Timothy Hamilton is a CFP® professional with nine years of industry experience. He is affiliated with Compound Planning, Inc. in Irvine, CA, and has previously worked at Alternativ Wealth Management and Atlas Private Wealth Management. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a risk-based investment process using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies with support from third-party sub-advisors and technology partnerships.

Thomas Gillespie is an investment advisor with NWF Advisory Services Inc in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and has been associated with OSAIC since 2023. Gillespie serves on the board of directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture Wealth Management Platform that emphasizes strategic long-term investing alongside tactical strategies.

Andrew Lewis is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Verity Asset Management and Appreciation Financial, where he continues to serve as an Area Vice President. Outside of investment advisory, he assists business owners with Employee Retention Credit qualification through an independent contractor role at ERC Specialists, LLC. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 clients.

Julianne Copeland is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has previously worked at Modern Money and California State University of Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework to guide its investment decisions, combining qualitative and quantitative methods across a range of investment vehicles.

Elisa Steingruebner is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. She holds a Series 66 designation and has four years of industry experience. Since 2017, she has been with Euro Pacific Capital/Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio strategies including separately managed accounts and third-party manager programs.

Desire Gonzalez is a Series 65-registered advisor with Trilogy Capital, Inc. in Irvine, CA, with one year of industry experience. Prior to joining Trilogy Capital, Gonzalez worked at California Polytechnic State University, Pomona, Walmart, and 99 Cents Only. Outside of advisory work, Gonzalez is licensed as a life and health insurance agent. 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 both in-house and third-party models, incorporating fundamental and technical analysis and non-traditional instruments when suitable.

Sylvia James is a Series 65 licensed advisor at Trilogy Capital, Inc. in Irvine, CA, with six years of industry experience. Prior to joining Trilogy Capital, she worked at BMW Management Inc. and Performance SCL, and spent five years affiliated with Biola University. She also maintains a role as an insurance agent specializing in accident and health coverage. Trilogy Capital, Inc. provides investment advisory and retirement plan services to individuals, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation approach with in-house and third-party managers. The firm integrates personal and business real estate considerations into advanced planning and offers a range of portfolio management, retirement consulting, and financial coaching services.

Michael Masalehdani is a financial advisor with IHT Wealth Management LLC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2015. IHT Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and OCIO arrangements, using a combination of proprietary models, third-party managers, and quantitative investment strategies.

Paul Seig is a CFP® professional with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC for nine years. Outside of advising, he is a CPA and EA with his own practice and serves as treasurer for an RV club called Safari of Southern California. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers both discretionary and non-discretionary management, and provides financial planning and account aggregation services.

Matt Ward is a financial advisor with A.G.P. / Alliance Global Partners based in Newport Beach, CA. He holds a Series 63 designation and has 35 years of industry experience. Since 2012, he has been affiliated with Euro Pacific Capital, Inc. through his current firm. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and combines top-down macro themes with bottom-up security selection through specialized strategies and third-party manager programs.

Gabriella Sheffield is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2018. Prior to joining Northwest, she worked at Advanced Practice Advisors, LLC for two years. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Pamela Sowers is a financial advisor with Wedbush Securities Inc. in Roseville, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Wedbush Morgan Securities since 2007. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, with approximately $5.68 billion in regulatory assets under management.

Ahmed Ghulamali is a financial advisor at Trilogy Capital, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Trilogy Capital since 2015 and LPL Financial since 2017. Outside of his advisory role, he is also a driving instructor with Varsity Driving Academy. 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 strategies, integrates real estate considerations into advanced planning, and offers comprehensive portfolio management and retirement consulting services.

Gary Robertson is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Royal Alliance since 2015 and is involved as a principal in a holding entity that owns a boat. Robertson also conducts a small insurance and long-term care business outside of his advisory role. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform featuring advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with additional tactical strategies available.

Justin Whitsell is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Western Wealth Management since 2016, also maintaining a long tenure with LPL Financial beginning in 2011. Whitsell hosts the Capital Gain Podcast, an investment-related podcast based from his home. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network, combining firm-designed model portfolios with access to various LPL-sponsored programs and third-party managers, offering a broad range of strategies and annual account reviews.

Elizabeth De Muro is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Ascentis Independent Advisors, LLC and has prior experience at Raymond James Financial Services, LPL Financial, and Madrid Financial Services. Outside of her advisory role, she serves as an instructor at Huntington Beach Adult School. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and specialized programs such as Private Direct Investments.

Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Alex Mathe Cathala is a financial advisor with Lifeworks Advisors, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Aimvest Technologies Inc, Morgan Stanley, Rothschild, and the Massachusetts Institute of Technology. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and advanced analytical tools, while maintaining integrated tax and accounting services uncommon among multi-team advisors.

Gavin Dankert is a financial advisor with Trilogy Capital, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Trilogy Capital, he held various roles, including work with Rover and Healthy Drain, and has experience as an insurance agent focusing on life and health insurance. 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 fundamental and technical analysis in portfolio management, with a focus on both traditional and non-traditional investment strategies.

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.