Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Bijou Schmidt is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Tend Financial and Insurance Solutions, Eagle Strategies, and New York Life. Outside of financial advising, Schmidt is the owner of Holy Schmidt Coffee Co., a coffee roasting business. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies including discretionary management and ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

Jared Tanimoto is a CFP® with 11 years of experience in financial advising. He is currently with Savvy and previously worked at Origin Financial and Sedai Wealth Partners LLC, where he served as President and Chief Compliance Officer. Outside of advisory roles, he manages a family-owned business focused on real estate research and property management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

Stephen Parker is a financial advisor with Private Management Group, Inc. in Irvine, CA, holding 28 years of industry experience. He has been with the firm since 1993. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Desiree Lasiewski is a CFP® professional with eight years of industry experience. She currently works at Kovack Advisors, Inc. and Kovack Securities, Inc., having joined in 2026. Prior to that, she spent eight years with OSAIC and also worked at Royal Alliance Associates and City of Hope/Beckman Research Institute. Lasiewski is licensed to sell fixed annuities and life insurance through a sole proprietorship. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

Emily Reiland is a financial advisor at Private Management Group Inc with seven years of industry experience. She holds the Series 65 designation and has worked at Private Management Group since 2018. Prior to her advisory role, she held positions at Levi Strauss and Company and Orangetheory Fitness, and she also spent four years at Santa Clara University. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis and a broad range of investment instruments to construct individualized portfolios.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

Tammy Lee is a CFP® with 19 years of industry experience currently serving at Arax Advisory Partners. Her prior experience includes roles at U.S. Capital Wealth Advisors, Alpha Cubed Investments, and Penniall and Associates. She is also the managing member of RIA Strategic Implementation and Execution, a firm focused on providing operations and strategy consultation for RIAs. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages portfolios on a fiduciary basis using in-house teams and independent managers, and its platform is notable for its scale, recent consolidations, and a diversified revenue model including insurance and private fund advisory services.

Paul Lieu is a financial advisor with Calton & Associates, Inc. in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he is involved in selling manufactured homes and real estate properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Sherry Taylor is a financial advisor at The AmeriFlex Group with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. Outside of her advisory role, she has been involved in insurance, benefits, and human resources as a sole proprietor. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. His prior experience includes roles at Financial Advisers of America, Raymond James Financial, Commonwealth Financial Network, and Banc of America Investment Services. Outside of his advisory work, he operates as an independent insurance agent, providing life insurance, equity indexed annuities, and health insurance policies on a part-time basis. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management through a sub-advisory platform that serves unaffiliated advisers and their high-net-worth and corporate clients. The firm manages a diverse range of proprietary and third-party strategies, executing trades and managing portfolios on behalf of its network of primary advisors.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

Christian Richards III is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Mariner Wealth Advisors, Newport Advisory, and David Meltzer & Associates. Richards serves as president and board member of Richards, Lathrop & Associates. 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 instruments and offers both standalone planning and ongoing asset management relationships.

Patric Piantedosi is a financial advisor with Retirement Planners of America in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. He has been with MMWKM Advisors, LLC since 2016. In addition to his advisory role, he operates as an independent insurance agent for various firms. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, using model portfolios composed mainly of ETFs and mutual funds alongside a mathematically based long-term market signal.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Virtue Capital Management since 2019, Becker Financial Strategies since 2017, and previous positions at Horter Investment Management and F500 Advisory Services. Outside of his advisory work, he serves as managing principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with services including portfolio management, financial planning, due diligence on third-party managers, and client education.

Frank Osman is a CFP®-designated financial advisor at Choreo, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank, where he spent over a decade before joining Choreo in 2023. Choreo serves a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and Investment Committee, offering a broad range of advisory and specialized services such as OCIO consulting and Deferred Sales Trust™ advice.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, 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 investment process vetted by an Investment Committee.