Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

David Pearl is a CFP® professional with 34 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. His prior work includes roles at Cambridge Investment Research and Securities America Inc. He serves as a board member and past president of a non-public entity in Huntington Beach and is involved as a director in Scrabble tournament organizations. Cooper McManus provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a broad range of securities and access to sub-advisors and wrap programs to customize client portfolios.

Jennifer Krever Shintani is a financial advisor with OneSeven in Dana Point, CA, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edleman Financial Services, LLC. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with access to alternatives and private placements when appropriate.

Joel Staples is a CFP® professional with nine years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has prior experience at Cambridge Investment Research, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved as an owner and investment-related agent in other financial business entities. 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 and a broad range of instruments, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products, often customizing allocations through sub-advisors and co-advisory platforms.

Mary Brunson is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding a Series 65 designation with 18 years of industry experience. She has been with Index Fund Advisors since 2007. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers financial planning, retirement-plan consulting, referral services, and in-house tax services through its IFA Taxes division.

Sean Seibert is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Private Management Group, he worked in the golf course industry and education. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a long-term strategic investment framework with tactical adjustments and invests across a broad range of securities, serving several thousand accounts with approximately $4.9 billion in assets under management.

Michael Acevedo is a Certified Financial Planner® with 13 years of industry experience. He is currently affiliated with Dynamic and has prior experience at Galloway Asset Management and Midland National Life. He operates his own financial planning practice within Dynamic. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, as well as unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing customized, long-term investment strategies and extensive support for other advisers through technology and outsourced services.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Zeke Lefton is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Wedbush, he held roles at California Polytechnic State University, San Luis Obispo, Coast Nissan, and other organizations. Wedbush Securities serves a diverse client base 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 and capital markets functions with custody, clearing, and prime services, supporting a range of managed accounts and commission-based brokerage arrangements.

Leon James Jr. is a CFP® with 39 years of industry experience, currently affiliated with Tucker Asset Management LLC since 2022. His prior experience includes roles at Optivest, Inc. and Gramercy Securities, Inc. He holds a Series 63 license and also works as a licensed insurance agent specializing in accident & health, life, and variable contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Brad Morgan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 credentials, and has 33 years of industry experience. He has been a manager at Morgan Advisory Group since 2001 and affiliated with M HOLDINGS SECURITIES, Inc. since 2009. He is also a member and trustee of Iconic Watch Company, LLC, a non-investment related business. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers both advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and sub-advisory arrangements.

Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Rayliant Investment Research and AP Shoes. Lo also serves as President of Rayliant Wealth, an investment-related business based in Newport Beach, CA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios including its Sowell Visionary Allocation Strategies, as well as third-party manager selection and unified managed account solutions.

Michael Walker is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc for eight years. Walker also owns MCW Wealth Management, a private label financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm employs customized, long-term portfolio strategies using various investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

Sydney Riccio is a financial advisor at Cooper McManus with 22 years of industry experience. She holds a Series 66 designation and has worked at Cooper McManus since 2012. Riccio also operates Riccio Insurance Solutions, an independent insurance agency. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of securities and offers both standalone planning and ongoing asset management services.

Tony May is a financial advisor with Wedbush Securities Inc. in Newport Beach, California, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 11 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements, combining broker-dealer functions with clearing, custody, and prime services.

Marcus Griffin II is a CFA® charterholder with 19 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Narrow Gate Wealth Management, Mariner Independent, and Crawford Investment Counsel, Inc. He also serves as a principal offering investment advisory services through Mariner Platform Solutions. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a blend of planning-based and risk-based investment approaches, utilizing diversified mutual funds, ETFs, third-party managers, and quantitative models, supported by in-house tax expertise and proprietary technology platforms.

Jeffrey Sims is a CFP® with seven years of industry experience, currently serving at Index Fund Advisors, Inc. since 2022. His prior experience includes roles at Stifel Nicolaus & Co Inc, Commonwealth Financial Network, Guided Path Wealth Management, and Wedbush Securities. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to various client segments, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a globally diversified, passively managed investment approach using index funds and ETFs, supplemented by in-house tax services and a values-based investing program aligned with U.S. Conference of Catholic Bishops guidelines.

Terry Deever is a CFP® with 21 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2016. He also owns Terry Deever CPA, an accountancy corporation providing tax preparation, planning services, and business transaction analysis. Additionally, he is involved with Accentrix Solutions LLC, which automates payroll and HR management, and Accentrix Advisors, LLC, offering financial planning and investment advisory services. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs diverse analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.