Douglas Stroot is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently with LPL Financial since 2017. Outside of his advisory work, he serves as a successor trustee for the Jeanette Stroot Living Trust. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation framework. The firm combines in-house model portfolios and third-party sub-advisors, includes fundamental and technical analysis in portfolio management, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Kathleen Muniz is a financial advisor at Trilogy Capital, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Trilogy Financial Services since 1999 and LPL Financial since 2017. Muniz provides investment advisory services through Trilogy Capital, an independent investment advisory firm. Trilogy Capital, Inc. offers 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 that includes in-house model series and third-party sub-advisors, integrating personal and business real estate considerations into its planning and investment strategies.

Laura Bevill is a financial advisor at Shelton Capital Management with Series 63 and Series 66 credentials and six years of industry experience. She previously worked at SVB Capital and Advent Capital Management and has held multiple roles with Apollo-affiliated entities since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through various mandate structures. The firm employs an active, discipline-specific approach integrating fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools in its investment processes.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

Catherine Milano is a financial advisor with Wealth Watch Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at firms such as Citigroup Global Markets and IAMS Wealth Management, and she currently maintains involvement with Advisors Ignite USA. Outside of her advisory work, she volunteers with St. Kilian Catholic Church in Mission Viejo, CA. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning largely through vetted third-party model managers. The firm employs a combination of quantitative, qualitative, and technical methods across various investment strategies and serves as the designated RIA for certain employer-sponsored retirement plans.

Margery Neis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Sovran Advisors, LLC. She previously worked at RWA Wealth Partners, LLC and Polaris Wealth Advisory Group. Margery is also the owner of Bountiful Wealth, LLC, an entity created for tax management and professional liability purposes. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering a range of portfolio management and consulting services tailored to client objectives.

Ava Dilger is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA. She holds a Series 66 designation and has been in the industry since 2022, including prior experience at Rosen Law Offices. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm combines discretionary portfolio management with brokerage services and conducts due diligence on third-party managers.

Kimberly Overby is a financial advisor at Cooper McManus with four years of industry experience. She has been involved in settlement consulting through Overby Settlement Consulting since 2006 and also provides financial planning for settlement recipients via Sage Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes allocations with sub-advisors and co-advisory platforms.

Mark Hammill is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked with National Planning Corporation and LPL Financial and is also the co-founder and creative director of V Group Inc, a non-investment related business, as well as the owner of Mark Hammill Graphic Design. 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 and third-party managers, offering a range of portfolio management, retirement consulting, and advanced planning services that incorporate personal and business real estate considerations.

Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Trilogy Capital Inc. and its affiliated entities since 2014 and was previously with NATIONAL PLANNING CORPORATION. Outside of advising, he is a member of the Corona Chamber of Commerce and holds an active California real estate license. 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 in-house and third-party models, integrating advanced planning and real estate considerations into its services.

Luis Martinez is a financial advisor at Private Management Group Inc with 27 years of industry experience. He holds a Series 63 designation and has been with Private Management Group since 1991, working as a self-employed advisor since 2015. Martinez is located in Laguna Beach, CA. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts and constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical decisions across a broad range of investment instruments.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Kevin Krause is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at several firms including Northwestern Mutual and BackNine Insurance. Krause is involved with Second Opinion Expert, Inc., where he consults on training and education for behavioral health treatment facilities focused on substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology-driven advisory and operational services to financial advisers.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

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.

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.

Gregory Jackson is a financial advisor at Cooper McManus in Irvine, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LaSalle St. Investment Advisors, Securities America Advisors, and Primerica. Outside of his advisory role, he is involved in insurance sales. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a range of securities and customized model portfolios through sub-advisors and co-advisory platforms.

Dharam Kalra is a CFP® and ChFC® with 15 years of industry experience, currently serving at Royal Fund Management, LLC. He has held roles at Tax Centers 360 and Signature America Financial & Insurance Services Inc., where he is president and markets life, health, and fixed annuities. Kalra is also involved in community organizations, including board memberships at the Hindu Temple Society of Inland Empire and the Executive Guild of El Toro. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

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.