Heather Hastey is a financial advisor at SeaCrest Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at SeaCrest since 2012. Outside of advising, she is involved in mortgage lending and works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, employing a customized, long-term approach that incorporates both fundamental and technical analysis alongside artificial intelligence tools.

Wil Smith is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with Cooper McManus and has previously worked at Cambridge Research, Inc. and Securities America, Inc. He serves as a board member for the Grand Lodge of California and Somerset Main Street. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of securities and implements customized model portfolios through sub-advisors and co-advisory platforms.

Blake Bauer is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Purshe Kaplan Sterling Investments, Clarity Capital Partners, and First Republic Bank. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers investment advisory and portfolio management services, financial planning, and retirement plan advisory programs with a mix of discretionary and consultative approaches.

Dylan Costello is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation, bringing seven years of industry experience. His prior roles include positions at Minnesota Life, Securian Financial Services, and Tax and Financial Group. In addition to his advisory work, he is a Financial Strategist with Navigators Advisory Group, focusing on financial planning and implementing strategies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, and separate-account managers, with client accounts monitored and rebalanced regularly under the oversight of an investment committee.

Benjamin Julianel is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers, ValMark Securities, Tax And Financial, Securian Financial Services, and Minnesota Life Insurance Co. Since 2023, he has also been the founder and CEO of Navigators Advisory Group, an investment and financial planning firm in Irvine, CA. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and performance monitoring.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

James Olmore is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2016. His prior roles include positions at Mariner, Beta Wealth Group, Fidelity, and Wells Fargo Investments. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios and offers a broad affiliate network with capabilities in legal, trust, lending, and advisory services.

Brent Hill is a financial advisor at ValMark Advisers, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Pacific Life Insurance Company and Pacific Select Distributors, Inc. from 2014 to 2023 before joining ValMark in 2025. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach is focused on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Ekaterina Nuce is a financial advisor at First Foundation Advisors with 5 years of industry experience. She holds a Series 65 designation and has been with First Foundation Advisors since 2015. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm manages client assets using an open-architecture, multi-asset approach and is notable for its affiliation with FirstSun Capital Bancorp and Sunflower Bank, enabling integrated banking and financial product relationships.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Lisa Wiechert is a financial advisor with StoneX Advisors Inc. in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with StoneX Advisors since 2016 and affiliated with StoneX Securities since 2009. Outside of her advisory role, she owns and manages an eBay sales business. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based investment solutions.

Devonney Thurman is a Series 66 licensed financial advisor at Cooper McManus with four years of industry experience. Prior to joining Cooper McManus, Thurman worked at Cambridge Investment Research and Lindsey & Lindsey Wealth Management. 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 that includes a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Dennis Reiland is a CFA® charterholder with 39 years of industry experience. He has been with Private Management Group, Inc. in Irvine, CA since 1985. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm uses a combination of long-term strategic frameworks and tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of securities.

Leon Mcgroarty is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 63 designation and bringing 37 years of industry experience. His prior firms include Cambridge Investment Research, The Kagan Company, Securities America, and 401k America, where he also serves as president. He is involved in multiple business activities, including leadership roles at 401K America Inc. and RetireAmerica Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process that includes individual securities and pooled products, offering model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Sheila Cimini is a financial advisor at One Capital Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF and Tiaa from 2007 to 2021. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, using a macroeconomic and fundamental research-driven investment process.

Armando Feighl is a financial advisor with RBC Securities, Inc. based in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at City National Bank and UnionBanc Investment Services, with a long history at Union Bank of California. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, leveraging an affiliated sub-advisor to manage portfolios using a range of investment vehicles. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is integrated within a broader financial services group including banking, trust, and municipal advisory services.

Marisha Fusco is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding Series 66, Series 63, and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at City National Securities, Merrill, PNC, and BBVA-related firms. 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 is affiliated with a bank parent and offers integrated financial services including portfolio management via an affiliated sub-advisor, RBC Rochdale.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Don Dumas is a financial advisor with TCFG Investment Advisors, LLC in Green Bay, WI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior work includes seven years at Client One Securities, LLC. Outside of his advisory role, he officiates youth and high school sporting events as an umpire for softball games under WIAA and local leagues. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Neal Rutter is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its IFA Taxes division.