Dana Kiley is a Series 66 licensed advisor with 24 years of industry experience. She is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC and has previously worked at Spire Wealth Management and SPIRE Securities, LLC. Kiley is also a principal and advisor at Chamberlain Group, where she manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also licensed as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning solutions. The firm delivers its services primarily through platform relationships with Envestnet and Pershing, combining advisory capabilities with broker-dealer and insurance businesses within the Mutual of Omaha group.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

Vince Festejo is a CFP® professional with two years of industry experience, currently with CreativeOne Securities, LLC. He has worked in financial services since 2018, including a role at IWM Financial focused on client relations and advisor support. Prior to his financial career, he spent five years in full-time education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Benfanti Jr. is a financial advisor with StoneX Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. Before joining StoneX Advisors in 2022, he worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. He is also president and sole owner of Health Plus Insurance Agency, where he has been involved in insurance sales for over three decades. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a variety of account structures and model-based solutions. The firm is part of StoneX Group and offers integrated clearing, custody, and lending services while supporting a large network of advisors and sub-advisory relationships.

Ron Amir is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Newport Beach, CA. His prior experience includes roles at J.P. Morgan Securities, Western International Securities, and American Trust Investment Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with options for financial planning, retirement plan advisory, and access to alternative investments.

Jonathan Ceci is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Blue Cedar Financial and Insurance Solutions, Eagle Strategies (NY Life), and New York Life Insurance Company. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Mao Chang Wang is a Series 65 registered financial advisor with Sequent Planning, LLC, based in Irvine, CA, with four years of industry experience. Prior to joining Sequent Planning, he worked at Sierra Wealth Group and Gradient Advisors. Outside of advisory services, he co-owns a firearm parts wholesale and distribution business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Joseph Roessler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. His prior work history includes positions at LPL Financial and Trilogy Financial since 2018, and four years at PetSmart before entering the financial sector. 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 utilizes a risk-based, diversified asset allocation framework with in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its comprehensive advanced planning.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Cameron Jalbert is a ChFC® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously worked at Spire Wealth Management and Chatterton & Associates. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Chad Neault is a CFA® charterholder affiliated with Vanderbilt Advisory Services in Irvine, CA. He has nine years of experience at Chamberlain Group and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods, and features a unique integration with retirement-plan and benefits firms.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Durendal Huynh is a financial advisor with Simplicity Wealth holding a Series 65 credential and has recent industry experience beginning in 2026. His prior work includes roles at Wealth Advisory Now and involvement with entities such as Rosamond 2006, LLC and US Gateway Investment. He also has a long-standing association with the University of California. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with ongoing portfolio monitoring, third-party manager due diligence, and various overlay options including tax optimization.

John Hakopian is a financial advisor at First Foundation Advisors in Irvine, CA, with 29 years of industry experience. He has been with First Foundation Advisors since 1990. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm utilizes an open-architecture, multi-asset approach and is notable for its affiliation with parent company FirstSun Capital Bancorp, which integrates banking and other financial services with its advisory practice.

Rachel Ribeiro is a CFP® professional with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2013. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with bank holding company FirstSun to coordinate banking, trust, and insurance referrals.

Michael Morera is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Virtue Capital Management since 2015. Outside of his advisory role, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing strategic and model-driven investment approaches primarily using mutual funds and ETFs.

Marc Cosico is a financial advisor at First Foundation Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, Shuster Advisory Group, Teacher's Pension, Disruptive Technology Advisors LLC, and US Bank. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates under a bank holding company structure, providing access to banking, trust, and insurance services through its parent company.