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 possessing 32 years of industry experience. He has worked with Trilogy Capital since 2015 and previously with LPL Financial and National Planning Corporation. Outside of his advisory role, he serves as a successor trustee for the Jeanette Stroot Living Trust. 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 includes globally diversified asset allocation, manager selection, and periodic rebalancing, with portfolios organized into risk-based model series and inclusion of non-traditional instruments tailored to client risk profiles.

Kathleen Muniz is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding the Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services and National Planning Corporation. 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 employs a strategic, globally diversified investment approach with risk-based model portfolios and incorporates tax and consulting services through its affiliate, Trilogy Tax & Consulting.

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 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 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with various entities under the Trilogy umbrella since 2014. Blanchette is also 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 utilizes a strategic, globally diversified investment approach with risk-based portfolio models and includes expanded in-house tax services through its affiliate, Trilogy Tax & Consulting.

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.