Gary Sussman is a CFP® with 24 years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. He has worked at Trilogy Capital since 2016 and has been affiliated with Trilogy Financial Services since 2002. He also has experience with LPL Financial, where he has been active since 2017. Trilogy Capital provides investment management, financial planning, and retirement-plan consulting to high-net-worth individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm employs a strategic, globally diversified approach to asset allocation and portfolio management, incorporating both fundamental and technical analysis and offering access to a variety of non-traditional investment vehicles.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Newcastle Financial Advisors. He also operates as an independent insurance agent. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to client profiles.

Oliver Crary is a CFA® charterholder with 28 years of industry experience. He has been with Everett Harris & Co since 1972. Everett Harris & Co provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold approach across a diversified range of asset classes, with a compact team of 13 advisors managing approximately $10.6 billion in discretionary assets.

Riley Hayes is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience and holds a Series 65 designation. Prior to joining Fortis in 2024, he worked at Spinnaker Investment Group, LLC from 2020 to 2024. Outside of his advisory role, he is the CEO of Everything Bagel LLC and serves as a board member for Sherman Library & Gardens and the Newport Beach Police Foundation. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement consulting, and access to various investment strategies including passive, active, tactical, and ESG-aware approaches.

Tonya Collier is a financial advisor with Cooper McManus in Irvine, CA, holding CFP® and Series 66 designations and 25 years of industry experience. She has worked with Cooper McManus since 2005 and has held roles at Cambridge Investment Research and Securities America. Collier is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Roger Tennyson is a CFP® professional with 20 years of experience in financial advisory services. He is associated with Gradient Securities, LLC and has operated several DBAs including Tennyson Wealth Management and Tennyson Insurance Solutions since 2018. In addition to his advisory roles, he is a managing member of Martin Financial Services, LLC, an accounting entity. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, third‑party manager referrals, non‑discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker‑dealer, offering a mix of advisory and commissionable securities and insurance products.

Thomas Hess is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Parsonex Securities and has been involved with Mastro's Restaurants as a waiter since 2015. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services with a focus on non-high-net-worth investors and retirement plan participants. The firm employs various analytical approaches and provides access to third-party managed accounts and specialized advisory services.

Michael Sanger is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at the Federal Reserve Bank of San Francisco and positions in education and creative services. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based investment management and financial planning. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses that provide real estate, insurance, and estate-planning services.

Sogol Javan Oskouei is a financial advisor at Empirical Wealth Management with one year of industry experience and holds a Series 65 designation. She has worked at several firms since 2019, including First Foundation Advisors and PWM Planning. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of services including fee-based investment management, financial planning, and retirement-plan consulting, supported by affiliated real estate, insurance, and estate-planning resources.

Lawrence Wimsatt is a CFP® with 30 years of industry experience, currently serving at Cooper McManus. He has worked with Cambridge Investment Research since 2020 and has been with Cooper McManus since 2015. Outside of financial advising, he is involved in consulting and coaching through his ownership of Life Dreams Wealth Inc. and works as a mortgage broker and independent contractor in estate planning. Cooper McManus serves individuals, trusts, corporations, and retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and offers customized asset allocation through sub-advisors and co-advisory platforms.

John Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.

John Buckingham is a financial advisor at Mariner Independent with 29 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Kovitz Investment Group Partners and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of investment services through a network of advisors, utilizing both firm-built model portfolios and customized discretionary management, supported by affiliated and third-party managers.

Chad Bruechert is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has experience at MassMutual Life Insurance Company, Bruechert Insurance Agency, Inc., and LPL Financial LLC. Chad also has a background in business management with PDF US LLC and West Coast Labels. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive management through multiple platforms and legal support services.

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.