Roger Stinnett II is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is currently with First Foundation Advisors in Irvine, CA, where he has worked since 2018, except for a brief period at Westmount Asset Management. Stinnett is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, though he devotes limited time to this business while employed at First Foundation Advisors. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services alongside its advisory offerings.

Hamza Farooquee is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of Montreal, and Raymond James & Associates. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios overseen by an in-house Institute of Portfolio Management & Economic Strategy.

Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Hien Wu is a financial advisor at Simplicity Wealth with a Series 65 designation and extensive industry experience dating back to 2017. He has held roles at multiple firms, including National Life Group and American Realty Services, spanning over nine years. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, and offers advisory services combined with technology and operational support for other advisors through its managed account platform.

Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Euro Pacific Capital since 2003. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing focus through its EPC Advisors Group division and its active brokerage and product-distribution activities alongside advisory services.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

Amr Elgamal is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple financial firms including Ameriprise, LPL Financial, BMO Bank NA, and Wells Fargo. In addition to his advisory role, he is also employed by Comerica Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is conducted by its affiliated sub-advisor, RBC Rochdale, and it is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

Tuan Tran is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Wedbush Securities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services, combining wealth management with fixed income, commodities, securities lending, capital markets, and prime services.

Michael Tran is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Portfolio Medics and LifePro Financial Services. Outside of advisory work, Mr. Tran is a software consultant for Soluteks Inc. and also sells insurance products, including annuities and life insurance, through LifePro Financial. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to third-party sub-advisers, alternative investments, and private investment options.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and encompassing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a director on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships. The firm offers a broad range of investment products and platforms, supporting both individual and institutional clients with discretionary and non-discretionary services.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Alicia Pilon is a financial advisor at Trilogy Capital, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Dartmouth College and California Institute of Technology. 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 considerations into comprehensive advanced planning.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Joseph Raszewski is a financial advisor at First Foundation Advisors with 9 years of industry experience. He holds a Series 65 designation and has been with First Foundation Advisors since 2014. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as accepting engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, which support a range of banking, trust, and insurance services alongside advisory offerings.

Jacob Heskett is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Crown Capital Securities, Consolidated Brokerage Services, and Euro Pacific Capital. He is based in Newport Beach, CA. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse clientele including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Jesse Porter is a CFP® professional at Compound Planning, Inc. with 10 years of industry experience. He has worked previously at Five Oceans Advisors LLC, AdvicePeriod, LLC, and Axa Advisors, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and partnerships with third-party sub-advisors and technology providers.

Tameron Keyes is a financial advisor at Wealthcare Advisory Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at AIRE Advisors, LLC, Bank of America, N.A., and Merrill. Outside of advising, he serves as president and CEO of Ashtad Publishing, Inc., a company with no current publishing activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment approach, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.