Michael Sanger is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at the Federal Reserve Bank of San Francisco and positions in education and creative services. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based investment management and financial planning. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and estate-planning services.

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.

Stephen Kawasaki is a CFP®, CFA®, and holds a Series 65 license with five years of experience in financial advising. He has worked exclusively at Aspiriant, LLC since 2016 in various roles. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment programs using asset allocation informed by internal Capital Market Expectations and offers a range of implementation options, including access to private investments and proprietary mutual funds.

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.

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.

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.

Joan Tsuei is a financial advisor at Cooper McManus with seven years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Bank of America, and Merrill. Tsuei also works as an independent insurance agent for various companies. 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 through sub-advisors and co-advisory platforms.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

David Mcmanus is a financial advisor at Cooper McManus with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Cambridge Investment Research and Securities America. He is also an independent insurance agent. 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, employing a broad range of instruments and model portfolios customized through sub-advisors and co-advisory platforms.

Melvyn Varrelman is a financial advisor at Cooper McManus with 41 years of industry experience. He has worked at Cambridge Investment Research, Securities America, and has operated his own business, Mel Varrelman Financial Services, since 2007, where he provides CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus serves individuals, including high-net-worth clients, 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 portfolios through sub-advisors and co-advisory platforms.

Alissa Kroeger is a CFP® with 15 years of industry experience, currently serving with Cooper McManus in Irvine, CA. Her career includes roles at Cambridge Investment Research, SECURITIES AMERICA, and Fidelity. Cooper McManus provides financial planning and portfolio management services to individuals, trusts, corporations, and employer retirement plans. The firm employs a fundamentally driven investment process using a wide range of instruments and offers both standalone planning and ongoing asset management.

Jacqueline Adler is a CFP® with 16 years of industry experience, currently serving at Forum Financial Management, LP. Her prior roles include positions at Guide My Finances, Osaic Wealth Inc, Gates Pass Advisors, Spinnaker Investment Group, and Fidelity Personal and Workplace Advisors. She is also an insurance agent involved in the sale of various insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers both back-office services and sub-advisory support to independent advisors and RIAs.

Jonathan Murphy is a CFP® and ChFC® with 15 years of industry experience. He is a financial advisor at Cooper McManus in Irvine, CA, and has previously worked at Northwestern Mutual and Cambridge Investment Research. Outside of his advisory role, he owns Murphy Motorcycle Company, which buys, sells, and wholesales race motorcycles and automobiles. 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 using a broad range of instruments and integrates model portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Jason Werner is a CFP® with 19 years of experience in the financial services industry. He is associated with Cooper McManus and has held positions at Cambridge Investment Research and Securities America, among others. He also works as an independent insurance agent. 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 and offers a broad range of investment instruments, combining standalone planning engagements with ongoing asset management tailored to client objectives.

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.

Kiley Maertz is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Alterativ Wealth, Claraphi Advisory Network, LLC, and Heritage Financial Services. He is a licensed agent involved in annuities and insurance sales through Heritage Financial Services. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Yingqi Linghu is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining IP Financial, Linghu has worked at firms including Castle Group Investment Counsel, Fortune Securities Inc, and Transamerica Financial Advisors. Outside of advisory roles, Linghu is the CEO of Exeter Energy Inc, a company providing solar panel cleaning services using automated robots. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and specialized consulting services such as actuarial analysis and benefits consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and discretionary management strategies to construct personalized portfolios.

Shannon Beahan is a CFP® with 17 years of industry experience, currently serving at Cooper McManus. Her work history includes roles at Cambridge Investment Research, Fidelity Brokerage Services, and Ladenburg Thalmann. She is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans, offering financial planning, discretionary portfolio management, and access to multiple investment platforms. The firm utilizes a fundamentally driven investment approach, employing a diverse set of instruments and model portfolios tailored to client objectives.

Jon Kerby is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with TCFG Investment Advisors since 2013 and also serves as president of Kerby Financial Services, where he provides tax preparation and planning as well as bookkeeping services. Additionally, he is a licensed insurance agent offering life and disability insurance through TCFG Insurance Solutions. 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 employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with access to third-party money managers.