Clark King is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Trilogy Financial, Trader Joe's, and academic positions at the University of California, Santa Barbara, Santa Barbara City College, and Acalanes High School. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors by providing discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and tax services through its affiliate. The firm’s investment approach emphasizes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

Justin Tyrrell is an advisor at Trilogy Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial and National Planning Corporation, among others. Tyrrell has also been involved with Trilogy Financial Services Inc. for over a decade. 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 emphasizes globally diversified asset allocation and manager selection, using a range of portfolios organized by risk and incorporating non-traditional investment instruments.

Joseph Thomason is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at J.P. Morgan, First Republic, Bank of America, and Merrill. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party platforms, with a notable integration of institutional and retirement plan services.

Todd Gurvis is a financial advisor with Trilogy Capital, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at LPL Financial since 2017 and longstanding involvement with Trilogy Financial Services dating back to 1999. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants. The firm provides investment management, financial planning, and retirement-plan consulting, employing a globally diversified, risk-based investment approach that includes both traditional and non-traditional instruments.

Corianne Leyton is a financial advisor with IHT Wealth Management LLC in Costa Mesa, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at Riverwalk Capital Partners, IHT Securities, LLC, IHT Wealth Management LLC, and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, alongside affiliated broker-dealer services and comprehensive fiduciary solutions.

Sean Johnson is a financial advisor at Private Management Group Inc with one year of industry experience. He holds a Series 65 designation and has a background working in various roles at golf clubs and vacation rental businesses. 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, using fundamental analysis to create individualized portfolios with a strategic, long-term focus complemented by tactical adjustments.

Gabriela Salazar is a Series 65 credentialed financial advisor with three years of industry experience, currently with Trilogy Capital, Inc. in Irvine, CA. Her career has been focused within Trilogy Capital and its affiliated entities since 2022, following earlier work in education at Mount San Antonio College and Cal State University. Trilogy Capital, Inc. 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 asset allocation approach with risk-based model portfolios that may include non-traditional investment instruments, supplemented by tax services through its affiliate, Trilogy Tax & Consulting.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management among others. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach using a range of investment vehicles and offers specialized services for plan sponsors including investment policy development and co-fiduciary roles under ERISA.

David Coen is a financial advisor at Sovran Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Sageview Advisory Group, and Cetera Advisor Network, LLC. Outside of advisory work, he owns College Planning America, a college counseling and planning service, where he also presents seminars. Sovran Advisors serves individual, corporate, and retirement plan clients with financial planning and portfolio management services. The firm employs a blend of active and passive investment strategies and provides access to third-party managers and advisory annuity contracts.

Atenas Martinez is a financial advisor at Trilogy Capital, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Trilogy Capital, she worked at SD Showdown and Wells Fargo. 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’s approach includes globally diversified asset allocation and risk-based model portfolios, utilizing a range of investment strategies and in-house tax services through its affiliate.

James Rivers Jr. is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Lion Street Financial, and Integrity Alliance, LLC. Outside of his advisory work, he is a 50% owner of SEEK LLC, a health coaching business operated by his wife. United Capital Financial Advisors provides nationwide financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customized solutions including ESG and faith-based preferences.

Gregory Holmes is an investment advisor representative at Cooper McManus with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Ameriprise Financial Services, Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Mark Arblaster is a CFP® professional with 29 years of industry experience. He has been with First Foundation Advisors since 1996. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with its bank holding company FirstSun, which enables integrated banking and financial product referrals.

Roger Stinnett II is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with First Foundation Advisors and has previously worked at Ernst & Young Investment Advisers LLP and Westmount Asset Management, LLC. He is also the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, a financial planning firm on which he spends limited time while employed at First Foundation Advisors. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing a range of financial product referrals and sub-advisory services.

Hamza Farooquee is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of Montreal, and Raymond James & Associates. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios overseen by an in-house Institute of Portfolio Management & Economic Strategy.

Hien Wu is a financial advisor at Simplicity Wealth in Santa Ana, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at multiple firms such as First Financial Security, M&M Wealth Associates, and National Life Group. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisors through a managed account platform.

Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including six years at UBS Financial Services and over two decades at Euro Pacific Capital. A.G.P. / Alliance Global Partners operates as a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services through a multi-team platform.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

Amr Elgamal is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple financial firms including Ameriprise, LPL Financial, BMO Bank NA, and Wells Fargo. In addition to his advisory role, he is also employed by Comerica Bank. 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’s investment management is conducted by its affiliated sub-advisor, RBC Rochdale, and it is distinguished by its integration within a broad financial services group affiliated with a bank parent and related entities.

Tuan Tran is a financial advisor at Wedbush Securities Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. He is based in Newport Beach, CA. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of services such as wealth management, fixed income, commodities, and securities lending. The firm provides both investment advisory and broker-dealer services with tailored portfolio management and offers operational capabilities including custodial, clearing, and prime services.