Andrew Purmort is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cooper McManus since 2004 and also leads Purmort Group, Inc., where he serves as president and an independent insurance agent. In addition to his advisory roles, he volunteers with a local neighborhood watch program. 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 instruments and offers both standalone planning engagements and ongoing asset management relationships.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Foundation Advisors since 2014. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as serving investment companies. The firm uses an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor at Trilogy Capital, Inc. based in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Trilogy, he worked in various roles including a position at Frozen Ropes and held several educational roles. Zachary also maintains a license as an insurance agent for life and health products. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants with investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach and offers additional services through its affiliate, Trilogy Tax & Consulting.

Todd Schneider is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at firms including Golden State Equity Partners and Cutter Financial Group, and has operated Schneider Wealth Management, LLC since 2011. Outside of advisory services, he is a licensed insurance agent in Texas. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program that allocates clients into illiquid private funds under a documented allocation policy.

Christina Orta is a CFP® professional with 18 years of industry experience, currently with Cooper McManus in Irvine, CA. Her prior work includes roles at Cambridge Investment Research, Inc. and Securities America, Inc. She is involved as treasurer and board member at Hillcrest Christian School. Cooper McManus serves individuals, trusts, corporations, and retirement plans by offering financial planning, discretionary portfolio management, and access to a range of investment products. The firm employs a fundamentally driven investment process that utilizes both individual securities and pooled products, tailoring client portfolios with multiple asset allocation strategies and educational resources.

Austin Castillo is a financial advisor at Private Management Group Inc with a Series 65 designation and one year of industry experience. His background includes roles in insurance, hospitality, parking services, and education. He has also worked at several educational institutions, including Cal State University of Fullerton and Arizona State University. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a strategic investment approach with tactical adjustments, employs fundamental analysis, and offers globally diversified portfolios across various asset types.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Steven Behrle is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Wells Fargo Advisors Financial Network, and Prudential Equity Group. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Donald Mccormick III is a financial advisor at Choreo, LLC with 18 years of industry experience and holds the Series 66 designation. He previously worked at Insight Wealth Strategies, LP for 17 years and Insight Advisors, Inc. for 33 years. He serves as president of Insight Advisors, Inc., a holding company for Insight Wealth Strategies, LP, although he devotes no time to this role. Choreo, LLC serves a diverse client base including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a disciplined investment process featuring strategic asset allocation, quantitative screening, and investment committee approval, offering services such as portfolio management, financial planning, outsourced CIO, and specialized advisory solutions.

Charles Farrell III is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cooper McManus since 2009 and previously at Cambridge Investment Research, Inc. and Securities America, Inc. Outside of financial advising, he has been involved in real estate sales and mortgage brokerage. 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 across a broad range of instruments and utilizes model asset-allocation portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Bijou Schmidt is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Tend Financial and Insurance Solutions, Eagle Strategies, and New York Life. Outside of financial advising, Schmidt is the owner of Holy Schmidt Coffee Co., a coffee roasting business. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies including discretionary management and ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

Jared Tanimoto is a CFP® with 11 years of experience in financial advising. He is currently with Savvy and previously worked at Origin Financial and Sedai Wealth Partners LLC, where he served as President and Chief Compliance Officer. Outside of advisory roles, he manages a family-owned business focused on real estate research and property management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Stephen Parker is a financial advisor with Private Management Group, Inc. in Irvine, CA, holding 28 years of industry experience. He has been with the firm since 1993. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. 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.

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Joseph Perricone is a financial advisor at Aegis Capital Corp. with one year of industry experience. He holds a Series 66 designation and has a background that includes several years in hockey organizations, most recently serving as a goalie coach for Frontier Selects. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul Toohey is a financial advisor at TCFG Investment Advisors, LLC with 51 years of industry experience. He holds the Series 63 designation and has worked at multiple firms including The Planners Network, Inc. and National Planning Corporation. Outside of advising, he serves as Treasurer of the Orange County Harley Owners Group. 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers, using a variety of analytical strategies and maintaining custodial relationships with Pershing, Charles Schwab, and Equity Trust Company.

Emily Reiland is a financial advisor at Private Management Group Inc with seven years of industry experience. She holds the Series 65 designation and has worked at Private Management Group since 2018. Prior to her advisory role, she held positions at Levi Strauss and Company and Orangetheory Fitness, and she also spent four years at Santa Clara University. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis and a broad range of investment instruments to construct individualized portfolios.