Catherine Milano is a financial advisor at Wealth Watch Advisors, Inc with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Women’s Wealth Management and IAMS Wealth Management. Milano volunteers at St. Kilian Catholic Church, contributing time to fundraising events. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management through third-party model managers alongside financial planning and consulting services. The firm’s investment approach combines quantitative, qualitative, and technical methods and includes access to approved alternative private placements for accredited investors.

Margery Neis is a CFP® and holds a Series 65 license with nine years of industry experience. She currently works at Sovran Advisors, LLC, having joined the firm in 2025 after previous roles at RWA Wealth Partners, LLC, and Polaris Wealth Advisory Group. Margery is the owner of Bountiful Wealth, LLC, a legal entity established for tax management and liability purposes in her wealth management practice. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through a combination of advisor-driven strategies and third-party models. The firm manages assets using a mix of active and passive investments and supports multiple custodial platforms with technology-enabled rebalancing and administrative services.

Ava Dilger is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA. She holds a Series 66 designation and has been in the industry since 2022, including prior experience at Rosen Law Offices. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm combines discretionary portfolio management with brokerage services and conducts due diligence on third-party managers.

Kimberly Overby is a financial advisor at Cooper McManus with four years of industry experience. She has been involved in settlement consulting through Overby Settlement Consulting since 2006 and also provides financial planning for settlement recipients via Sage Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes allocations with sub-advisors and co-advisory platforms.

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC in Costa Mesa, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 19 years at Crown Capital Securities prior to joining Legacy Wealth Management in 2021. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and third-party manager selection across a platform of 35 advisors, emphasizing tailored strategies and continuous account monitoring.

Mark Hammill is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at several firms including LPL Financial and National Planning Corporation. Outside of finance, he is the co-founder and creative director of V Group Inc and owns Mark Hammill Graphic Design, a business he has operated since 2001. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategic, globally diversified approach with risk-based portfolio models that include both traditional and non-traditional investment instruments.

Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Trilogy Capital and its related entities since 2014 and was previously employed at National Planning Corporation. Outside of his advisory role, Derrick is a member of the Corona Chamber of Commerce, participating in networking activities. 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 strategic, globally diversified asset allocation and manager selection, employing risk-based model portfolios and including non-traditional instruments.

Luis Martinez is a financial advisor at Private Management Group Inc with 27 years of industry experience. He holds a Series 63 designation and has been with Private Management Group since 1991, working as a self-employed advisor since 2015. Martinez is located in Laguna Beach, CA. Private Management Group Inc provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts and constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical decisions across a broad range of investment instruments.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Kevin Krause is a financial advisor at Simplicity Wealth in Irvine, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual and BackNine Insurance, as well as consulting for behavioral health treatment facilities through Second Opinion Expert, Inc. He provides training, evaluation, and assistance specifically for individuals with substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, combined with technology and operational support for other advisers.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants by providing investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified investment approach with risk-based model portfolios and incorporates specialized instruments alongside in-house tax services through its affiliate, Trilogy Tax & Consulting.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 2003. Brinkkord also serves as co-trustee for a family trust. 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 investment approach focuses on strategic, globally diversified asset allocation and manager selection, employing both fundamental and technical analysis to align portfolios with client risk profiles.

Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios and third-party manager selection.

Gregory Jackson is a financial advisor at Cooper McManus with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LaSalle St. Investment Advisors and Securities America, among other firms. Outside of his advisory role, he is involved in insurance sales. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and access to model asset-allocation portfolios. The firm employs a fundamentally driven investment process using a variety of securities and offers standalone planning as well as ongoing asset management relationships.

Dharam Kalra is a CFP® and ChFC® with 15 years of industry experience, currently serving at Royal Fund Management, LLC. He has held roles at Tax Centers 360 and Signature America Financial & Insurance Services Inc., where he is president and markets life, health, and fixed annuities. Kalra is also involved in community organizations, including board memberships at the Hindu Temple Society of Inland Empire and the Executive Guild of El Toro. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, and Wells Fargo Advisors before joining GenTrust. Outside of his advisory work, he invests in pre-IPO and late-stage companies through Hartbeat Ventures, focusing on technology, consumer, and sports industries. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis with AI-enabled tools and human oversight to build customized portfolios.