Justin Tyrrell is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with LPL Financial and National Planning Corporation and has been associated with Trilogy Financial Services since 2013. 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 models and third-party sub-advisors, incorporating both fundamental and technical analysis and integrating personal and business real estate considerations into its planning.

Joseph Thomason is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at J.P. Morgan, First Republic, Bank of America, and Merrill. 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 both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party platforms, with a notable integration of institutional and retirement plan services.

Todd Gurvis is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Trilogy Capital since 2015 and has also 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 framework with both in-house and third-party managers and integrates personal and business real estate considerations into its advanced planning services.

Sean Johnson is a financial advisor at Private Management Group Inc with one year of industry experience. He holds a Series 65 designation and has a background working in various roles at golf clubs and vacation rental businesses. 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, using fundamental analysis to create individualized portfolios with a strategic, long-term focus complemented by tactical adjustments.

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 registrations and has worked at firms including NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers comprehensive services including plan design consulting, investment due diligence, and fiduciary support.

David Coen is a financial advisor at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Sageview Advisory Group, and Cetera Advisor Network, LLC. Outside of advisory work, he owns College Planning America, a college counseling and planning service, where he also presents seminars. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management services. The firm employs a blend of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

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.

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 credentials and bringing 32 years of industry experience. His prior work includes six years at UBS Financial Services and over two decades at Euro Pacific Capital. A.G.P. / Alliance Global Partners is a multi-team firm managing approximately $2.95 billion for more than 7,000 clients, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through an open-architecture model that incorporates both internally managed strategies and sub-advisory relationships.

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 at Wedbush Securities Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He is based in Newport Beach, CA. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services such as wealth management, fixed income, commodities, and securities lending. The firm provides both investment advisory and broker-dealer services with tailored portfolio management and offers operational capabilities including custodial, clearing, 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.

Wyatt La Londe is a financial advisor at Creative Financial Designs, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Blackmont Advisors and Risk Placement Services, as well as experience outside finance at Wind & Sea Restaurant and several educational institutions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations based on third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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 licenses and has held prior roles at Alternativ Wealth, Claraphi Advisory Network, Newbridge Securities Corporation, and Robert Baird & Co. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting, offering tailored risk-based allocations.