Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Euro Pacific Capital since 2003. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing focus through its EPC Advisors Group division and its active brokerage and product-distribution activities alongside advisory services.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

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.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Michael Tran is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Portfolio Medics and LifePro Financial Services. Outside of advisory work, Mr. Tran is a software consultant for Soluteks Inc. and also sells insurance products, including annuities and life insurance, through LifePro Financial. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to third-party sub-advisers, alternative investments, and private investment options.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and encompassing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a director on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships. The firm offers a broad range of investment products and platforms, supporting both individual and institutional clients with discretionary and non-discretionary services.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Alicia Pilon is a financial advisor at Trilogy Capital, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Dartmouth College and California Institute of Technology. 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 considerations into comprehensive advanced planning.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Joseph Raszewski is a financial advisor at First Foundation Advisors with 9 years of industry experience. He holds a Series 65 designation and has been with First Foundation Advisors since 2014. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as accepting engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, which support a range of banking, trust, and insurance services alongside advisory offerings.

Jacob Heskett is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Crown Capital Securities, Consolidated Brokerage Services, and Euro Pacific Capital. He is based in Newport Beach, CA. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse clientele including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Jesse Porter is a CFP® professional at Compound Planning, Inc. with 10 years of industry experience. He has worked previously at Five Oceans Advisors LLC, AdvicePeriod, LLC, and Axa Advisors, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and partnerships with third-party sub-advisors and technology providers.

Noriko Ikeda is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior experience includes roles at Global Assets Advisory, Western International Securities, Raymond James Financial, and her own practice, Ikeda Financial. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with some strategies implemented via third-party managers and wrap programs.

Tameron Keyes is a financial advisor at Wealthcare Advisory Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at AIRE Advisors, LLC, Bank of America, N.A., and Merrill. Outside of advising, he serves as president and CEO of Ashtad Publishing, Inc., a company with no current publishing activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment approach, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Ryan Kennedy is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining Advisory Services Network in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2022. He is also licensed as an insurance agent, selling health insurance, life insurance, and fixed income annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers, and supports multiple engagement models including discretionary and non-discretionary management.

Nicole Eguchi is a financial advisor at RBC Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Securities, Inc., Unionbanc Investment Services, and Union 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.