Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

Andrew Chen is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 license and seven years of industry experience. He previously worked at Manchester Financial Inc. and has experience in both financial advisory and educational roles at Pepperdine University. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning.

Michael Walker is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc for eight years. Walker also owns MCW Wealth Management, a private label financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm employs customized, long-term portfolio strategies using various investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

Kathleen Donnelly is a Series 65 licensed financial advisor with nine years of industry experience, currently with Trilogy Capital, Inc. since 2017. Her prior roles include work at Solar City from 2015 to 2017 and a brief tenure at National Planning Corporation in 2017. 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 incorporating both in-house and third-party models, with services that include portfolio management, retirement plan consulting, financial coaching, and advanced planning across budgeting, tax strategies, and real estate.

Jasmine Lambert is a Series 65-licensed financial advisor with five years of industry experience, currently with Flagstar Securities, Inc. in Newport Beach, CA. Her prior roles include positions at RPAG and Fellows Financial Group. Outside of her advisory work, she is also an independent insurance agent. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, and corporations. The firm offers wealth management and retirement plan consulting with approximately $784 million in discretionary assets under management, employing a strategy that includes allocation among mutual funds, ETFs, alternative investments, and third-party managers.

Sydney Riccio is a financial advisor at Cooper McManus with 22 years of industry experience. She holds a Series 66 designation and has worked at Cooper McManus since 2012. Riccio also operates Riccio Insurance Solutions, an independent insurance agency. 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 securities and offers both standalone planning and ongoing asset management services.

Tony May is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Morgan Stanley, and UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of sectors including wealth management, fixed income, commodities, and capital markets. The firm offers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, prime services, and securities lending capabilities.

Joseph Sirgy is a CFP® professional with 23 years of industry experience, currently associated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation in prior roles. Sirgy's other activities include serving as a licensed agent for non-variable insurance products through Trilogy Financial Services. 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 approach incorporating in-house models and third-party managers, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Marcus Griffin II is a CFA® charterholder with 19 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Narrow Gate Wealth Management, Mariner Independent, Crawford Investment Counsel, Glenmore Advisors, and GFO Advisory Services. Griffin is also a principal at Narrow Gate Wealth Management, where he offers investment advisory services through the Mariner Platform Solutions. Lifeworks Advisors serves a broad range of clients including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities alongside proprietary client technology.

Alina Santiago is a financial advisor at Continuum Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. In addition to her advisory role, she oversees compliance and operations as Chief Compliance Officer at Continuum Advisory. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Ricardo Ribeiro is a Certified Financial Planner (CFP®) with six years of industry experience. He has been with First Foundation Advisors since 2013, based in Irvine, CA. Ricardo holds a Series 65 license. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm uses a multi-asset, open-architecture approach and is affiliated with FirstSun Capital Bancorp, integrating banking and other financial services into its offerings.

Jeffrey Sims is a CFP® with seven years of industry experience, currently serving at Index Fund Advisors, Inc. since 2022. His prior experience includes roles at Stifel Nicolaus & Co Inc, Commonwealth Financial Network, Guided Path Wealth Management, and Wedbush Securities. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to various client segments, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a globally diversified, passively managed investment approach using index funds and ETFs, supplemented by in-house tax services and a values-based investing program aligned with U.S. Conference of Catholic Bishops guidelines.

Terry Deever is a CFP® with 21 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2016. He also owns Terry Deever CPA, an accountancy corporation providing tax preparation, planning services, and business transaction analysis. Additionally, he is involved with Accentrix Solutions LLC, which automates payroll and HR management, and Accentrix Advisors, LLC, offering financial planning and investment advisory services. 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 employs diverse analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Cristina Campbell is a CFP® professional with 17 years of experience in the financial industry. She has worked at several firms including Empirical Wealth Management, Stratos Wealth Partners, LPL Financial, Fidelity, and Natixis Global Asset Management. She is also an affiliated insurance producer for Empirical Insurance, where she recommends insurance products related to life, disability, and long-term care. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and affiliated insurance and real estate services. The firm applies Modern Portfolio Theory across diversified asset classes and offers alternative strategy funds and performance-based fee arrangements, alongside affiliated real estate and legal services.

Casey Dettorre is a financial advisor at Trilogy Capital, Inc. with 19 years of industry experience. He holds the CFP® designation and has worked at LPL Financial since 2017, alongside his ongoing roles with Trilogy Capital and Trilogy Financial Services since 2007. 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 approach utilizing both in-house model series and third-party sub-advisors, with a focus on comprehensive planning that includes advanced strategies for real estate and retirement plans.

Mark Fishlowitz is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes 22 years at Edward Jones before joining Cooper McManus and Cambridge Investment Research in 2024. Outside of his advisory role, he volunteers with the Ventura County Sheriff Department and serves as treasurer and owner/partner of 1st Street Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.

Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Yusi Zhang is a CFP® professional with one year of experience at Infinity Financial Services Advisory. Prior to joining Infinity, Zhang worked at World Financial Group and has a background that includes roles in clean energy and business education. Outside of advisory work, Zhang is an independent insurance agent affiliated with World Financial Group. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and small businesses. The firm employs a variety of analytical methods and investment strategies while integrating advisory services with affiliated broker-dealer and insurance activities.