Marshall Huddleston is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held positions at firms including OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, using multiple program platforms and custodial arrangements to implement tailored strategies. The firm serves clients through a network of advisory affiliates and emphasizes manager-of-managers approaches and ongoing monitoring of third-party money managers.

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.

Marcus Malone is a financial advisor at Spire Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been associated with SPIRE Securities, LLC since 2013. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also delivers financial planning, manager-of-managers programs, and access to separately managed model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Kristina Ponomareva is a Series 65-licensed financial advisor with Virtue Capital Management, LLC. She has one year of industry experience, previously working at Financial Alliance & Insurance Solutions and holding roles at California State University and Bickerstaff Athletic Center. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs a combination of active tactical, strategic, and quantitative strategies, offering portfolio management, financial planning, and client education to tailor solutions to clients’ objectives and risk tolerances.

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.

Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

Arthur Johnson III is a financial advisor with IP Financial Advisory Services LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Innovation Partners LLC, BGA Insurance, Unionbanc Investment Services, and U.S. Bancorp Investments, Inc. IP Financial Advisory Services LLC serves primarily individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors while providing specialized consulting services including actuarial and insurance consulting.

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 bringing 31 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently with LPL Financial since 2017. Outside of his advisory work, he serves as a successor trustee for the Jeanette Stroot Living Trust. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation framework. The firm combines in-house model portfolios and third-party sub-advisors, includes fundamental and technical analysis in portfolio management, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Kathleen Muniz is a financial advisor at Trilogy Capital, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Trilogy Financial Services since 1999 and LPL Financial since 2017. Muniz provides investment advisory services through Trilogy Capital, an independent investment advisory firm. 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 uses a risk-based, diversified asset allocation framework that includes in-house model series and third-party sub-advisors, integrating personal and business real estate considerations into its planning and investment strategies.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Margery Neis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Sovran Advisors, LLC. She previously worked at RWA Wealth Partners, LLC and Polaris Wealth Advisory Group. Margery is also the owner of Bountiful Wealth, LLC, an entity created for tax management and professional liability purposes. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering a range of portfolio management and consulting services tailored to client objectives.

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC in Costa Mesa, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 19 years at Crown Capital Securities prior to joining Legacy Wealth Management in 2021. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and third-party manager selection across a platform of 35 advisors, emphasizing tailored strategies and continuous account monitoring.

Mark Hammill is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked with National Planning Corporation and LPL Financial and is also the co-founder and creative director of V Group Inc, a non-investment related business, as well as the owner of Mark Hammill Graphic Design. 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 both in-house and third-party managers, offering a range of portfolio management, retirement consulting, and advanced planning services that incorporate personal and business real estate considerations.

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 has worked at Trilogy Capital Inc. and its affiliated entities since 2014 and was previously with NATIONAL PLANNING CORPORATION. Outside of advising, he is a member of the Corona Chamber of Commerce and holds an active California real estate license. 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 and third-party models, integrating advanced planning and real estate considerations into its services.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Kevin Krause is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and BackNine Insurance. Krause is also involved with Second Opinion Expert, Inc., where he provides training and support to behavioral health treatment facilities focused on 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 other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, alongside technology and operational solutions for advisers.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.