Shareen Balkey is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions before joining Index Fund Advisors in 2017. She 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 institutions. The firm focuses on index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, offering integrated tax services through its IFA Taxes division.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Standard Investment Chartered from 2012 to 2017 before joining Wedbush Securities, where he has been since 2017. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Christopher Johnson is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at City National Securities, Inc., CITY NATIONAL BANK, and Unionbanc Investment Services. 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 integrates investment management with a broad financial services group affiliated with a bank, offering financial planning, portfolio management, and various custodial and cash-management features.

Anthony Ossola is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Outside of his advisory role, he volunteers as a citizen scientist documenting inland waterways for Earth Views Inc. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Collin Wolf is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 license and three years of industry experience. He has worked with Trilogy Financial since 2022 and has prior work experience in aquatic sports and other roles. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans, offering a range of portfolio management, consulting, and financial planning services. The firm uses a risk-based, diversified asset allocation approach that includes in-house and third-party managers, with periodic rebalancing and incorporation of both fundamental and technical analysis.

Mark Giraud is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Valmark Securities, Uncompromising Financial, United Planners' Financial Services, and Vantaquest. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and it maintains notable governance and economic relationships with insurance and ETF products.

Fariba Madison is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Western International Securities, Inc. for 13 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC. Outside of advisory work, she is involved in fixed insurance sales as an agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Moorhead is a financial advisor at M Holdings Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at M Holdings Securities since 2006. Moorhead is also a managing partner at Tippett, Moorhead & Haden, an Alera Group firm specializing in fixed life settlements and other insurance products. Additionally, he serves on the board of directors for Sunwest Bank and participates in community and nonprofit activities, including a homeowners association board and political campaign volunteering. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Jeffrey Seuferling is a CFP® professional affiliated with Trilogy Capital, Inc. in Irvine, CA, with 29 years of industry experience. He has been with Trilogy Capital since 2015 and also maintains a longstanding role with Trilogy Financial Services since 1999. His prior experience includes a position at LPL Financial beginning in 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, offering portfolio management, retirement plan consulting, financial coaching, and comprehensive advanced planning. The firm employs a risk-based, diversified asset allocation strategy incorporating both in-house and third-party managers and integrates personal and business real estate considerations into its planning and private markets strategies.

Roger Palley is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2009. He holds Series 63 and Series 66 licenses. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and acts as a sub-adviser to registered mutual funds. The firm employs a multi-asset, open-architecture investment approach and is affiliated with a bank holding company, offering integrated financial product relationships and specialized services.

Alex Wu is a CFP® professional currently with Advisor Share Wealth Management, LLC and has been in the financial advisory industry for one year. Prior to joining Advisor Share Wealth Management, he was associated with Eagleview Financial for three years. He also has experience in the restaurant industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans, offering portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

Scott Eichler is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farther Finance Advisors, Centaurus Financial, Inc., and Newport Wealth Advisors. Eichler is also the author of a publication titled "Don't Play Chicken with your Nest Egg." Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.

Monte Harrick is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at ValMark Securities, Inc., FAS Corp., and Veritypoint Financial, LLC. Outside of his advisory work, he is president of an online jewelry sales business that operates internationally, where he assists with strategy, financing, marketing, and supply chain. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and sub-advisory services.

Marcus Malone is a financial advisor at Spire Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been associated with SPIRE Securities, LLC since 2013. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also delivers financial planning, manager-of-managers programs, and access to separately managed model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Kristina Ponomareva is a Series 65-licensed financial advisor with Virtue Capital Management, LLC. She has one year of industry experience, previously working at Financial Alliance & Insurance Solutions and holding roles at California State University and Bickerstaff Athletic Center. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs a combination of active tactical, strategic, and quantitative strategies, offering portfolio management, financial planning, and client education to tailor solutions to clients’ objectives and risk tolerances.

Eric Speron is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Irvine, CA. He has been with First Foundation Advisors since 2007. Outside of his advisory role, he serves as an independent director for Keweenaw Land Association, Limited, Tejon Ranch Co., and Alico, Inc., engaging in board-level oversight for companies involved in mineral exploration, real estate development, agribusiness, and land management. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset investment approach and operates within a bank holding company structure that integrates banking, trust, and insurance services.

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 financial advisor at Private Management Group Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at RSM US LLP from 2010 to 2017 before joining Private Management Group in 2017. Private Management Group Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across 3,247 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct and manage individualized portfolios across various account types.

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.