Mark Fishlowitz is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes 22 years at Edward Jones before joining Cooper McManus and Cambridge Investment Research in 2024. Outside of his advisory role, he volunteers with the Ventura County Sheriff Department and serves as treasurer and owner/partner of 1st Street Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Yusi Zhang is a CFP® professional with one year of experience at Infinity Financial Services Advisory. Prior to joining Infinity, Zhang worked at World Financial Group and has a background that includes roles in clean energy and business education. Outside of advisory work, Zhang is an independent insurance agent affiliated with World Financial Group. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and small businesses. The firm employs a variety of analytical methods and investment strategies while integrating advisory services with affiliated broker-dealer and insurance activities.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

David Echeverria is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds the Series 66 designation and has worked at Euro Pacific Capital, Inc. since 2008. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Justin Isaac is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and previously worked at United Capital Financial Advisers, LLC and JPMorgan Securities LLC. Advisors Capital Management, LLC serves a diverse client base including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model separate-account and ETF strategies, and a self-directed brokerage solution for qualified retirement plans, employing a combination of macroeconomic analysis and security selection across a variety of asset classes.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management strategies and manages over $900 million in client assets.

Janeane Vena is a financial advisor with Trilogy Capital, Inc. She holds a Series 65 designation and has eight years of industry experience. She has worked with Trilogy Capital and its related entities since 2016. 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 framework with both in-house and third-party managers, incorporating fundamental and technical analysis along with non-traditional instruments when suitable.

Michael Haymond is a financial advisor at Cooper McManus with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Securities America. Outside of advising, he serves as a church chair at First United Methodist Church of Orange and is involved in an independent insurance agency and other business ventures. 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 broad range of securities and implements model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience in educational institutions and retail. Additionally, he is licensed as an insurance agent for life and health products, dedicating less than 10% of his time to this activity. 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 offers portfolio management, retirement plan consulting, financial coaching, and advanced planning using a risk-based, diversified asset allocation approach that incorporates both fundamental and technical analysis.

Eric Perkins is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and 66 licenses and bringing 33 years of industry experience. His career includes roles at Trilogy Financial Services and LPL Financial. 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 in-house models and third-party sub-advisors, integrating advanced planning and non-traditional investments where appropriate.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Trilogy Capital and Trilogy Financial Services since 2008. He also has nine years of experience with LPL Financial. 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 in-house model series and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Matthew Franzen is a Series 65 licensed advisor at Private Management Group Inc with five years of industry experience. He has been with Private Management Group since 2020. Prior to his advisory role, he worked at golf clubs in California and was affiliated with California State University - Fullerton. 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, focusing on absolute returns and utilizing fundamental analysis across a diverse range of securities.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP® professional with 26 years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners. He has worked at Euro Pacific Capital, Inc. since 2005. Steingruebner serves as an LLC manager for a family investment management entity and as a trustee for an investment-related remainder trust. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of investment strategies, including separately managed accounts and third-party manager programs.

Garrick Updegraph is a CFP® professional with 21 years of industry experience. He is currently with Prospera Financial Services, Inc., having joined in 2024, and previously worked at Wells Fargo Advisors Financial Network LLC for 13 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services via multiple platforms and a combination of firm models and third-party sub-advisers.