Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

David Echeverria is a financial advisor at A.G.P. / Alliance Global Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at Euro Pacific Capital and Euro Pacific Capital, Inc. for a combined 18 years. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Justin Isaac is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and previously worked at United Capital Financial Advisers, LLC and JPMorgan Securities LLC. Advisors Capital Management, LLC serves a diverse client base including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model separate-account and ETF strategies, and a self-directed brokerage solution for qualified retirement plans, employing a combination of macroeconomic analysis and security selection across a variety of asset classes.

Michael Haymond is a financial advisor at Cooper McManus with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Securities America. Outside of advising, he serves as a church chair at First United Methodist Church of Orange and is involved in an independent insurance agency and other business ventures. 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 broad range of securities and implements model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Matthew Franzen is a Series 65-licensed financial advisor with Private Management Group Inc. in Irvine, CA, where he has worked since 2020. He has five years of industry experience and previously worked at Coto de Caza Golf & Racquet Club and California State University – Fullerton. 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 focuses on individualized portfolios using longer-term strategic frameworks complemented by tactical adjustments and invests globally across a variety of instruments.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP® with 26 years of industry experience, currently serving as an advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA. He has been associated with Euro Pacific Capital, Inc. since 2005. Outside of his advisory role, he manages his family's investment assets through SEVEN C'S FAMILY, LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture approach that integrates internally managed strategies, co- and sub-advisory relationships, and value- and dividend-oriented international equity investments across discretionary and non-discretionary mandates.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. 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 business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Highland Advisors LLC and Accentrix. Lindberg is also involved as an assistant and employee with Accentrix Advisors, LLC. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Gary Pulford is a financial advisor at Ritholtz Wealth Management with 29 years of industry experience. He has been with Ritholtz since 2017 and previously worked at Private Asset Management, Inc. for 12 years. He holds a Series 63 designation. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance principles, utilizing diversified low-cost ETFs and tactical overlays alongside alternative investments.

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.

Jordan Vander Poorten is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Ascentis Independent Advisors, LLC and has worked at Golden State Equity Partners, LLC, TVN Wealth Management Inc, and VDP CPA, where he serves as a principal and CPA. Outside of his advisory role, he is actively involved in accounting services through VDP CPA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and discretionary sub-advisory arrangements, including a Private Direct Investments program for alternative investments.

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® with 10 years of industry experience and has been with First Foundation Advisors since 2014. He holds the Series 63 designation and is based in Irvine, CA. 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 employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with its corporate parent, FirstSun Capital Bancorp, to coordinate banking, trust, and insurance referrals.

Todd Schneider is a Series 65-licensed advisor with 15 years of industry experience. He currently serves at Ascentis Independent Advisors, LLC and has prior experience at Golden State Equity Partners, Cutter Financial Group LLC, and Precision Capital Management. Schneider is also a Texas-licensed insurance agent and co-owner of investment property businesses. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers diversified portfolio management and financial planning services, utilizing a combination of public and private securities and discretionary management strategies.