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.

Wyatt La Londe is a financial advisor at Creative Financial Designs, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Blackmont Advisors and Risk Placement Services, as well as experience outside finance at Wind & Sea Restaurant and several educational institutions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations based on third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

David McManus is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with Cooper McManus in Irvine, CA, and has held roles at Cambridge Investment Research, Research Drive Partners, and Securities America. In addition to his advisory work, McManus is an independent insurance agent. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment process that incorporates fundamental analysis and a variety of strategies, including options and cryptocurrency products.

Michael Tran is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Portfolio Medics and LifePro Financial Services. Outside of advisory work, Mr. Tran is a software consultant for Soluteks Inc. and also sells insurance products, including annuities and life insurance, through LifePro Financial. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to third-party sub-advisers, alternative investments, and private investment options.

Norman Mains III is a financial advisor at Compound Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Alternativ Wealth, Claraphi Advisory Network, LLC, and Newbridge Securities Corporation. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment process focuses on customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating a range of strategies including low-cost ETFs, direct indexing, and alternatives.

Melvyn Varrelman is a financial advisor with Cooper McManus in St. Helena, CA, holding over 40 years of industry experience. He has worked with Cambridge Investment Research, Cooper Financial Group, and Securities America, among others. Outside of his advisory role, he owns Mel Varrelman Financial Services, providing CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus offers investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach using fundamental analysis and diverse strategies, managing approximately $2.56 billion in discretionary assets.

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® professional with 15 years of industry experience, currently serving at Cooper McManus. Her prior positions include roles at Cambridge Investment Research, SECURITIES AMERICA, and Fidelity. She also holds licenses as a Series 65 and Series 66 advisor. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process and offers customizable asset-allocation portfolios through various sub-advisors and platforms.

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 at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Crown Capital Securities, Consolidated Brokerage Services, and Euro Pacific Capital. He is based in Newport Beach, CA. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse clientele including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

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 experience in financial services. He is currently an advisor at Cooper McManus and has held roles at Northwestern Mutual and Cambridge Investment Research. Outside of financial advising, he is the owner of Murphy Motorcycle Company, a business involved in the buy, sell, and wholesale of race motorcycles and automobiles. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm emphasizes fundamental analysis and tailors strategies to client objectives, employing a range of investment approaches including options and cryptocurrency products.

Tameron Keyes is a financial advisor at Wealthcare Advisory Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at AIRE Advisors, LLC, Bank of America, N.A., and Merrill. Outside of advising, he serves as president and CEO of Ashtad Publishing, Inc., a company with no current publishing activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment approach, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

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.

Clinton Brown is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Trek Financial and also serves as president of Clinton Brown Financial, a life and health insurance brokerage business. Brown participates on the California State University, San Bernardino gift and advisory council. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical portfolio approaches, including use of artificial-intelligence tools, and provides a range of systematic strategies, alternative investments, and specialized hedging techniques.

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 has been with Cooper McManus since 2009 and has prior work history at Securities America, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, he is involved as an owner and partner in a recreational vehicle park business. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment approach, offering a range of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

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.

Kiley Maertz is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Alterativ Wealth, Claraphi Advisory Network, LLC, and Heritage Financial Services. He is a licensed agent involved in annuities and insurance sales through Heritage Financial Services. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.