Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Yusi Zhang is a CFP® professional with one year of experience at Infinity Financial Services Advisory. Prior to joining Infinity, Zhang worked at World Financial Group and has a background that includes roles in clean energy and business education. Outside of advisory work, Zhang is an independent insurance agent affiliated with World Financial Group. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and small businesses. The firm employs a variety of analytical methods and investment strategies while integrating advisory services with affiliated broker-dealer and insurance activities.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

David Echeverria is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with Euro Pacific Capital since 2008, including through its transition to Euro Pacific Capital, Inc. in 2017. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management, financial planning, and brokerage services.

Justin Isaac is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and previously worked at United Capital Financial Advisers, LLC and JPMorgan Securities LLC. Advisors Capital Management, LLC serves a diverse client base including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model separate-account and ETF strategies, and a self-directed brokerage solution for qualified retirement plans, employing a combination of macroeconomic analysis and security selection across a variety of asset classes.

Janeane Vena is a Series 65-licensed financial advisor at Trilogy Capital, Inc. in Irvine, CA, with eight years of industry experience. She has been with Trilogy Capital since 2017 and worked previously at Trilogy Financial from 2016 to 2021. 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 investment approach incorporates globally diversified asset allocation and manager selection within risk-based model portfolios, and it offers additional services including tax planning through its affiliate Trilogy Tax & Consulting.

Michael Haymond is a financial advisor at Cooper McManus with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Securities America. Outside of advising, he serves as a church chair at First United Methodist Church of Orange and is involved in an independent insurance agency and other business ventures. 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 broad range of securities and implements model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Trilogy Financial, he held various positions including roles in education and worked seven years at Trader Joe’s. He is also licensed as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach combines globally diversified asset allocation and manager selection with both fundamental and technical analysis, organizing portfolios into risk-based models that may include alternative instruments and tax services through an affiliated company.

Eric Perkins is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently works with LPL Financial. 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 employs a strategic, globally diversified investment approach incorporating both fundamental and technical analysis, and provides additional tax and consulting services through its affiliate, Trilogy Tax & Consulting.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. 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’s investment approach includes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis.

Matthew Franzen is a financial advisor with Private Management Group Inc. in Irvine, CA, holding a Series 65 designation and bringing six years of industry experience. Prior to joining Private Management Group in 2020, he worked at Coto de Caza Golf & Racquet Club and California State University - Fullerton. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios based on client risk and return objectives, employing a longer-term strategic framework complemented by shorter-term tactical decisions and investing across a broad array of global instruments.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital, Inc. for over two decades. Outside of his advisory role, he serves as a manager of a family investment LLC and as a trustee for an investment-related trust. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. 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 business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Highland Advisors LLC and Accentrix. Lindberg is also involved as an assistant and employee with Accentrix Advisors, LLC. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Juan Herrera is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wescom, Comerica, Citi, and Wells Fargo. Outside of his advisory work, he has been involved with Wescom Wealth Management, operating an investment-related business under an LPL entity. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a banking and credit-union group.