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.

Tuan Tran is a financial advisor at Wedbush Securities Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He is based in Newport Beach, CA. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services such as wealth management, fixed income, commodities, and securities lending. The firm provides both investment advisory and broker-dealer services with tailored portfolio management and offers operational capabilities including custodial, clearing, and prime services.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

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.

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.

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.

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.

Jacqueline Adler is a CFP® with 16 years of industry experience, currently serving at Forum Financial Management, LP. Her prior roles include positions at Guide My Finances, Osaic Wealth Inc, Gates Pass Advisors, Spinnaker Investment Group, and Fidelity Personal and Workplace Advisors. She is also an insurance agent involved in the sale of various insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers both back-office services and sub-advisory support to independent advisors and RIAs.

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.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Jason Werner is a CFP® with 19 years of experience in the financial services industry. He is associated with Cooper McManus and has held positions at Cambridge Investment Research and Securities America, among others. He also works as 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 and offers a broad range of investment instruments, combining standalone planning engagements with ongoing asset management tailored to client objectives.

Nicole Eguchi is a financial advisor at RBC Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Securities, Inc., Unionbanc Investment Services, and Union 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Gregory Lopez is a Series 65 licensed advisor with Private Management Group Inc in Irvine, CA, where he has worked since 2012. He has 12 years of industry experience. Private Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $4.5 billion in discretionary assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across taxable and non-taxable accounts.

Isaac Pineda is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he consults on tax and exit planning through Innovation Consulting, LLC and is a licensed insurance agent. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, tax-aware strategies, and proprietary technology integrations.