Mark Arblaster is a CFP® professional with 29 years of industry experience. He has been with First Foundation Advisors since 1996. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with its bank holding company FirstSun, which enables integrated banking and financial product referrals.

Roger Stinnett II is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with First Foundation Advisors and has previously worked at Ernst & Young Investment Advisers LLP and Westmount Asset Management, LLC. He is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, a financial planning firm on which he spends limited time while employed at First Foundation Advisors. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing a range of financial product referrals and sub-advisory services.

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.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Hien Wu is a financial advisor at Simplicity Wealth in Santa Ana, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at multiple firms such as First Financial Security, M&M Wealth Associates, and National Life Group. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisors through a 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 credentials and bringing 32 years of industry experience. His prior work includes six years at UBS Financial Services and over two decades at Euro Pacific Capital. A.G.P. / Alliance Global Partners is a multi-team firm managing approximately $2.95 billion for more than 7,000 clients, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through an open-architecture model that incorporates both internally managed strategies and sub-advisory relationships.

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.

Amr Elgamal is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple financial firms including Ameriprise, LPL Financial, BMO Bank NA, and Wells Fargo. In addition to his advisory role, he is also employed by Comerica Bank. 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’s investment management is conducted by its affiliated sub-advisor, RBC Rochdale, and it is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

David Mcmanus is a financial advisor at Cooper McManus with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Cambridge Investment Research and Securities America. He is also an independent insurance agent. 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, employing a broad range of instruments and model portfolios customized through sub-advisors and co-advisory platforms.

Michael Tran is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 credential. He has three years of industry experience, previously working at Portfolio Medics and LifePro Financial Services. Outside of advising, Mr. Tran works as a software consultant for Soluteks Inc. and has experience as an insurance agent selling annuities and life insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary management, and provides access to alternative and private investments for eligible clients.

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.

Melvyn Varrelman is a financial advisor at Cooper McManus with 41 years of industry experience. He has worked at Cambridge Investment Research, Securities America, and has operated his own business, Mel Varrelman Financial Services, since 2007, where he provides CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus serves individuals, including high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Alicia Pilon is a financial advisor at Trilogy Capital, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Dartmouth College and California Institute of Technology. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework incorporating in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into comprehensive advanced planning.

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.

Alissa Kroeger is a CFP® with 15 years of industry experience, currently serving at Cooper McManus. Her career includes roles at Cambridge Investment Research, Securities America, and Fidelity. Outside of her advisory work, she is an independent insurance agent and a notary public. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a broad range of securities and model asset-allocation portfolios to tailor strategies to client objectives.

Joseph Raszewski is a financial advisor at First Foundation Advisors with 9 years of industry experience. He holds a Series 65 designation and has been with First Foundation Advisors since 2014. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as accepting engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, which support a range of banking, trust, and insurance services alongside advisory offerings.

Jacob Heskett is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Crown Capital Securities, Consolidated Brokerage Services, Euro Pacific Capital, and TD Ameritrade. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and access to estate-planning through a partnership with Trust & Will, employing an open-architecture investment model that integrates internally managed strategies with co- and sub-advisory relationships.

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.

Jesse Porter is a CFP® professional with 10 years of industry experience, currently serving at Compound Planning, Inc. since 2024. His prior roles include Four years at Five Oceans Advisors LLC and earlier positions at AdvicePeriod, LLC and Axa Advisors, LLC. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, while offering access to both in-house and third-party investment models, including alternatives like private REITs and private credit.

Jonathan Murphy is a CFP® and ChFC® with 15 years of industry experience. He is a financial advisor at Cooper McManus in Irvine, CA, and has previously worked at Northwestern Mutual and Cambridge Investment Research. Outside of his advisory role, he owns Murphy Motorcycle Company, which buys, sells, and wholesales race motorcycles and automobiles. 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 using a broad range of instruments and integrates model portfolios via sub-advisors and co-advisory platforms to tailor client allocations.