Troy Mc Swain III is a financial advisor at First Foundation Advisors with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Skinner Fouch & Olson LLP. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, which allows it to coordinate referrals for banking, trust, and insurance services.

Benjamin Thornhill is a CFP® professional with over 22 years of experience in the financial services industry. He has been with First Foundation Advisors since 1998. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm utilizes an open-architecture, multi-asset investment approach and is notable for its affiliation with FirstSun Capital Bancorp, which enables integrated banking and financial product referral services.

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Boris Castillo is a CFP® professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior experience includes roles at OSAIC, The Ameriflex Group, Sagepoint Financial, Cuso Financial Services, Kinecta Financial & Insurance Services, and LPL Financial. He also operates a sole proprietorship presenting life insurance, annuity, and long-term care solutions and owns Amenity Wealth, a marketing DBA for advisory and insurance services. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform to construct and manage portfolios using both discretionary and non-discretionary approaches.

Jeffrey Hackbarth is a CFP® professional with 18 years of experience in the financial services industry. He has been associated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. His work history also includes National Planning Corporation and Trilogy Financial Services. 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 strategy using in-house models and third-party sub-advisors, with a focus on integrating real estate considerations and retirement plan implementation features.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and previously operated Messina and Associates, Inc. DBA Financial Resources Group for ten years. In addition to his advisory role, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.

Howard Bolotin is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital since 2015, with prior experience at LPL Financial and National Planning Corporation. Bolotin is also an agent for Trilogy Financial Services, specializing in life insurance and fixed annuities. 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 employs a risk-based, diversified asset allocation approach using in-house model portfolios and third-party sub-advisors, integrating advanced planning areas such as budgeting, tax strategies, and real estate considerations.

James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Galloway Asset Management and New York Life Insurance Co. Additionally, he is active as an insurance agent specializing in fixed annuity products. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a group of about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

Sheryl Diane Rados is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Royal Alliance since 2015. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and employs a mix of advisor-managed and third-party model portfolios within an open-architecture wealth management platform.

Moriah Ranade is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds a Series 65 designation and has worked previously at Kestra Private Wealth Services, DFPG Investments, and Surevest Wealth Management. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Connor Schamblin is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Clarity Capital Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative approaches.

Anita O'Connor is a CFP® professional with 44 years of industry experience, currently affiliated with Cooper McManus. She has worked at Cambridge Investment Research since 2020 and has been with Cooper McManus since 2011. In addition to her advisory role, she is an independent insurance agent representing various insurance companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans with financial planning, portfolio management, and consulting services. The firm uses a fundamentally driven investment approach and offers diverse strategies including standalone planning and ongoing asset management, incorporating a broad range of instruments and model portfolios tailored to client objectives.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

Hung Sam is a financial advisor with Kovack Advisors, Inc. in Orange, CA, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Kovack Securities, Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. Outside of his advisory role, he serves as president of Capital Gains Financial Services and Capital Gains Tax Advisory, which provides tax preparation and accounting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance-driven investment approach that uses both internally created models and third-party managers.

David Pearl is a CFP® professional with 34 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. His prior work includes roles at Cambridge Investment Research and Securities America Inc. He serves as a board member and past president of a non-public entity in Huntington Beach and is involved as a director in Scrabble tournament organizations. Cooper McManus provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a broad range of securities and access to sub-advisors and wrap programs to customize client portfolios.