Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

Diane De La Cruz is a Series 65-licensed financial advisor with nine years of industry experience, currently serving at Private Management Group, Inc. since 2017. Prior to this, she worked at RSM US LLP from 2010 to 2017. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios using a combination of longer-term strategic frameworks and shorter-term tactical adjustments, applying fundamental analysis and investing globally across a diverse range of instruments.

Henry Pena is a financial advisor at TCFG Investment Advisors, LLC with 38 years of industry experience. He has held roles at TCFG Wealth Management, Charles Schwab Bank, and Charles Schwab & Co., Inc. Henry holds Series 63 and Series 65 licenses. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services using a variety of investment strategies.

Anthony Andolino is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at the University of Arizona and Sandra Day O'Connor High School. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate or institutional accounts. The firm also offers sub-advisory and consulting services and supports other independent advisors through its technology and practice platform, FinLife Partners.

Mark Hebner is a financial advisor at Index Fund Advisors, Inc. with 27 years of industry experience, all of which he has spent at the firm since 1999. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm emphasizes globally diversified, passively managed portfolios tailored to clients’ risk capacity and integrates in-house tax services alongside its advisory offerings.

Douglas Stroot is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently with LPL Financial since 2017. Outside of his advisory work, he serves as a successor trustee for the Jeanette Stroot Living Trust. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation framework. The firm combines in-house model portfolios and third-party sub-advisors, includes fundamental and technical analysis in portfolio management, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Kathleen Muniz is a financial advisor at Trilogy Capital, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Trilogy Financial Services since 1999 and LPL Financial since 2017. Muniz provides investment advisory services through Trilogy Capital, an independent investment advisory firm. Trilogy Capital, Inc. offers 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 that includes in-house model series and third-party sub-advisors, integrating personal and business real estate considerations into its planning and investment strategies.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

Catherine Milano is a financial advisor at Wealth Watch Advisors, Inc with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including IAMS Wealth Management, LLC and the Milano Investment Foundation, Inc. Outside of her advisory role, Milano volunteers at St Kilian Catholic Church, assisting with fundraising events. Wealth Watch Advisors serves a broad client base, including individuals, institutional clients, and other registered investment advisers, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical investment strategies and provides access to approved alternative private placements for eligible investors.

Margery Neis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Sovran Advisors, LLC. She previously worked at RWA Wealth Partners, LLC and Polaris Wealth Advisory Group. Margery is also the owner of Bountiful Wealth, LLC, an entity created for tax management and professional liability purposes. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering a range of portfolio management and consulting services tailored to client objectives.

Ava Dilger is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and two years of industry experience. Prior to joining Wedbush Securities in 2024, she worked at Rosen Law Offices in 2022 and has experience in educational roles from 2014 to 2025. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

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 credentials and 14 years of industry experience. He has previously worked with National Planning Corporation and LPL Financial and is also the co-founder and creative director of V Group Inc, a non-investment related business, as well as the owner of Mark Hammill Graphic Design. 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 approach with both in-house and third-party managers, offering a range of portfolio management, retirement consulting, and advanced planning services that incorporate personal and business real estate considerations.

Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Trilogy Capital Inc. and its affiliated entities since 2014 and was previously with NATIONAL PLANNING CORPORATION. Outside of advising, he is a member of the Corona Chamber of Commerce and holds an active California real estate license. 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 approach with in-house and third-party models, integrating advanced planning and real estate considerations into its services.

Luis Martinez is a financial advisor with Private Management Group, Inc. in Laguna Beach, CA, holding a Series 63 designation and 26 years of industry experience. He has been self-employed since 2015 and has worked at Private Management Group since 1991. Outside of advising, he manages a rental property business. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a long-term strategic investment approach combined with tactical decisions and manages a diverse range of securities across taxable and non-taxable accounts.

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 with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and BackNine Insurance. Krause is also involved with Second Opinion Expert, Inc., where he provides training and support to behavioral health treatment facilities focused on 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 other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, alongside technology and operational solutions for 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.