Randy Salaki is a financial advisor at Cooper McManus with 23 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities from 2012 to 2024 before joining Cooper McManus and Cambridge Investment Research, Inc. in 2024. He is also president of Wave Crest Wealth. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and implements customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Thomas Walden is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials, and has 29 years of industry experience. He has worked with Trilogy Financial Services since 1999 and was previously associated with National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan participants by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate both traditional and non-traditional investment instruments.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial and NATIONAL PLANNING CORPORATION and has been affiliated with Trilogy-related firms since 2011. Outside of his advisory role, he serves on the finance committee for Inland Valley Hope Partners and is president of the West Covina chapter of LE TIP, a business networking group. 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 asset allocation approach and incorporates a range of investment options, including non-traditional instruments, tailored to client risk profiles.

Nathan Brown is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at LPL Financial since 2017. Brown has been associated with Trilogy Financial Services since 2006 and serves as a senior partner there. 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 investment approach focuses on strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

Jonathan Sabat is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 license and eight years of industry experience. He has worked with Trilogy Capital and its related entities since 2017. In addition to his advisory role, Sabat is a licensed insurance agent for life, health, and fixed annuity products. 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 asset allocation approach with risk-based model portfolios and includes access to non-traditional investment vehicles and in-house tax services through its affiliate.

Jason Luhan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 65 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Capital Investment Group, ProTools, Emerson Equity, and The Pacific Financial Group. Outside of advisory work, he operates a law office providing general legal services and serves as a compliance consultant for RIAs and broker-dealers. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers customized investment solutions through separately managed accounts, third-party asset managers, and private-label model portfolios, with a focus on discretionary management and a variety of investment strategies.

Leroy Born is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Born also operates Born Capital Partners, a private label entity focused on fee-based financial management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management alongside financial planning and third-party manager referrals.

Willy Tan is a financial advisor at TCFG Investment Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms including Western International Securities, Inc. and Wells Fargo Investments, LLC. Tan has been with TCFG since 2018. TCFG Investment Advisors, LLC is an SEC-registered advisory firm managing approximately $639 million in client assets and serving individuals, profit-sharing plans, charities, and businesses. The firm employs various investment strategies and offers portfolio management, financial planning, consulting, and access to third-party money managers.

Catherine Loquet is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Financial & Tax Architects in 2023, she worked at First Financial Security and has been involved with Advanced Wealth Management, Inc. since 2002, where she is also an owner and insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary "Private Wealth Strategies" and offers retirement-plan consulting, educational seminars, and additional services such as estate-planning preparation assistance.

Eric Carlson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Accelerate Retirement, having joined in 2023, and previously worked at NFP Retirement, Triad Advisors, and LPL Financial. Outside of his advisory work, Carlson volunteers as a mountain biking coach for Woodcrest Christian School and operates businesses related to tax preparation, real estate sales, and mortgage brokering. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and provides specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

George Park III is a Series 66–registered financial advisor with Cooper McManus in Irvine, CA, bringing nine years of industry experience. His work history includes roles at Cambridge Investment Research, Securities America, and employee optional insurance companies. In addition to his advisory role, he operates Park Family Insurance as an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and access to various investment programs. The firm employs a fundamentally driven investment process utilizing a broad range of securities and collaborates with sub-advisors to customize client portfolios.

Edward Malekan is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. In addition to his advisory role, he is an insurance agent at EF Agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities as part of its comprehensive client service platform.

Matthew Frazier is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has been with the firm since 2026. His prior work includes roles in education and service industries as well as a seven-year position at Shady Canyon Golf Club. Private Management Group 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, employing individualized portfolios with a combination of longer-term strategic frameworks and shorter-term tactical adjustments.

Gale Rose Bergado is a financial advisor at Cooper McManus with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Evergreen Wealth Advisory Group, and Avantax. Bergado is also engaged in tax and accounting services through her role at ONeill & Bergado, Inc. 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 incorporates model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Caeleb Trace is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked as an insurance agent with Teacher's Pension and Insurance Services since 2019. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion across a 55-advisor roster, serving individuals, retirement plans, institutional clients, and other advisers through model-based portfolio management and sub-advisory services.

Rafael Garcia is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Capital Financial Services, Inc., Amerus, and Diversified Financial Management Group. Outside of his advisory work, he operates a tax preparation and consulting business under Garcia & Associates. 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 provides a range of investment programs and combines advisory services with brokerage and insurance products through its dual registration.

Robert Roche is a financial advisor with First Foundation Advisors in Irvine, CA, holding Series 63, 65, and 66 credentials and bringing 11 years of industry experience. His prior roles include positions at RetireOne Investment Services, Prime Capital, and 20/20 Capital Management, among others. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs an open-architecture, multi-asset strategy and is affiliated with FirstSun Capital Bancorp, offering integrated banking and financial product referral services.

Scott Schiffer is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Centaurus since 1998. In addition to his advisory role, Schiffer is a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises accounting staff. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services, employing a variety of investment analyses and both discretionary and non-discretionary arrangements.

Phillip Giese is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kevin Leon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior experience includes roles at National Planning Corporation and Trilogy Capital, Inc. Outside of his advisory work, he serves as a high school kicking coach at Orange Lutheran High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and delivers tailored client relationships across a range of financial planning and consulting services.