Alicia Pilon is a financial advisor at Trilogy Capital, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Dartmouth College and California Institute of Technology. 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 framework incorporating in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into comprehensive advanced planning.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Alissa Kroeger is a CFP® with 15 years of industry experience, currently serving with Cooper McManus in Irvine, CA. Her career includes roles at Cambridge Investment Research, SECURITIES AMERICA, and Fidelity. Cooper McManus provides financial planning and portfolio management services to individuals, trusts, corporations, and employer retirement plans. The firm employs a fundamentally driven investment process using a wide range of instruments and offers both standalone planning and ongoing asset management.

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 with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Crown Capital Securities, Consolidated Brokerage Services, Euro Pacific Capital, and TD Ameritrade. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and access to estate-planning through a partnership with Trust & Will, employing an open-architecture investment model that integrates internally managed strategies with co- and sub-advisory relationships.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Jesse Porter is a CFP® professional with 10 years of industry experience, currently serving at Compound Planning, Inc. since 2024. His prior roles include Four years at Five Oceans Advisors LLC and earlier positions at AdvicePeriod, LLC and Axa Advisors, LLC. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, while offering access to both in-house and third-party investment models, including alternatives like private REITs and private credit.

Jacqueline Adler is a CFP® with 16 years of industry experience, currently serving at Forum Financial Management, LP. Her prior roles include positions at Guide My Finances, Osaic Wealth Inc, Gates Pass Advisors, Spinnaker Investment Group, and Fidelity Personal and Workplace Advisors. She is also an insurance agent involved in the sale of various insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers both back-office services and sub-advisory support to independent advisors and RIAs.

Jonathan Murphy is a CFP® and ChFC® with 15 years of industry experience. He is a financial advisor at Cooper McManus in Irvine, CA, and has previously worked at Northwestern Mutual and Cambridge Investment Research. Outside of his advisory role, he owns Murphy Motorcycle Company, which buys, sells, and wholesales race motorcycles and automobiles. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by 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 integrates model portfolios via sub-advisors and co-advisory platforms to tailor client allocations.

Tameron Keyes is a financial advisor at Wealthcare Advisory Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at AIRE Advisors, LLC, Bank of America, N.A., and Merrill. Outside of advising, he serves as president and CEO of Ashtad Publishing, Inc., a company with no current publishing activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment approach, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Jason Werner is a CFP® with 19 years of experience in the financial services industry. He is associated with Cooper McManus and has held positions at Cambridge Investment Research and Securities America, among others. He also works as 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 and offers a broad range of investment instruments, combining standalone planning engagements with ongoing asset management tailored to client objectives.

Nicole Eguchi is a financial advisor at RBC Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Securities, Inc., Unionbanc Investment Services, and Union Bank. 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, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Gregory Lopez is a Series 65 licensed advisor with Private Management Group Inc in Irvine, CA, where he has worked since 2012. He has 12 years of industry experience. Private Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $4.5 billion in discretionary assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across taxable and non-taxable accounts.

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.

Kiley Maertz is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Heritage Financial Services since 2015, where he spends the majority of his time selling annuities and insurance. He has also been affiliated with Claraphi Advisory Network, LLC, and Alterativ Wealth. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a range of investment models including alternatives and combines long-term strategies with tactical tools, operating as a fiduciary with ongoing due diligence and client reporting.

Guillermo Silesky is a financial advisor with Simplicity Wealth in Orange, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Secure Investment Management, Cambridge Investment Research, and MassMutual. Outside of his advisory work, he also advises and assists in the preparation of trusts and life insurance retirement planning through Tax Smart Investing & Planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering services that include financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, and supports other advisers through technology, operational platforms, and a range of model portfolios.

David Bjorndal is a CFA® charterholder with 26 years of industry experience. He is currently with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Mcdonnell Investment Management LLC. 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 delegates investment management to its affiliated sub-advisor, RBC Rochdale, and offers discretionary portfolio management supported by an integrated financial services group affiliated with a bank and related entities.

Yingqi Linghu is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining IP Financial, Linghu has worked at firms including Castle Group Investment Counsel, Fortune Securities Inc, and Transamerica Financial Advisors. Outside of advisory roles, Linghu is the CEO of Exeter Energy Inc, a company providing solar panel cleaning services using automated robots. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and specialized consulting services such as actuarial analysis and benefits consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and discretionary management strategies to construct personalized portfolios.