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 CFP® professional with 14 years of industry experience, currently affiliated with Dynamic. His prior roles include positions at Galloway Asset Management, LLC, and Midland National Life. He has led his own financial planning practice since 2016. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm emphasizes long-term, client-specific portfolio construction and offers various investment management and advisory services, along with specialized support for other financial advisers.

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.

Garrett Bradbury is a CFP® professional at Pure Financial Advisors, LLC with three years of industry experience. He has been with Pure Financial Advisors since 2022, having held multiple roles within the firm. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location.

Leon James Jr. is a CFP® professional with 39 years of experience in financial advising. He has worked at Tucker Asset Management LLC since 2022 and previously was employed at Optivest, Inc., Centaurus Financial, Inc., and Anchor Capital. He holds a Series 63 license and is also registered as an insurance agent with licenses 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, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of strategies, including alternative investments, to manage portfolios on a discretionary basis.

Maria Carchi is a financial advisor with ValMark Advisers, Inc. holding a Series 66 credential and three years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Equitable Advisors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from ValMark’s investment committee.

Andrea Matolo is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2011. She holds the Series 66 license and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services with its advisory offerings.

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, holding 26 years of experience including her current role and prior positions at Eternity Financial Alliance Solutions Inc. and World Financial Group. She has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management serves individual clients across wealth levels, as well as charitable organizations and business entities, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and related services. The firm uses in-house model portfolios, sub-advisers, and a broad range of investment options, including alternatives and illiquid direct participation programs.

Andrew Chen is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 license and seven years of industry experience. He previously worked at Manchester Financial Inc. and has experience in both financial advisory and educational roles at Pepperdine University. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning.

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.

Kathleen Donnelly is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with nine years of industry experience. Her career includes roles at Trilogy Capital, Trilogy Financial, National Planning Corporation, and Solar City. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on globally diversified asset allocation and risk-based model portfolios that incorporate both traditional and non-traditional instruments.

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.

Joseph Sirgy is a CFP® professional with 23 years of industry experience. He is affiliated with Trilogy Capital, Inc. and has worked there since 2016, alongside roles at LPL Financial and Trilogy Financial Services dating back to 2003. His other business activities include selling life, health, disability, and long-term care insurance through Trilogy Financial Services. Trilogy Capital, Inc. 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 globally diversified, risk-based investment approach and integrates tax services through its affiliate, Trilogy Tax & Consulting.

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, Crawford Investment Counsel, Glenmore Advisors, and GFO Advisory Services. Griffin is also a principal at Narrow Gate Wealth Management, where he offers investment advisory services through the Mariner Platform Solutions. Lifeworks Advisors serves a broad range of clients including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities alongside proprietary client technology.

Ricardo Ribeiro is a Certified Financial Planner (CFP®) with six years of industry experience. He has been with First Foundation Advisors since 2013, based in Irvine, CA. Ricardo holds a Series 65 license. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm uses a multi-asset, open-architecture approach and is affiliated with FirstSun Capital Bancorp, integrating banking and other financial services into its offerings.

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.