Nichole Horton is a financial advisor with United Capital Financial Advisors in Newport Beach, CA. She holds the ChFC® designation and has 21 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. Horton also oversees the compliance program for an insurance agency associated with her firm. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and operates affiliated services such as legal, trust, lending, and technology support for other independent advisers.

Kerrie Doughty Lloyd is a financial advisor with Index Fund Advisors, Inc. in Irvine, CA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at firms including Prudent Investors Network, Bank of America, Merrill, and State Street Global Services. Outside of her advisory role, she founded Integrative Solution Services LLC, which provides a website and app offering resources for families of individuals with special needs. Index Fund Advisors, Inc. offers 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 aligned with clients’ risk capacity, integrating in-house tax services and publishing proprietary indexes and portfolio research.

Harrison Chang is a financial advisor with IP Financial Advisory Services LLC, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, Western International Securities, J.P. Morgan Securities, and American United Life Insurance Company. Outside of financial advising, he is the owner of Richbound, a non-investment-related business. IP Financial Advisory Services LLC primarily serves individual retail clients who are not classified as high net worth, offering portfolio management, financial planning, and consulting services. The firm uses various analytical approaches and provides discretionary management options, focusing on non-HNW retail investors and retirement plan participants.

Eric Nichols is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Citigroup Global Markets, and Thomas J Wolf, CFP. He is also involved with TCFG Insurance Solutions, LLC in a non-investment-related capacity. TCFG Investment Advisors provides advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Christopher Roberts is a financial advisor with Vanderbilt Advisory Services holding a Series 66 designation and 16 years of industry experience. He has worked at Spire Wealth Management, Spire Securities, and Chamberlain Consulting Group since 2017, and was previously with Edward Jones from 2015 to 2017. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Jason Clark is a CFA® charterholder with 18 years of industry experience. He is currently with Mariner Independent and has previously worked at Kovitz Investment Group Partners, LLC and AFAM Capital, Inc. Clark holds Series 63 and Series 66 licenses. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of investment tools and affiliated businesses.

Russell Andrews is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He also holds roles with affiliated entities including TCFG Insurance Solutions and TCFG Wealth Management. Outside of finance, Mr. Andrews volunteers as a guest supervisor at Aspen Ski Co and participates in talk radio at KNFO in Aspen, Colorado. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

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 licenses and has held previous roles at various educational institutions and corporations. Outside of his advisory work, he works as a ski instructor approximately 16 hours per week. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and offers portfolio management, financial planning, and brokerage services.

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® with 16 years of industry experience, currently serving as a financial advisor at Index Fund Advisors, Inc. in Irvine, CA. He holds Series 63 and Series 65 licenses. 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 emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with an in-house tax services division and offering specialized, values-aligned investment options.

Tanner Motske is a financial advisor at Trilogy Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at LPL Financial and the Law Offices of Mark E. Lewis. Outside of his advisory work, he serves as an assistant golf coach at Pacifica Christian High School in Orange County. 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, incorporating both fundamental and technical analysis alongside non-traditional instruments when appropriate.

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. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and has been involved with Trilogy Capital, Inc. since 2015, as well as Trilogy Financial Services since 2012. 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 strategy using in-house models and third-party sub-advisors, integrating both traditional and non-traditional investments while incorporating real estate considerations into advanced planning.

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.

Venkat Yarlagadda is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Index Fund Advisors since 2008. 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 emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, and it offers integrated tax services through its separate IFA Taxes division.