David Echeverria is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with Euro Pacific Capital since 2008, including through its transition to Euro Pacific Capital, Inc. in 2017. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management, financial planning, and brokerage services.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management strategies and manages over $900 million in client assets.

Janeane Vena is a Series 65-licensed financial advisor at Trilogy Capital, Inc. in Irvine, CA, with eight years of industry experience. She has been with Trilogy Capital since 2017 and worked previously at Trilogy Financial from 2016 to 2021. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s investment approach incorporates globally diversified asset allocation and manager selection within risk-based model portfolios, and it offers additional services including tax planning through its affiliate Trilogy Tax & Consulting.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Trilogy Financial, he held various positions including roles in education and worked seven years at Trader Joe’s. He is also licensed as a life 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’s investment approach combines globally diversified asset allocation and manager selection with both fundamental and technical analysis, organizing portfolios into risk-based models that may include alternative instruments and tax services through an affiliated company.

Eric Perkins is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently works with LPL Financial. 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 investment approach incorporating both fundamental and technical analysis, and provides additional tax and consulting services through its affiliate, Trilogy Tax & Consulting.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. 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 includes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis.

Matthew Franzen is a financial advisor with Private Management Group Inc. in Irvine, CA, holding a Series 65 designation and bringing six years of industry experience. Prior to joining Private Management Group in 2020, he worked at Coto de Caza Golf & Racquet Club and California State University - Fullerton. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios based on client risk and return objectives, employing a longer-term strategic framework complemented by shorter-term tactical decisions and investing across a broad array of global instruments.

Kenneth Yuen is a financial advisor with StoneX Advisors Inc. in Industry, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with StoneX Securities and StoneX Advisors since 2019 and has a background that includes insurance sales dating back over two decades. Outside of his advisory role, he owns and manages Shine Vista LLC, which is involved in buying, selling, and managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment models and platforms to implement strategies tailored to client needs.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital, Inc. for over two decades. Outside of his advisory role, he serves as a manager of a family investment LLC and as a trustee for an investment-related trust. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. 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 business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Juan Herrera is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wescom, Comerica, Citi, and Wells Fargo. Outside of his advisory work, he has been involved with Wescom Wealth Management, operating an investment-related business under an LPL entity. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a banking and credit-union group.

James Young is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and NPC. Young also serves as a life insurance agent through Trilogy Financial Services. 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 investment approach with risk-based model portfolios and includes tax and consulting services through its affiliate, Trilogy Tax & Consulting.

Keegan Tanghe is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Trilogy Financial Services since 2004 and has been with Trilogy Capital and LPL Financial for over a decade. Tanghe is also a senior partner and financial advisor at Trilogy Financial Services, involved in insurance products such as term and universal life, disability, and long-term care insurance. 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 globally diversified asset allocation, manager selection, and periodic rebalancing, employing both fundamental and technical analysis to align portfolios with client risk profiles.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Trilogy Financial, Precision Wealth, and Midland National. Outside of advising, he is also a licensed insurance agent specializing in life and health insurance. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm’s approach focuses on strategic, globally diversified asset allocation, manager selection, and periodic rebalancing, utilizing a range of investment instruments and providing detailed ERISA retirement-plan services.

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.