crary is a CFA® charterholder with 28 years of industry experience. He has been with Everett Harris & Co since 1972. Everett Harris & Co provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold approach across a diversified range of asset classes, with a compact team of 13 advisors managing approximately $10.6 billion in discretionary assets.

Tonya Collier is a financial advisor with Cooper McManus in Irvine, CA, holding CFP® and Series 66 designations and 25 years of industry experience. She has worked with Cooper McManus since 2005 and has held roles at Cambridge Investment Research and Securities America. Collier is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Lawrence Wimsatt is a CFP® with 30 years of industry experience, currently serving at Cooper McManus. He has worked with Cambridge Investment Research since 2020 and has been with Cooper McManus since 2015. Outside of financial advising, he is involved in consulting and coaching through his ownership of Life Dreams Wealth Inc. and works as a mortgage broker and independent contractor in estate planning. Cooper McManus serves individuals, trusts, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and offers customized asset allocation through sub-advisors and co-advisory platforms.

John Buckingham is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Kovitz Investment Group Partners and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of investment services through a network of advisors, utilizing both firm-built model portfolios and customized discretionary management, supported by affiliated and third-party managers.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Venture Pacific Financial Services. 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 customized portfolios built by a network of Investment Adviser Representatives and emphasizes a long-term investment approach with ongoing monitoring and due diligence.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Gregory Holmes is an investment advisor representative at Cooper McManus with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Ameriprise Financial Services, Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios tailored to client objectives.