Timothy Redmond is a CFP® professional with 38 years of industry experience, currently affiliated with The AmeriFlex Group. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Newcastle Financial Advisors. Outside of his advisory work, he is a managing member of Chartwell Gardens, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® with 10 years of industry experience and has been with First Foundation Advisors since 2014. He holds the Series 63 designation and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with its corporate parent, FirstSun Capital Bancorp, to coordinate banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor at Trilogy Capital, Inc. He holds a Series 65 designation and has been with Trilogy since 2025. Prior to joining the firm, he worked in various roles including positions at Frozen Ropes and UC San Diego. Outside of his advisory work, he is also licensed as a life and health insurance agent. 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 with in-house model series and third-party sub-advisors, integrating personal and business real estate considerations into its advanced planning and private markets strategies.

Christina Orta is a financial advisor at Cooper McManus with 18 years of industry experience. She holds the CFP® and Series 63 designations and has worked at Cambridge Investment Research, Cooper Financial Group, and Securities America. Outside of her advisory work, she serves as treasurer on the board of Hillcrest Christian School. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm employs a fundamental analysis approach tailored to client objectives and risk tolerance, utilizing a range of investment strategies and third-party sub-advisors.

Austin Castillo is a financial advisor at Private Management Group Inc with a Series 65 designation and one year of industry experience. His background includes roles in insurance, hospitality, parking services, and education. He has also worked at several educational institutions, including Cal State University of Fullerton and Arizona State University. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a strategic investment approach with tactical adjustments, employs fundamental analysis, and offers globally diversified portfolios across various asset types.

Neil Higger is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Royal Fund Management since 2015 and has been associated with Academic Financial Insurance Services since 2000. Outside of his advisory roles, he operates a separate LLC for 1099 income unrelated to investment activities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to client risk tolerances and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining Prospera in 2025. 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 and offers a range of investment advisory and financial planning services across multiple platforms.

Thomas Whitehead is a CFA® charterholder with six years of industry experience. He has been with Northwest Asset Management since 2019 and previously worked at Nuveen Investments. In addition to his advisory role, he is the principal of REA, Whitehead & Associates, where he provides tax, accounting, and tax consulting services. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion. The firm employs a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to build diversified portfolios.

Steven Behrle is a financial advisor at Prospera Financial Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and Wells Fargo Advisors Financial Network LLC. 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 and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

Donald Mccormick III is a financial advisor at Choreo, LLC with 18 years of industry experience and holds the Series 66 designation. He previously worked at Insight Wealth Strategies, LP for 17 years and Insight Advisors, Inc. for 33 years. He serves as president of Insight Advisors, Inc., a holding company for Insight Wealth Strategies, LP, although he devotes no time to this role. Choreo, LLC serves a diverse client base including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a disciplined investment process featuring strategic asset allocation, quantitative screening, and investment committee approval, offering services such as portfolio management, financial planning, outsourced CIO, and specialized advisory solutions.

Anthony Delane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2016. He holds the Series 66 license and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, employing an Investment Committee to oversee portfolio construction using both qualitative and quantitative research.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, currently serving as Operations Director. She is also a licensed insurance agent, dedicating a small portion of her time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with traditional risk models to manage portfolios using factor-based strategies, ETFs, and third-party managers.

Charles Farrell is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Cooper McManus since 2009 and previously worked at Cambridge Investment Research and Securities America. Outside of advisory work, he is involved in real estate sales and mortgage brokerage. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment approach that includes fundamental analysis, a variety of asset classes, and the use of sub-advisors to meet client objectives.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

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 65 and Series 63 credentials and three years of industry experience. Before joining Fortis Capital Advisors in 2025, Schmidt worked at Tend Financial and Insurance Solutions and Eagle Strategies (NY Life). Outside of advising, Schmidt is the owner of Holy Schmidt Coffee LLC, a coffee roasting business established in 2014. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a combination of discretionary management, various investment styles, and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Jared Tanimoto is a CFP® with 11 years of industry experience, currently serving as an advisor at Savvy since 2025. He is also the President and Chief Compliance Officer of Sedai Wealth Partners LLC, a financial planning and wealth management firm he has been involved with since 2017. Prior to joining Savvy, he worked at Origin Financial and has held roles at Princor Financial Services Corporation and Principal. 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 combined with active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.

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.