Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Rayliant Investment Research and AP Shoes. Lo also serves as President of Rayliant Wealth, an investment-related business based in Newport Beach, CA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios including its Sowell Visionary Allocation Strategies, as well as third-party manager selection and unified managed account solutions.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Natalya Zernitskaya is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and possessing 11 years of industry experience. Her prior firms include Cetera Wealth Services and Avantax Advisory Services. Outside of her advisory role, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a city council member for Santa Monica, and holds positions with several nonprofit organizations focused on climate action and women's resources. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plans primarily through CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, using firm-designed style allocation models, tax-intelligent strategies, and centralized trading.

Kathleen Donnelly is a Series 65 licensed financial advisor with nine years of industry experience, currently with Trilogy Capital, Inc. since 2017. Her prior roles include work at Solar City from 2015 to 2017 and a brief tenure at National Planning Corporation 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. The firm uses a risk-based, diversified asset allocation approach incorporating both in-house and third-party models, with services that include portfolio management, retirement plan consulting, financial coaching, and advanced planning across budgeting, tax strategies, and real estate.

Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Frank Parlato is a financial advisor at Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on identifying nonprofit organizations for support. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and utilizing multiple program structures and analytic approaches.

Joseph Sirgy is a CFP® professional with 23 years of industry experience, currently associated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation in prior roles. Sirgy's other activities include serving as a licensed agent for non-variable insurance products through Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach incorporating in-house models and third-party managers, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Alina Santiago is a financial advisor at Continuum Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. In addition to her advisory role, she oversees compliance and operations as Chief Compliance Officer at Continuum Advisory. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Ricardo Ribeiro is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at First Foundation Advisors since 2013. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as serving investment companies. The firm employs an open-architecture, multi-asset investment approach and is affiliated with a bank holding company, FirstSun Capital Bancorp, which enables coordination of banking, trust, and insurance referrals.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Jeffrey Sims is a CFP® with seven years of industry experience, currently serving at Index Fund Advisors, Inc. since 2022. His prior experience includes roles at Stifel Nicolaus & Co Inc, Commonwealth Financial Network, Guided Path Wealth Management, and Wedbush Securities. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to various client segments, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a globally diversified, passively managed investment approach using index funds and ETFs, supplemented by in-house tax services and a values-based investing program aligned with U.S. Conference of Catholic Bishops guidelines.

Cristina Campbell is a CFP® professional with 17 years of experience in the financial industry. She has worked at several firms including Empirical Wealth Management, Stratos Wealth Partners, LPL Financial, Fidelity, and Natixis Global Asset Management. She is also an affiliated insurance producer for Empirical Insurance, where she recommends insurance products related to life, disability, and long-term care. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and affiliated insurance and real estate services. The firm applies Modern Portfolio Theory across diversified asset classes and offers alternative strategy funds and performance-based fee arrangements, alongside affiliated real estate and legal services.

Casey Dettorre is a financial advisor at Trilogy Capital, Inc. with 19 years of industry experience. He holds the CFP® designation and has worked at LPL Financial since 2017, alongside his ongoing roles with Trilogy Capital and Trilogy Financial Services since 2007. 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 utilizing both in-house model series and third-party sub-advisors, with a focus on comprehensive planning that includes advanced strategies for real estate and retirement plans.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

David Echeverria is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds the Series 66 designation and has worked at Euro Pacific Capital, Inc. since 2008. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse client base 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.