Tanner Motske is a financial advisor at Trilogy Capital, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and the Law Offices of Mark E. Lewis. Outside of his advisory role, he serves as an assistant golf coach at Pacifica Christian High School in Orange County. 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 framework using both in-house models and third-party sub-advisors, offering comprehensive planning and customized portfolio management.

June Adams is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been involved with Trilogy Capital, Inc. since 2015, as well as Trilogy Financial Services since 2012. 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 strategy using in-house models and third-party sub-advisors, integrating both traditional and non-traditional investments while incorporating real estate considerations into advanced planning.

Seamus Molony is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation. He has experience working with EP Wealth Advisors, Stratos Private Wealth, and Trilogy Financial, and has a background including roles at Jack’s Surfboards and teaching positions at San Diego State University and local schools. 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 framework and integrates personal and business real estate considerations into its comprehensive planning services.

Jeffrey Hackbarth is a CFP® professional with 18 years of experience in the financial services industry. He has been associated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. His work history also includes National Planning Corporation and 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 strategy using in-house models and third-party sub-advisors, with a focus on integrating real estate considerations and retirement plan implementation features.

Howard Bolotin is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital since 2015, with prior experience at LPL Financial and National Planning Corporation. Bolotin is also an agent for Trilogy Financial Services, specializing in life insurance and fixed annuities. Trilogy Capital, Inc. offers 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 in-house model portfolios and third-party sub-advisors, integrating advanced planning areas such as budgeting, tax strategies, and real estate considerations.

Kathleen Donnelly is a Series 65 licensed financial advisor with nine years of industry experience, currently with Trilogy Capital, Inc. since 2017. Her prior roles include work at Solar City from 2015 to 2017 and a brief tenure at National Planning Corporation in 2017. 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 incorporating both in-house and third-party models, with services that include portfolio management, retirement plan consulting, financial coaching, and advanced planning across budgeting, tax strategies, and real estate.

Joseph Sirgy is a CFP® professional with 23 years of industry experience, currently associated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation in prior roles. Sirgy's other activities include serving as a licensed agent for non-variable insurance products through Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach incorporating in-house models and third-party managers, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Casey Dettorre is a financial advisor at Trilogy Capital, Inc. with 19 years of industry experience. He holds the CFP® designation and has worked at LPL Financial since 2017, alongside his ongoing roles with Trilogy Capital and Trilogy Financial Services since 2007. 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 model series and third-party sub-advisors, with a focus on comprehensive planning that includes advanced strategies for real estate and retirement plans.

Janeane Vena is a financial advisor with Trilogy Capital, Inc. She holds a Series 65 designation and has eight years of industry experience. She has worked with Trilogy Capital and its related entities since 2016. 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 with both in-house and third-party managers, incorporating fundamental and technical analysis along with non-traditional instruments when suitable.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience in educational institutions and retail. Additionally, he is licensed as an insurance agent for life and health products, dedicating less than 10% of his time to this activity. 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 offers portfolio management, retirement plan consulting, financial coaching, and advanced planning using a risk-based, diversified asset allocation approach that incorporates both fundamental and technical analysis.

Eric Perkins is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked with various Trilogy entities since 1999 and has been associated with LPL Financial since 2017. 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 incorporating in-house models and third-party sub-advisors, including non-traditional instruments when appropriate, and offers comprehensive advanced planning services that integrate personal and business real estate considerations.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Trilogy Capital and Trilogy Financial Services since 2008. He also has nine years of experience with 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 employs a risk-based, diversified asset allocation approach using in-house model series and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

James Young is a financial advisor at Trilogy Capital, Inc. with 25 years of industry experience. He has held roles at Trilogy Capital since 2015 and previously worked at LPL Financial for four years. Young is also active as a licensed life insurance agent through 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 utilizes a risk-based, diversified asset allocation approach with both in-house and third-party managers, offering services including portfolio management, retirement plan consulting, financial coaching, and advanced planning that incorporates personal and business real estate considerations.

Keegan Tanghe is a financial advisor at Trilogy Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and National Planning Corporation. He is also a senior partner in Trilogy Financial Services, a licensed insurance agency. 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 model series and third-party sub-advisors, integrating advanced planning that includes personal and business real estate considerations.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Precision Wealth and Midland National. Outside of advisory work, he is also a licensed life and health insurance agent. 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 in-house models and third-party sub-advisors, offering discretionary and non-discretionary portfolio management along with comprehensive advanced planning.

Zachary Ernisse is a financial advisor with Trilogy Capital, Inc. based in Irvine, CA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Trilogy Capital, he worked with Frozen Ropes and held various positions including roles in education. 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 combining in-house model series and third-party sub-advisors, with portfolios that may include fundamental and technical analysis as well as non-traditional instruments when appropriate.

Joseph Roessler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. His prior work history includes positions at LPL Financial and Trilogy Financial since 2018, and four years at PetSmart before entering the financial sector. 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 with in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its comprehensive advanced planning.

Benjamin Vazquez Jr. is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Trilogy Capital since 2019 and has also worked with LPL Financial. Outside of his advisory role, he is involved in financial education through My Secure Advantage, Inc. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, offering portfolio management, retirement consulting, financial coaching, and advanced planning. The firm employs a risk-based, diversified asset allocation strategy with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and including non-traditional investments when suitable.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial since 2013, with additional experience at LPL Financial LLC starting in 2024. 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 incorporating in-house models and third-party sub-advisors, offering both discretionary and non-discretionary portfolio management as well as advanced planning services that include personal and business real estate considerations.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Trilogy Capital, Inc. since 2015 and has prior experience at LPL Financial and National Planning Corporation. 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 strategy using both in-house models and third-party sub-advisors, incorporating advanced planning and retirement plan features tailored to client objectives.