Courtland Alex

Financial Advisor

(714) 856-3473

calex@ehgfinancial.com

Shannon Beahan, CFP®, AEP®

Financial Advisor

(805) 330-3700

shannon@lindseyandlindsey.com

Gale Bergado

Financial Advisor

(408) 313-6413

gbergado@coopermcmanus.com

Stephen Black

Financial Advisor

(913) 284-3830

sblack@larsonfs.com

Matthew Joseph Black, CFP®, AAMS®

Financial Advisor

(913) 428-2233

mblack@larsonfs.com

Steven Boam, CRPC ®

Financial Advisor

(559) 715-2626

steven.boam@cambridgesecure.com

Christopher Brown

Registered Representative

(805) 714-6616

(805) 739-2567

chris.brown@cambridgesecure.com

Bryan Brumley

Financial Advisor

(503) 954-2590

Bryan@FairPlanetAdvisors.com

Christina Bush

Financial Advisor

(949) 228-3508

(949) 429-1404

christina@cbwealthadvisory.com

Tonya Collier, CFP®

Acting Principal

800-516-5333 ext. 106

800-516-4319

TCollier@CooperMcManus.com

Arthur Cooper, CFP®

President & Founder

800-516-5333 ext. 104

949-788-1854

acooper@coopermcmanus.com

Christopher Cox

Financial Advisor

(951) 288-7058

(877) 543-5971

christopher@atlasindicators.com

Hillary Cross

Financial Advisor

(252) 571-2725

(252) 631-5023

hillarycross@cambridgesecure.com

Heidi Elick, BFA

Financial Advisor

(530) 228-5145

Heidi.Elick@cambridgesecure.com

Dean Evans, CFP

Financial Advisor

(949) 683-1633

(949) 474-4442

devans@ehgfinancial.com

Charles Farrell

Financial Advisor

(949) 887-3187

(888) 369-3647

cfarrell@newportcapitaladvisors.com

Mark Allen Fishlowitz

Financial Advisor

(818) 458-2989

mark.fishlowitz@cambridgesecure.com

Nina Fok-Tang

Registered Representative

(415) 290-7627

415-986-8864

nfoktang@coopermcmanus.com

Arthur Harrington

Financial Advisor

(928) 245-0411

(928) 963-2088

art@harringtonfinancialservices.com

Michael Haymond

Financial Advisor

(714) 240-0665

(949) 474-4442

mhaymond@ehgfinancial.com

Gregory Holmes

Financial Advisor

1-800-777-6080

gholmes@coopermcmanus.com

Christian Holt

Registered Representative

(626) 232-9496

(480) 287-8077

christian@holtinvestmentservices.com

Kyle Jones, CFP®, AAMS, ADPA

Financial Advisor

(818) 813-4773

Kyle@kwjoneswealth.com

Terry Kerr

Financial Advisor

(949) 521-2133

(626) 665-3904

terry@kerrfinancialfamily.com

Alissa Kroeger, CFP®, CAIA®, CKA®, AEP®

Financial Advisor

(805) 379-0600

alisa@lindseyandlindsey.com

Flavio Lorrimer

Financial Advisor

(949) 610-5518

Flavio@lorrimerpwm.com

Lee McGroarty

Financial Advisor

(714) 412-2721

(714) 412-2721

lee@401kamericafs.com

David McManus, CFP®

Senior Wealth Manager

800-516-5333 ext. 105

800-516-4319

DMcManus@CooperMcManus.com

Amelia Morgan

Financial Advisor

(714) 402-5864

Amelia@morgansterlingpwm.com

Jonathan Murphy, CFP®, ChFC®

Financial Advisor

(800) 516-5333

jonathan.murphy@westpwm.com

Gregory Norman

Financial Advisor

(562) 884-6745

gnorman@coopermcmanus.com

Anita O'Connor, M.S., CFP®

Financial Advisor

800-516-5333 ext. 101

AOConnor@CooperMcManus.com

Christina Lindsey Orta, CFP®, CKA®, AEP®

Financial Advisor

(805) 990-8406

christina@lindseyandlindsey.com

George Edwin Park III, CFP ®

Financial Advisor

(530) 262-2060

george@kerrfinancialfamily.com

David J. Pearl, CFP®

Financial Advisor

(714) 350-0730

(564) 494-6090

DPearl@PearlAdvisor.com

Andrew Purmort

Financial Advisor

(949) 422-1998

(949) 474-4442

apurmort@purmortgroup.com

Sydney Riccio

Financial Advisor

(949) 338-5518

sriccio@coopermcmanus.com

David Roth, CPFA™ BFA™

Financial Advisor

(541) 705-7918

dave@fairplanetadvisors.com

Randy Salaki

Financial Advisor

(949)880-7779

randy.salaki@cambridgesecure.com

Matthew Sassani

Financial Advisor

(949) 788-1888

matthew@irvinewm.com

Wade Smith

Financial Advisor

(206) 250-0514

wade@fairplanetadvisors.com

Wil Smith, CFA, CFP®

CERTIFIED FINANCIAL PLANNER™

800-516-5333 ext. 117

(949) 788-1861

wsmith@coopermcmanus.com

Joel Staples, JD, CFP ®, CPWA®

Private Wealth Advisor

800-516-5333 ext. 136

JStaples@CooperMcManus.com

Marty Tadman

Financial Advisor

(949) 788-1859

martytadman@tadmanfinancial.com

Devonney Thurman

Advisory Associate

(805) 330-3700

devonney@lindseyandlindsey.com

Matt Todsen, CPWA® RMA®

Financial Advisor

(949) 351-3893

mtodsen@mktwm.com

Joan Tsuei, CPFA

Financial Advisor

(626) 378-4009

joan@avanawealth.com

Josh Wakefield

Financial Advisor

(949) 812-8090

Josh@fcguides.com

Jason Werner, CFP®

Principal Support

800-516-5333 ext. 118

949-788-1868

JWerner@CooperMcManus.com

Lawrence Wimsat, CFP®

Financial Advisor

(310) 877-2813

(562) 200-0181

lwimsatt@ldwcg.com

Jennifer Yeh

Financial Advisor

408-470-3712

408-453-2005

jyeh@coopermcmanus.com