Charles Farrell III is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cooper McManus since 2009 and previously at Cambridge Investment Research, Inc. and Securities America, Inc. Outside of financial advising, he has been involved in real estate sales and mortgage brokerage. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process across a broad range of instruments and utilizes model asset-allocation portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Bijou Schmidt is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Tend Financial and Insurance Solutions, Eagle Strategies, and New York Life. Outside of financial advising, Schmidt is the owner of Holy Schmidt Coffee Co., a coffee roasting business. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment strategies including discretionary management and ESG options, with $1.615 billion in discretionary assets under management as of December 31, 2025.

Jared Tanimoto is a CFP® with 11 years of experience in financial advising. He is currently with Savvy and previously worked at Origin Financial and Sedai Wealth Partners LLC, where he served as President and Chief Compliance Officer. Outside of advisory roles, he manages a family-owned business focused on real estate research and property management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Stephen Parker is a financial advisor with Private Management Group, Inc. in Irvine, CA, holding 28 years of industry experience. He has been with the firm since 1993. 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, using fundamental analysis to construct individualized portfolios across various account types.

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Joseph Perricone is a financial advisor at Aegis Capital Corp. with one year of industry experience. He holds a Series 66 designation and has a background that includes several years in hockey organizations, most recently serving as a goalie coach for Frontier Selects. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Paul Toohey is a financial advisor at TCFG Investment Advisors, LLC with 51 years of industry experience. He holds the Series 63 designation and has worked at multiple firms including The Planners Network, Inc. and National Planning Corporation. Outside of advising, he serves as Treasurer of the Orange County Harley Owners Group. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers, using a variety of analytical strategies and maintaining custodial relationships with Pershing, Charles Schwab, and Equity Trust Company.

Emily Reiland is a financial advisor at Private Management Group Inc with seven years of industry experience. She holds the Series 65 designation and has worked at Private Management Group since 2018. Prior to her advisory role, she held positions at Levi Strauss and Company and Orangetheory Fitness, and she also spent four years at Santa Clara University. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis and a broad range of investment instruments to construct individualized portfolios.

Tammy Lee is a CFP® with 19 years of industry experience currently serving at Arax Advisory Partners. Her prior experience includes roles at U.S. Capital Wealth Advisors, Alpha Cubed Investments, and Penniall and Associates. She is also the managing member of RIA Strategic Implementation and Execution, a firm focused on providing operations and strategy consultation for RIAs. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages portfolios on a fiduciary basis using in-house teams and independent managers, and its platform is notable for its scale, recent consolidations, and a diversified revenue model including insurance and private fund advisory services.

Paul Lieu is a financial advisor with Calton & Associates, Inc. in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he is involved in selling manufactured homes and real estate properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. His prior experience includes roles at Financial Advisers of America, Raymond James Financial, Commonwealth Financial Network, and Banc of America Investment Services. Outside of his advisory work, he operates as an independent insurance agent, providing life insurance, equity indexed annuities, and health insurance policies on a part-time basis. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management through a sub-advisory platform that serves unaffiliated advisers and their high-net-worth and corporate clients. The firm manages a diverse range of proprietary and third-party strategies, executing trades and managing portfolios on behalf of its network of primary advisors.

Christian Richards III is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Mariner Wealth Advisors, Newport Advisory, and David Meltzer & Associates. Richards serves as president and board member of Richards, Lathrop & Associates. 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 both standalone planning and ongoing asset management relationships.

Patric Piantedosi is a financial advisor with Retirement Planners of America in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. He has been with MMWKM Advisors, LLC since 2016. In addition to his advisory role, he operates as an independent insurance agent for various firms. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, using model portfolios composed mainly of ETFs and mutual funds alongside a mathematically based long-term market signal.

Samuel Saleh is a financial advisor at Savvy with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Bank of America N.A., Merrill, New York Life Insurance Co, Pontem General Trading, Sobha, and Depa. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Virtue Capital Management since 2019, Becker Financial Strategies since 2017, and previous positions at Horter Investment Management and F500 Advisory Services. Outside of his advisory work, he serves as managing principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with services including portfolio management, financial planning, due diligence on third-party managers, and client education.

Frank Osman is a CFP®-designated financial advisor at Choreo, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank, where he spent over a decade before joining Choreo in 2023. Choreo serves a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and Investment Committee, offering a broad range of advisory and specialized services such as OCIO consulting and Deferred Sales Trust™ advice.

Matthew Todsen is a financial advisor at Cooper McManus with 24 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Securities America, Inc., Pacific West Financial Consultants, LPL Financial, and UBS Financial Services. Todsen serves as vice-chairman of Orange County Advisors in Philanthropy and treasurer of Advisors in Philanthropy. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and utilizes model asset-allocation portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Erin Williams is a financial advisor with TCFG Investment Advisors, LLC in Mission Viejo, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Axis Advisors, Inc., Girard Securities, Inc., and Balboa Wealth Partners, Inc. She is also president and owner of ErinMW, Inc. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various analytical strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Hong is a financial advisor with Packerland Brokerage Services, Inc. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining Packerland in 2024, he worked at Ameritas Investment Company, Ameritas Life Insurance Corp, EMP Financial Network, and Prudential for several years. He is also associated with EMP Financial Network as an insurance broker. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement consulting. The firm utilizes a multi-manager platform approach with discretionary and non-discretionary account options, combining direct management and third-party money managers to deliver varied investment solutions.