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.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

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.

Tisha Neal is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2014, she has worked at ICMA Retirement Corporation. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which relies on investment models developed by Morningstar Investment Management.

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.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

Ekaterina Nuce is a financial advisor at First Foundation Advisors with 5 years of industry experience. She holds a Series 65 designation and has been with First Foundation Advisors since 2015. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm manages client assets using an open-architecture, multi-asset approach and is notable for its affiliation with FirstSun Capital Bancorp and Sunflower Bank, enabling integrated banking and financial product relationships.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Devonney Thurman is a Series 66 licensed financial advisor at Cooper McManus with four years of industry experience. Prior to joining Cooper McManus, Thurman worked at Cambridge Investment Research and Lindsey & Lindsey Wealth Management. 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 process that includes a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.