Michael Lathrop is a financial advisor at Cooper McManus in Irvine, CA, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Newport Advisory LLC and Mariner LLC. Outside of financial advising, he is involved in social media marketing and digital marketing consulting through several business ventures. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process across a broad range of instruments and offers both standalone planning and ongoing asset management, incorporating sub-advisors and co-advisory platforms to tailor client allocations.

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 financial advisor at BMO Family Office, LLC with Series 65 credentials and experience at BMO Family Office, Bank of Montreal, US Bank, and Union Bank. He is based in Newport Beach, CA. BMO Family Office provides discretionary investment management and advisory services to ultra-high-net-worth individuals, families, foundations, endowments, and other institutional clients. The firm uses a combination of quantitative and qualitative due diligence overseen by an Investment Committee and offers integrated wealth, tax, estate, and philanthropic coordination as a subsidiary of BMO Financial Corp.

Mark Walton is a CFP® with 39 years of industry experience, currently affiliated with M Holdings Securities, Inc. since 2015. He has operated Walton Financial Consulting since 1990, providing financial services including fixed insurance and group benefits. Outside of advising, he serves as President of Fortis Assurance, Inc., a captive insurance company offering various liability coverages. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-related advisory services, operating through a network of Financial Professionals and sponsored platforms.

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 previously worked at Fortress Wealth Management, Aequitas Wealth Management, and LPL Financial. Outside of his advisory role, Jones 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 active as a musician. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process, employing a wide range of instruments and model asset-allocation portfolios to align with client objectives.

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.

Kristopher Reiland is a financial advisor at Private Management Group Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Private Management Group since 2022. Prior to his advisory role, his background includes positions in hospitality and educational settings. 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 long-term strategic investment approach combined with tactical decisions, focusing on fundamental analysis and a broad range of securities.

Courtland Alex is a financial advisor at Cooper Mcmanus with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cambridge Investment Research, Inc., EHG Financial Planning, and Securities America Inc. Outside of his advisory role, Alex is an independent insurance agent and the owner of Evans Haymond Group, LLC. 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 securities and offers customizable asset-allocation portfolios through various sub-advisory platforms.

Matthew Lyons is a financial advisor at Trilogy Capital, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Trilogy Financial Services, Empower, Vail Reports, Epting Events, and Savannah Golf Club. 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 a mix of in-house models and third-party sub-advisors, offering a range of services including portfolio management, retirement plan consulting, financial coaching, and advanced planning that incorporates personal and business real estate considerations.

Kyle Schulz is a financial advisor at Private Management Group Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Viavi Solutions for four years before joining Private Management Group in 2020. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, constructing individualized portfolios that combine longer-term strategic frameworks with shorter-term tactical adjustments and employing fundamental analysis across a broad set of global instruments.

Jennifer Cagle is a CFP® professional with 29 years of industry experience. She has been with First Foundation Advisors in Irvine, CA, since 1993. First Foundation Advisors provides 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 approach and is affiliated with its corporate parent FirstSun Capital Bancorp, offering integrated banking, trust, and insurance services.

Ralph Adamo is a financial advisor with Kovack Advisors, Inc. in Newport Beach, CA, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 39 years of industry experience, including tenure at FSC Securities Corporation and Csenge Advisory Group, LLC. Adamo is also a contributing author for HorseMouth and is involved in his own investment-related business, Integrity Wealth Management. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs supported by Envestnet-based workflow and both internal and third-party investment models.

Joseph Bergin is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and Wells Fargo Advisors. 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 delivery platforms and customizable portfolio management.

Christopher Cox is a financial advisor at Cooper McManus with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research, Securities America, and Cooper McManus since 2009. Outside of his advisory role, he serves as an immediate past president of the Wilshire Rotary Club of Los Angeles and is a board member of Atlas Point, a tech-based behavioral science organization. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a fundamental analysis-based investment process tailored to client objectives, managing approximately $2.56 billion in discretionary assets through a variety of strategies including portfolio management, retirement plan consulting, and access to third-party sub-advisors.

Heather Hastey is a financial advisor at Seacrest Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Seacrest Wealth Management since 2012. Outside of her advisory role, she is involved in mortgage lending and insurance as a part-time independent agent. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a long-term investment approach using fundamental and technical analysis and offers specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

Wil Smith is a financial advisor at Cooper McManus with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has worked with firms including Cambridge Research, Inc. and Securities America, Inc. Wil serves as a board member for the Grand Lodge of California and Somerset Main St, reflecting his involvement in nonprofit organizations. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer retirement plans. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning and ongoing asset management services.

Clayton Cornhall is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials. Cornhall is also the owner of Cornhall Tax & Advisory Solutions Ltd, where he provides tax preparation services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes personalized portfolio construction and discretionary management, offering a range of analytical and operational approaches tailored to non-high-net-worth investors and retirement plan participants.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.