Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios and third-party manager selection.

Gregory Jackson is a financial advisor at Cooper McManus with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LaSalle St. Investment Advisors and Securities America, among other firms. Outside of his advisory role, he is involved in insurance sales. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and access to model asset-allocation portfolios. The firm employs a fundamentally driven investment process using a variety of securities and offers standalone planning as well as ongoing asset management relationships.

Dharam Kalra is a CFP® and ChFC® with 15 years of industry experience, currently serving at Royal Fund Management, LLC. He has held roles at Tax Centers 360 and Signature America Financial & Insurance Services Inc., where he is president and markets life, health, and fixed annuities. Kalra is also involved in community organizations, including board memberships at the Hindu Temple Society of Inland Empire and the Executive Guild of El Toro. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

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.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, and Wells Fargo Advisors before joining GenTrust. Outside of his advisory work, he invests in pre-IPO and late-stage companies through Hartbeat Ventures, focusing on technology, consumer, and sports industries. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis with AI-enabled tools and human oversight to build customized portfolios.

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 at Diversify Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve, where he assists active-duty Marines in transitioning 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, 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 Trilogy Financial Services since 2002. He also has experience with LPL Financial, where he has been active since 2017. Trilogy Capital provides investment management, financial planning, and retirement-plan consulting to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm employs a strategic, globally diversified approach to asset allocation and portfolio management, incorporating both fundamental and technical analysis and offering access to a variety of non-traditional investment vehicles.

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.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Newcastle Financial Advisors. He also operates as an independent insurance agent. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to client profiles.

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 with six years of industry experience and holds a Series 65 designation. Prior to joining Fortis in 2024, he worked at Spinnaker Investment Group, LLC from 2020 to 2024. Outside of his advisory role, he is the CEO of Everything Bagel LLC and serves as a board member for Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement consulting, and access to various investment strategies including passive, active, tactical, and ESG-aware approaches.

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.