Roger Palley is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2009. He holds Series 63 and Series 66 licenses. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and acts as a sub-adviser to registered mutual funds. The firm employs a multi-asset, open-architecture investment approach and is affiliated with a bank holding company, offering integrated financial product relationships and specialized services.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

William Jenkins is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at TCFG Investment Advisors and TCFG Wealth Management since 2017, with prior experience at Securities America Advisors, Inc., Securities America, Inc., and Foothill Securities, Inc. Outside of his advisory role, he is the owner and operator of a farming business in Alberta, Canada, involving grain, canola, and cattle. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.

Monte Harrick is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at ValMark Securities, Inc., FAS Corp., and Veritypoint Financial, LLC. Outside of his advisory work, he is president of an online jewelry sales business that operates internationally, where he assists with strategy, financing, marketing, and supply chain. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Eric Speron is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. He has been with First Foundation Advisors since 2007. Outside of his advisory role, he serves as an independent director for Keweenaw Land Association, Limited, Tejon Ranch Co., and Alico, Inc., engaging in board-level oversight for companies involved in mineral exploration, real estate development, agribusiness, and land management. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset investment approach and operates within a bank holding company structure that integrates banking, trust, and insurance services.

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.

Henry Pena is a financial advisor at TCFG Investment Advisors, LLC with 38 years of industry experience. He has held roles at TCFG Wealth Management, Charles Schwab Bank, and Charles Schwab & Co., Inc. Henry holds Series 63 and Series 65 licenses. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services using a variety of investment strategies.

Mark Hebner is a financial advisor at Index Fund Advisors, Inc. with 27 years of industry experience, all of which he has spent at the firm since 1999. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios tailored to clients’ risk capacity and integrates in-house tax services alongside its advisory offerings.

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.

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.

Laura Bevill is a financial advisor at Shelton Capital Management with Series 63 and Series 66 credentials and six years of industry experience. She previously worked at SVB Capital and Advent Capital Management and has held multiple roles with Apollo-affiliated entities since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through various mandate structures. The firm employs an active, discipline-specific approach integrating fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools in its investment processes.

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.

Catherine Milano is a financial advisor at Wealth Watch Advisors, Inc with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Women’s Wealth Management and IAMS Wealth Management. Milano volunteers at St. Kilian Catholic Church, contributing time to fundraising events. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management through third-party model managers alongside financial planning and consulting services. The firm’s investment approach combines quantitative, qualitative, and technical methods and includes access to approved alternative private placements for accredited investors.

Kimberly Overby is a financial advisor at Cooper McManus with four years of industry experience. She has been involved in settlement consulting through Overby Settlement Consulting since 2006 and also provides financial planning for settlement recipients via Sage Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes allocations with sub-advisors and co-advisory platforms.

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 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Trilogy Capital and its related entities since 2014 and was previously employed at National Planning Corporation. Outside of his advisory role, Derrick is 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’s investment approach focuses on strategic, globally diversified asset allocation and manager selection, employing risk-based model portfolios and including non-traditional instruments.

Luis Martinez is a financial advisor at Private Management Group Inc with 27 years of industry experience. He holds a Series 63 designation and has been with Private Management Group since 1991, working as a self-employed advisor since 2015. Martinez is located in Laguna Beach, CA. 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 and constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical decisions across a broad range of investment instruments.

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.

Kevin Krause is a financial advisor at Simplicity Wealth in Irvine, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual and BackNine Insurance, as well as consulting for behavioral health treatment facilities through Second Opinion Expert, Inc. He provides training, evaluation, and assistance specifically for individuals with substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, combined with technology and operational support for other advisers.