Cameron Jalbert is a ChFC® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously worked at Spire Wealth Management and Chatterton & Associates. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Avantax Advisory Services and Cetera. Outside of his advisory role, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through his business, GFS, Inc. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, employing a strategic asset allocation process supported by fundamental, technical, and charting analysis.

Anthony Molina is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc, STIFEL, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of finance, he serves as Secretary and a board member of Safety Systems Technology (NV), Inc., a manufacturer of safety equipment. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management and capital markets solutions tailored to client objectives and risk profiles.

Chad Neault is a CFA® charterholder affiliated with Vanderbilt Advisory Services in Irvine, CA. He has nine years of experience at Chamberlain Group and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods, and features a unique integration with retirement-plan and benefits firms.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Eric Bradley is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He previously worked at Citigroup and JPMorgan Chase before joining his current firm. His other business activities include partial ownership of an LLC that holds title to a boat in Newport Beach and a ticket reselling business managed by his wife. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Durendal Huynh is a financial advisor at Simplicity Wealth with a Series 65 designation. He has been active in the financial industry since 2019, with prior experience at First Financial Security, Inc., US Gateway Investment, and Wealth Advisory Now. Huynh is also involved with Rosamond 2006, LLC, and has been affiliated with the University of California since 2012. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are continuously monitored and rebalanced, alongside technology and operational solutions for advisers.

Matthew Sassani is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 credential and 27 years of industry experience. He has been with Cooper Financial Group since 2014 and previously worked at Securities America, Inc. from 2014 to 2019. Outside of his advisory role, he owns a business importing and exporting promotional gift items. Cooper McManus serves individuals, high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach using a broad range of instruments and provides both standalone planning and ongoing asset management services.

Evan Echelberger is a financial advisor at Private Management Group Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at Pool Partners, World Financial Group, and Inhabit Real Estate. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Robert Summers is a CFA® charterholder with 34 years of industry experience. He has been with Private Management Group, Inc. since 1986. Summers holds a Series 63 license and is based in Irvine, CA. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets through individualized portfolios, combining long-term strategic frameworks with tactical decisions and fundamental security analysis.

John Hakopian is a financial advisor at First Foundation Advisors in Irvine, CA, with 29 years of industry experience. He has been with First Foundation Advisors since 1990. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm utilizes an open-architecture, multi-asset approach and is notable for its affiliation with parent company FirstSun Capital Bancorp, which integrates banking and other financial services with its advisory practice.

Dean Evans is a CFP® professional with 35 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has worked at Cambridge Investment Research since 2020 and has been associated with Cooper Financial Group and Securities America since 2003. Outside of financial advisory, Evans operates as an independent insurance agent and is involved with the Evams Haymond Group LLC. 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 securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Rachel Ribeiro is a CFP® professional with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2013. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements from 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 bank holding company FirstSun to coordinate banking, trust, and insurance referrals.

Dimitra Mina is a financial advisor at Aaron Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Aaron Wealth Advisors, she worked at Thirion Capital Ltd. and Gate One, and has academic experience from the University of Oxford and University of Exeter. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management as well as standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering specialized option overlay strategies.

Michael Morera is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Virtue Capital Management since 2015. Outside of his advisory role, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing strategic and model-driven investment approaches primarily using mutual funds and ETFs.

Marc Cosico is a financial advisor at First Foundation Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner Wealth Advisors, Shuster Advisory Group, Teacher's Pension, Disruptive Technology Advisors LLC, and US Bank. 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 operates under a bank holding company structure, providing access to banking, trust, and insurance services through its parent company.

Conner Ascher is a financial advisor at GenTrust with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including AllianceBernstein L.P., Source One Global, Inc., RX3 Growth Partners, William Blair, and Morningstar Inc. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a proprietary investment process that integrates fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation and risk management.

Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.