Terry Deever is a CFP® with 21 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2016. He also owns Terry Deever CPA, an accountancy corporation providing tax preparation, planning services, and business transaction analysis. Additionally, he is involved with Accentrix Solutions LLC, which automates payroll and HR management, and Accentrix Advisors, LLC, offering financial planning and investment advisory services. 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 diverse analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Cristina Campbell is a CFP® professional with 17 years of experience in the financial industry. She has worked at several firms including Empirical Wealth Management, Stratos Wealth Partners, LPL Financial, Fidelity, and Natixis Global Asset Management. She is also an affiliated insurance producer for Empirical Insurance, where she recommends insurance products related to life, disability, and long-term care. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and affiliated insurance and real estate services. The firm applies Modern Portfolio Theory across diversified asset classes and offers alternative strategy funds and performance-based fee arrangements, alongside affiliated real estate and legal services.

Casey Dettorre is a CFP® professional with 19 years of industry experience, currently affiliated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services since 2007 and served at National Planning Corporation for a decade. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm emphasizes strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

Mark Fishlowitz is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes 22 years at Edward Jones before joining Cooper McManus and Cambridge Investment Research in 2024. Outside of his advisory role, he volunteers with the Ventura County Sheriff Department and serves as treasurer and owner/partner of 1st Street Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

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, currently serving at Infinity Financial Services Advisory. Prior roles include work with World Financial Group and Inspire Clean Energy. Outside of investment advising, Zhang is also an independent insurance agent with World Financial Group. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, and pension consulting, employing a multi-method investment approach that incorporates technical, fundamental, and quantitative analyses.

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 with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with Euro Pacific Capital since 2008, including through its transition to Euro Pacific Capital, Inc. in 2017. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management, financial planning, 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 Series 65-licensed financial advisor at Trilogy Capital, Inc. in Irvine, CA, with eight years of industry experience. She has been with Trilogy Capital since 2017 and worked previously at Trilogy Financial from 2016 to 2021. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s investment approach incorporates globally diversified asset allocation and manager selection within risk-based model portfolios, and it offers additional services including tax planning through its affiliate Trilogy Tax & Consulting.

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. in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Trilogy Financial, he held various positions including roles in education and worked seven years at Trader Joe’s. He is also licensed as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach combines globally diversified asset allocation and manager selection with both fundamental and technical analysis, organizing portfolios into risk-based models that may include alternative instruments and tax services through an affiliated company.

Eric Perkins is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently works with LPL Financial. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach incorporating both fundamental and technical analysis, and provides additional tax and consulting services through its affiliate, Trilogy Tax & Consulting.

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.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach includes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis.

Matthew Franzen is a financial advisor with Private Management Group Inc. in Irvine, CA, holding a Series 65 designation and bringing six years of industry experience. Prior to joining Private Management Group in 2020, he worked at Coto de Caza Golf & Racquet Club and California State University - Fullerton. Private Management Group 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 constructs individualized portfolios based on client risk and return objectives, employing a longer-term strategic framework complemented by shorter-term tactical decisions and investing across a broad array of global instruments.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.