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 financial advisor with Private Management Group Inc in Irvine, CA, holding a Series 65 designation and 13 years of industry experience. He has been with Private Management Group since 2012. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios combining longer-term strategic frameworks with tactical adjustments and invests globally across a broad range of instruments while emphasizing portfolio-level management and active client input.

Isaac Pineda is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he consults on tax and exit planning through Innovation Consulting, LLC and is a licensed insurance agent. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, tax-aware strategies, and proprietary technology integrations.

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 27 years of industry experience, currently serving as an advisor at RBC Securities, Inc. His prior roles include positions at City National Securities, City National Rochdale, and McDonnell Investment Management. 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 that constructs and implements diversified asset allocation strategies.

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.

Timothy Hamilton is a CFP® with nine years of industry experience and currently works at Compound Planning, Inc. He previously held roles at Atlas Private Wealth Management, LLC and Alternativ Wealth Management. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that combines a range of strategies, including low-cost ETFs, direct indexing, and alternative investments, supported by technology and automated portfolio monitoring.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Shannon Beahan is a CFP® with 17 years of industry experience, currently serving at Cooper McManus. Her work history includes roles at Cambridge Investment Research, Fidelity Brokerage Services, and Ladenburg Thalmann. She is also an independent insurance agent for various companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans, offering financial planning, discretionary portfolio management, and access to multiple investment platforms. The firm utilizes a fundamentally driven investment approach, employing a diverse set of instruments and model portfolios tailored to client objectives.

Elisa Steingruebner is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. She holds a Series 66 designation and has nine years of experience at Euro Pacific Capital/Alliance Global Partners within a total of five years in the industry. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.

Kam Ho is a financial advisor with NWF Advisory Services Inc in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Royal Alliance since 2005. Outside of his advisory role, he serves as a statutory agent for Wise Steward Insurance Services, where he assists clients with insurance needs and policy administration. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services.

Desire Gonzalez is a financial advisor at Trilogy Capital, Inc. with one year of industry experience and holds a Series 65 designation. Prior to joining Trilogy Capital, Desire worked in various roles including four years at California Polytechnic State University, Pomona, and also has experience as a licensed life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting with a focus on globally diversified asset allocation and risk-based portfolio models.

Sylvia James is a financial advisor at Trilogy Capital, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and its affiliate Trilogy Financial Services since 2019. Prior to that, she was employed at BMW Management Inc. and Performance SCL, and she spent five years at Biola University. Outside of her advisory role, Sylvia is also licensed as an accident and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes a strategic, globally diversified approach with risk-based portfolios and utilizes both fundamental and technical analysis to align investments with client risk profiles.

Paul Seig is a CFP® with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC for over two decades. Outside of his advisory role, he manages a CPA practice and serves as treasurer for a local RV club. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a comprehensive investment approach supported by Envestnet technology and both internal and third-party portfolio management solutions.

Matt Ward is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Gabriella Sheffield is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2018. Prior to joining Northwest, she worked at Advanced Practice Advisors, LLC for two years. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Pamela Sowers is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Wedbush Morgan Securities since 2007, with prior roles at RBC Capital Markets and UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of wealth management services, fixed income, commodities, securities lending, and capital markets solutions, delivering tailored portfolio management through both discretionary and non-discretionary strategies.

Ahmed Ghulamali is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 designations. He has 31 years of industry experience, including roles at LPL Financial, Trilogy Financial Services, and National Planning Corp. Outside of finance, he is involved as a driving instructor with Varsity Driving Academy. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement-plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm emphasizes strategic, globally diversified asset allocation and uses both fundamental and technical analysis to align portfolios with client risk profiles.

Gary Robertson is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Royal Alliance since 2015 and is involved as a principal in a holding entity that owns a boat. Robertson also conducts a small insurance and long-term care business outside of his advisory role. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform featuring advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with additional tactical strategies available.