Justin Whitsell is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Western Wealth Management since 2016, also maintaining a long tenure with LPL Financial beginning in 2011. Whitsell hosts the Capital Gain Podcast, an investment-related podcast based from his home. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network, combining firm-designed model portfolios with access to various LPL-sponsored programs and third-party managers, offering a broad range of strategies and annual account reviews.

Elizabeth De Muro is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James Financial Services and LPL Financial. In addition to her advisory work, she is an instructor at Huntington Beach Adult School. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary management, third-party managers, and a Private Direct Investments program.

Cindy Chin is a financial advisor at Cooper McManus with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Crown Capital Securities and Brook Street Realty. Outside of her advisory role, she owns a real estate business, Royal Global Asset Management LLC, operating under the name Cindy Chin Realty Intl. 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 asset-allocation portfolios tailored through sub-advisors and co-advisory platforms.

Alex Mathe Cathala is a financial advisor at Lifeworks Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Aimvest Technologies Inc, Massachusetts Institute of Technology, Morgan Stanley, Rothschild, and HEC Paris. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses by providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm utilizes a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, and it integrates tax and accounting capabilities alongside technology to coordinate planning, tax, and reporting.

Linda Yu is a financial advisor with Cooper McManus in Irvine, CA, holding dual roles as an attorney with over 11 years of experience running her own law firm alongside two years in financial advising. She combines her legal background with her financial advisory role, offering a multidisciplinary perspective. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach, utilizing a variety of securities and model portfolios tailored to client objectives.

Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in roles at Trilogy Financial, Rover, and Healthy Drain, among others. Additionally, he is licensed as a life and health insurance agent with various carriers. 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 focuses on strategic, globally diversified asset allocation and employs a range of traditional and non-traditional investment strategies tailored to client risk profiles.

Cary Boring is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Trilogy Capital since 2015 and has worked at LPL Financial since 2017, while also maintaining a long-standing affiliation with Trilogy Financial Services dating back to 2000. 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’s approach includes strategic, globally diversified asset allocation and manager selection, with portfolios organized into risk-based models and incorporating both traditional and non-traditional investment instruments.

Nichole Horton is a financial advisor with United Capital Financial Advisors in Newport Beach, CA. She holds the ChFC® designation and has 21 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. Horton also oversees the compliance program for an insurance agency associated with her firm. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and operates affiliated services such as legal, trust, lending, and technology support for other independent advisers.

Matthew Webber is a CFA® charterholder affiliated with Citizens Private Wealth, LLC in Newport Beach, CA. He has over 25 years of industry experience, including roles at Investacorp, Inc. and Dalton Kent Securities before joining Citizens in 2026. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management supported by a Chief Investment Officer and a range of investment strategies.

Kerrie Doughty Lloyd is a financial advisor at Index Fund Advisors, Inc. with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has previously worked at firms including Prudent Investors Network, Bank of America, and Merrill. Outside of her advisory role, Kerrie is the founder of Integrative Solution Services LLC, a non-investment business focused on providing resources and a collaboration platform for families with special needs. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm uses globally diversified, passively managed portfolios constructed from index funds and ETFs, combined with in-house tax services and values-based investment programs.

Bradley Shammas is a CFP® with 11 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked with CreativeOne Securities and IWM Financial, Inc. since 2016. Shammas serves as president-elect of the Financial Planning Association of Orange County and is involved in promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through its CreativeOne Wealth platform.

Scott Yi is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2017. Prior to joining Perigon, he worked at Stifel Nicolaus & Co Inc from 2012 to 2017. Outside of his advisory role, Yi is involved in insurance sales. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, with notable experience servicing banking and thrift institutions.

Stephen Lee is a CFP® with 20 years of industry experience and is currently with RWA Wealth Partners. His prior roles include positions at Polaris Wealth Advisory Group, Mariner Wealth Advisors, Mercer Global Advisors, and TIAA-CREF. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

William Davidson is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America Private Bank, and City National Securities. He serves on the advisory board of the Ocean Institute, a charitable organization focused on fundraising to help underprivileged children in Southern California learn about the ocean. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses affiliated sub-advisors to manage portfolios and is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Peter Mason is a CFP® with six years of industry experience, currently associated with Foundations Investment Advisors LLC. He has held roles at Elite Advisory Group, Broadridge Advisor Solutions, Aloha Wealth Partners, and Cambridge Financial. In addition to his advisory duties, he works as an insurance agent specializing in life and health insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a wide range of services through a large network of affiliated offices and representatives.

Christopher Roberts is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 17 years of industry experience. His career includes roles at SPIRE Securities, Chamberlain Consulting Group, Spire Wealth Management, Edward Jones, and Rda Financial Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation process and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services through independent advisor representatives.

Christina Bush is a financial advisor at Cooper McManus with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc., Cooper Financial Group, and Securities America Inc. Outside of advising, she is involved in wildlife education and preservation, running a wildlife photography business, educating youth on wildlife, and founding a wildlife preservation apiary. 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 customized asset-allocation portfolios through various co-advisory platforms.

Elizabeth Brunson is a financial advisor at Index Fund Advisors, Inc. She holds a Series 65 designation and has been in the industry since 2024. Her prior experience includes roles at Grant Thornton, the Diocese of Orange, and teaching positions at California State University, Fullerton, and Irvine Valley College. 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 employs a portfolio management approach focused on passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and maintains an in-house tax services division alongside its investment offerings.

Nikhil Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with five years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Santa Monica College and Interstate Batteries. Outside of his advisory role, he works as a ski instructor. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including portfolio management, financial and estate planning, and brokerage product distribution, with a notable emphasis on international investing.

Thomas Savino is a financial advisor at Tucker Asset Management LLC with 15 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2016, having previously worked at Fusion Investment Advisors, LLC. His financial planning services often include Medicare and elder care planning, and he also sells insurance and fixed products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning through a network of independent adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.