Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She has worked within the TCFG group since 2016 and previously spent 14 years with Highland Advisors LLC / Accentrix. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a variety of analytical strategies to tailor portfolios to client objectives and risk tolerances.

Gary Pulford is a financial advisor at Ritholtz Wealth Management with 29 years of industry experience. He has been with Ritholtz since 2017 and previously worked at Private Asset Management, Inc. for 12 years. He holds a Series 63 designation. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance principles, utilizing diversified low-cost ETFs and tactical overlays alongside alternative investments.

James Young is a financial advisor at Trilogy Capital, Inc. with 25 years of industry experience. He has held roles at Trilogy Capital since 2015 and previously worked at LPL Financial for four years. Young is also active as a licensed life insurance agent through 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 utilizes a risk-based, diversified asset allocation approach with both in-house and third-party managers, offering services including portfolio management, retirement plan consulting, financial coaching, and advanced planning that incorporates personal and business real estate considerations.

Keegan Tanghe is a financial advisor at Trilogy Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and National Planning Corporation. He is also a senior partner in Trilogy Financial Services, a licensed insurance agency. 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 uses a risk-based, diversified asset allocation approach with in-house model series and third-party sub-advisors, integrating advanced planning that includes personal and business real estate considerations.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work history at Midland National and Precision Wealth within the same year. Outside of advising, he is also licensed as a life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework with both in-house and third-party managers and integrates personal and business real estate considerations into its planning.

Andrew Purmort is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cooper McManus since 2004 and also leads Purmort Group, Inc., where he serves as president and an independent insurance agent. In addition to his advisory roles, he volunteers with a local neighborhood watch program. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Jordan Vander Poorten is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Ascentis Independent Advisors, LLC and has worked at Golden State Equity Partners, LLC, TVN Wealth Management Inc, and VDP CPA, where he serves as a principal and CPA. Outside of his advisory role, he is actively involved in accounting services through VDP CPA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and discretionary sub-advisory arrangements, including a Private Direct Investments program for alternative investments.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. 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 offers financial planning and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® with 10 years of industry experience and has been with First Foundation Advisors since 2014. He holds the Series 63 designation and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, leveraging its affiliation with its corporate parent, FirstSun Capital Bancorp, to coordinate banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 credential and one year of industry experience. Prior to joining Trilogy Capital, he worked at Frozen Ropes and held various roles in education and other sectors. He is also licensed as a life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework with both in-house and third-party managers, offering customized portfolio management and comprehensive advanced planning.

Todd Schneider is a Series 65-licensed advisor with 15 years of industry experience. He currently serves at Ascentis Independent Advisors, LLC and has prior experience at Golden State Equity Partners, Cutter Financial Group LLC, and Precision Capital Management. Schneider is also a Texas-licensed insurance agent and co-owner of investment property businesses. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers diversified portfolio management and financial planning services, utilizing a combination of public and private securities and discretionary management strategies.

Christina Orta is a CFP® professional with 18 years of industry experience, currently with Cooper McManus in Irvine, CA. Her prior work includes roles at Cambridge Investment Research, Inc. and Securities America, Inc. She is involved as treasurer and board member at Hillcrest Christian School. Cooper McManus serves individuals, trusts, corporations, and retirement plans by offering financial planning, discretionary portfolio management, and access to a range of investment products. The firm employs a fundamentally driven investment process that utilizes both individual securities and pooled products, tailoring client portfolios with multiple asset allocation strategies and educational resources.

Austin Castillo is a financial advisor at Private Management Group Inc with a Series 65 designation and one year of industry experience. His background includes roles in insurance, hospitality, parking services, and education. He has also worked at several educational institutions, including Cal State University of Fullerton and Arizona State University. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a strategic investment approach with tactical adjustments, employs fundamental analysis, and offers globally diversified portfolios across various asset types.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years before joining Prospera in 2025. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Steven Behrle is a financial advisor at Prospera Financial Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, Inc., and Wells Fargo Advisors Financial Network LLC. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

Donald Mccormick III is a financial advisor at Choreo, LLC with 18 years of industry experience and holds the Series 66 designation. He previously worked at Insight Wealth Strategies, LP for 17 years and Insight Advisors, Inc. for 33 years. He serves as president of Insight Advisors, Inc., a holding company for Insight Wealth Strategies, LP, although he devotes no time to this role. Choreo, LLC serves a diverse client base including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a disciplined investment process featuring strategic asset allocation, quantitative screening, and investment committee approval, offering services such as portfolio management, financial planning, outsourced CIO, and specialized advisory solutions.

Charles Farrell III is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cooper McManus since 2009 and previously at Cambridge Investment Research, Inc. and Securities America, Inc. Outside of financial advising, he has been involved in real estate sales and mortgage brokerage. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process across a broad range of instruments and utilizes model asset-allocation portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Bijou Schmidt is a financial advisor with Fortis Capital Advisors, LLC, holding Series 65 and Series 63 credentials and three years of industry experience. Before joining Fortis Capital Advisors in 2025, Schmidt worked at Tend Financial and Insurance Solutions and Eagle Strategies (NY Life). Outside of advising, Schmidt is the owner of Holy Schmidt Coffee LLC, a coffee roasting business established in 2014. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a combination of discretionary management, various investment styles, and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.