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 Series 65-registered advisor at BMO Family Office, LLC with one year of industry experience. Prior to joining BMO Family Office, he worked at Bank of Montreal, US Bank, and Union Bank. BMO Family Office serves high-net-worth individuals and families, as well as single- and multi-family offices, private foundations, endowments, and pooled investment vehicles. The firm offers discretionary and non-discretionary investment management with an emphasis on asset allocation supported by quantitative and qualitative due diligence, and client portfolios may include a wide range of public and private market investments.

Mark Walton is a financial advisor with M HOLDINGS SECURITIES, Inc. based in San Juan Capistrano, CA, holding CFP® and Series 63 credentials with 40 years of industry experience. He has been involved with M Benefits Solutions and M HOLDINGS SECURITIES since 2015 and has operated Walton Financial Consulting since 1990. Walton also serves as president and director of Fortis Assurance, Inc., a captive insurance company, and holds leadership roles related to risk management and compensation oversight at affiliated entities. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory. The firm employs suitability-based recommendations supported by ongoing monitoring and uses third-party sub-advisors and platform providers to facilitate investment management.

Shannon Kujawa is a financial advisor with Ascentis Independent Advisors, LLC in Newport Beach, CA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Golden State Equity Partners and LPL Financial, and since 2012 has been involved with CJR Restaurants/Vanderweel Ventures, where she provides accounting management services for multiple DelTaco restaurants. Kujawa also operates a sole proprietorship offering real estate and accounting consulting services. Ascentis Independent Advisors serves individuals—including high-net-worth clients—trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of discretionary management, third-party managers, and platform solutions, with portfolios tailored to client objectives and monitored continuously.

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 worked at firms including Fortress Wealth Management, Aequitas Wealth Management, and LPL Financial. Outside of advising, he 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 involved in music as a performing musician. 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 selecting diverse securities and products to align with client objectives and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms to customize client allocations.

Brandon Bush is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2026. He previously spent 13 years at Integrity Financial Corporation. Outside of his advisory role, he is the president of Brandon Bush Financial Services Corporation, where he acts as an independent life insurance producer. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies, supplemented by active equity portfolios, tax-aware direct indexing, and integration of third-party fintech tools and specialized sub-adviser strategies.

Aleksandra Carrillo is a financial advisor with RBC Securities, Inc. based in Irvine, CA, holding Series 66 and Series 63 credentials with two years of industry experience. Her prior work includes roles at City National Securities, NYLIFE Securities LLC, and New York Life Insurance Co. She has also been involved with Newport Beach Tennis. RBC Securities, Inc. serves individual and institutional clients through wealth management and brokerage services, offering financial planning and portfolio management within a wrap-fee investment advisory program that utilizes multiple asset classes and discretionary management.

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.

Aseell Hamid is a financial advisor at Empirical Wealth Management in Irvine, CA, holding a Series 65 credential. Hamid has less than one year of industry experience and joined Empirical Wealth Management in 2026. Prior work experience includes roles outside the financial services industry at various establishments including The Olives Branch and multiple restaurants. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. 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, retirement-plan consulting, and affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Courtland Alex is a financial advisor at Cooper McManus in Irvine, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Cambridge Investment Research, Inc., EHG Financial Planning, and Securities America Inc. Outside of his advisory role, he is an independent insurance agent and owner of Evans Haymond Group, LLC. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse range of securities and model asset-allocation portfolios tailored to client objectives.

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 Empower, Vail Reports, Epting Events, and Savannah Golf Club prior to joining Trilogy. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors with investment management, financial planning, and retirement-plan consulting. The firm employs a globally diversified, risk-based investment approach that includes both traditional and non-traditional instruments, and provides integrated tax services through its affiliated firm, Trilogy Tax & Consulting.

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, with prior roles at FSC Securities Corporation, Csenge Advisory Group, LLC, and Kovack Securities, Inc. Outside of his advisory work, he is a contributing author for HorseMouth and writes books, eBooks, and articles on investment-related topics. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services through a combination of internal models and third-party managers.

Joseph Bergin is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Wells Fargo Advisors, and CIBC World Markets. Prospera Financial Services 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Evan Chung is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at LPL Financial, Wescom Financial Services, Raymond James Financial, Cantella & Co., and J.P. Morgan Securities. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs that utilize third-party portfolio managers.

Christopher Cox is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Cooper McManus since 2009 and previously worked at Securities America, Inc. and Cambridge Investment Research, Inc. Outside of advising, Cox is involved with the Wilshire Rotary Club of Los Angeles, where he served as immediate past president, and he is a board member at Atlas Point, a tech-based behavioral science organization. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process that includes a wide range of securities and model portfolios, and it emphasizes client education and ongoing communication while coordinating with external attorneys for estate-planning services.

Heather Hastey is a financial advisor with SeaCrest Wealth Management, LLC in Newport Beach, CA. She holds the Series 66 designation and has 16 years of industry experience, including two years at Wells Fargo Clearing and over 14 years with SeaCrest. Outside of her advisory work, she is occasionally involved as a mortgage lending finder and an independent insurance agent. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and utilizes both internal and third-party AI tools to support investment decisions.

Wil Smith is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with Cooper McManus and has previously worked at Cambridge Research, Inc. and Securities America, Inc. He serves as a board member for the Grand Lodge of California and Somerset Main Street. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of securities and implements customized model portfolios through sub-advisors and co-advisory platforms.

Clayton Cornhall is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 66, 65, and 63 licenses and has worked at several firms, including Trilogy Financial Services and LPL Financial. Cornhall is the owner of Cornhall Tax & Advisory Solutions, a tax preparation business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolio construction and discretionary management, using a range of analytical methods and specialized consulting services.