Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Yusi Zhang is a CFP® professional with one year of experience at Infinity Financial Services Advisory. Prior to joining Infinity, Zhang worked at World Financial Group and has a background that includes roles in clean energy and business education. Outside of advisory work, Zhang is an independent insurance agent affiliated with World Financial Group. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and small businesses. The firm employs a variety of analytical methods and investment strategies while integrating advisory services with affiliated broker-dealer and insurance activities.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. 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 portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

David Echeverria is a financial advisor at A.G.P. / Alliance Global Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at Euro Pacific Capital and Euro Pacific Capital, Inc. for a combined 18 years. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Justin Isaac is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and previously worked at United Capital Financial Advisers, LLC and JPMorgan Securities LLC. Advisors Capital Management, LLC serves a diverse client base including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model separate-account and ETF strategies, and a self-directed brokerage solution for qualified retirement plans, employing a combination of macroeconomic analysis and security selection across a variety of asset classes.

Janeane Vena is a financial advisor with Trilogy Capital, Inc. She holds a Series 65 designation and has eight years of industry experience. She has worked with Trilogy Capital and its related entities since 2016. 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 with both in-house and third-party managers, incorporating fundamental and technical analysis along with non-traditional instruments when suitable.

Michael Haymond is a financial advisor at Cooper McManus with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Securities America. Outside of advising, he serves as a church chair at First United Methodist Church of Orange and is involved in an independent insurance agency and other business ventures. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by 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 implements model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience in educational institutions and retail. Additionally, he is licensed as an insurance agent for life and health products, dedicating less than 10% of his time to this activity. 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 offers portfolio management, retirement plan consulting, financial coaching, and advanced planning using a risk-based, diversified asset allocation approach that incorporates both fundamental and technical analysis.

Eric Perkins is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and 66 licenses and bringing 33 years of industry experience. His career includes roles at Trilogy Financial Services and LPL Financial. 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, integrating advanced planning and non-traditional investments where appropriate.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2024. Outside of his advisory role, he serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and charitable organizations through a multi-advisor platform. The firm offers discretionary, fee-only investment management complemented by financial planning and retirement plan services, using a research-driven approach to construct diversified portfolios.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Trilogy Capital and Trilogy Financial Services since 2008. He also has nine years of experience with LPL Financial. 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 model series and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Matthew Franzen is a Series 65-licensed financial advisor with Private Management Group Inc. in Irvine, CA, where he has worked since 2020. He has five years of industry experience and previously worked at Coto de Caza Golf & Racquet Club and California State University – Fullerton. Private Management Group Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm focuses on individualized portfolios using longer-term strategic frameworks complemented by tactical adjustments and invests globally across a variety of instruments.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP® with 26 years of industry experience, currently serving as an advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA. He has been associated with Euro Pacific Capital, Inc. since 2005. Outside of his advisory role, he manages his family's investment assets through SEVEN C'S FAMILY, LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture approach that integrates internally managed strategies, co- and sub-advisory relationships, and value- and dividend-oriented international equity investments across discretionary and non-discretionary mandates.