Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Trilogy Capital Inc. and its affiliated entities since 2014 and was previously with NATIONAL PLANNING CORPORATION. Outside of advising, he is a member of the Corona Chamber of Commerce and holds an active California real estate license. 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 and third-party models, integrating advanced planning and real estate considerations into its services.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Kevin Krause is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and BackNine Insurance. Krause is also involved with Second Opinion Expert, Inc., where he provides training and support to behavioral health treatment facilities focused on substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, alongside technology and operational solutions for advisers.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2016 and LPL Financial since 2017, and has been involved with Trilogy Financial Services and National Planning Corporation in prior roles. 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, incorporating in-house models and third-party sub-advisors, and integrates personal and business real estate into its advanced planning and private markets strategies.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His career includes roles at LPL Financial and NATIONAL PLANNING CORPORATION. Outside of his advisory work, he serves as co-trustee for a family trust. 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 utilizes a risk-based, diversified asset allocation framework with in-house models and third-party sub-advisors, offering comprehensive planning that includes personal and business real estate considerations.

Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios and third-party manager selection.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. He has been with GenTrust since 2025 and also works with Legacy PCG, LLC. Outside of advisory work, he is involved with Hartbeat Ventures, where he focuses on investing in pre-IPO and late-stage companies across the tech, consumer, and sports sectors, co-investing alongside venture capital funds. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for individuals, financial intermediaries, and institutions. The firm combines fundamental, technical, and macroeconomic analysis with asset allocation strategies and provides a range of services including wealth management, financial planning, and concierge services, serving a relatively concentrated and institutional-tilted client base.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Diversify Advisory Services. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve and assists active-duty Marines transitioning to civilian life. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and corporate consulting to individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternative strategies tailored to client objectives.

Christopher Stamos is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Prosperitas Financial since 2025. Stamos is also the owner and CPA at Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he is an author and consultant offering coaching and an online course to assist clients in acquiring CPA firms and similar businesses. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party managers to align portfolios with client objectives.

Haddy Homampour is a CFP® with 17 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. Prior to joining Diversify, Haddy held roles at DFPG Investments, SureVest, and Wells Fargo Advisors. Outside of his advisory role, he serves as President and Head of Financial Planning at Parkview Wealth Advisors and as President and CEO of Parkview Comprehensive Planning Consultants, LLC, where he provides financial planning education and training. Diversify Advisory Services is an SEC-registered firm serving individuals, corporate clients, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to client needs.

Nikolas Dialynas is a financial advisor at Choreo, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC and Lido Isle Advisors LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Nicholas Olivas is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. In addition to his advisory work, he owns and operates Bregma Private Wealth, a wealth management business. Prospera Financial Services, Inc. is a large enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a variety of investment advisory and financial planning services, utilizing multiple platforms and a combination of firm models and third-party sub-advisers.

Jonathan Monaco is a financial advisor at Wedbush Securities Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities since 2022. Outside of his advisory role, he owns and operates Coach Canine OC, a dog walking service. Wedbush Securities serves a diverse range of clients including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer, capital markets, clearing, and prime services functions, with approximately $5.68 billion in regulatory assets under management.