Hannah Peck Lazcano is a financial advisor at Trilogy Capital, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles outside the financial industry, such as positions at Sushi Factory and various educational institutions. 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 employs a risk-based, diversified asset allocation approach, utilizing both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning services.

Angela Rosario is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2015. Rosario is also associated with APEX Financial Services Group and conducts mortgage assistance workshops aimed at educating individuals affected by layoffs on state mortgage assistance programs. Kovack Advisors, Inc. is an SEC-registered enterprise firm serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at Trilogy Financial and involvement in community programs and educational organizations. She has operated an Etsy shop, EvsDesignsCo, which reflects entrepreneurial activity outside the financial sector. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, offering a range of portfolio management and consulting services. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party managers and integrates personal and business real estate considerations into its advanced planning.

Lindsey Hess is a CFP® professional with 14 years at First Foundation Advisors and a total of 10 years of industry experience. She is based in Irvine, CA, and has worked exclusively with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, supported by its affiliation with a bank holding company, FirstSun Capital Bancorp.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2015. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passive mutual funds and ETFs, guided by Modern Portfolio Theory and a proprietary multi-factor framework.

Jason Lynn is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with ValMark Advisers since 2018 and has been affiliated with Valmark Securities, Inc. and The O'Neill Company for over a decade. Outside of his advisory role, Lynn volunteers as a coach for South Sunrise Little League and serves as treasurer for the El Modena Baseball Boosters Club, in addition to holding a volunteer board position with the Portofira Homeowners Association. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and multiple investment platforms, with oversight from its investment committee and participation in proprietary investment-company products.

Audrey West is a Series 65-licensed financial advisor at Gradient Advisors, LLC with six years of industry experience. She previously worked at Foundations Investment Advisors, KNR Consulting and Wealth Management, Inc., and Simplified Insurance Services, Inc. West is also the owner and a financial planning advisor at Elite Capital & Insurance Services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, using a largely non-discretionary model and incorporating fundamental, technical, and cyclical analysis in portfolio management.

Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.

Henry Portillo is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and six years of industry experience. His prior experience includes roles at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. He is also currently serving in the Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of services including model-driven asset allocation, rebalancing, and a Private Wealth Consulting program for high-net-worth clients.

Gary Graham is a financial advisor at Calton & Associates, Inc. in Corona, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he works as a referral closer for American Alternative Assets, assisting with physical precious metals purchases. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and operates multiple program structures, including wrap programs and separate account platforms.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has worked with Trilogy Capital since 2015 and previously held roles at LPL Financial and National Planning Corporation. Outside of advisory work, Molony serves as a trustee managing family trusts and estates. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation strategy with in-house and third-party models, incorporating fundamentals, technical analysis, and non-traditional instruments, while also integrating real estate and retirement plan features into its advanced planning services.

Thomas Walden is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services dating back to 1999. Trilogy Capital, Inc. provides advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework, integrating both proprietary and third-party strategies, and incorporates personal and business real estate into its advanced planning and private markets offerings.

Benjamin Morgan is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Packerland in 2022, he worked at The O.N. Equity Sales Company and Ohio National. Morgan also owns Merlin Financial Services, which provides online training courses for financial professionals covering business skills and communication. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, including firm-managed portfolios, third-party co-advisory arrangements, and automated rebalancing tools, managing approximately $909 million in client assets.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. He serves as the president of the West Covina chapter of LE TIP and participates on the finance committee for Inland Valley Hope Partners. 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 utilizes a risk-based, diversified asset allocation framework incorporating both in-house model series and third-party sub-advisors, offering comprehensive planning and a range of portfolio management options.

Nathan Brown is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at LPL Financial, Trilogy Financial Services, and National Planning Corporation. He is a senior partner in Trilogy Financial Services. 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 employs a risk-based, diversified asset allocation approach using both proprietary and third-party models, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Jonathan Sabat is a Series 65-licensed financial advisor with eight years of industry experience, currently with Trilogy Capital, Inc. in Irvine, CA. He has been with Trilogy Capital since 2018 and has prior experience at Trilogy Financial Services. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and fixed annuity products. 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 models and third-party sub-advisors, incorporating fundamental and technical analysis and non-traditional investments when appropriate.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Fisher Investments, NYLife Securities LLC, New York Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he is involved in digital content creation through video editing and production. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management supported by an internal Investment Management team and offers a range of wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Douglas Gahn is a Series 65-licensed financial advisor at Simplicity Wealth with four years of industry experience. He previously worked at LifePro Asset Management, LLC, and has owned and operated Silver Summit Financial since 2015, where he is involved in insurance and annuity sales. 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 employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.

Edward Malekan is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. In addition to his advisory role, he is an insurance agent at EF Agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities as part of its comprehensive client service platform.