Ramie Khalil is a Series 65 licensed advisor with seven years of industry experience. He has worked at Sowell Management since 2020 and previously at Solera Asset Managers and Fortress Financial. Outside of his advisory role, Ramie is involved with Fortress Financial and Insurance Services, providing financial literacy education, insurance, and fixed annuity sales. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management and consulting services using mutual funds, ETFs, individual securities, and third-party sub-advisors.

Gregory Jackson is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at LaSalle St. Investment Advisors and Securities America, in addition to a long tenure at Primerica. Outside of his advisory work, he is involved in insurance sales. Cooper McManus serves individuals, trusts, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and access to multiple investment platforms. The firm uses a fundamentally driven investment process across a broad range of instruments and offers both standalone planning and ongoing asset management.

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.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. He has been with GenTrust since 2025 and also works with Legacy PCG, LLC. Outside of advisory work, he is involved with Hartbeat Ventures, where he focuses on investing in pre-IPO and late-stage companies across the tech, consumer, and sports sectors, co-investing alongside venture capital funds. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, and institutions. The firm combines fundamental, technical, and macroeconomic analysis with asset allocation strategies and provides a range of services including wealth management, financial planning, and concierge services, serving a relatively concentrated and institutional-tilted client base.

Jennifer Cheng is a financial advisor at Cooper McManus with 15 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research, Evergreen Wealth Advisory Group, and Securities America. Cheng is also a managing partner of Taylor Moor LLC and a partner in Strategies Group LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a diverse range of securities and customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Michael Thomas is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Parsonex Advisory Services, Inc. and Parsonex Securities, Inc. since 2007. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on serving non-high-net-worth individuals.

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Diversify Advisory Services. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve and assists active-duty Marines transitioning to civilian life. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and corporate consulting to individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternative strategies tailored to client objectives.

Christopher Stamos is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Prosperitas Financial since 2025. Stamos is also the owner and CPA at Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he is an author and consultant offering coaching and an online course to assist clients in acquiring CPA firms and similar businesses. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party managers to align portfolios with client objectives.

Haddy Homampour is a CFP® with 17 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. Prior to joining Diversify, Haddy held roles at DFPG Investments, SureVest, and Wells Fargo Advisors. Outside of his advisory role, he serves as President and Head of Financial Planning at Parkview Wealth Advisors and as President and CEO of Parkview Comprehensive Planning Consultants, LLC, where he provides financial planning education and training. Diversify Advisory Services is an SEC-registered firm serving individuals, corporate clients, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to 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 with Prospera Financial Services, Inc., holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. In addition to his advisory work, he owns and operates Bregma Private Wealth, a wealth management business. Prospera Financial Services, Inc. is a large enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a variety of investment advisory and financial planning services, utilizing multiple platforms and a combination of firm models and third-party sub-advisers.

Jonathan Monaco is a financial advisor at Wedbush Securities Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2022. Outside of his advisory role, he owns and operates Coach Canine OC, a dog walking service. Wedbush Securities serves a diverse range of clients including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer, capital markets, clearing, and prime services functions, with approximately $5.68 billion in regulatory assets under management.

Ryan Benson is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Irvine, CA. He has been with Aspiriant since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management, wealth planning, family office services, and accounting and banking support. The firm employs customized investment strategies using a range of vehicles and maintains distinctive family office capabilities and an affiliation with a law group.

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 LPL Financial since 2017. His background also includes a lengthy tenure at NATIONAL PLANNING CORPORATION from 2002 to 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Newcastle Financial Advisors. Taylor is also an independent insurance agent for various companies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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 five years of industry experience. He holds a Series 65 credential and previously worked at Spinnaker Investment Group, LLC. Outside of finance, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of strategies, managing approximately $1.21 billion in assets as of early 2025.

Tonya Collier is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Cooper McManus since 2005 and Cambridge Investment Research since 2020, and has maintained independent advisory activities throughout her career. Outside of advisory work, she is also an independent insurance agent for various companies. 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 approach that includes fundamental analysis, diverse asset classes, and multiple portfolio implementation strategies.

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.