Hannah Peck Lazcano is a financial advisor at Trilogy Capital, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles outside the financial industry, such as positions at Sushi Factory and various educational institutions. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach, utilizing both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning services.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience spanning community programs, academic institutions, and entrepreneurial ventures including managing an Etsy shop. Trilogy Capital, Inc. provides investment advisory and retirement plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary and third-party models, incorporating fundamental and technical analysis, and offers advanced planning that integrates personal and business real estate considerations.

Amy Kane is a CFP® professional with five years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. in Denver, CO. Her previous roles include positions at Ashton Thomas Securities, Ashton Thomas Private Wealth, Baird, Wells Fargo, and US Bank. Trilogy Capital, Inc. provides investment advisory and retirement plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach, utilizing both in-house models and third-party sub-advisors, and incorporates advanced planning that includes real estate considerations and retirement plan consulting.

David Mcdonough is a financial advisor with Trilogy Capital, Inc. and Flagship Wealth Powered by Trilogy Financial. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 18 years at LPL Financial. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis and integrating personal and business real estate considerations in advanced planning.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has worked with Trilogy Capital since 2015 and previously held roles at LPL Financial and National Planning Corporation. Outside of advisory work, Molony serves as a trustee managing family trusts and estates. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation strategy with in-house and third-party models, incorporating fundamentals, technical analysis, and non-traditional instruments, while also integrating real estate and retirement plan features into its advanced planning services.

Thomas Walden is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services dating back to 1999. Trilogy Capital, Inc. provides advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework, integrating both proprietary and third-party strategies, and incorporates personal and business real estate into its advanced planning and private markets offerings.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. He serves as the president of the West Covina chapter of LE TIP and participates on the finance committee for Inland Valley Hope Partners. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation framework incorporating both in-house model series and third-party sub-advisors, offering comprehensive planning and a range of portfolio management options.

Nathan Brown is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at LPL Financial, Trilogy Financial Services, and National Planning Corporation. He is a senior partner in Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both proprietary and third-party models, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Jonathan Sabat is a Series 65-licensed financial advisor with eight years of industry experience, currently with Trilogy Capital, Inc. in Irvine, CA. He has been with Trilogy Capital since 2018 and has prior experience at Trilogy Financial Services. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and fixed annuity products. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and non-traditional investments when appropriate.

Brecht Van Waes is a Series 65-licensed advisor with Trilogy Capital, Inc. in Denver, CO. He has held several roles in the finance and technology sectors since 2020, including positions at AVLO and Highspring @ Google. Prior to that, he worked at Adams State University from 2015 to 2021. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.