Thomas Wolf is a CFP® with 41 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2013. He has also been involved with related entities including TCFG Wealth Management and TCFG Insurance Solutions. Outside of his advisory work, he is a board member of the California Lutheran High School Association. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Ara Abajian is a CFA® charterholder with over four years of experience at First Foundation Advisors and previously spent 20 years at Round Hill Asset Management. He holds a California real estate broker license, which he has not actively used, and provides consultation for a property management business managed by his wife. First Foundation Advisors offers 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 investment approach and is affiliated with a bank holding company, which supports a range of financial product referrals and sub-advisory roles.

Christopher Quigley is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at Mosaic Value Partners, Focus Partners Wealth, Kovitz Investment Group Partners, and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities like pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a network of investment adviser representatives who utilize firm-built model portfolios and a wide range of investment tools, supported by affiliated businesses such as a trust company and an institutional pension consulting affiliate.

Michael Kiley is a financial advisor at Consolidated Portfolio Review Corp with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Chamberlain Consulting Group and SPIRE Securities. Kiley is the 100% owner of Chamberlain Consulting Group II, LLC and Chamberlain Consulting Group, LP, and is involved in selling various types of life insurance through KFM Financial & Insurance Services Inc. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Karuna Tejpaul is a financial advisor at First Foundation Advisors with a Series 66 designation and eight years of industry experience. Prior to joining First Foundation Advisors, Karuna held positions at LPL Enterprise, Loan Depot, and LRES. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to mutual funds while coordinating banking, trust, and insurance referrals through its affiliation with its corporate parent, FirstSun Capital Bancorp.

Sean Summers is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Private Management Group Inc in Irvine, CA. He has been with Private Management Group since 2012. 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 combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Michael Pash is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 27 years of industry experience. He has been with Pure Financial Advisors since 2010. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

James Cunningham Jr. is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Securities America. In addition to his advisory role, Cunningham is a licensed attorney and operates CunninghamLegal, where he serves as CEO and lead attorney. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by 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 manages both standalone planning engagements and ongoing asset management relationships.

Michael Lathrop is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Newport Advisory LLC and Mariner LLC. Outside of his advisory role, he is involved in marketing and technology businesses, including partnerships in social media marketing and marketing consulting ventures. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a variety of securities and model asset-allocation portfolios to tailor solutions for clients.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Packerland since 2018 and previously served at Foresters Equity Services, New England Securities, and Equitable Advisors. Outside of his advisory work, he is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, delivering solutions via the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary account 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 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.

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.

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.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.

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.