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.

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.

Blake Bauer is a CFP® with three years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. He has held roles at several firms including Valmark Securities, Inc., Purshe Kaplan Sterling Investments, and Clarity Capital Partners. His background also includes positions at First Republic Bank and the University of Washington. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms.

Dylan Costello is a financial advisor with ValMark Advisers, Inc. in Irvine, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Minnesota Life, Tax and Financial Group, and Securian Financial Services, among others. He is also a financial strategist with Navigators Advisory Group, focusing on investment, life insurance, and financial planning. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios implemented through various investment vehicles and overseen by an investment committee, with additional offerings including proprietary ETF portfolios and index licensing arrangements.

Thomas Vance is a CFP® professional at Pure Financial Advisors, LLC with 30 years of industry experience. He has been with Pure Financial Advisors since 2012 and is also a part-owner of HMV, Inc., a real estate development and investment company. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension plans. The firm uses a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques and specialized investment strategies.

Benjamin Julianel is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previous experience with Securian Financial Services and Minnesota Life Insurance Co. Julianel is also the founder and CEO of Navigators Advisory Group, an investment and life insurance firm based in Irvine, CA. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of proprietary platforms, third-party managers, and regular portfolio monitoring.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Berthel, Fisher since 2003 and serves as a board member and treasurer of The David & Diana Sun Foundation, a charitable family foundation. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs and operates as both an investment adviser and registered broker-dealer.

Jericho Canete is a Series 65-registered financial advisor at Trilogy Capital, Inc. with two years of industry experience. Prior to joining Trilogy, he worked at Wells Fargo and held various roles outside finance, including positions in marketing and the restaurant industry. He is also a licensed insurance agent for life and health insurance. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach with risk-based portfolio models and includes tax services through its affiliate, Trilogy Tax & Consulting.

James Olmore is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2016. His prior roles include positions at Mariner, Beta Wealth Group, Fidelity, and Wells Fargo Investments. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios and offers a broad affiliate network with capabilities in legal, trust, lending, and advisory services.

David Huisinga is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Trilogy Financial Services since 2002 and with LPL Financial since 2017. Huisinga serves as Senior Vice President of Investments for both Trilogy Capital and Trilogy Financial Services. Trilogy Capital, Inc. provides investment management, financial planning, and retirement-plan consulting to high-net-worth individuals, families, trusts, estates, and employer retirement plans. The firm employs a strategic, globally diversified approach with risk-based portfolio models and integrates tax services through its affiliate, Trilogy Tax & Consulting.

Brent Hill is a financial advisor at ValMark Advisers, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pacific Life Insurance Company and Pacific Select Distributors, Inc. Outside of his advisory roles, no additional business activities were noted. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, integrating proprietary and third-party platforms, and is notable for its involvement with investment-company products and index licensing.