Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Alex Mathe Cathala is a financial advisor with Lifeworks Advisors, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Aimvest Technologies Inc, Morgan Stanley, Rothschild, and the Massachusetts Institute of Technology. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and advanced analytical tools, while maintaining integrated tax and accounting services uncommon among multi-team advisors.

Linda Yu is a financial advisor with Cooper McManus in Irvine, CA, holding dual roles as an attorney with over 11 years of experience running her own law firm alongside two years in financial advising. She combines her legal background with her financial advisory role, offering a multidisciplinary perspective. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach, utilizing a variety of securities and model portfolios tailored to client objectives.

Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience working at Rover, Healthy Drain, DoorDash, and in educational roles. He is also licensed as a life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation approach that incorporates in-house models, third-party sub-advisors, and both fundamental and technical analysis. The firm integrates personal and business real estate considerations into advanced planning and emphasizes retirement plan implementation features such as Managed Models and age-banded glidepaths.

Cary Boring is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked with Trilogy Financial Services since 2000 and has been associated with LPL Financial since 2017. 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 approach using both in-house models and third-party sub-advisors, incorporating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Nichole Horton is a financial advisor with United Capital Financial Advisors in Newport Beach, CA. She holds the ChFC® designation and has 21 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. Horton also oversees the compliance program for an insurance agency associated with her firm. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and operates affiliated services such as legal, trust, lending, and technology support for other independent advisers.

Kerrie Doughty Lloyd is a financial advisor with Index Fund Advisors, Inc. in Irvine, CA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at firms including Prudent Investors Network, Bank of America, Merrill, and State Street Global Services. Outside of her advisory role, she founded Integrative Solution Services LLC, which provides a website and app offering resources for families of individuals with special needs. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm emphasizes globally diversified, passively managed portfolios aligned with clients’ risk capacity, integrating in-house tax services and publishing proprietary indexes and portfolio research.

Bradley Shammas is a CFP® professional with 11 years of industry experience. He has worked at CreativeOne Securities, LLC since 2016 and is also affiliated with IWM Financial, Inc. Outside of his advisory role, he serves as president-elect of the Financial Planning Association of Orange County and is involved with the Association of Financial Consultants, promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs.

Scott Yi is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2017. Prior to joining Perigon, he worked at Stifel Nicolaus & Co Inc from 2012 to 2017. Outside of his advisory role, Yi is involved in insurance sales. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, with notable experience servicing banking and thrift institutions.

Stephen Lee is a CFP® professional with 19 years of industry experience. He is currently with RWA Wealth Partners and has previously worked at firms including Mariner Wealth Advisors and Mercer Global Advisors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers internally managed strategies through its subsidiary, RWA Capital, as well as tax preparation services via RWA Tax Solutions.

William Davidson is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America Private Bank, and City National Securities. He serves on the advisory board of the Ocean Institute, a charitable organization focused on fundraising to help underprivileged children in Southern California learn about the ocean. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses affiliated sub-advisors to manage portfolios and is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Peter Mason is a CFP® with six years of industry experience, currently associated with Foundations Investment Advisors LLC. He has held roles at Elite Advisory Group, Broadridge Advisor Solutions, Aloha Wealth Partners, and Cambridge Financial. In addition to his advisory duties, he works as an insurance agent specializing in life and health insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a wide range of services through a large network of affiliated offices and representatives.

Christopher Roberts is a financial advisor with Vanderbilt Advisory Services holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Wealth Management, Spire Securities, and Chamberlain Consulting Group since 2017, and was previously with Edward Jones from 2015 to 2017. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christina Bush is a financial advisor at Cooper McManus with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc., Cooper Financial Group, and Securities America Inc. Outside of advising, she is involved in wildlife education and preservation, running a wildlife photography business, educating youth on wildlife, and founding a wildlife preservation apiary. 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 broad range of instruments and offers customized asset-allocation portfolios through various co-advisory platforms.

Elizabeth Brunson is a financial advisor at Index Fund Advisors, Inc. She holds a Series 65 designation and has been in the industry since 2024. Her prior experience includes roles at Grant Thornton, the Diocese of Orange, and teaching positions at California State University, Fullerton, and Irvine Valley College. 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 employs a portfolio management approach focused on passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and maintains an in-house tax services division alongside its investment offerings.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies tailored to client needs.

Nikhil Kathuria is a financial advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 65 and Series 63 credentials with five years of industry experience. He has worked at A.G.P. since 2021 and has held various positions including roles at Santa Monica College and Southern Methodist University. Outside of his advisory work, he is a ski instructor for 16 hours a week. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with about 131 advisors managing roughly $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial planning, and retirement-plan advisory.

Thomas Savino is a financial advisor at Tucker Asset Management LLC with 15 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2016, having previously worked at Fusion Investment Advisors, LLC. His financial planning services often include Medicare and elder care planning, and he also sells insurance and fixed products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning through a network of independent adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

Arthur Cooper is a financial advisor with Cooper McManus in Irvine, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including long tenures at Securities America, Inc. and his own firm, Cooper Financial Group DBA/Cooper McManus. Outside of his advisory work, he serves as president of a property management and executive suite business and sits on multiple nonprofit and professional boards. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with a range of financial planning, consulting, and discretionary portfolio management services. The firm employs a fundamentally driven investment process using individual securities and pooled products, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency, and offers both standalone planning and ongoing asset management relationships.

Daniel Chong is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Index Fund Advisors, Inc. in Irvine, CA. He holds Series 63 and Series 65 licenses. 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 index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with an in-house tax services division and offering specialized, values-aligned investment options.