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.

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Diversify Advisory Services. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve and assists active-duty Marines transitioning to civilian life. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and corporate consulting to individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternative strategies tailored to client objectives.

Haddy Homampour is a CFP® with 17 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. Prior to joining Diversify, Haddy held roles at DFPG Investments, SureVest, and Wells Fargo Advisors. Outside of his advisory role, he serves as President and Head of Financial Planning at Parkview Wealth Advisors and as President and CEO of Parkview Comprehensive Planning Consultants, LLC, where he provides financial planning education and training. Diversify Advisory Services is an SEC-registered firm serving individuals, corporate clients, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to client needs.

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.

Ryan Benson is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Irvine, CA. He has been with Aspiriant since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management, wealth planning, family office services, and accounting and banking support. The firm employs customized investment strategies using a range of vehicles and maintains distinctive family office capabilities and an affiliation with a law group.

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.

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Spinnaker Investment Group, LLC. Outside of finance, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of strategies, managing approximately $1.21 billion in assets as of early 2025.

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.

Roger Tennyson is a CFP® professional with 20 years of experience in financial advisory services. He is associated with Gradient Securities, LLC and has operated several DBAs including Tennyson Wealth Management and Tennyson Insurance Solutions since 2018. In addition to his advisory roles, he is a managing member of Martin Financial Services, LLC, an accounting entity. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, third‑party manager referrals, non‑discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker‑dealer, offering a mix of advisory and commissionable securities and insurance products.

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

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 Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.

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.

Chad Bruechert is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has experience at MassMutual Life Insurance Company, Bruechert Insurance Agency, Inc., and LPL Financial LLC. Chad also has a background in business management with PDF US LLC and West Coast Labels. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive management through multiple platforms and legal support services.

Joseph Thomason is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at J.P. Morgan, First Republic, Bank of America, and Merrill. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party platforms, with a notable integration of institutional and retirement plan services.

Corianne Leyton is a financial advisor with IHT Wealth Management LLC in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at Riverwalk Capital Partners, IHT Securities, LLC, IHT Wealth Management LLC, and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, alongside affiliated broker-dealer services and comprehensive fiduciary solutions.

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.