David Bjorndal is a CFA® charterholder with 26 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Mcdonnell Investment Management LLC. 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 delegates investment management to its affiliated sub-advisor, RBC Rochdale, and offers discretionary portfolio management supported by an integrated financial services group affiliated with a bank and related entities.

Yingqi Linghu is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining IP Financial, Linghu has worked at firms including Castle Group Investment Counsel, Fortune Securities Inc, and Transamerica Financial Advisors. Outside of advisory roles, Linghu is the CEO of Exeter Energy Inc, a company providing solar panel cleaning services using automated robots. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and specialized consulting services such as actuarial analysis and benefits consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and discretionary management strategies to construct personalized portfolios.

Timothy Hamilton is a CFP® professional with nine years of industry experience. He is affiliated with Compound Planning, Inc. in Irvine, CA, and has previously worked at Alternativ Wealth Management and Atlas Private Wealth Management. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a risk-based investment process using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies with support from third-party sub-advisors and technology partnerships.

Andrew Lewis is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Verity Asset Management and Appreciation Financial, where he continues to serve as an Area Vice President. Outside of investment advisory, he assists business owners with Employee Retention Credit qualification through an independent contractor role at ERC Specialists, LLC. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 clients.

Shannon Beahan is a CFP® and holds a Series 66 designation with 17 years of industry experience. She is currently with Cooper McManus and has prior experience at Cambridge Investment Research, Fidelity Brokerage Services, and Ladenburg Thalmann. In addition to her advisory role, she works as an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm uses a fundamentally driven investment process tailored to client objectives and risk tolerance, employing a range of strategies and instruments including options and cryptocurrency products.

Jon Kerby is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with TCFG Investment Advisors since 2013 and also serves as president of Kerby Financial Services, where he provides tax preparation and planning as well as bookkeeping services. Additionally, he is a licensed insurance agent offering life and disability insurance through TCFG Insurance Solutions. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with access to third-party money managers.

Elisa Steingruebner is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. She holds a Series 66 designation and has four years of industry experience. Since 2017, she has been with Euro Pacific Capital/Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio strategies including separately managed accounts and third-party manager programs.

Desire Gonzalez is a Series 65-registered advisor with Trilogy Capital, Inc. in Irvine, CA, with one year of industry experience. Prior to joining Trilogy Capital, Gonzalez worked at California Polytechnic State University, Pomona, Walmart, and 99 Cents Only. Outside of advisory work, Gonzalez is licensed as a 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 uses a risk-based, diversified asset allocation approach with both in-house and third-party models, incorporating fundamental and technical analysis and non-traditional instruments when suitable.

Sylvia James is a Series 65 licensed advisor at Trilogy Capital, Inc. in Irvine, CA, with six years of industry experience. Prior to joining Trilogy Capital, she worked at BMW Management Inc. and Performance SCL, and spent five years affiliated with Biola University. She also maintains a role as an insurance agent specializing in accident and health coverage. Trilogy Capital, Inc. provides investment advisory and retirement plan services to individuals, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation approach with in-house and third-party managers. The firm integrates personal and business real estate considerations into advanced planning and offers a range of portfolio management, retirement consulting, and financial coaching services.

Paul Yoon is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Retirement Wealth Advisors, Inc. for six years. Yoon also operates his own insurance and investment advisory business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of investment strategies, including alternative investments and private offerings.

Steven Jaksch is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves as Board President of the Chapman Argyos Alumni Association, coordinating events and promoting graduate programs in Orange, CA. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Matt Ward is a financial advisor with A.G.P. / Alliance Global Partners based in Newport Beach, CA. He holds a Series 63 designation and has 35 years of industry experience. Since 2012, he has been affiliated with Euro Pacific Capital, Inc. through his current firm. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing and combines top-down macro themes with bottom-up security selection through specialized strategies and third-party manager programs.

Gabriella Sheffield is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2018. Prior to joining Northwest, she worked at Advanced Practice Advisors, LLC for two years. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Pamela Sowers is a financial advisor with Wedbush Securities Inc. in Roseville, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Wedbush Morgan Securities since 2007. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, with approximately $5.68 billion in regulatory assets under management.

Ahmed Ghulamali is a financial advisor at Trilogy Capital, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Trilogy Capital since 2015 and LPL Financial since 2017. Outside of his advisory role, he is also a driving instructor with Varsity Driving Academy. 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 framework with both in-house and third-party strategies, integrates real estate considerations into advanced planning, and offers comprehensive portfolio management and retirement consulting services.

Gary Robertson is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Royal Alliance since 2015 and is involved as a principal in a holding entity that owns a boat. Robertson also conducts a small insurance and long-term care business outside of his advisory role. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform featuring advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with additional tactical strategies available.

Justin Whitsell is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Western Wealth Management since 2016, also maintaining a long tenure with LPL Financial beginning in 2011. Whitsell hosts the Capital Gain Podcast, an investment-related podcast based from his home. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network, combining firm-designed model portfolios with access to various LPL-sponsored programs and third-party managers, offering a broad range of strategies and annual account reviews.

Deborah Griffith is a CFA® charterholder with 23 years of industry experience. She has been with Everett Harris & Co in Mission Viejo, CA since 1998. 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 investment approach across a range of asset classes, maintaining a compact team of 13 advisors.

Elizabeth De Muro is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Ascentis Independent Advisors, LLC and has prior experience at Raymond James Financial Services, LPL Financial, and Madrid Financial Services. Outside of her advisory role, she serves as an instructor at Huntington Beach Adult School. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and specialized programs such as Private Direct Investments.

Cindy Chin is a financial advisor at Cooper McManus with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Crown Capital Securities and Brook Street Realty. Outside of her advisory role, she owns Royal Global Asset Management LLC, a real estate business. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a range of investment strategies tailored to client objectives and risk tolerance, managing approximately $2.56 billion in discretionary assets.