Juan Rosario is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he conducts workshops to educate individuals affected by layoffs on state mortgage assistance programs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles, while also recommending third-party managers and offering financial planning and account aggregation services.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial since 2013, with additional experience at LPL Financial LLC starting in 2024. 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 uses a risk-based, diversified asset allocation approach incorporating in-house models and third-party sub-advisors, offering both discretionary and non-discretionary portfolio management as well as advanced planning services that include personal and business real estate considerations.

Gregory Norman is a financial advisor at Cooper McManus with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, CUSO Financial Services, LPL Financial, and CUNA Mutual Group. Outside of advisory roles, Norman is also active as an insurance and benefits agent. 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 using a diverse array of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Trilogy Capital, Inc. since 2015 and has prior experience at LPL Financial and National Planning Corporation. 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 both in-house models and third-party sub-advisors, incorporating advanced planning and retirement plan features tailored to client objectives.

Michael Bakhshi is a financial advisor at Trilogy Capital, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Trilogy Capital, Inc. since 2015, as well as LPL Financial since 2017. Outside of his advisory role, he is involved with Trilogy Financial Services in providing life insurance and variable 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, utilizing both in-house models and third-party managers, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Ara Abajian is a CFA® charterholder with over four years of experience at First Foundation Advisors and previously spent 20 years at Round Hill Asset Management. He holds a California real estate broker license, which he has not actively used, and provides consultation for a property management business managed by his wife. 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 is affiliated with a bank holding company, which supports a range of financial product referrals and sub-advisory roles.

Christopher Quigley is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at Mosaic Value Partners, Focus Partners Wealth, Kovitz Investment Group Partners, and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities like pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a network of investment adviser representatives who utilize firm-built model portfolios and a wide range of investment tools, supported by affiliated businesses such as a trust company and an institutional pension consulting affiliate.

Michael Kiley is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 63 designation. He has 44 years of industry experience, including roles at Vanderbilt Advisory Services, Spire Wealth Management, and Chamberlain Consulting Group. Kiley is also the 100% owner of Chamberlain Consulting Group II, LLC and Chamberlain Consulting Group, LP, providing investment advice, and owns Chamberlain Insurance Services, which sells various types of life insurance. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisor representatives using strategic asset allocation and supplemental fundamental and technical analysis.

Karuna Tejpaul is a financial advisor at First Foundation Advisors with a Series 66 designation and eight years of industry experience. Prior to joining First Foundation Advisors, Karuna held positions at LPL Enterprise, Loan Depot, and LRES. First Foundation Advisors provides 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 as a sub-adviser to mutual funds while coordinating banking, trust, and insurance referrals through its affiliation with its corporate parent, FirstSun Capital Bancorp.

Sean Summers is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Private Management Group Inc in Irvine, CA. He has been with Private Management Group since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. 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.

Michael Pash is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 27 years of industry experience. He has been with Pure Financial Advisors since 2010. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

James Cunningham Jr. is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Securities America. In addition to his advisory role, Cunningham is a licensed attorney and operates CunninghamLegal, where he serves as CEO and lead attorney. 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 approach using a broad range of securities and manages both standalone planning engagements and ongoing asset management relationships.

Michael Lathrop is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Newport Advisory LLC and Mariner LLC. Outside of his advisory role, he is involved in marketing and technology businesses, including partnerships in social media marketing and marketing consulting ventures. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a variety of securities and model asset-allocation portfolios to tailor solutions for clients.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Foresters Equity Services, Inc. from 2014 to 2018. Outside of his advisory role, Bien is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS, and also participates in real estate sales and management of family-owned properties. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with a range of financial planning, portfolio management, and advisory services delivered through firm-managed portfolios, wrap programs, and third-party arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Anthony Luppi is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is currently with Choreo, LLC and previously worked at Insight Wealth Strategies, LP and Merrill. Luppi holds the Series 66 designation. Choreo serves individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Devon Chan is a Series 65-registered advisor at BMO Family Office, LLC with one year of industry experience. Prior to joining BMO Family Office, he worked at Bank of Montreal, US Bank, and Union Bank. BMO Family Office serves high-net-worth individuals and families, as well as single- and multi-family offices, private foundations, endowments, and pooled investment vehicles. The firm offers discretionary and non-discretionary investment management with an emphasis on asset allocation supported by quantitative and qualitative due diligence, and client portfolios may include a wide range of public and private market investments.

Shannon Kujawa is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held roles at Golden State Equity Partners and LPL Financial, and operates a sole proprietorship providing real estate and accounting consulting services. Outside of financial advising, she manages accounting services for multiple Del Taco restaurants through Vanderweel Ventures, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management utilizing public and private securities and maintains a Private Direct Investments program providing access to illiquid private funds.

Kyle Jones is a financial advisor at Cooper McManus with 17 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Fortress Wealth Management, Aequitas Wealth Management, and LPL Financial. Outside of advising, he serves as Vice Chair of the Beverly Hills Estate Planning Council and is a board member of the Westside Regional Center, a nonprofit focused on social work. He is also involved in music as a performing musician. 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 selecting diverse securities and products to align with client objectives and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms to customize client allocations.

Aleksandra Carrillo is a financial advisor at RBC Securities, Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at City National Securities, Inc. and NYLIFE Securities LLC. Outside of finance, she was involved with Newport Beach Tennis. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with access to affiliated investment sub-advisors and a broad range of financial services within its parent organization.