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 17 years of industry experience. His career includes roles at SPIRE Securities, Chamberlain Consulting Group, Spire Wealth Management, Edward Jones, and Rda Financial Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation process and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services through independent advisor representatives.

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.

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. in Irvine, CA, holding Series 63 and Series 65 designations with four years of industry experience. Prior to his current role, he worked at LPL Financial and practiced law at the Law Offices of Mark E. Lewis. Outside of financial advising, he serves as an assistant golf coach at Pacifica Christian High School. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s approach focuses on strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

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., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Trilogy Capital and Trilogy Financial Services since 2012 and 2015, respectively. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, providing investment management, financial planning, and retirement-plan consulting. The firm uses a strategic, globally diversified investment approach with risk-based model portfolios and includes specialized instruments and in-house tax services through its affiliate, Trilogy Tax & Consulting.

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.

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.

Carl Gottuso is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at Crown Capital Securities, Lp, Innovation Partners LLC, and his own practice, Carl V. Gottuso. Outside of advisory work, he is involved with CVG Financial Services, where he sells fixed indexed annuities and occasional life insurance policies. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm is noted for its emphasis on non-high-net-worth individuals and its combination of investment advisory services with insurance and risk management consulting.

Seamus Molony is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with approximately four years of professional experience. His background includes roles at EP Wealth Advisors, Stratos Private Wealth, and Trilogy Financial, as well as prior work in education and seasonal positions in surf-related businesses. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach with risk-based model portfolios and includes in-house tax services through its affiliate, Trilogy Tax & Consulting.

Andrew Thiem is a financial advisor at Summit Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MGO OneSeven DBA Lake House Private Wealth Management, Bank of America, Merrill, and Morgan Stanley. Prior to entering financial services, he was employed at Eli Lilly & Company. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Troy Mc Swain III is a financial advisor at First Foundation Advisors with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Morgan Stanley and Skinner Fouch & Olson LLP. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, integrating banking and other financial services.

Benjamin Thornhill is a CFP® professional with over 22 years of experience in the financial services industry. He has been with First Foundation Advisors since 1998. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm utilizes an open-architecture, multi-asset investment approach and is notable for its affiliation with FirstSun Capital Bancorp, which enables integrated banking and financial product referral services.

Jeffrey Hackbarth is a CFP® professional with 18 years of industry experience currently with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation, accumulating extensive experience in financial advising. Trilogy Capital, Inc. serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes strategic, globally diversified asset allocation, periodic rebalancing, and incorporates non-traditional instruments to align portfolios with client risk profiles.