Derrick Blanchette is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with various entities under the Trilogy umbrella since 2014. Blanchette is also a member of the Corona Chamber of Commerce, participating in networking activities. 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 utilizes a strategic, globally diversified investment approach with risk-based portfolio models and includes expanded in-house tax services through its affiliate, Trilogy Tax & Consulting.

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 in Irvine, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual and BackNine Insurance, as well as consulting for behavioral health treatment facilities through Second Opinion Expert, Inc. He provides training, evaluation, and assistance specifically for individuals with substance use disorders and alcoholism. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically utilizing a fund-of-funds approach with ETFs, mutual funds, and individual securities, combined with technology and operational support for other advisers.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Robert Ochoa is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. 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 employs a strategic, globally diversified investment approach with risk-based model portfolios and incorporates specialized instruments alongside in-house tax services through its affiliate, Trilogy Tax & Consulting.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 2003. Brinkkord also serves as co-trustee for a family trust. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on strategic, globally diversified asset allocation and manager selection, employing both fundamental and technical analysis to align portfolios with client risk profiles.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Ramie Khalil is a financial advisor with Sowell Management, holding a Series 65 credential and seven years of industry experience. He previously worked at Solera Asset Managers and has been involved with Fortress Financial and Insurance Services, where he conducts financial literacy education and provides insurance and fixed annuity services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions including model portfolios and third-party manager selection.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Gregory Jackson is a financial advisor at Cooper McManus with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LaSalle St. Investment Advisors and Securities America, among other firms. Outside of his advisory role, he is involved in insurance sales. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and access to model asset-allocation portfolios. The firm employs a fundamentally driven investment process using a variety of securities and offers standalone planning as well as ongoing asset management relationships.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Roberto Roman is a financial advisor at GenTrust with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, and Wells Fargo Advisors before joining GenTrust. Outside of his advisory work, he invests in pre-IPO and late-stage companies through Hartbeat Ventures, focusing on technology, consumer, and sports industries. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, and consulting services to individuals, families, pooled vehicles, institutional clients, and financial intermediaries. The firm employs an asset-allocation driven approach combining fundamental, technical, and macroeconomic analysis with AI-enabled tools and human oversight to build customized portfolios.

Jennifer Cheng is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Cambridge Investment Research, Inc., Evergreen Wealth Advisory Group, LLC, and Securities America, Inc. Cheng is also a managing partner of Taylor Moor LLC and a partner at Strategies Group LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments, including stocks, bonds, ETFs, options, and cryptocurrency products, and offers both standalone planning and ongoing asset management solutions.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Michael Collins is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve, where he assists active-duty Marines in transitioning to civilian life. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Christopher Stamos is a financial advisor with Prosperitas Financial, LLC in Anaheim, CA, holding a Series 65 designation and two years of industry experience. He has extensive experience as a CPA and owner of Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he authors and consults on coaching and online courses focused on the acquisition of CPA firms and similar businesses. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for nearly 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm builds individualized portfolios utilizing a variety of securities and analytical approaches, offering comprehensive asset management and financial planning services.