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 at Trilogy Capital, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Trilogy Capital since 2015 and LPL Financial since 2017. Outside of his advisory role, he is also a driving instructor with Varsity Driving Academy. 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 framework with both in-house and third-party strategies, integrates real estate considerations into advanced planning, and offers comprehensive portfolio management and retirement consulting services.

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.

Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience working at Rover, Healthy Drain, DoorDash, and in educational roles. He is also licensed as a life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation approach that incorporates in-house models, third-party sub-advisors, and both fundamental and technical analysis. The firm integrates personal and business real estate considerations into advanced planning and emphasizes retirement plan implementation features such as Managed Models and age-banded glidepaths.

Cary Boring is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked with Trilogy Financial Services since 2000 and has been associated with LPL Financial since 2017. 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 both in-house models and third-party sub-advisors, incorporating advanced planning that includes budgeting, tax strategies, and real estate considerations.

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 licenses and has worked at A.G.P. since 2021. Outside of his advisory role, he works as a ski instructor for 16 hours a week. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion in assets. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that integrates internally managed strategies with co- and sub-advisory relationships.