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.

Eric Di Leo is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Gradient Advisors, LLC and previously held roles at KNR Wealth Management, Inc., Simplified Insurance Services, Inc., and ALLIED. Outside of Gradient, he owns Summitstone Financial Group, Inc., where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Peter Shusterman is a financial advisor at Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses with 40 years of industry experience. His career includes roles at Osaic Wealth, Inc., Purshe Kaplan Sterling Investments, and Cambridge Investment Research. Outside of advising, he has experience as an insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and implements customized asset-allocation portfolios via sub-advisors and co-advisory platforms.

Hannah Peck Lazcano is a financial advisor at Trilogy Capital, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Trilogy, she held various roles outside of the financial industry, including positions at Sushi Factory and San Diego State University. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants by providing discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on strategic, globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis.

Flavio Lorrimer is a financial advisor at Cooper McManus with 15 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for 10 years before joining Cooper McManus in 2023. Flavio also operates a private wealth management practice in Huntington Beach. 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 wide range of securities and customized asset allocation strategies through sub-advisors and co-advisory platforms.

Angela Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Kovack Advisors and its affiliated securities firm since 2015 and has been associated with APEX Financial Services Group since 2012. Outside of her advisory role, she presents mortgage assistance workshops aimed at individuals facing layoffs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to provide portfolio management and financial planning services.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has a background that includes community program work and roles in education. Evelyn also operated an Etsy shop, EvsDesignsCo, reflecting entrepreneurial interests outside finance. Trilogy Capital serves high-net-worth individuals, families, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting. The firm emphasizes globally diversified asset allocation and offers a range of portfolio strategies that include both traditional and non-traditional investment instruments.

Layne Peterson is a financial advisor at Private Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Compass and in real estate training roles. Outside of finance, he has worked with Trust Me Vodka, Inc. and at the University of Southern California. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Kristin Mccoy is a financial advisor at Private Management Group Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Private Management Group since 2013. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm uses a combination of long-term strategic frameworks and tactical decisions based on fundamental analysis to construct individualized portfolios across various account types.

Lindsey Hess is a CFP® professional with 11 years of industry experience, currently serving at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2012. 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 utilizes an open-architecture, multi-asset investment approach and benefits from its affiliation with FirstSun Capital Bancorp, offering integrated banking, trust, and insurance services.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wedbush Securities Inc. for nine years before joining Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm specializes in globally diversified, passively managed portfolios constructed from index mutual funds and ETFs, incorporating tax-aware strategies and offering integrated tax services alongside its advisory offerings.

Mark Taylor is a CFP®-designated financial advisor with over 42 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Securities America Advisors, Inc. and Winthrop Taylor Asset Management, Inc. He serves as President of the San Clemente Rotary Club, where he leads meetings and organizes board activities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios with a combination of active and passive strategies tailored to client objectives. The firm is notable for its scale in institutional work, managing approximately $9.45 billion across 154 advisors, and provides a broad range of advisory services through multiple analytical approaches and third-party platforms.

Tyler Trahan is a financial advisor at Cooper McManus in Irvine, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo and Cambridge Investment Research, Inc., as well as experience outside finance at Sweetwaters Coffee and Tea and Parsons Child and Family Center. 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 covering a wide array of instruments and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Jason Lynn is a financial advisor with ValMark Advisers, Inc. in Santa Ana, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with ValMark Advisers since 2018 and has prior experience with Valmark Securities, Inc. and The O'Neill Company. Outside of his advisory role, Lynn volunteers as a coach for South Sunrise Little League and serves as treasurer for the El Modena Baseball Boosters Club, as well as a board member for the Portofira Homeowners Association. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a broad network of investment advisory representatives. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, coupled with ongoing portfolio monitoring and rebalancing.

Audrey West is a Series 65-licensed financial advisor at Gradient Advisors, LLC with six years of industry experience. She previously worked at Foundations Investment Advisors, KNR Consulting and Wealth Management, Inc., and Simplified Insurance Services, Inc. West is also the owner and a financial planning advisor at Elite Capital & Insurance Services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, using a largely non-discretionary model and incorporating fundamental, technical, and cyclical analysis in portfolio management.

Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. 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 primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.

Jevon Thomas is a financial advisor with World Equity Group, Inc. in Irvine, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with World Equity Group since 2017 and also owns Jevon Thomas Retirement Plan Consultants, where he provides consulting services for employer-sponsored retirement plans. Additionally, he owns Omega 9, a business that facilitates introductions among clients, construction engineers, and vendors. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, and various institutional entities. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and employs discretionary third-party money managers as part of its managed portfolio programs.

Letitia Berbaum is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is the CEO and founder of L&B Capital Group LLC and Blue Sands Wealth Management LLC. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, institutional clients, and government entities. The firm primarily offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as sub-adviser to ETFs, with capabilities in insurance product sales and access to alternative investments.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. located in Irvine, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Molony has worked with Trilogy Capital since 2015 and has prior experience at LPL Financial and National Planning Corporation. He also serves as a trustee managing family trusts and estates. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and sponsors and participants of employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach emphasizes strategic, globally diversified asset allocation, manager selection, and periodic rebalancing across risk-based model portfolios.