Eric Perkins is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and 66 licenses and bringing 33 years of industry experience. His career includes roles at Trilogy Financial Services and LPL Financial. 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 employs a risk-based, diversified asset allocation approach using in-house models and third-party sub-advisors, integrating advanced planning and non-traditional investments where appropriate.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Trilogy Capital and Trilogy Financial Services since 2008. He also has nine years of experience with LPL Financial. 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 employs a risk-based, diversified asset allocation approach using in-house model series and third-party sub-advisors, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Matthew Franzen is a Series 65-licensed financial advisor with Private Management Group Inc. in Irvine, CA, where he has worked since 2020. He has five years of industry experience and previously worked at Coto de Caza Golf & Racquet Club and California State University – Fullerton. 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 focuses on individualized portfolios using longer-term strategic frameworks complemented by tactical adjustments and invests globally across a variety of instruments.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP® with 26 years of industry experience, currently serving as an advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA. He has been associated with Euro Pacific Capital, Inc. since 2005. Outside of his advisory role, he manages his family's investment assets through SEVEN C'S FAMILY, LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture approach that integrates internally managed strategies, co- and sub-advisory relationships, and value- and dividend-oriented international equity investments across discretionary and non-discretionary mandates.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Highland Advisors LLC and Accentrix. Lindberg is also involved as an assistant and employee with Accentrix Advisors, LLC. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Gary Pulford is a financial advisor at Ritholtz Wealth Management with 29 years of industry experience. He has been with Ritholtz since 2017 and previously worked at Private Asset Management, Inc. for 12 years. He holds a Series 63 designation. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance principles, utilizing diversified low-cost ETFs and tactical overlays alongside alternative investments.

James Young is a financial advisor at Trilogy Capital, Inc. with 25 years of industry experience. He has held roles at Trilogy Capital since 2015 and previously worked at LPL Financial for four years. Young is also active as a licensed life insurance agent through Trilogy Financial Services. 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 utilizes a risk-based, diversified asset allocation approach with both in-house and third-party managers, offering services including portfolio management, retirement plan consulting, financial coaching, and advanced planning that incorporates personal and business real estate considerations.

Keegan Tanghe is a financial advisor at Trilogy Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and National Planning Corporation. He is also a senior partner in Trilogy Financial Services, a licensed insurance agency. 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 model series and third-party sub-advisors, integrating advanced planning that includes personal and business real estate considerations.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Precision Wealth and Midland National. Outside of advisory work, he is also a licensed life and health insurance agent. 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 employs a risk-based, diversified asset allocation approach using in-house models and third-party sub-advisors, offering discretionary and non-discretionary portfolio management along with comprehensive advanced planning.

Andrew Purmort is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cooper McManus since 2004 and also leads Purmort Group, Inc., where he serves as president and an independent insurance agent. In addition to his advisory roles, he volunteers with a local neighborhood watch program. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Jordan Vander Poorten is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Ascentis Independent Advisors, LLC and has worked at Golden State Equity Partners, LLC, TVN Wealth Management Inc, and VDP CPA, where he serves as a principal and CPA. Outside of his advisory role, he is actively involved in accounting services through VDP CPA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and discretionary sub-advisory arrangements, including a Private Direct Investments program for alternative investments.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Eric Meister is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of work, he serves as a soccer referee for CalSouth. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a mix of active and passive strategies across multiple program types.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. 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 offers financial planning and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® with 10 years of industry experience and has been with First Foundation Advisors since 2014. He holds the Series 63 designation and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with its corporate parent, FirstSun Capital Bancorp, to coordinate banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor with Trilogy Capital, Inc. based in Irvine, CA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Trilogy Capital, he worked with Frozen Ropes and held various positions including roles in education. 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 combining in-house model series and third-party sub-advisors, with portfolios that may include fundamental and technical analysis as well as non-traditional instruments when appropriate.