Evan Chung is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. His career includes roles at LPL Financial, Wescom Financial Services, LLC, Raymond James Financial, Cantella & Co., Inc., and J.P. Morgan Securities. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs with third-party portfolio managers and supports layered solutions including unified managed accounts and automated ETF portfolios.

Nigel Pierce is a CFP®-certified financial advisor with three years of industry experience. He is currently with NWF Advisory Services Inc and has previously worked at OSAIC, Perigon Wealth Management, LLC, and Tellone Management Group Inc. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform for portfolio management, financial planning, and retirement plan consulting.

Heather Hastey is a financial advisor at SeaCrest Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at SeaCrest since 2012. Outside of advising, she is involved in mortgage lending and works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, employing a customized, long-term approach that incorporates both fundamental and technical analysis alongside artificial intelligence tools.

Clayton Cornhall is a financial advisor with IP Financial Advisory Services LLC, holding Series 63, 65, and 66 licenses and with 16 years of industry experience. He previously worked at firms including Trilogy Financial Services, National Planning Corporation, and LPL Financial. Outside of his advisory role, he owns Cornhall Tax & Advisory Solutions, a tax preparation business. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and access to third-party investment managers. The firm emphasizes personalized portfolios and discretionary management, focusing on non-high-net-worth investors and providing a broad range of consulting services beyond traditional investment advice.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Thomas Vance is a CFP® professional at Pure Financial Advisors, LLC with 30 years of industry experience. He has been with Pure Financial Advisors since 2012 and is also a part-owner of HMV, Inc., a real estate development and investment company. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension plans. The firm uses a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques and specialized investment strategies.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Berthel, Fisher since 2003 and serves as a board member and treasurer of The David & Diana Sun Foundation, a charitable family foundation. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs and operates as both an investment adviser and registered broker-dealer.

Jericho Canete is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has prior work experience at Wells Fargo and several other firms. Outside of his advisory role, he is also 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 employs a risk-based, diversified asset allocation approach using in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis and non-traditional instruments when appropriate.

David Huisinga is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2015 and at LPL Financial since 2017, alongside a long tenure at Trilogy Financial Services dating back to 2002. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using a range of in-house models and third-party sub-advisors, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

Ekaterina Nuce is a financial advisor at First Foundation Advisors with 5 years of industry experience. She holds a Series 65 designation and has been with First Foundation Advisors since 2015. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm manages client assets using an open-architecture, multi-asset approach and is notable for its affiliation with FirstSun Capital Bancorp and Sunflower Bank, enabling integrated banking and financial product relationships.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Myles Anderson is a financial advisor at Trilogy Capital, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary model series and third-party sub-advisors, incorporating both fundamental and technical analysis along with selective use of non-traditional instruments.

Jeffrey Motske is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a CFP® designation and over 38 years of industry experience. His career includes roles at LPL Financial and National Planning Corporation, as well as longstanding involvement with Trilogy Financial Services. He is also the sole owner and manager of Tanlyn Productions LLC, a media and radio show production business. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, providing a range of investment advisory and retirement plan services. The firm employs a risk-based, diversified asset allocation approach using both in-house models and third-party sub-advisors, with integrated planning that includes personal and business real estate considerations.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.

Armando Feighl is a financial advisor with RBC Securities, Inc. based in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at City National Bank and UnionBanc Investment Services, with a long history at Union Bank of California. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, leveraging an affiliated sub-advisor to manage portfolios using a range of investment vehicles. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is integrated within a broader financial services group including banking, trust, and municipal advisory services.

Marisha Fusco is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at City National Securities, Merrill, PNC, and BBVA-related firms. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, offering financial planning and portfolio management through a wrap-fee investment advisory program. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is part of a broader financial services group affiliated with a bank parent and related entities.

Eric Papacosta is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLP Investment Services and GLP and Associates since 2013. In addition to his advisory role, he is an insurance agent specializing in life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and implements portfolios through model portfolios, ETFs, and third-party managers.