Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. He has been with GenTrust since 2025 and also works with Legacy PCG, LLC. Outside of advisory work, he is involved with Hartbeat Ventures, where he focuses on investing in pre-IPO and late-stage companies across the tech, consumer, and sports sectors, co-investing alongside venture capital funds. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, and institutions. The firm combines fundamental, technical, and macroeconomic analysis with asset allocation strategies and provides a range of services including wealth management, financial planning, and concierge services, serving a relatively concentrated and institutional-tilted client base.

Jennifer Cheng is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Cambridge Investment Research, Inc., Evergreen Wealth Advisory Group, LLC, and Securities America, Inc. Cheng is also a managing partner of Taylor Moor LLC and a partner at Strategies Group LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments, including stocks, bonds, ETFs, options, and cryptocurrency products, and offers both standalone planning and ongoing asset management solutions.

Michael Thomas is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parsonex Securities, Inc. since 2007, with additional roles at Parsonex Advisory Services, Inc. and Innovation Partners LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting. The firm utilizes various analytical approaches and offers discretionary management through third-party programs while emphasizing non-high-net-worth retail investors and retirement plan participants.

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve, assisting active duty Marines with their transition to civilian life. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Haddy Homampour is a CFP® with 17 years of industry experience currently at Diversify Advisory Services, LLC. Her prior roles include positions at DFPG Investments, SureVest, Wells Fargo Advisors, and UBS Financial Services. She also serves as president and head of financial planning at Parkview Wealth Advisors and provides financial planning education and training through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach with tailored asset allocation and offers a variety of investment strategies and fee structures to meet client needs.

Nikolas Dialynas is a financial advisor at Choreo, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC and Lido Isle Advisors LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Nicholas Olivas is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. Outside of his primary role, he owns and advises Bregma Private Wealth, a wealth management business. 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, portfolio management, and access to multiple advisory programs and platforms.

Jonathan Monaco is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Wedbush Securities in 2022, he worked at Shorecliffs Golf Club and has operated Coach Canine OC, a dog walking service, since 2017. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides a range of services such as portfolio management, fixed income, commodities, and institutional research, combining discretionary and non-discretionary strategies tailored to client objectives.

Gary Sussman is a CFP® with 24 years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. He has worked at Trilogy Capital since 2016 and has been affiliated with LPL Financial since 2017. His background also includes a lengthy tenure at NATIONAL PLANNING CORPORATION from 2002 to 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Zachary Waldon is an investment advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is president and CEO of Fortify Inc., a management company. Realta Investment Advisors serves individuals, including high-net-worth clients, as well as pension plans and institutional clients, providing discretionary and non-discretionary investment advisory services and financial planning. The firm emphasizes individualized advice and employs diversified asset allocation strategies across various investment vehicles.

Oliver Crary is a CFA® charterholder with 28 years of industry experience. He has been with Everett Harris & Co since 1972. Everett Harris & Co provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold approach across a diversified range of asset classes, with a compact team of 13 advisors managing approximately $10.6 billion in discretionary assets.

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC in Costa Mesa, CA, holding a Series 65 designation with six years of industry experience. Prior to joining Fortis in 2024, he worked at Spinnaker Investment Group, LLC for four years. Outside of finance, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and consulting services. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios, incorporating passive, active, tactical, and blended strategies, as well as ESG options.

Tonya Collier is a financial advisor with Cooper McManus in Irvine, CA, holding CFP® and Series 66 designations and 25 years of industry experience. She has worked with Cooper McManus since 2005 and has held roles at Cambridge Investment Research and Securities America. Collier is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Roger Tennyson is a CFP® professional with 20 years of experience in financial advisory services. He is associated with Gradient Securities, LLC and has operated several DBAs including Tennyson Wealth Management and Tennyson Insurance Solutions since 2018. In addition to his advisory roles, he is a managing member of Martin Financial Services, LLC, an accounting entity. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, third‑party manager referrals, non‑discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker‑dealer, offering a mix of advisory and commissionable securities and insurance products.

Thomas Hess is a financial advisor at IP Financial Advisory Services LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parsonex Securities. Outside of finance, Hess has worked as a waiter at Mastro's Steak House since 2015. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and management, often using discretionary authority, and provides access to third-party investment advisors.

Michael Sanger is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at the Federal Reserve Bank of San Francisco and positions in education and creative services. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based investment management and financial planning. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and estate-planning services.

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

Lawrence Wimsatt is a CFP® with 30 years of industry experience, currently serving at Cooper McManus. He has worked with Cambridge Investment Research since 2020 and has been with Cooper McManus since 2015. Outside of financial advising, he is involved in consulting and coaching through his ownership of Life Dreams Wealth Inc. and works as a mortgage broker and independent contractor in estate planning. Cooper McManus serves individuals, trusts, corporations, and retirement plans, 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 offers customized asset allocation through sub-advisors and co-advisory platforms.

John Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.