Joseph Hong is a CFP® and ChFC® with 22 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at Ameritas Investment Company, EMP Financial Network, and The Prudential Insurance Company of America, among others. Hong is also associated with EMP Financial Network in an insurance brokerage capacity. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms. The firm combines individualized planning with discretionary and non-discretionary account management, providing options such as separately managed accounts and automated rebalancing, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Calvin Chu is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining ValMark Advisers and ValMark Securities, he worked at FDP Wealth Management and has experience outside finance through his time at Omomo Tea Shoppe. ValMark Advisers serves individual and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based portfolios and a range of investment management and retirement planning services. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Mark Delp is a CFP® credentialed financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He worked previously at Wells Fargo Advisors Financial Network LLC for 16 years. Outside of his advisory role, he manages a holding company that prepares financial reports for a CPA. Prospera Financial Services, Inc. is a multi-team firm serving a broad range of individual, corporate, and charitable clients. The firm provides investment advisory and financial planning services through various platforms, utilizing both firm and third-party models to construct and monitor portfolios.

Ngoc Phung Pauline Le is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds the Series 65 designation and was previously associated with Chapman University for four years before joining Empirical Wealth Management. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, offering a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, supplemented by alternative strategies and affiliated real estate, insurance, and estate-planning services.

Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.

Dana Kiley is a Series 66 licensed advisor with 24 years of industry experience. She is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC and has previously worked at Spire Wealth Management and SPIRE Securities, LLC. Kiley is also a principal and advisor at Chamberlain Group, where she manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 license and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also an insurance agent licensed in life and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, combining investment advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Alyssa Tacconelli is a Series 65-licensed financial advisor at Mariner Independent with one year of industry experience. Her prior work includes roles at Edward Jones and Kovitz Investment Group Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Michael Hamrick is a financial advisor at Empirical Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked in educational roles at Chapman University, Santa Barbara City College, Corona del Mar High School, and Palm Desert High School, as well as with Sejuiced. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated businesses in real estate, insurance, and estate planning.

Ron Amir is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Newport Beach, CA. His prior experience includes roles at J.P. Morgan Securities, Western International Securities, and American Trust Investment Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with options for financial planning, retirement plan advisory, and access to alternative investments.

Jonathan Ceci is a financial advisor with MissionSquare Retirement in Costa Mesa, CA, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at MissionSquare Wealth Management, Blue Cedar Financial and Insurance Solutions, and New York Life Insurance Company. Outside of advisory services, he serves as a Retirement Plans Specialist at MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Terry Kerr is a Series 63 registered advisor with 29 years of industry experience. He is affiliated with Cooper McManus and has worked there since 2017. Prior to that, he was associated with Securities America Inc. and Cambridge Investment Research, Inc. Kerr is also the owner and CEO of Kerr Financial Inc., an independent insurance agency. 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 that includes a broad range of instruments and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms to tailor client allocations.

Mao Chang Wang is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. He has previously worked at Sierra Wealth Group and Gradient Advisors. Outside of investment advisory, he is co-owner of PDC Group, a wholesale distributor of firearm parts. Sequent Planning, LLC serves individuals, retirement plans, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement services through a network of independent advisors. The firm employs a structured risk framework and diversified investment approaches while offering ongoing investment communications uncommon among similar multi-team firms.

Kendall Nolan is a financial advisor at Private Management Group Inc with two years of industry experience. He holds a Series 65 designation and has prior work experience in athletics and educational institutions, including roles at the University of Portland and Crean Lutheran High School. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis and absolute returns.

Christopher Giovinazzo is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at NFP Retirement, Kestra Investment Services, and Transamerica Capital. He is also a licensed insurance agent who recommends certain insurance products on a commission basis. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors, offering retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses a customized, long-term investment approach through a network of advisers, with access to a broad range of investment vehicles and third-party managers.

Joseph Roessler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. His prior work history includes positions at LPL Financial and Trilogy Financial since 2018, and four years at PetSmart before entering the financial sector. 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 utilizes a risk-based, diversified asset allocation framework with in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its comprehensive advanced planning.

Cameron Jalbert is a ChFC® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously worked at Spire Wealth Management and Chatterton & Associates. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Anthony Molina is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc. from 2016 to 2020. Outside of his advisory role, Molina serves as secretary and board member for Safety Systems Technology (NV), Inc., a manufacturer of safety equipment. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and managed account programs. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

Ryan Sabol is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Mutual Advisors since 2013, having also worked at Mutual Securities Inc. Outside of his advisory role, he manages Sabol Investments, LLC, providing financial services consulting for family-controlled trust investments. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans by offering asset management, financial consulting, ERISA plan advisory, and other services, employing a range of investment strategies tailored to client objectives.

Burton Brown is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 license and 18 years of industry experience. His career includes roles at Entoro Capital LLC, Compound Planning, Voleo USA, Inc., and Atomi Financial Advisors. Outside of advisory work, he serves as Executive Vice President at Aliso Solutions, LLC, a compliance consulting firm for financial intermediaries. TCFG Investment Advisors provides advisory and planning services to individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, alongside financial planning and consulting services.