Sherry Taylor is a financial advisor with The AmeriFlex Group in Orange, CA, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. She is also the owner of a sole proprietorship focusing on insurance, benefits, and human resources. 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, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. He also maintains a role at Financial Advisers Of America, LLC. Outside of investment advisory, he works as an independent insurance agent, selling life insurance, equity-indexed annuities, and Medicare-related health insurance products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers proprietary and third-party model portfolios and grants advisers discretion to implement and manage these strategies on client accounts.

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.

Samuel Saleh is a financial advisor at Savvy with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Bank of America N.A., Merrill, New York Life Insurance Co, and other firms. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent company technology platform and third-party tools.

Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Virtue Capital Management since 2019, Becker Financial Strategies since 2017, and previous positions at Horter Investment Management and F500 Advisory Services. Outside of his advisory work, he serves as managing principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with services including portfolio management, financial planning, due diligence on third-party managers, and client education.

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.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven investment process vetted by an Investment Committee.

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.

Mark Delp is a CFP® professional with 25 years of industry experience, currently serving at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and A. G. Edwards & Sons, Inc. for six years. Outside of his advisory role, he is the owner of Institutional Wealth Consultants, where he prepares monthly income and expense reports for a CPA. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Ngoc Phung Pauline Le is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds the Series 65 designation and was previously associated with Chapman University for four years before joining Empirical Wealth Management. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, offering a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, supplemented by alternative strategies and affiliated real estate, insurance, and estate-planning services.

Conor Weir is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, Resources Investment Advisors, Independent Financial Partners, LPL Financial, and Merrill. Outside of his advisory work, he is involved in managing his personal limited liability company for accounting purposes and holds a role in the insurance sector as a licensed agent selling life insurance products. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and provides specialized retirement services that include plan design, provider selection, participant education, and fiduciary support under ERISA.

Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.

Dana Kiley is a Series 66 licensed advisor with 24 years of industry experience. She is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC and has previously worked at Spire Wealth Management and SPIRE Securities, LLC. Kiley is also a principal and advisor at Chamberlain Group, where she manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also licensed as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning solutions. The firm delivers its services primarily through platform relationships with Envestnet and Pershing, combining advisory capabilities with broker-dealer and insurance businesses within the Mutual of Omaha group.

Alyssa Tacconelli is a Series 65-licensed financial advisor at Mariner Independent with one year of industry experience. Her prior work includes roles at Edward Jones and Kovitz Investment Group Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.