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 with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fortis in 2025, Schmidt worked with Tend Financial and Insurance Solutions, Eagle Strategies (NY Life), NYLife Securities LLC, and New York Life Insurance Company. Outside of finance, Schmidt is the owner of Holy Schmidt Coffee Co., a coffee roasting business established in 2014. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning solutions, incorporating a range of active, passive, tactical, and ESG-aware strategies, and utilizes third-party sub-advisors to support specialized investment approaches.

Jared Tanimoto is a CFP® with 11 years of industry experience, currently serving as an advisor at Savvy. He previously worked at Origin Financial and Sedai Wealth Partners, where he was President and Chief Compliance Officer. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and sub-adviser strategies and offers in-house tax preparation and estate-planning support.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

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.

Desiree Lasiewski is a CFP® professional with eight years of industry experience. She currently works at Kovack Advisors, Inc. and Kovack Securities, Inc., having joined in 2026. Prior to that, she spent eight years with OSAIC and also worked at Royal Alliance Associates and City of Hope/Beckman Research Institute. Lasiewski is licensed to sell fixed annuities and life insurance through a sole proprietorship. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

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 at Calton & Associates, Inc. with 31 years of industry experience. His prior employment includes roles at LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Citigroup Global Markets. Outside of advisory work, he is involved in the manufactured and real estate sales industries as a licensed agent. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing multiple analytical approaches and third-party money managers to construct portfolios.

Sherry Taylor is a financial advisor at The AmeriFlex Group with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. Outside of her advisory role, she has been involved in insurance, benefits, and human resources as a sole proprietor. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

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.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

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.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Virtue Capital Management since 2019 and also serves as Managing Principal at Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, offers a multi-team advisory model, and provides services including portfolio management, financial planning, and sub-advisory support.

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.

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.

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.