Jared Shaft is a financial advisor at Accelerate Retirement with 8 years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo Clearing and various roles in the restaurant and corporate sectors. Outside of finance, he has worked in the restaurant industry and at American Golf Corp. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm emphasizes long-term investment strategies with customized portfolios and manages significant retirement plan advisory relationships.

Jeffrey Hackbarth is a CFP® professional with 18 years of experience in the financial services industry. He has been associated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. His work history also includes National Planning Corporation and Trilogy Financial Services. 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 employs a risk-based, diversified asset allocation strategy using in-house models and third-party sub-advisors, with a focus on integrating real estate considerations and retirement plan implementation features.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and previously operated Messina and Associates, Inc. DBA Financial Resources Group for ten years. In addition to his advisory role, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.

Howard Bolotin is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital since 2015, with prior experience at LPL Financial and National Planning Corporation. Bolotin is also an agent for Trilogy Financial Services, specializing in life insurance and fixed annuities. Trilogy Capital, Inc. offers investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using in-house model portfolios and third-party sub-advisors, integrating advanced planning areas such as budgeting, tax strategies, and real estate considerations.

James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Galloway Asset Management and New York Life Insurance Co. Additionally, he is active as an insurance agent specializing in fixed annuity products. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a group of about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

Sheryl Diane Rados is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Royal Alliance since 2015. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and employs a mix of advisor-managed and third-party model portfolios within an open-architecture wealth management platform.

Moriah Ranade is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Private Wealth Services, LLC, DFPG Investments, LLC, and Surevest Wealth Management. Prospera Financial Services, Inc. is a multi-team firm managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, providing investment advisory and financial planning services via multiple platforms and customizable portfolio management approaches.

Connor Schamblin is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Clarity Capital Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative approaches.

Anita O'Connor is a CFP® and Series 66 credentialed financial advisor with 44 years of industry experience. She has been with Cooper McManus since 2011 and also worked at Securities America, Inc. and Cambridge Investment Research. Outside of advising, she is an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process across a broad range of instruments and offers both standalone planning and ongoing asset management relationships.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Inc., Kovack Advisors, Inc., and Wells Fargo Clearing. Outside of his advisory role, he serves as president of a tax preparation and accounting firm and manages a separate investment-related business. 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 plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a combination of proprietary models and third-party managers.

David Pearl is a financial advisor at Cooper McManus with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior affiliations include Cambridge Investment Research, Inc. and Securities America Inc. Outside of his advisory role, he serves as treasurer and past president of LETIP of Huntington Beach and is a director for Scrabble Tournaments, a nonprofit organization. Cooper McManus provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, and employer retirement plans. The firm employs a fundamentally driven investment process using a range of securities and strategies, and offers standalone planning engagements as well as ongoing asset management relationships.

Mohsen Khodaverdi is a financial advisor at Foundations Investment Advisors LLC with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Lion Street Advisors and has a background in tax services through roles at Balboa Tax & Accounting Services and Personal Tax Services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, retirement plan support, and sub-advisory services.

Joel Staples is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Cooper McManus in Irvine, CA, and has prior experience at Northwestern Mutual Wealth Management Company and Cambridge Investment Research, Inc. Outside of his advisory role, Staples is involved as an owner and partner in Provident Capital Advisors, Inc. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach that incorporates fundamental analysis and a variety of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

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.

Jeremy Kovacs is a CFA® charterholder with seven years of industry experience. He currently works at Perigon Wealth Management, LLC and previously held positions at Merrill and BNY Mellon NA. Perigon Wealth Management offers tailored investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a distinctive focus on servicing banking and thrift institutions.

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 Certified Financial Planner® with 13 years of industry experience. He is currently affiliated with Dynamic and has prior experience at Galloway Asset Management and Midland National Life. He operates his own financial planning practice within Dynamic. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, as well as unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing customized, long-term investment strategies and extensive support for other advisers through technology and outsourced services.