Terry Kerr is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 63 credential and 29 years of industry experience. He has worked at Cooper McManus since 2017 and previously at Securities America Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner and CEO of Kerr Financial Inc, an independent insurance agency. 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 variety of securities and model portfolios, and it coordinates with outside legal professionals for estate-planning needs.

Mao Chang Wang is a Series 65 registered financial advisor with Sequent Planning, LLC, based in Irvine, CA, with four years of industry experience. Prior to joining Sequent Planning, he worked at Sierra Wealth Group and Gradient Advisors. Outside of advisory services, he co-owns a firearm parts wholesale and distribution business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Kendall Nolan is a financial advisor at Private Management Group Inc with two years of industry experience. He holds a Series 65 designation and has prior work experience in athletics and educational institutions, including roles at the University of Portland and Crean Lutheran High School. 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, focusing on fundamental analysis and absolute returns.

Joseph Roessler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. His prior work history includes positions at LPL Financial and Trilogy Financial since 2018, and four years at PetSmart before entering the financial sector. 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 utilizes a risk-based, diversified asset allocation framework with in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its comprehensive advanced planning.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Cameron Jalbert is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Vanderbilt, he worked at Chatterton & Associates and Spire Wealth Management. He serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis and is noted for its integration with retirement plan and benefits firms.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Avantax Advisory Services and Cetera. Outside of his advisory role, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through his business, GFS, Inc. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, employing a strategic asset allocation process supported by fundamental, technical, and charting analysis.

Chad Neault is a CFA® charterholder affiliated with Vanderbilt Advisory Services in Irvine, CA. He has nine years of experience at Chamberlain Group and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods, and features a unique integration with retirement-plan and benefits firms.

Paul Kletke is a financial advisor at Global View Capital Management LLC with 17 years of industry experience. He has worked at Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Kletke also serves as an independent contractor for Global View Capital Advisors, involved in marketing, education, and sales of advisory services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research from its affiliate AdvisorGuide, LLC, and offers customized models for managing client portfolios.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Durendal Huynh is a financial advisor at Simplicity Wealth with a Series 65 designation. He has been active in the financial industry since 2019, with prior experience at First Financial Security, Inc., US Gateway Investment, and Wealth Advisory Now. Huynh is also involved with Rosamond 2006, LLC, and has been affiliated with the University of California since 2012. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are continuously monitored and rebalanced, alongside technology and operational solutions for advisers.

Matthew Sassani is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 credential and 27 years of industry experience. He has been with Cooper Financial Group since 2014 and previously worked at Securities America, Inc. from 2014 to 2019. Outside of his advisory role, he owns a business importing and exporting promotional gift items. Cooper McManus serves individuals, high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of instruments and provides both standalone planning and ongoing asset management services.

Evan Echelberger is a financial advisor at Private Management Group Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at Pool Partners, World Financial Group, and Inhabit Real Estate. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Robert Summers is a CFA® charterholder with 34 years of industry experience. He has been with Private Management Group, Inc. since 1986. Summers holds a Series 63 license and is based in Irvine, CA. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets through individualized portfolios, combining long-term strategic frameworks with tactical decisions and fundamental security analysis.

John Hakopian is a financial advisor at First Foundation Advisors in Irvine, CA, with 29 years of industry experience. He has been with First Foundation Advisors since 1990. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm utilizes an open-architecture, multi-asset approach and is notable for its affiliation with parent company FirstSun Capital Bancorp, which integrates banking and other financial services with its advisory practice.

Dean Evans is a CFP® professional with 35 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has worked at Cambridge Investment Research since 2020 and has been associated with Cooper Financial Group and Securities America since 2003. Outside of financial advisory, Evans operates as an independent insurance agent and is involved with the Evams Haymond Group LLC. 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 portfolios tailored through sub-advisors and co-advisory platforms.

Rachel Ribeiro is a CFP® with seven years of industry experience and has been with First Foundation Advisors since 2013. She holds a Series 63 license and is based in Irvine, CA. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is notable for its affiliation with FirstSun Capital Bancorp, integrating banking, trust, and insurance services alongside advisory functions.

Michael Morera is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Virtue Capital since 2015 and previously was with Regal Advisory Services, Inc. from 2007 to 2015. Outside of advisory work, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and operates a multi-team model of investment adviser representatives and independent partners.

Marc Cosico is a financial advisor at First Foundation Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, Shuster Advisory Group, Teacher's Pension, Disruptive Technology Advisors LLC, and US Bank. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates under a bank holding company structure, providing access to banking, trust, and insurance services through its parent company.