Arthur Cooper is a financial advisor with Cooper McManus in Irvine, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including long tenures at Securities America, Inc. and his own firm, Cooper Financial Group DBA/Cooper McManus. Outside of his advisory work, he serves as president of a property management and executive suite business and sits on multiple nonprofit and professional boards. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with a range of financial planning, consulting, and discretionary portfolio management services. The firm employs a fundamentally driven investment process using individual securities and pooled products, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency, and offers both standalone planning and ongoing asset management relationships.

Daniel Chong is a CFP®-credentialed financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 17 years of industry experience. He previously worked at National Planning Corporation from 2009 to 2015. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm emphasizes globally diversified, passively managed portfolios using index mutual funds and ETFs, incorporating tax-aware strategies and in-house tax services alongside its advisory offerings.

Tanner Motske is a financial advisor at Trilogy Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at LPL Financial and the Law Offices of Mark E. Lewis. Outside of his advisory work, he serves as an assistant golf coach at Pacifica Christian High School in Orange County. 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 approach using in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis alongside non-traditional instruments when appropriate.

William Arechiga is a CFA® charterholder currently with First Foundation Advisors in Irvine, CA. He joined the firm in 2026 and previously worked at City National Bank and Wells Fargo Private Bank, with a combined 14 years of experience in the financial services industry. Arechiga holds a Series 63 license. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements with investment companies. The firm uses an open-architecture, multi-asset approach and operates within a bank holding company structure, allowing it to coordinate referrals for banking, trust, and insurance services alongside its investment management activities.

June Adams is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been involved with Trilogy Capital, Inc. since 2015, as well as Trilogy Financial Services since 2012. 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 strategy using in-house models and third-party sub-advisors, integrating both traditional and non-traditional investments while incorporating real estate considerations into advanced planning.

Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. Valmark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Venkat Yarlagadda is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Index Fund Advisors since 2008. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, and it offers integrated tax services through its separate IFA Taxes division.

Katherine Stellar is a CFP® with 27 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2016 and has held a concurrent affiliation with LPL Financial since 2015. Based in Laguna Beach, CA, she focuses on investment advice, asset allocation, and general financial planning. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management as its primary advisory service.

Denise Delaney is a CFP® professional with 27 years of industry experience. She has been with Index Fund Advisors, Inc. since 2005 and also works with Engemann Asset Management, formerly known as Roger Engemann & Associates, Inc. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management primarily through passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and integrates an in-house tax services division alongside specialized investment offerings.

Gregory Giles is a Series 66-licensed financial advisor with TCFG Investment Advisors, LLC, based in Laguna Niguel, CA, and has 16 years of industry experience. He has been with TCFG since 2016 and also operates a CPA practice and insurance services business, providing tax, accounting, and insurance solutions. Additionally, he offers government finance consulting to various Southern California cities and agencies. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a diverse range of analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Heidi Elick is a financial advisor with Cooper McManus Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Securities America Advisors and Robert B. Anderson CFP. Outside of her advisory work, she serves as president of the Achieve Charter School board and has been involved in community organizations such as the Paradise Ridge Chamber of Commerce. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to third-party sub-advisors. The firm employs a fundamentally driven investment process utilizing a broad range of securities and custom asset-allocation models, and it emphasizes client education and coordinated estate-planning services through outside attorneys.

Seamus Molony is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation. He has experience working with EP Wealth Advisors, Stratos Private Wealth, and Trilogy Financial, and has a background including roles at Jack’s Surfboards and teaching positions at San Diego State University and local schools. 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 and integrates personal and business real estate considerations into its comprehensive planning services.

Andrew Thiem is a financial advisor at Summit Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MGO OneSeven DBA Lake House Private Wealth Management, Bank of America, Merrill, and Morgan Stanley. Prior to entering financial services, he was employed at Eli Lilly & Company. 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 tailored to client needs.

Troy Mc Swain III is a financial advisor at First Foundation Advisors with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Skinner Fouch & Olson LLP. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, which allows it to coordinate referrals for banking, trust, and insurance services.

Benjamin Thornhill is a CFP® professional with over 22 years of experience in the financial services industry. He has been with First Foundation Advisors since 1998. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm utilizes an open-architecture, multi-asset investment approach and is notable for its affiliation with FirstSun Capital Bancorp, which enables integrated banking and financial product referral services.

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Jeffrey Hackbarth is a CFP® professional with 18 years of experience in the financial services industry. He has been associated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. His work history also includes National Planning Corporation and Trilogy Financial Services. 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 strategy using in-house models and third-party sub-advisors, with a focus on integrating real estate considerations and retirement plan implementation features.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and previously operated Messina and Associates, Inc. DBA Financial Resources Group for ten years. In addition to his advisory role, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. 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.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.