Stacey Lavender is a financial advisor with G. A. Repple & Company holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Kingswood Wealth Management and Level Four Advisory Services. Outside of investment advisory, she is a managing partner at Compliers Consulting Services, a compliance consulting firm. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs varied analytical approaches to develop individualized portfolios and offers a range of programs, including Biblically-Responsible Investing models.

Diane De La Cruz is a Series 65-licensed financial advisor with nine years of industry experience, currently serving at Private Management Group, Inc. since 2017. Prior to this, she worked at RSM US LLP from 2010 to 2017. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical adjustments, applying fundamental analysis and investing globally across a diverse range of instruments.

Douglas Stroot is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has worked with Trilogy Capital since 2015 and previously with LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as a successor trustee for the Jeanette Stroot Living Trust. 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’s investment approach includes globally diversified asset allocation, manager selection, and periodic rebalancing, with portfolios organized into risk-based model series and inclusion of non-traditional instruments tailored to client risk profiles.

Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

Kathleen Muniz is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding the Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services and National Planning Corporation. 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 model portfolios and incorporates tax and consulting services through its affiliate, Trilogy Tax & Consulting.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

Gary Gray is a financial advisor with Vanderbilt Advisory Services in Anaheim, CA, holding Series 63 and Series 66 licenses. He has 32 years of industry experience, including roles at Avantax Advisory Services and Cetera. Outside of advising, Gray works as an IRS Enrolled Agent providing tax preparation and accounting services through his firm GFS, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach and combines fundamental, technical, and charting analysis to manage portfolios customized to client objectives, with integrated plan administration services that are uncommon among similarly sized firms.

Mark Hammill is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at several firms including LPL Financial and National Planning Corporation. Outside of finance, he is the co-founder and creative director of V Group Inc and owns Mark Hammill Graphic Design, a business he has operated since 2001. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategic, globally diversified approach with risk-based portfolio models that include both traditional and non-traditional investment instruments.

Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with various entities under the Trilogy umbrella since 2014. Blanchette is also a member of the Corona Chamber of Commerce, participating in networking activities. 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 utilizes a strategic, globally diversified investment approach with risk-based portfolio models and includes expanded in-house tax services through its affiliate, Trilogy Tax & Consulting.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants by providing investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach with risk-based model portfolios and incorporates specialized instruments alongside in-house tax services through its affiliate, Trilogy Tax & Consulting.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 2003. Brinkkord also serves as co-trustee for a family trust. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on strategic, globally diversified asset allocation and manager selection, employing both fundamental and technical analysis to align portfolios with client risk profiles.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, and Wells Fargo Advisors before joining GenTrust. Outside of his advisory work, he invests in pre-IPO and late-stage companies through Hartbeat Ventures, focusing on technology, consumer, and sports industries. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis with AI-enabled tools and human oversight to build customized portfolios.

Haddy Homampour is a CFP® with 17 years of industry experience currently at Diversify Advisory Services, LLC. Her prior roles include positions at DFPG Investments, SureVest, Wells Fargo Advisors, and UBS Financial Services. She also serves as president and head of financial planning at Parkview Wealth Advisors and provides financial planning education and training through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach with tailored asset allocation and offers a variety of investment strategies and fee structures to meet client needs.

Nicholas Olivas is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. Outside of his primary role, he owns and advises Bregma Private Wealth, a wealth management business. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gary Sussman is a CFP® with 24 years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. He has worked at Trilogy Capital since 2016 and has been affiliated with Trilogy Financial Services since 2002. He also has experience with LPL Financial, where he has been active since 2017. Trilogy Capital provides investment management, financial planning, and retirement-plan consulting to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm employs a strategic, globally diversified approach to asset allocation and portfolio management, incorporating both fundamental and technical analysis and offering access to a variety of non-traditional investment vehicles.

Michael Sanger is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at the Federal Reserve Bank of San Francisco and positions in education and creative services. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based investment management and financial planning. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and estate-planning services.

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

Clark King is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Trilogy Financial, Trader Joe's, and academic positions at the University of California, Santa Barbara, Santa Barbara City College, and Acalanes High School. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors by providing discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax services through its affiliate. The firm’s investment approach emphasizes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.