Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with Virtue Capital Management since 2019 and also serves as Managing Principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving a range of clients including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm combines active tactical, strategic, and dynamic strategies with quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

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.

Matthew Todsen is a financial advisor at Cooper McManus with 23 years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research and Securities America, Inc. He serves as vice-chairman of Orange County Advisors in Philanthropy and treasurer of Advisors in Philanthropy, reflecting involvement in nonprofit organizations. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a fundamentally driven investment process with a broad array of instruments and offers both standalone planning and ongoing asset management relationships.

Joseph Hong is a financial advisor with Packerland Brokerage Services, Inc. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining Packerland in 2024, he worked at Ameritas Investment Company, Ameritas Life Insurance Corp, EMP Financial Network, and Prudential for several years. He is also associated with EMP Financial Network as an insurance broker. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement consulting. The firm utilizes a multi-manager platform approach with discretionary and non-discretionary account options, combining direct management and third-party money managers to deliver varied investment solutions.

Calvin Chu is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining ValMark Advisers and ValMark Securities, he worked at FDP Wealth Management and has experience outside finance through his time at Omomo Tea Shoppe. ValMark Advisers serves individual and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based portfolios and a range of investment management and retirement planning services. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Mark Delp is a CFP® professional with 25 years of industry experience, currently serving at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and A. G. Edwards & Sons, Inc. for six years. Outside of his advisory role, he is the owner of Institutional Wealth Consultants, where he prepares monthly income and expense reports for a CPA. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Ngoc Phung Pauline Le is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds the Series 65 designation and was previously associated with Chapman University for four years before joining Empirical Wealth Management. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, offering a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, supplemented by alternative strategies and affiliated real estate, insurance, and estate-planning services.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Conor Weir is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, and Resources Investment Advisors. Outside of his advisory role, he is involved in life insurance sales and operates several personal business entities related to investment advisory and insurance services. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting and discretionary investment management with a focus on customized, long-term portfolio solutions.

Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.

Dana Kiley is a Series 66 licensed advisor with 24 years of industry experience. She is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC and has previously worked at Spire Wealth Management and SPIRE Securities, LLC. Kiley is also a principal and advisor at Chamberlain Group, where she manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also licensed as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning solutions. The firm delivers its services primarily through platform relationships with Envestnet and Pershing, combining advisory capabilities with broker-dealer and insurance businesses within the Mutual of Omaha group.

Alyssa Tacconelli is a Series 65-licensed financial advisor at Mariner Independent with one year of industry experience. Her prior work includes roles at Edward Jones and Kovitz Investment Group Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

Michael Hamrick is a financial advisor at Empirical Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked in educational roles at Chapman University, Santa Barbara City College, Corona del Mar High School, and Palm Desert High School, as well as with Sejuiced. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated businesses in real estate, insurance, and estate planning.

Ron Amir is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Newport Beach, CA. His prior experience includes roles at J.P. Morgan Securities, Western International Securities, and American Trust Investment Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with options for financial planning, retirement plan advisory, and access to alternative investments.

Jonathan Ceci is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Blue Cedar Financial and Insurance Solutions, Eagle Strategies (NY Life), and New York Life Insurance Company. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

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.