Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2016 and LPL Financial since 2017, and has been involved with Trilogy Financial Services and National Planning Corporation in prior roles. 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 framework, incorporating in-house models and third-party sub-advisors, and integrates personal and business real estate into its advanced planning and private markets strategies.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His career includes roles at LPL Financial and NATIONAL PLANNING CORPORATION. Outside of his advisory work, he serves as co-trustee for a family trust. 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 with in-house models and third-party sub-advisors, offering comprehensive planning that includes personal and business real estate considerations.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios and third-party manager selection.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. He has been with GenTrust since 2025 and also works with Legacy PCG, LLC. Outside of advisory work, he is involved with Hartbeat Ventures, where he focuses on investing in pre-IPO and late-stage companies across the tech, consumer, and sports sectors, co-investing alongside venture capital funds. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, and institutions. The firm combines fundamental, technical, and macroeconomic analysis with asset allocation strategies and provides a range of services including wealth management, financial planning, and concierge services, serving a relatively concentrated and institutional-tilted client base.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve, assisting active duty Marines with their transition to civilian life. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Christopher Stamos is a financial advisor with Prosperitas Financial, LLC in Anaheim, CA, holding a Series 65 designation and two years of industry experience. He has extensive experience as a CPA and owner of Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he authors and consults on coaching and online courses focused on the acquisition of CPA firms and similar businesses. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for nearly 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm builds individualized portfolios utilizing a variety of securities and analytical approaches, offering comprehensive asset management and financial planning services.

Haddy Homampour is a CFP® with 17 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. Prior to joining Diversify, Haddy held roles at DFPG Investments, SureVest, and Wells Fargo Advisors. Outside of his advisory role, he serves as President and Head of Financial Planning at Parkview Wealth Advisors and as President and CEO of Parkview Comprehensive Planning Consultants, LLC, where he provides financial planning education and training. Diversify Advisory Services is an SEC-registered firm serving individuals, corporate clients, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to client needs.

Nikolas Dialynas is a financial advisor at Choreo, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC and Lido Isle Advisors LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Nicholas Olivas is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. Outside of his primary role, he owns and advises Bregma Private Wealth, a wealth management business. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gary Sussman is a CFP® with 24 years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. He has worked at Trilogy Capital since 2016 and has been affiliated with LPL Financial since 2017. His background also includes a lengthy tenure at NATIONAL PLANNING CORPORATION from 2002 to 2017. 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 framework using in-house models and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Reesuk Kim is a financial advisor at Golden State Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios based on asset allocation and various analytic methods, with discretionary portfolio management as the primary advisory relationship.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Newcastle Financial Advisors. Taylor is also an independent insurance agent for various companies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Spinnaker Investment Group, LLC. Outside of financial advising, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and Newport Beach Police Foundation. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm employs a variety of investment strategies, including discretionary management and ESG options, and manages over $1.6 billion in discretionary assets.

Roger Tennyson is a CFP® professional with 20 years of experience in financial advisory services. He is associated with Gradient Securities, LLC and has operated several DBAs including Tennyson Wealth Management and Tennyson Insurance Solutions since 2018. In addition to his advisory roles, he is a managing member of Martin Financial Services, LLC, an accounting entity. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, third‑party manager referrals, non‑discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker‑dealer, offering a mix of advisory and commissionable securities and insurance products.

Ruben Cisneros is a CFP® professional with 24 years of industry experience. He has been with SeaCrest Wealth Management, LLC since 2020 and previously worked at Bank of America N.A. and Merrill for a combined 19 years. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, AI decision-support tools, and a range of investment vehicles including mutual funds, ETFs, and alternatives.