Gabriela Salazar is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and two years of industry experience. She has worked at Trilogy Capital, Inc. and its affiliated firm, Trilogy Financial, since 2022. 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 using proprietary models and third-party sub-advisors, integrating personal and business real estate considerations into its advanced planning and private markets strategies.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Venture Pacific Financial Services. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals and employer plan sponsors, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm uses customized portfolios built by a network of Investment Adviser Representatives and emphasizes a long-term investment approach with ongoing monitoring and due diligence.

Atenas Martinez is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience with Trilogy Financial and SD Showdown. 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 and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Gregory Holmes is an investment advisor representative at Cooper McManus with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Ameriprise Financial Services, Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Mark Arblaster is a CFP® professional with 29 years of industry experience. He has been with First Foundation Advisors since 1996. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with its bank holding company FirstSun, which enables integrated banking and financial product referrals.

Joan Tsuei is a financial advisor at Cooper McManus with seven years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Bank of America, and Merrill. Tsuei also works as an independent insurance agent for various companies. 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 through sub-advisors and co-advisory platforms.

Roger Stinnett II is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is currently with First Foundation Advisors in Irvine, CA, where he has worked since 2018, except for a brief period at Westmount Asset Management. Stinnett is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, though he devotes limited time to this business while employed at First Foundation Advisors. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services alongside its advisory offerings.

Hamza Farooquee is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of Montreal, and Raymond James & Associates. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios overseen by an in-house Institute of Portfolio Management & Economic Strategy.

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.

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.

Tuan Tran is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Wedbush Securities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining wealth management with fixed income, commodities, securities lending, capital markets, and prime services.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

David Mcmanus is a financial advisor at Cooper McManus with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Cambridge Investment Research and Securities America. He is also an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process, employing a broad range of instruments and model portfolios customized through sub-advisors and co-advisory platforms.

Norman Mains III is a financial advisor at Compound Planning, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Alternativ Wealth, Claraphi Advisory Network, LLC, and Newbridge Securities Corporation. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment process focuses on customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating a range of strategies including low-cost ETFs, direct indexing, and alternatives.

Melvyn Varrelman is a financial advisor at Cooper McManus with 41 years of industry experience. He has worked at Cambridge Investment Research, Securities America, and has operated his own business, Mel Varrelman Financial Services, since 2007, where he provides CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus serves individuals, including high-net-worth clients, 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 portfolios through sub-advisors and co-advisory platforms.

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.

Alissa Kroeger is a CFP® with 15 years of industry experience, currently serving with Cooper McManus in Irvine, CA. Her career includes roles at Cambridge Investment Research, SECURITIES AMERICA, and Fidelity. Cooper McManus provides financial planning and portfolio management services to individuals, trusts, corporations, and employer retirement plans. The firm employs a fundamentally driven investment process using a wide range of instruments and offers both standalone planning and ongoing asset management.

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.