Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in roles at Trilogy Financial, Rover, and Healthy Drain, among others. Additionally, he is licensed as a life and health insurance agent with various carriers. 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 focuses on strategic, globally diversified asset allocation and employs a range of traditional and non-traditional investment strategies tailored to client risk profiles.

Cary Boring is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Trilogy Capital since 2015 and has worked at LPL Financial since 2017, while also maintaining a long-standing affiliation with Trilogy Financial Services dating back to 2000. 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 includes strategic, globally diversified asset allocation and manager selection, with portfolios organized into risk-based models and incorporating both traditional and non-traditional investment instruments.

Kerrie Doughty Lloyd is a financial advisor at Index Fund Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Prudent Investors Network, Bank of America, Merrill, and State Street Global Services. Outside of her advisory role, she is the founder of Integrative Solution Services LLC, a website and app that provides resources for families with special needs members. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm’s investment approach emphasizes globally diversified, passively managed portfolios built with index mutual funds and ETFs, incorporating modern portfolio theory and tax-aware strategies alongside in-house tax services.

Bradley Shammas is a CFP® professional with 11 years of industry experience. He has worked at CreativeOne Securities, LLC since 2016 and is also affiliated with IWM Financial, Inc. Outside of his advisory role, he serves as president-elect of the Financial Planning Association of Orange County and is involved with the Association of Financial Consultants, promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs.

Scott Yi is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2017. Prior to joining Perigon, he worked at Stifel Nicolaus & Co Inc from 2012 to 2017. Outside of his advisory role, Yi is involved in insurance sales. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, with notable experience servicing banking and thrift institutions.

Stephen Lee is a CFP® professional with 19 years of industry experience. He is currently with RWA Wealth Partners and has previously worked at firms including Mariner Wealth Advisors and Mercer Global Advisors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers internally managed strategies through its subsidiary, RWA Capital, as well as tax preparation services via RWA Tax Solutions.

William Davidson is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America Private Bank, and City National Securities. He serves on the advisory board of the Ocean Institute, a charitable organization focused on fundraising to help underprivileged children in Southern California learn about the ocean. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses affiliated sub-advisors to manage portfolios and is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Christopher Roberts is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 17 years of industry experience. His career includes roles at SPIRE Securities, Chamberlain Consulting Group, Spire Wealth Management, Edward Jones, and Rda Financial Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation process and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services through independent advisor representatives.

Christina Bush is a financial advisor at Cooper McManus with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc., Cooper Financial Group, and Securities America Inc. Outside of advising, she is involved in wildlife education and preservation, running a wildlife photography business, educating youth on wildlife, and founding a wildlife preservation apiary. 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 instruments and offers customized asset-allocation portfolios through various co-advisory platforms.

Elizabeth Brunson is a financial advisor at Index Fund Advisors, Inc. She holds a Series 65 designation and has been in the industry since 2024. Her prior experience includes roles at Grant Thornton, the Diocese of Orange, and teaching positions at California State University, Fullerton, and Irvine Valley College. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm employs a portfolio management approach focused on passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and maintains an in-house tax services division alongside its investment offerings.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies tailored to client needs.

Nikhil Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked in various roles including at Santa Monica College and Southern Methodist University. Outside of his advisory work, he is a ski instructor, dedicating 16 hours per week to this activity. 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 through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and active broker-dealer operations.

Thomas Savino is a financial advisor at Tucker Asset Management LLC with 15 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2016, having previously worked at Fusion Investment Advisors, LLC. His financial planning services often include Medicare and elder care planning, and he also sells insurance and fixed products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning through a network of independent adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

Arthur Cooper is a financial advisor with Cooper McManus in Irvine, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including long tenures at Securities America, Inc. and his own firm, Cooper Financial Group DBA/Cooper McManus. Outside of his advisory work, he serves as president of a property management and executive suite business and sits on multiple nonprofit and professional boards. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with a range of financial planning, consulting, and discretionary portfolio management services. The firm employs a fundamentally driven investment process using individual securities and pooled products, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency, and offers both standalone planning and ongoing asset management relationships.

Daniel Chong is a CFP®-credentialed financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 17 years of industry experience. He previously worked at National Planning Corporation from 2009 to 2015. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm emphasizes globally diversified, passively managed portfolios using index mutual funds and ETFs, incorporating tax-aware strategies and in-house tax services alongside its advisory offerings.

Tanner Motske is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 designations with four years of industry experience. Prior to his current role, he worked at LPL Financial and practiced law at the Law Offices of Mark E. Lewis. Outside of financial advising, he serves as an assistant golf coach at Pacifica Christian High School. 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 approach focuses on strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

William Arechiga is a CFA® charterholder currently with First Foundation Advisors in Irvine, CA. He joined the firm in 2026 and previously worked at City National Bank and Wells Fargo Private Bank, with a combined 14 years of experience in the financial services industry. Arechiga holds a Series 63 license. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as engagements with investment companies. The firm uses an open-architecture, multi-asset approach and operates within a bank holding company structure, allowing it to coordinate referrals for banking, trust, and insurance services alongside its investment management activities.

June Adams is a financial advisor with Trilogy Capital, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Trilogy Capital and Trilogy Financial Services since 2012 and 2015, respectively. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, providing investment management, financial planning, and retirement-plan consulting. The firm uses a strategic, globally diversified investment approach with risk-based model portfolios and includes specialized instruments and in-house tax services through its affiliate, Trilogy Tax & Consulting.

Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. Valmark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.