David Bjorndal is a CFA® charterholder with 26 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Mcdonnell Investment Management LLC. 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 delegates investment management to its affiliated sub-advisor, RBC Rochdale, and offers discretionary portfolio management supported by an integrated financial services group affiliated with a bank and related entities.

Yingqi Linghu is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining IP Financial, Linghu has worked at firms including Castle Group Investment Counsel, Fortune Securities Inc, and Transamerica Financial Advisors. Outside of advisory roles, Linghu is the CEO of Exeter Energy Inc, a company providing solar panel cleaning services using automated robots. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and specialized consulting services such as actuarial analysis and benefits consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and discretionary management strategies to construct personalized portfolios.

Timothy Hamilton is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at Alternativ Wealth Management and Atlas Private Wealth Management. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools and offers a Turnkey Asset Management Program that provides access to in-house and third-party investment models, including alternatives.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

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.

Shannon Beahan is a CFP® with 17 years of industry experience, currently serving at Cooper McManus. Her work history includes roles at Cambridge Investment Research, Fidelity Brokerage Services, and Ladenburg Thalmann. She is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans, offering financial planning, discretionary portfolio management, and access to multiple investment platforms. The firm utilizes a fundamentally driven investment approach, employing a diverse set of instruments and model portfolios tailored to client objectives.

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 nine years of experience at Euro Pacific Capital/Alliance Global Partners within a total of five years in the industry. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.

Kam Ho is a financial advisor with NWF Advisory Services Inc in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Royal Alliance since 2005. Outside of his advisory role, he serves as a statutory agent for Wise Steward Insurance Services, where he assists clients with insurance needs and policy administration. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services.

Desire Gonzalez is a financial advisor at Trilogy Capital, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Trilogy Capital, Desire worked in various roles including four years at California Polytechnic State University, Pomona, and also has experience as a licensed life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting with a focus on globally diversified asset allocation and risk-based portfolio models.

Sylvia James is a financial advisor at Trilogy Capital, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and its affiliate Trilogy Financial Services since 2019. Prior to that, she was employed at BMW Management Inc. and Performance SCL, and she spent five years at Biola University. Outside of her advisory role, Sylvia is also licensed as an accident and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategic, globally diversified approach with risk-based portfolios and utilizes both fundamental and technical analysis to align investments with client risk profiles.

Paul Seig is a CFP® with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC for over two decades. Outside of his advisory role, he manages a CPA practice and serves as treasurer for a local RV club. 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 plans, charitable organizations, and government entities, utilizing a comprehensive investment approach supported by Envestnet technology and both internal and third-party portfolio management solutions.

Matt Ward is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

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.

Ahmed Ghulamali is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including roles at LPL Financial, Trilogy Financial Services, and National Planning Corp. Outside of finance, he is involved as a driving instructor with Varsity Driving Academy. 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 emphasizes strategic, globally diversified asset allocation and uses both fundamental and technical analysis to align portfolios with client risk profiles.

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 financial advisor at Ascentis Independent Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. Outside of her advisory role, she is an instructor at Huntington Beach Adult School. Ascentis Independent Advisors serves individuals, including high-net-worth clients, 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 tailored investment approach utilizing discretionary management, third-party managers, and a Private Direct Investments program.

Cindy Chin is a financial advisor at Cooper McManus with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Crown Capital Securities and Brook Street Realty. Outside of her advisory role, she owns a real estate business, Royal Global Asset Management LLC, operating under the name Cindy Chin Realty Intl. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and model asset-allocation portfolios tailored through sub-advisors and co-advisory platforms.

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 at Lifeworks Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Aimvest Technologies Inc, Massachusetts Institute of Technology, Morgan Stanley, Rothschild, and HEC Paris. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses by providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm utilizes a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, and it integrates tax and accounting capabilities alongside technology to coordinate planning, tax, and reporting.

Linda Yu is a financial advisor with Cooper McManus in Irvine, CA, holding dual roles as an attorney with over 11 years of experience running her own law firm alongside two years in financial advising. She combines her legal background with her financial advisory role, offering a multidisciplinary perspective. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach, utilizing a variety of securities and model portfolios tailored to client objectives.