Thomas Pohlen is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Wealth Management and has previously worked at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of finance, Pohlen serves as Regional Director for Retirement Plan Consultants and is a co-owner of Absolute Commercial Cleaning. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm emphasizes passive investment strategies using no-load mutual funds and ETFs, with a philosophy based on Modern Portfolio Theory and a long-term, buy-and-hold approach.

Vincent Birardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Halbert Hargrove since 2018 and previously spent five years at Pimco. He is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing an Investment Committee that uses qualitative and quantitative research to construct diversified portfolios.

David Coen is a financial advisor at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Sageview Advisory Group, and Cetera Advisor Network, LLC. Outside of advisory work, he owns College Planning America, a college counseling and planning service, where he also presents seminars. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management services. The firm employs a blend of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Hamza Farooquee is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of Montreal, and Raymond James & Associates. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios overseen by an in-house Institute of Portfolio Management & Economic Strategy.

Matthew Haefner is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.

Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and PKS Investments. Outside of advisory work, he contributes to charitable planning by referring nonprofits to 25 Giving. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services with an investment approach grounded in long-term diversified asset allocation and oversight of third-party model providers.

Hien Wu is a financial advisor at Simplicity Wealth with a Series 65 designation and extensive industry experience dating back to 2017. He has held roles at multiple firms, including National Life Group and American Realty Services, spanning over nine years. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, and offers advisory services combined with technology and operational support for other advisors through its managed account platform.

Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Euro Pacific Capital since 2003. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing focus through its EPC Advisors Group division and its active brokerage and product-distribution activities alongside advisory services.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

Tuan Tran is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Wedbush Securities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining wealth management with fixed income, commodities, securities lending, capital markets, and prime services.

Michael Tran is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Portfolio Medics and LifePro Financial Services. Outside of advisory work, Mr. Tran is a software consultant for Soluteks Inc. and also sells insurance products, including annuities and life insurance, through LifePro Financial. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to third-party sub-advisers, alternative investments, and private investment options.

David Terrell is a financial advisor with RBC Securities, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining RBC, he worked at City National Securities from 2017 and U.S. Bancorp Investments, Inc. from 2009. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a bank parent and related entities, creating integrated financial services across multiple disciplines.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and encompassing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a director on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships. The firm offers a broad range of investment products and platforms, supporting both individual and institutional clients with discretionary and non-discretionary services.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Jacob Heskett is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Crown Capital Securities, Consolidated Brokerage Services, and Euro Pacific Capital. He is based in Newport Beach, CA. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse clientele including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its affiliation with Principal Financial Group offers clients access to proprietary funds and integrated financial products.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.