Cary Boring is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked with Trilogy Financial Services since 2000 and has been associated with LPL Financial since 2017. 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 approach using both in-house models and third-party sub-advisors, incorporating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Kerrie Doughty Lloyd is a financial advisor at Index Fund Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Prudent Investors Network, Bank of America, Merrill, and State Street Global Services. Outside of her advisory role, she is the founder of Integrative Solution Services LLC, a website and app that provides resources for families with special needs members. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm’s investment approach emphasizes globally diversified, passively managed portfolios built with index mutual funds and ETFs, incorporating modern portfolio theory and tax-aware strategies alongside in-house tax services.

Bradley Shammas is a CFP® professional with 11 years of industry experience. He has worked at CreativeOne Securities, LLC since 2016 and is also affiliated with IWM Financial, Inc. Outside of his advisory role, he serves as president-elect of the Financial Planning Association of Orange County and is involved with the Association of Financial Consultants, promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs.

Scott Yi is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2017. Prior to joining Perigon, he worked at Stifel Nicolaus & Co Inc from 2012 to 2017. Outside of his advisory role, Yi is involved in insurance sales. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, with notable experience servicing banking and thrift institutions.

Stephen Lee is a CFP® professional with 19 years of industry experience. He is currently with RWA Wealth Partners and has previously worked at firms including Mariner Wealth Advisors and Mercer Global Advisors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers internally managed strategies through its subsidiary, RWA Capital, as well as tax preparation services via RWA Tax Solutions.

William Davidson is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America Private Bank, and City National Securities. He serves on the advisory board of the Ocean Institute, a charitable organization focused on fundraising to help underprivileged children in Southern California learn about the ocean. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses affiliated sub-advisors to manage portfolios and is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Christopher Roberts is a financial advisor with Vanderbilt Advisory Services holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Wealth Management, Spire Securities, and Chamberlain Consulting Group since 2017, and was previously with Edward Jones from 2015 to 2017. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Elizabeth Brunson is a financial advisor at Index Fund Advisors, Inc. She holds a Series 65 designation and has been in the industry since 2024. Her prior experience includes roles at Grant Thornton, the Diocese of Orange, and teaching positions at California State University, Fullerton, and Irvine Valley College. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm employs a portfolio management approach focused on passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and maintains an in-house tax services division alongside its investment offerings.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies tailored to client needs.

Nikhil Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at A.G.P. since 2021. Outside of his advisory role, he works as a ski instructor for 16 hours a week. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion in assets. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that integrates internally managed strategies with co- and sub-advisory relationships.

Thomas Savino is a financial advisor at Tucker Asset Management LLC with 15 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2016, having previously worked at Fusion Investment Advisors, LLC. His financial planning services often include Medicare and elder care planning, and he also sells insurance and fixed products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning through a network of independent adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

Daniel Chong is a CFP®-credentialed financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 17 years of industry experience. He previously worked at National Planning Corporation from 2009 to 2015. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm emphasizes globally diversified, passively managed portfolios using index mutual funds and ETFs, incorporating tax-aware strategies and in-house tax services alongside its advisory offerings.

Tanner Motske is a financial advisor at Trilogy Capital, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and the Law Offices of Mark E. Lewis. Outside of his advisory role, he serves as an assistant golf coach at Pacifica Christian High School in 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 employs a risk-based, diversified asset allocation framework using both in-house models and third-party sub-advisors, offering comprehensive planning and customized portfolio management.

William Arechiga is a CFA® charterholder currently with First Foundation Advisors in Irvine, CA. He joined the firm in 2026 and previously worked at City National Bank and Wells Fargo Private Bank, with a combined 14 years of experience in the financial services industry. Arechiga holds a Series 63 license. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements with investment companies. The firm uses an open-architecture, multi-asset approach and operates within a bank holding company structure, allowing it to coordinate referrals for banking, trust, and insurance services alongside its investment management activities.

June Adams is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been involved with Trilogy Capital, Inc. since 2015, as well as Trilogy Financial Services since 2012. 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 strategy using in-house models and third-party sub-advisors, integrating both traditional and non-traditional investments while incorporating real estate considerations into advanced planning.

Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. Valmark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.

Venkat Yarlagadda is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Index Fund Advisors since 2008. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, and it offers integrated tax services through its separate IFA Taxes division.

Denise Delaney is a CFP® professional with 27 years of industry experience. She has been with Index Fund Advisors, Inc. since 2005 and also works with Engemann Asset Management, formerly known as Roger Engemann & Associates, Inc. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management primarily through passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and integrates an in-house tax services division alongside specialized investment offerings.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.