Chad Neault is a CFA® charterholder affiliated with Vanderbilt Advisory Services in Irvine, CA. He has nine years of experience at Chamberlain Group and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods, and features a unique integration with retirement-plan and benefits firms.

Eric Bradley is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He previously worked at Citigroup and JPMorgan Chase before joining his current firm. His other business activities include partial ownership of an LLC that holds title to a boat in Newport Beach and a ticket reselling business managed by his wife. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Durendal Huynh is a Series 65-licensed financial advisor at Simplicity Wealth with no industry experience. His prior work includes roles at Wealth Advisory Now, Rosamond 2006, LLC, US Gateway Investment, First Financial Security, Inc, and the University of California. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering a range of advisory and managed account services combined with technology and operational support for advisers.

Phillip Edwards is a financial advisor at Mariner Independent with a Series 65 designation. He has prior experience at Kovitz Investment Group Partners, LLC and held roles at other organizations including United Airlines and Morehouse College. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a wide range of investment tools through a network of investment adviser representatives.

Matthew Sassani is a financial advisor at Cooper McManus with 26 years of industry experience. He holds the Series 66 designation and has been with Cooper Financial Group since 2014. Outside of his advisory role, he owns a business importing and exporting promotional gift items. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm emphasizes fundamental analysis and tailors investment strategies to client objectives and risk tolerance, managing approximately $2.56 billion in discretionary assets.

Evan Echelberger is a financial advisor at Private Management Group Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at Pool Partners, World Financial Group, and Inhabit Real Estate. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Ian Wardle is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and McIlrath & Eck, LLC, as well as a period operating as a sole proprietor in fitness product sales. Outside of his advisory work, he is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and employs factor-based and smart-beta equity strategies, ETFs, hedged models, options, and third-party managers. Lifeworks is notable for integrating tax and accounting services within its corporate group and for operating proprietary client portal software.

Robert Summers is a CFA® charterholder with 34 years of industry experience. He has been with Private Management Group, Inc. since 1986. Summers holds a Series 63 license and is based in Irvine, CA. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets through individualized portfolios, combining long-term strategic frameworks with tactical decisions and fundamental security analysis.

John Hakopian is a financial advisor at First Foundation Advisors in Irvine, CA, with 29 years of industry experience. He has been with First Foundation Advisors since 1990. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm utilizes an open-architecture, multi-asset approach and is notable for its affiliation with parent company FirstSun Capital Bancorp, which integrates banking and other financial services with its advisory practice.

Dean Evans is a CFP® professional with 34 years of industry experience, currently serving at Cooper McManus. His career includes roles at Cambridge Investment Research, Inc. since 2020 and Cooper Financial Group from 2003. Outside of advisory work, he operates as an independent insurance agent and is a business partner in Evams Haymond Group LLC. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment process that incorporates fundamental analysis and a variety of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Rachel Ribeiro is a CFP® professional with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2013. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with bank holding company FirstSun to coordinate banking, trust, and insurance referrals.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Stuart Scholten is a financial advisor at Accelerate Retirement with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kestra Investment Services, LLC and NFP Retirement, Inc. Prior to joining Accelerate Retirement, he spent a decade and more in roles at these firms. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals and employer plan sponsors, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm uses a long-term investment approach with customized portfolios and supports both qualified and non-qualified plans through a network of Investment Adviser Representatives.

Michael Morera is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Virtue Capital Management since 2015. Outside of his advisory role, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing strategic and model-driven investment approaches primarily using mutual funds and ETFs.

Marc Cosico is a financial advisor at First Foundation Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, Shuster Advisory Group, Teacher's Pension, Disruptive Technology Advisors LLC, and US Bank. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates under a bank holding company structure, providing access to banking, trust, and insurance services through its parent company.

Conner Ascher is a financial advisor at GenTrust with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including AllianceBernstein L.P., Source One Global, Inc., RX3 Growth Partners, William Blair, and Morningstar Inc. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a proprietary investment process that integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

Derick Kann is a CFP® and ChFC® with 28 years of industry experience. He has been with Index Fund Advisors, Inc. since 2016. Based in Austin, TX, 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 construction guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its separate IFA Taxes division.

William Notrica is a financial advisor at Aegis Capital Corp. with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at RBC Capital Markets Corporation and City National Bank. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with ValMark Advisers since 2017 and also has roles at Valmark Securities, Inc. and The O'Neill Company, Inc. Additionally, Lee is a managing partner at L2 Financial, Inc., where he is involved in executing business strategies and overseeing operations. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning services.

Anne Page is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 14 years of industry experience. She holds a Series 65 designation and has been with Index Fund Advisors since 2009. 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 in-house tax services through its IFA Taxes division.