Keegan Tanghe is a financial advisor at Trilogy Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and National Planning Corporation. He is also a senior partner in Trilogy Financial Services, a licensed insurance agency. 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 model series and third-party sub-advisors, integrating advanced planning that includes personal and business real estate considerations.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Precision Wealth and Midland National. Outside of advisory work, he is also a licensed 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 employs a risk-based, diversified asset allocation approach using in-house models and third-party sub-advisors, offering discretionary and non-discretionary portfolio management along with comprehensive advanced planning.

Jordan Vander Poorten is a CFP® professional with five years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. He previously worked at Golden State Equity Partners, LLC and TVN Wealth Management Inc, and has been a principal and CPA at VDP CPA since 2018. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for illiquid private funds.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. 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 uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Timothy Redmond is a CFP® professional with 39 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at multiple firms including Cambridge Investment Research, Sagepoint Financial, and Girard Securities. Outside of advisory work, he is involved as a managing member of a real estate entity, Chartwell Gardens, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via multiple managed account platforms and ongoing account monitoring.

Eric Meister is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of work, he serves as a soccer referee for CalSouth. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a mix of active and passive strategies across multiple program types.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. 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 offers financial planning and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Foundation Advisors since 2014. First Foundation Advisors offers 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 uses an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor with Trilogy Capital, Inc. based in Irvine, CA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Trilogy Capital, he worked with Frozen Ropes and held various positions including roles in education. 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 combining in-house model series and third-party sub-advisors, with portfolios that may include fundamental and technical analysis as well as non-traditional instruments when appropriate.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Neil Higger is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Royal Fund Management since 2015 and has been associated with Academic Financial Insurance Services since 2000. Outside of his advisory roles, he operates a separate LLC for 1099 income unrelated to investment activities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to client risk tolerances and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Whitehead is a CFA® charterholder with six years of industry experience. He has been with Northwest Asset Management since 2019 and previously worked at Nuveen Investments. In addition to his advisory role, he is the principal of REA, Whitehead & Associates, where he provides tax, accounting, and tax consulting services. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion. The firm employs a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to build diversified portfolios.

Donald Mccormick III is a financial advisor at Choreo, LLC with 18 years of industry experience and holds the Series 66 designation. He previously worked at Insight Wealth Strategies, LP for 17 years and Insight Advisors, Inc. for 33 years. He serves as president of Insight Advisors, Inc., a holding company for Insight Wealth Strategies, LP, although he devotes no time to this role. Choreo, LLC serves a diverse client base including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a disciplined investment process featuring strategic asset allocation, quantitative screening, and investment committee approval, offering services such as portfolio management, financial planning, outsourced CIO, and specialized advisory solutions.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.

Jared Tanimoto is a CFP® with 11 years of experience in financial advising. He is currently with Savvy and previously worked at Origin Financial and Sedai Wealth Partners LLC, where he served as President and Chief Compliance Officer. Outside of advisory roles, he manages a family-owned business focused on real estate research and property management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach, integrating third-party fintech tools and specialized sub-adviser strategies.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Desiree Lasiewski is a CFP® professional with eight years of industry experience. She currently works at Kovack Advisors, Inc. and Kovack Securities, Inc., having joined in 2026. Prior to that, she spent eight years with OSAIC and also worked at Royal Alliance Associates and City of Hope/Beckman Research Institute. Lasiewski is licensed to sell fixed annuities and life insurance through a sole proprietorship. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

Tammy Lee is a CFP® certified financial advisor with 19 years of industry experience, currently with Arax Advisory Partners. She has held previous roles at U.S. Capital Wealth Advisors, Alpha Cubed Investments, and Penniall and Associates. In addition to her advisory work, Tammy is the managing member and owner of RIA Strategic Implementation and Execution, a firm focused on providing operational and strategic consulting for registered investment advisers. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.