Connor Schamblin is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Clarity Capital Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative approaches.

Anita O'Connor is a CFP® professional with 44 years of industry experience, currently affiliated with Cooper McManus. She has worked at Cambridge Investment Research since 2020 and has been with Cooper McManus since 2011. In addition to her advisory role, she is an independent insurance agent representing various insurance companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans with financial planning, portfolio management, and consulting services. The firm uses a fundamentally driven investment approach and offers diverse strategies including standalone planning and ongoing asset management, incorporating a broad range of instruments and model portfolios tailored to client objectives.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as president of Capital Gains Tax Advisory, a tax preparation and accounting services firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow to manage portfolios through a combination of internally created models and third-party managers.

David Pearl is a CFP® professional with 34 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. His prior work includes roles at Cambridge Investment Research and Securities America Inc. He serves as a board member and past president of a non-public entity in Huntington Beach and is involved as a director in Scrabble tournament organizations. Cooper McManus provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a broad range of securities and access to sub-advisors and wrap programs to customize client portfolios.

Mohsen Khodaverdi is a financial advisor at Foundations Investment Advisors LLC with 2 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lion Street Advisors and Balboa Tax & Accounting Services. Khodaverdi also has experience in personal tax services spanning over five years. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing techniques.

Joel Staples is a CFP® professional with nine years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has prior experience at Cambridge Investment Research, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved as an owner and investment-related agent in other financial business entities. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process and a broad range of instruments, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products, often customizing allocations through sub-advisors and co-advisory platforms.

Mary Brunson is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding a Series 65 designation with 18 years of industry experience. She has been with Index Fund Advisors since 2007. 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 emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers financial planning, retirement-plan consulting, referral services, and in-house tax services through its IFA Taxes division.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Jeremy Kovacs is a CFA® charterholder with seven years of industry experience. He is currently with Perigon Wealth Management, LLC, having previously worked at Merrill, BNY Mellon NA, and Wells Fargo Investments. 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 focuses on individualized portfolio construction and serves as both sponsor and overseer of wrap programs and sub-advisor relationships.

Murphy Megonigal is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He also serves as president of KimstaffHR, Inc., a company specializing in HR and payroll outsourcing. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, employing both discretionary and non-discretionary strategies. The firm uses a combination of active and passive investments, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-driven rebalancing and administrative services.

Sean Seibert is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Private Management Group, he worked in the golf course industry and education. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a long-term strategic investment framework with tactical adjustments and invests across a broad range of securities, serving several thousand accounts with approximately $4.9 billion in assets under management.

Michael Acevedo is a CFP® professional with 14 years of industry experience, currently serving at Dynamic. He has worked at Dynamic Wealth Advisors, operating as Mike Acevedo Financial Planning since 2016, and previously spent 17 years at Midland National Life. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and offers a range of services such as portfolio management, financial planning, retirement plan services, and support for other advisers through technology and sub-advisory arrangements.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. 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 emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Garrett Bradbury is a CFP® professional at Pure Financial Advisors, LLC with three years of industry experience. He has been with Pure Financial Advisors since 2022, having held multiple roles within the firm. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location.

Zeke Lefton is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has been with Wedbush since 2024. His background includes experience at California Polytechnic State University and roles in various other industries prior to joining the firm. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and capital markets solutions.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

Edward Lebeau is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Dynamic Wealth Advisors dba Legacy Financial Advisors since 2016. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources to support other advisers.

David Daley is a financial advisor at Forefront with four years of industry experience. He holds a Series 66 designation and has previously worked at Daley Financial Planning LLC, End Pro Services, and several other firms. Outside of advisory work, Daley is involved in marketing for the financial industry through his role with N2 Content Marketing. Forefront Wealth Partners is a team-based SEC-registered advisor serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing a multi-advisor structure and third-party managers to create customized portfolios.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

Maria Carchi is a financial advisor with ValMark Advisers, Inc. holding a Series 66 credential and three years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Equitable Advisors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from ValMark’s investment committee.