Cameron Jalbert is a ChFC® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously worked at Spire Wealth Management and Chatterton & Associates. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Anthony Molina is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc, STIFEL, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he serves as Secretary and a board member of Safety Systems Technology (NV), Inc., a manufacturer of safety equipment. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management and capital markets solutions tailored to client objectives and risk profiles.

Ryan Sabol is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 22 years of industry experience. He has been with Mutual Advisors since 2013 and Mutual Securities Inc since 2004. He manages financial services consulting for family-controlled trust investments through his private consulting firm, Sabol Investments, LLC. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive strategies with multiple analytical approaches to tailor portfolios aligned with clients’ objectives, managing approximately $9.45 billion across 154 advisors.

Burton Brown is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 license and 18 years of industry experience. His career includes roles at Entoro Capital LLC, Compound Planning, Voleo USA, Inc., and Atomi Financial Advisors. Outside of advisory work, he serves as Executive Vice President at Aliso Solutions, LLC, a compliance consulting firm for financial intermediaries. TCFG Investment Advisors provides advisory and planning services to individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, alongside financial planning and consulting services.

Chad Neault is a CFA® charterholder affiliated with Vanderbilt Advisory Services in Irvine, CA. He has nine years of experience at Chamberlain Group and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods, and features a unique integration with retirement-plan and benefits firms.

Eric Bradley is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He previously worked at Citigroup and JPMorgan Chase before joining his current firm. His other business activities include partial ownership of an LLC that holds title to a boat in Newport Beach and a ticket reselling business managed by his wife. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Phillip Edwards is a financial advisor at Mariner Independent with a Series 65 designation. He has prior experience at Kovitz Investment Group Partners, LLC and held roles at other organizations including United Airlines and Morehouse College. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a wide range of investment tools through a network of investment adviser representatives.

Matthew Sassani is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 credential and 27 years of industry experience. He has been with Cooper Financial Group since 2014 and previously worked at Securities America, Inc. from 2014 to 2019. Outside of his advisory role, he owns a business importing and exporting promotional gift items. Cooper McManus serves individuals, high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of instruments and provides both standalone planning and ongoing asset management services.

Evan Echelberger is a financial advisor at Private Management Group Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at Pool Partners, World Financial Group, and Inhabit Real Estate. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Ian Wardle is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and McIlrath & Eck, LLC, as well as a period operating as a sole proprietor in fitness product sales. Outside of his advisory work, he is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and employs factor-based and smart-beta equity strategies, ETFs, hedged models, options, and third-party managers. Lifeworks is notable for integrating tax and accounting services within its corporate group and for operating proprietary client portal software.

Robert Summers is a CFA® charterholder with 34 years of industry experience. He has been with Private Management Group, Inc. since 1986. Summers holds a Series 63 license and is based in Irvine, CA. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets through individualized portfolios, combining long-term strategic frameworks with tactical decisions and fundamental security analysis.

John Hakopian is a financial advisor at First Foundation Advisors in Irvine, CA, with 29 years of industry experience. He has been with First Foundation Advisors since 1990. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm utilizes an open-architecture, multi-asset approach and is notable for its affiliation with parent company FirstSun Capital Bancorp, which integrates banking and other financial services with its advisory practice.

Dean Evans is a CFP® professional with 35 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has worked at Cambridge Investment Research since 2020 and has been associated with Cooper Financial Group and Securities America since 2003. Outside of financial advisory, Evans operates as an independent insurance agent and is involved with the Evams Haymond Group LLC. 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 using a broad range of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Rachel Ribeiro is a CFP® professional with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2013. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with bank holding company FirstSun to coordinate banking, trust, and insurance referrals.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Stuart Scholten is a financial advisor at Accelerate Retirement with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Kestra Investment Services, LLC, and NFP Retirement, Inc. Scholten is also an owner of real estate properties. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolio construction using a variety of investment vehicles and offers fiduciary services including co-fiduciary roles under ERISA for plan sponsors.

Dimitra Mina is a financial advisor at Aaron Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Aaron Wealth Advisors, she worked at Thirion Capital Ltd. and Gate One, and has academic experience from the University of Oxford and University of Exeter. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management as well as standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering specialized option overlay strategies.

Michael Morera is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Virtue Capital since 2015 and previously was with Regal Advisory Services, Inc. from 2007 to 2015. Outside of advisory work, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and operates a multi-team model of investment adviser representatives and independent partners.

Marc Cosico is a financial advisor at First Foundation Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, Shuster Advisory Group, Teacher's Pension, Disruptive Technology Advisors LLC, and US Bank. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates under a bank holding company structure, providing access to banking, trust, and insurance services through its parent company.

Conner Ascher is a financial advisor at GenTrust with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including AllianceBernstein L.P., Source One Global, Inc., RX3 Growth Partners, William Blair, and Morningstar Inc. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a proprietary investment process that integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.