Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Christine Bowe is a financial advisor with Empirical Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She also manages Empirical Real Estate Services, where she reviews real estate holdings and manages property listings. In addition, she provides life insurance services as an independent contractor with World Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates affiliated businesses across real estate, insurance, and legal services.

Aron Wong is a financial advisor at Cooper McManus with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Northwestern Mutual. In addition to advisory work, Wong has experience as an insurance agent and paraplanner. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a fundamentally driven investment process, utilizing a wide range of securities and customized asset-allocation models to meet client objectives.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Thomas Arthur is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work history includes roles at Euro Pacific Capital Inc., Chase Investment Services Corp., U.S. Bancorp Investments, Inc., and Wells Fargo Clearing. 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 emphasizes international investing and offers a range of portfolio management and financial planning services, along with brokerage and insurance product distribution.

Jeffrey Cerny is a financial advisor with Redhawk Wealth Advisors, Inc. in Irvine, CA, holding a Series 66 license and bringing 21 years of industry experience. He previously worked with Atlas Wealth Management Group LLC for 15 years and has operated independently since 2003. In addition to his advisory role, he holds an insurance license and sells life and health insurance as well as annuities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, families, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs with oversight from a weekly investment committee.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has been with Trilogy Capital since 2017. Hallie is also involved in non-variable insurance activities based in Montpelier, VT. 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 uses a strategic, globally diversified investment approach with risk-based model portfolios and incorporates non-traditional instruments alongside traditional assets.

Gregory Norman is a financial advisor at Cooper McManus with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, CUSO Financial Services, LPL Financial, and CUNA Mutual Group. Outside of advisory roles, Norman is also active as an insurance and benefits agent. 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 diverse array of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with Trilogy Capital since 2015 and previously with LPL Financial and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach focuses on strategic, globally diversified asset allocation, manager selection, and periodic rebalancing, utilizing both fundamental and technical analysis.

Michael Bakhshi is a financial advisor at Trilogy Capital, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital and affiliated firms since 2010, including a concurrent tenure at LPL Financial. 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 approach features globally diversified asset allocation, manager selection, and risk-based portfolio models, incorporating both traditional and non-traditional investment instruments.

Ara Abajian is a CFA® charterholder with over four years of experience at First Foundation Advisors and previously spent 20 years at Round Hill Asset Management. He holds a California real estate broker license, which he has not actively used, and provides consultation for a property management business managed by his wife. 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 affiliated with a bank holding company, which supports a range of financial product referrals and sub-advisory roles.

Michael Kiley is a financial advisor at Consolidated Portfolio Review Corp with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Chamberlain Consulting Group and SPIRE Securities. Kiley is the 100% owner of Chamberlain Consulting Group II, LLC and Chamberlain Consulting Group, LP, and is involved in selling various types of life insurance through KFM Financial & Insurance Services Inc. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Karuna Tejpaul is a financial advisor at First Foundation Advisors with a Series 66 designation and eight years of industry experience. Prior to joining First Foundation Advisors, Karuna held positions at LPL Enterprise, Loan Depot, and LRES. First Foundation Advisors provides 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 as a sub-adviser to mutual funds while coordinating banking, trust, and insurance referrals through its affiliation with its corporate parent, FirstSun Capital Bancorp.

Sean Summers is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Private Management Group Inc in Irvine, CA. He has been with Private Management Group since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Michael Pash is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 27 years of industry experience. He has been with Pure Financial Advisors since 2010. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

James Cunningham Jr. is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Securities America. In addition to his advisory role, Cunningham is a licensed attorney and operates CunninghamLegal, where he serves as CEO and lead attorney. 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 approach using a broad range of securities and manages both standalone planning engagements and ongoing asset management relationships.

Georgette Young is a CFP® professional with 12 years of industry experience, currently serving at Inspire Advisors, LLC. Her prior roles include positions at Fidelity and Westmount Asset Management. She is also licensed as an independent insurance agent, offering life, health, disability, long-term care, and annuities coverage. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its financial advice and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.