Justin Tyrrell is an advisor at Trilogy Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and National Planning Corporation, among others. Tyrrell has also been involved with Trilogy Financial Services Inc. for over a decade. 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 emphasizes globally diversified asset allocation and manager selection, using a range of portfolios organized by risk and incorporating non-traditional investment instruments.

Joseph Thomason is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at J.P. Morgan, First Republic, Bank of America, and Merrill. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party platforms, with a notable integration of institutional and retirement plan services.

Todd Gurvis is a financial advisor with Trilogy Capital, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at LPL Financial since 2017 and longstanding involvement with Trilogy Financial Services dating back to 1999. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants. The firm provides investment management, financial planning, and retirement-plan consulting, employing a globally diversified, risk-based investment approach that includes both traditional and non-traditional instruments.

Sean Johnson is a financial advisor at Private Management Group Inc with one year of industry experience. He holds a Series 65 designation and has a background working in various roles at golf clubs and vacation rental businesses. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, using fundamental analysis to create individualized portfolios with a strategic, long-term focus complemented by tactical adjustments.

Gabriela Salazar is a Series 65 credentialed financial advisor with three years of industry experience, currently with Trilogy Capital, Inc. in Irvine, CA. Her career has been focused within Trilogy Capital and its affiliated entities since 2022, following earlier work in education at Mount San Antonio College and Cal State University. Trilogy Capital, Inc. 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 asset allocation approach with risk-based model portfolios that may include non-traditional investment instruments, supplemented by tax services through its affiliate, Trilogy Tax & Consulting.

Atenas Martinez is a financial advisor at Trilogy Capital, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Trilogy Capital, she worked at SD Showdown and Wells Fargo. 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’s approach includes globally diversified asset allocation and risk-based model portfolios, utilizing a range of investment strategies and in-house tax services through its affiliate.

Roy Edwards Van Muyen is a financial advisor at HBW Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Bank of America, N.A., and Merrill. Van Muyen serves as a board member of the Corona Norco Family YMCA, where he participates in decisions regarding community services for the underprivileged. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes model portfolios, multi-manager diversification, and operational efficiencies through AI tools.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at firms including NYLIFE Securities LLC, MassMutual Life Insurance Company, and Secure Income Management. Outside of his advisory role, he is involved in fixed index annuity and life insurance activities with multiple independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers customized investment strategies and uses third-party management programs while operating a dual broker-dealer and registered adviser business model.

Alicia Pilon is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with three years of industry experience. Her career includes prior roles at Dartmouth College and the California Institute of Technology before joining Trilogy Capital. 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 emphasizes strategic, globally diversified asset allocation and employs both fundamental and technical analysis to align portfolios with client risk profiles.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Gregory Lopez is a financial advisor with Private Management Group Inc in Irvine, CA, holding a Series 65 designation and 13 years of industry experience. He has been with Private Management Group since 2012. Private Management Group 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 combining longer-term strategic frameworks with tactical adjustments and invests globally across a broad range of instruments while emphasizing portfolio-level management and active client input.

Yingqi Linghu is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining IP Financial, Linghu has worked at firms including Castle Group Investment Counsel, Fortune Securities Inc, and Transamerica Financial Advisors. Outside of advisory roles, Linghu is the CEO of Exeter Energy Inc, a company providing solar panel cleaning services using automated robots. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and specialized consulting services such as actuarial analysis and benefits consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and discretionary management strategies to construct personalized portfolios.

Kam Ho is a financial advisor with NWF Advisory Services Inc in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Royal Alliance since 2005. Outside of his advisory role, he serves as a statutory agent for Wise Steward Insurance Services, where he assists clients with insurance needs and policy administration. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services.

Desire Gonzalez is a financial advisor at Trilogy Capital, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Trilogy Capital, Desire worked in various roles including four years at California Polytechnic State University, Pomona, and also has experience as a licensed life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting with a focus on globally diversified asset allocation and risk-based portfolio models.

Sylvia James is a financial advisor at Trilogy Capital, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and its affiliate Trilogy Financial Services since 2019. Prior to that, she was employed at BMW Management Inc. and Performance SCL, and she spent five years at Biola University. Outside of her advisory role, Sylvia is also licensed as an accident and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategic, globally diversified approach with risk-based portfolios and utilizes both fundamental and technical analysis to align investments with client risk profiles.

Ahmed Ghulamali is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including roles at LPL Financial, Trilogy Financial Services, and National Planning Corp. Outside of finance, he is involved as a driving instructor with Varsity Driving Academy. 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 emphasizes strategic, globally diversified asset allocation and uses both fundamental and technical analysis to align portfolios with client risk profiles.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill, UBS Financial Services, and Woodbury Financial Services prior to joining Infinity in 2020. He is also involved in health and medical insurance sales through various agencies. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting to individual and high-net-worth clients.

Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in roles at Trilogy Financial, Rover, and Healthy Drain, among others. Additionally, he is licensed as a life and health insurance agent with various carriers. 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 focuses on strategic, globally diversified asset allocation and employs a range of traditional and non-traditional investment strategies tailored to client risk profiles.

Cary Boring is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Trilogy Capital since 2015 and has worked at LPL Financial since 2017, while also maintaining a long-standing affiliation with Trilogy Financial Services dating back to 2000. 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 approach includes strategic, globally diversified asset allocation and manager selection, with portfolios organized into risk-based models and incorporating both traditional and non-traditional investment instruments.