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.

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.

Leon James Jr. is a CFP® professional with 39 years of experience in financial advising. He has worked at Tucker Asset Management LLC since 2022 and previously was employed at Optivest, Inc., Centaurus Financial, Inc., and Anchor Capital. He holds a Series 63 license and is also registered as an insurance agent with licenses in Accident & Health, Life, and Variable Contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of strategies, including alternative investments, to manage portfolios on a discretionary basis.

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.

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.

Michael Henry is a Series 65-licensed advisor with Simplicity Wealth in Santa Ana, CA, and has several years of industry experience including roles at First Financial Security Inc and M&M Wealth Associates. He has worked in advisory capacities since 2015 across multiple firms. Simplicity Wealth provides advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while also offering technology and operational solutions tailored for other advisors.

Andrea Matolo is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2011. She holds the Series 66 license and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services with its advisory offerings.

Brad Morgan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 credentials, and has 33 years of industry experience. He has been a manager at Morgan Advisory Group since 2001 and affiliated with M HOLDINGS SECURITIES, Inc. since 2009. He is also a member and trustee of Iconic Watch Company, LLC, a non-investment related business. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers both advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and sub-advisory arrangements.

Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA, holding 26 years of experience including her current role and prior positions at Eternity Financial Alliance Solutions Inc. and World Financial Group. She has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management serves individual clients across wealth levels, as well as charitable organizations and business entities, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and related services. The firm uses in-house model portfolios, sub-advisers, and a broad range of investment options, including alternatives and illiquid direct participation programs.

Andrew Chen is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 license and seven years of industry experience. He previously worked at Manchester Financial Inc. and has experience in both financial advisory and educational roles at Pepperdine University. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning.