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 at RBC Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial, BMO Bank NA, Bancwest Investment Services, Inc., and Wells Fargo in various capacities. He is also employed by Comerica Bank, where he serves in a dual role as a licensed individual. 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 integrates investment management with a broad financial services group, including banking and trust services, and delegates portfolio management to its affiliated sub-advisor, RBC Rochdale.

Tuan Tran is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Investments. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering Wealth Management, Fixed Income, Commodities, and Capital Markets services alongside discretionary and non-discretionary portfolio management.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

David Mcmanus is a financial advisor at Cooper McManus with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Cambridge Investment Research and Securities America. He is also an independent insurance agent. 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, employing a broad range of instruments and model portfolios customized through sub-advisors and co-advisory platforms.

Michael Tran is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 credential. He has three years of industry experience, previously working at Portfolio Medics and LifePro Financial Services. Outside of advising, Mr. Tran works as a software consultant for Soluteks Inc. and has experience as an insurance agent selling annuities and life insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary management, and provides access to alternative and private investments for eligible clients.

Melvyn Varrelman is a financial advisor at Cooper McManus with 41 years of industry experience. He has worked at Cambridge Investment Research, Securities America, and has operated his own business, Mel Varrelman Financial Services, since 2007, where he provides CPA, enrolled agent, tax preparation, and accounting services. Cooper McManus serves individuals, including high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Alicia Pilon is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with three years of industry experience. Her career includes prior roles at Dartmouth College and the California Institute of Technology before joining Trilogy Capital. 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 emphasizes strategic, globally diversified asset allocation and employs both fundamental and technical analysis to align portfolios with client risk profiles.

Alissa Kroeger is a financial advisor with Cooper McManus in Irvine, CA, holding CFP®, Series 66, and Series 65 credentials and 15 years of industry experience. She has worked at notable firms including Cambridge Investment Research, SECURITIES AMERICA, and Fidelity. Kroeger is also an independent insurance agent and a notary public with Lindsey and Lindsey Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Joseph Raszewski is a financial advisor at First Foundation Advisors with 9 years of industry experience. He holds a Series 65 designation and has been with First Foundation Advisors since 2014. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as accepting engagements from investment companies. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp and Sunflower Bank, which support a range of banking, trust, and insurance services alongside advisory offerings.

Jacob Heskett is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Crown Capital Securities, Euro Pacific Capital, and TD Ameritrade. His current role has been with Alliance Global Partners since 2023. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.