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.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked extensively within the Navy Federal corporate structure since 2013, including various roles across Navy Federal Investment Services, Navy Federal Financial Group, and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers on the Envestnet platform, delivering a range of solutions including unified managed accounts, strategist portfolios, and digital automated ETF portfolios.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with ValMark Advisers since 2017 and has previously worked with Valmark Securities, Inc. and The O'Neill Company, Inc. since 2010 and 2007 respectively. Lee is also managing partner of L2 Financial, Inc., where he oversees business strategy and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, with client accounts monitored and managed through proprietary and third-party platforms.

Rex Behrashi is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He is also the owner of BLU Financial Planning, which offers financial strategies for business owners, professionals, and families. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary programs, often combining registered representative activities within its dual-registration model.

Michael Roney is a CFP® with 13 years of industry experience, currently serving at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Outside of his advisory role, he and his wife own and manage rental properties on a limited, passive basis. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Benjamin Vazquez Jr. is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Trilogy Capital since 2019 and spent time at LPL Financial. Outside of advising, he is involved with My Secure Advantage, Inc., providing financial education via Zoom. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic, globally diversified asset allocation approach that includes both traditional and non-traditional investments and provides integrated tax services through its affiliate, Trilogy Tax & Consulting.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Axa Advisors. Tolson has also worked as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model that provides ongoing monitoring, reporting, and client education.

Christine Bowe is a financial advisor with Empirical Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She also manages Empirical Real Estate Services, where she reviews real estate holdings and manages property listings. In addition, she provides life insurance services as an independent contractor with World Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates affiliated businesses across real estate, insurance, and legal services.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has been with Trilogy Capital since 2017. Hallie is also involved in non-variable insurance activities based in Montpelier, VT. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm uses a strategic, globally diversified investment approach with risk-based model portfolios and incorporates non-traditional instruments alongside traditional assets.

Stephen Whitman is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include extended tenures at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors and participants, offering investment management, financial planning, retirement-plan consulting, and tax-related services through an affiliated firm. The firm employs a strategic, globally diversified investment approach incorporating a variety of asset types and risk-based portfolio models.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with Trilogy Capital since 2015 and previously with LPL Financial and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach focuses on strategic, globally diversified asset allocation, manager selection, and periodic rebalancing, utilizing both fundamental and technical analysis.

Michael Bakhshi is a financial advisor at Trilogy Capital, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital and affiliated firms since 2010, including a concurrent tenure at LPL Financial. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach features globally diversified asset allocation, manager selection, and risk-based portfolio models, incorporating both traditional and non-traditional investment instruments.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC in Riverside, CA, holding Series 65 and Series 63 registrations. He has six years of industry experience and has been with Golden State Wealth Management since 2018. His prior work includes roles at Renaissance Wealth Management, LPL Financial, Canyon Crest Country Club, and the University of California, Riverside. Golden State Wealth Management serves individual, trust, pension, and business clients with asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor portfolios.

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.

Michael Lathrop is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Newport Advisory LLC and Mariner LLC. Outside of his advisory role, he is involved in marketing and technology businesses, including partnerships in social media marketing and marketing consulting ventures. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a variety of securities and model asset-allocation portfolios to tailor solutions for clients.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Packerland since 2018 and previously served at Foresters Equity Services, New England Securities, and Equitable Advisors. Outside of his advisory work, he is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, delivering solutions via the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary account options.

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.

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.