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.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2025, he worked at Ameriprise Financial Services from 2020 to 2024 and at Wayal Health Sciences and Andorra Life LLC from 2017 to 2020. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses a risk-tolerance based approach supported by Envestnet technology, combining internally created models with third-party managers to offer both model-based and advisor-managed solutions.

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.

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 at Diversify Advisory Services, LLC. Her prior roles include positions at DFPG Investments, SureVest, Wells Fargo Advisors, and UBS Financial Services. She also serves as president and head of financial planning at Parkview Wealth Advisors and provides financial planning education and training through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach with tailored asset allocation and offers a variety of investment strategies and fee structures to meet 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.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Newcastle Financial Advisors. He also operates as an independent insurance agent. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to client profiles.

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC in Costa Mesa, CA, holding a Series 65 designation with six years of industry experience. Prior to joining Fortis in 2024, he worked at Spinnaker Investment Group, LLC for four years. Outside of finance, he is the CEO of Everything Bagel LLC and serves on the boards of Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and consulting services. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios, incorporating passive, active, tactical, and blended strategies, as well as ESG options.

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.

Thomas Hess is a financial advisor at IP Financial Advisory Services LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parsonex Securities. Outside of finance, Hess has worked as a waiter at Mastro's Steak House since 2015. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and management, often using discretionary authority, and provides access to third-party investment advisors.

Michael Sanger is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at the Federal Reserve Bank of San Francisco and positions in education and creative services. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based investment management and financial planning. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and estate-planning services.

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

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.

Chad Bruechert is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has experience at MassMutual Life Insurance Company, Bruechert Insurance Agency, Inc., and LPL Financial LLC. Chad also has a background in business management with PDF US LLC and West Coast Labels. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive management through multiple platforms and legal support services.

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 and Trader Joe's, along with teaching positions at the University of California, Santa Barbara, Santa Barbara City College, and Acalanes High School. 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 framework and integrates both fundamental and technical analysis, offering a range of portfolio management and advanced planning services that include budgeting, tax strategies, and real estate considerations.