Zachary Mc Alister is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Financial Advisors Network, he attended the University of Oregon from 2021 to 2025. Financial Advisors Network serves individuals, high net worth clients, trusts, and retirement plan sponsors by offering portfolio management, financial planning, trustee services, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis to implement diverse investment strategies, including SEI-enabled rebalancing for select accounts.

Kai Xiong is a CFA® charterholder with two years of industry experience. He has worked at Tarbox Family Office, Inc. since 2023 and previously spent 11 years at Index Fund Advisors. Tarbox Family Office, Inc. is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, trusts, foundations, and business entities. The firm offers integrated financial planning, family-office coordination, and discretionary investment management using a client-specific investment approach that emphasizes strategic allocation, diversification, low costs, and tax awareness.

Pierce Kramer is a financial advisor at JDL Advisers with one year of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Pacific InterWest and Builder Services Network, before joining his current firm. J. Derek Lewis & Associates, Inc. serves a diverse client base including individuals, pension plans, charities, and businesses, managing approximately $2.28 billion in assets. The firm focuses on mutual funds and ETFs through a structured investment process that incorporates investor profiling, risk modeling, and utilizes third-party managers as needed.

Garrett Peterson is a financial advisor at Spectrum Asset Management Inc in Newport Beach, CA, holding Series 65 and Series 66 licenses. He has been with Spectrum since 2025 and has one year of industry experience. Prior to joining Spectrum, he worked at Comply Key and Verkada and spent several years as a student. Spectrum Asset Management is an SEC-registered advisory firm managing approximately $657 million for around 300 clients through an eight-advisor team. The firm serves individual and high-net-worth investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services.

Ye Yuan is a financial advisor with American Fundstars, holding two years of industry experience. Prior to joining American Fundstars Financial Group LLC, Yuan worked in corporate roles at Mindray Animal Technology North America Co., Ltd, Prominons Logistics Ltd, and Hytera Communications Co., Ltd. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm employs a flexible, opportunistic investment approach across multiple asset classes and is notable for combining SEC-registered adviser duties with broker-dealer and insurance-agency activities, as well as managing pooled investment vehicles.

Steven Check is a financial advisor at Check Capital Management Inc. with 34 years of industry experience. He has been with the firm since 1987 and holds Series 63 and Series 65 licenses. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm employs a fundamentals-based approach focused on intrinsic business value and longer holding periods, offering various investment programs including separately managed accounts and the Blue Chip Investor Fund.

Eric Lin is a financial advisor at Investment Research Corporation with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at SA Stone Wealth Management Inc., Quest Capital Strategies, and LPL Financial, among others. Outside of advisory roles, he is involved with Sky Vision Insurance, where he refers insurance products and writes life insurance contracts. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, serving a broad range of asset types and maintaining affiliations with a broker-dealer connected to an investment company.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Todd Rustman is a CFP® and CFA® with 25 years of industry experience. He is currently a managing partner at Summit Financial, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, American Trust Investment Services, Inc., WestPark Capital Inc, and Gr Capital Asset Management. Outside of his advisory work, Todd is an author and a nonprofit board member, and he also partners in a winery. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate varied client needs.

Joseph Fischman is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His work history includes roles at LPL Financial since 2017 and Trilogy Financial Services since 1999. Fischman serves as an alumni board member for the University of Wisconsin, Orange County. 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 supported by proprietary and third-party models, incorporating fundamental and technical analysis and occasionally non-traditional instruments, while also integrating personal and business real estate considerations into advanced planning.

Vincent Tropea is a CFP® credentialed advisor with 32 years of industry experience. He is currently with RBC Securities, Inc and has worked previously at City National Securities, Inc for 16 years. RBC Securities, Inc provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities.

Shareen Balkey is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions before joining Index Fund Advisors in 2017. She holds Series 63 and Series 65 licenses. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm focuses on index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, offering integrated tax services through its IFA Taxes division.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Standard Investment Chartered from 2012 to 2017 before joining Wedbush Securities, where he has been since 2017. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Christopher Johnson is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at City National Securities, Inc., CITY NATIONAL BANK, and Unionbanc Investment Services. 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 integrates investment management with a broad financial services group affiliated with a bank, offering financial planning, portfolio management, and various custodial and cash-management features.

Collin Wolf is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 license and three years of industry experience. He has worked with Trilogy Financial since 2022 and has prior work experience in aquatic sports and other roles. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, offering a range of portfolio management, consulting, and financial planning services. The firm uses a risk-based, diversified asset allocation approach that includes in-house and third-party managers, with periodic rebalancing and incorporation of both fundamental and technical analysis.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.

Michael Moorhead is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with M Holdings Securities since 2006 and co-founded Tippett Moorhead Financial Partners, LLC, where he has worked for 14 years. Outside of advisory roles, he serves on the Board of Directors at Sunwest Bank, participates on investment committees for investment funds, and is involved in community activities including a homeowner association board and political fundraising. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business clients through a nationwide network of independent firms and financial professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both third-party sub-advisors and proprietary platforms.

Jeffrey Seuferling is a CFP® professional affiliated with Trilogy Capital, Inc. in Irvine, CA, with 29 years of industry experience. He has been with Trilogy Capital since 2015 and also maintains a longstanding role with Trilogy Financial Services since 1999. His prior experience includes a position at LPL Financial beginning in 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, offering portfolio management, retirement plan consulting, financial coaching, and comprehensive advanced planning. The firm employs a risk-based, diversified asset allocation strategy incorporating both in-house and third-party managers and integrates personal and business real estate considerations into its planning and private markets strategies.

Roger Palley is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2009. He holds Series 63 and Series 66 licenses. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and acts as a sub-adviser to registered mutual funds. The firm employs a multi-asset, open-architecture investment approach and is affiliated with a bank holding company, offering integrated financial product relationships and specialized services.

Raz Bracha is a CFP®-certified financial advisor with eight years of industry experience. He is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, Sagepoint Financial, and Hornor Townsend & Kent, among others. Bracha also owns several financial and advisory-related businesses. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various asset allocation models and discretionary manager relationships.