William Jenkins is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at TCFG Investment Advisors and TCFG Wealth Management since 2017, with prior experience at Securities America Advisors, Inc., Securities America, Inc., and Foothill Securities, Inc. Outside of his advisory role, he is the owner and operator of a farming business in Alberta, Canada, involving grain, canola, and cattle. 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 various investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.

Monte Harrick is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at ValMark Securities, Inc., FAS Corp., and Veritypoint Financial, LLC. Outside of his advisory work, he is president of an online jewelry sales business that operates internationally, where he assists with strategy, financing, marketing, and supply chain. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Diane De La Cruz is a Series 65-licensed financial advisor with nine years of industry experience, currently serving at Private Management Group, Inc. since 2017. Prior to this, she worked at RSM US LLP from 2010 to 2017. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical adjustments, applying fundamental analysis and investing globally across a diverse range of instruments.

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.

Mark Hebner is a financial advisor at Index Fund Advisors, Inc. with 27 years of industry experience, all of which he has spent at the firm since 1999. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios tailored to clients’ risk capacity and integrates in-house tax services alongside its advisory offerings.

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.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

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.

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC in Costa Mesa, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 19 years at Crown Capital Securities prior to joining Legacy Wealth Management in 2021. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and third-party manager selection across a platform of 35 advisors, emphasizing tailored strategies and continuous account monitoring.

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.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Kevin Krause is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and BackNine Insurance. Krause is also involved with Second Opinion Expert, Inc., where he provides training and support to behavioral health treatment facilities focused on substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, alongside technology and operational solutions for advisers.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

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.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.