John Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.

John Buckingham is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Kovitz Investment Group Partners and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of investment services through a network of advisors, utilizing both firm-built model portfolios and customized discretionary management, supported by affiliated and third-party managers.

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.

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.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management among others. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach using a range of investment vehicles and offers specialized services for plan sponsors including investment policy development and co-fiduciary roles under ERISA.

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.

Gregory Holmes is an investment advisor representative at Cooper McManus with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Ameriprise Financial Services, Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Mark Arblaster is a CFP® professional with 29 years of industry experience. He has been with First Foundation Advisors since 1996. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with its bank holding company FirstSun, which enables integrated banking and financial product referrals.

Roger Stinnett II is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with First Foundation Advisors and has previously worked at Ernst & Young Investment Advisers LLP and Westmount Asset Management, LLC. He is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, a financial planning firm on which he spends limited time while employed at First Foundation Advisors. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing a range of financial product referrals and sub-advisory services.

Amr Elgamal is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple financial firms including Ameriprise, LPL Financial, BMO Bank NA, and Wells Fargo. In addition to his advisory role, he is also employed by Comerica Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is conducted by its affiliated sub-advisor, RBC Rochdale, and it is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

Wyatt La Londe is a financial advisor at Creative Financial Designs, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Blackmont Advisors and Risk Placement Services, as well as experience outside finance at Wind & Sea Restaurant and several educational institutions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations based on third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

David Mcmanus is a financial advisor at Cooper McManus with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Cambridge Investment Research and Securities America. He is also an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process, employing a broad range of instruments and model portfolios customized through sub-advisors and co-advisory platforms.

Norman Mains III is a financial advisor at Compound Planning, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alternativ Wealth, Claraphi Advisory Network, Newbridge Securities Corporation, and Robert Baird & Co. throughout his career. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that combine long-term buy-and-hold strategies with tactical approaches like direct indexing and tax-loss harvesting.

Melvyn Varrelman is a financial advisor at Cooper McManus with 41 years of industry experience. He has worked at Cambridge Investment Research, Securities America, and has operated his own business, Mel Varrelman Financial Services, since 2007, where he provides CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus serves individuals, including high-net-worth clients, 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 portfolios through sub-advisors and co-advisory platforms.

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.