Lawrence Wimsatt is a CFP® with 30 years of industry experience, currently serving at Cooper McManus. He has worked with Cambridge Investment Research since 2020 and has been with Cooper McManus since 2015. Outside of financial advising, he is involved in consulting and coaching through his ownership of Life Dreams Wealth Inc. and works as a mortgage broker and independent contractor in estate planning. Cooper McManus serves individuals, trusts, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and offers customized asset allocation through sub-advisors and co-advisory platforms.

John Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.

John Buckingham is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Kovitz Investment Group Partners and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of investment services through a network of advisors, utilizing both firm-built model portfolios and customized discretionary management, supported by affiliated and third-party managers.

Stephen Kawasaki is a CFP®, CFA®, and holds a Series 65 license with five years of experience in financial advising. He has worked exclusively at Aspiriant, LLC since 2016 in various roles. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment programs using asset allocation informed by internal Capital Market Expectations and offers a range of implementation options, including access to private investments and proprietary mutual funds.

Chad Bruechert is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has experience at MassMutual Life Insurance Company, Bruechert Insurance Agency, Inc., and LPL Financial LLC. Chad also has a background in business management with PDF US LLC and West Coast Labels. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive management through multiple platforms and legal support services.

Clark King is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Trilogy Financial and Trader Joe's, along with teaching positions at the University of California, Santa Barbara, Santa Barbara City College, and Acalanes High School. 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 employs a risk-based, diversified asset allocation framework and integrates both fundamental and technical analysis, offering a range of portfolio management and advanced planning services that include budgeting, tax strategies, and real estate considerations.

Justin Tyrrell is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with LPL Financial and National Planning Corporation and has been associated with Trilogy Financial Services since 2013. 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 approach with in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis and integrating personal and business real estate considerations into its planning.

Joseph Thomason is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at J.P. Morgan, First Republic, Bank of America, and Merrill. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party platforms, with a notable integration of institutional and retirement plan services.

Todd Gurvis is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Trilogy Capital since 2015 and has also been associated with LPL Financial since 2017. 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 employs a risk-based, diversified asset allocation framework with both in-house and third-party managers and integrates personal and business real estate considerations into its advanced planning services.

Corianne Leyton is a financial advisor with IHT Wealth Management LLC in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at Riverwalk Capital Partners, IHT Securities, LLC, IHT Wealth Management LLC, and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, alongside affiliated broker-dealer services and comprehensive fiduciary solutions.

Sean Johnson is a financial advisor at Private Management Group Inc with one year of industry experience. He holds a Series 65 designation and has a background working in various roles at golf clubs and vacation rental businesses. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, using fundamental analysis to create individualized portfolios with a strategic, long-term focus complemented by tactical adjustments.

Gabriela Salazar is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and two years of industry experience. She has worked at Trilogy Capital, Inc. and its affiliated firm, Trilogy Financial, since 2022. 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 employs a risk-based, diversified asset allocation framework using proprietary models and third-party sub-advisors, integrating personal and business real estate considerations into its advanced planning and private markets strategies.

Thomas Pohlen is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Wealth Management and has previously worked at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of finance, Pohlen serves as Regional Director for Retirement Plan Consultants and is a co-owner of Absolute Commercial Cleaning. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm emphasizes passive investment strategies using no-load mutual funds and ETFs, with a philosophy based on Modern Portfolio Theory and a long-term, buy-and-hold approach.

David Coen is a financial advisor at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Sageview Advisory Group, and Cetera Advisor Network, LLC. Outside of advisory work, he owns College Planning America, a college counseling and planning service, where he also presents seminars. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management services. The firm employs a blend of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Atenas Martinez is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience with Trilogy Financial and SD Showdown. 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 and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Gregory Holmes is an investment advisor representative at Cooper McManus with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Ameriprise Financial Services, Inc. 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 process using a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Mark Arblaster is a CFP® professional with 29 years of industry experience. He has been with First Foundation Advisors since 1996. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with its bank holding company FirstSun, which enables integrated banking and financial product referrals.

Joan Tsuei is a financial advisor at Cooper McManus with seven years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Bank of America, and Merrill. Tsuei also works as an independent insurance agent for various companies. 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 using a broad range of instruments and customizes allocations through sub-advisors and co-advisory platforms.

Roger Stinnett II is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is currently with First Foundation Advisors in Irvine, CA, where he has worked since 2018, except for a brief period at Westmount Asset Management. Stinnett is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, though he devotes limited time to this business while employed at First Foundation Advisors. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services alongside its advisory offerings.