Mark Hebner is a financial advisor at Index Fund Advisors, Inc. with 26 years of industry experience. He has been with Index Fund Advisors since 1999. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with an in-house tax services division.

Douglas Stroot is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently with LPL Financial since 2017. Outside of his advisory work, he serves as a successor trustee for the Jeanette Stroot Living Trust. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, using a risk-based, diversified asset allocation framework. The firm combines in-house model portfolios and third-party sub-advisors, includes fundamental and technical analysis in portfolio management, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

Kathleen Muniz is a financial advisor at Trilogy Capital, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Trilogy Financial Services since 1999 and LPL Financial since 2017. Muniz provides investment advisory services through Trilogy Capital, an independent investment advisory firm. Trilogy Capital, Inc. offers 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 that includes in-house model series and third-party sub-advisors, integrating personal and business real estate considerations into its planning and investment strategies.

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 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, Kovack Advisors, and Milano Investment Foundation. Outside of her advisory work, she volunteers regularly with St Kilian Catholic Church. Wealth Watch Advisors serves a wide range of clients including individuals, pension plans, trusts, and financial institutions, offering portfolio management, financial planning, and consulting. The firm employs a combination of quantitative, qualitative, and technical investment strategies and also provides access to select private placements for accredited investors.

Margery Neis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Sovran Advisors, LLC. She previously worked at RWA Wealth Partners, LLC and Polaris Wealth Advisory Group. Margery is also the owner of Bountiful Wealth, LLC, an entity created for tax management and professional liability purposes. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering a range of portfolio management and consulting services tailored to client objectives.

Gary Gray is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera, and he operates GFS, Inc., providing tax preparation and accounting services as an IRS Enrolled Agent. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach with a combination of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ava Dilger is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and two years of industry experience. Prior to joining Wedbush Securities in 2024, she worked at Rosen Law Offices in 2022 and has experience in educational roles from 2014 to 2025. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Kimberly Overby is a financial advisor at Cooper McManus with four years of industry experience. She has worked at Cooper McManus Wealth Management since 2022 and has been involved with Overby Settlement Consulting since 2006. Outside of her advisory role, she is engaged in settlement consulting, providing comprehensive financial planning for settlement recipients through Sage Settlement Consulting. Cooper McManus offers investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a fundamental analysis–based investment process tailored to client objectives and risk tolerance, managing approximately $2.56 billion in discretionary assets.

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 credentials and 14 years of industry experience. He has previously worked with National Planning Corporation and LPL Financial and is also the co-founder and creative director of V Group Inc, a non-investment related business, as well as the owner of Mark Hammill Graphic Design. 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 managers, offering a range of portfolio management, retirement consulting, and advanced planning services that incorporate personal and business real estate considerations.

Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His career includes multiple roles within Trilogy-affiliated entities and a position at National Planning Corporation. He is a member of the Corona Chamber of Commerce and holds an active California real estate license. 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 both in-house models and third-party sub-advisors, integrating advanced planning services that address budgeting, tax strategies, and real estate considerations.

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 with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Northwestern Mutual and BackNine Insurance. Outside of advisory roles, he consults for behavioral health treatment facilities through Second Opinion Expert, Inc., focusing on training and support for substance use and alcoholism programs. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and offers advisory services that include financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, and provides a technology-driven platform that supports advisers with model portfolios, due diligence on third-party managers, and operational tools.

Clifford Kwan is a CFP® and holds a Series 65 license with 18 years of industry experience. He is affiliated with Retirement Planners of America and has worked at MMWKM Advisors, LLC for the past 12 years. Additionally, he operates as an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm uses an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments based on market indicators to manage multi-billion-dollar assets.

Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2016 and LPL Financial since 2017, and has been involved with Trilogy Financial Services and National Planning Corporation in prior roles. 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, incorporating in-house models and third-party sub-advisors, and integrates personal and business real estate into its advanced planning and private markets strategies.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His career includes roles at LPL Financial and NATIONAL PLANNING CORPORATION. Outside of his advisory work, he serves as co-trustee for a family trust. 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 framework with in-house models and third-party sub-advisors, offering comprehensive planning that includes personal and business real estate considerations.

Leyton Bohren is a financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.