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.

Steven Jaksch is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves as Board President of the Chapman Argyos Alumni Association, coordinating events and promoting graduate programs in Orange, CA. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

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.

Justin Whitsell is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Western Wealth Management since 2016, also maintaining a long tenure with LPL Financial beginning in 2011. Whitsell hosts the Capital Gain Podcast, an investment-related podcast based from his home. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network, combining firm-designed model portfolios with access to various LPL-sponsored programs and third-party managers, offering a broad range of strategies and annual account reviews.

Deborah Griffith is a CFA® charterholder with 24 years of industry experience. She has been with Everett Harris & Co in Mission Viejo, CA since 1998. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, endowments, and other U.S. institutions. The firm emphasizes fundamental analysis and internal financial models within a buy-and-hold investment approach.

Elizabeth De Muro is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James Financial Services and LPL Financial. In addition to her advisory work, she is an instructor at Huntington Beach Adult School. Ascentis Independent Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary management, third-party managers, and a Private Direct Investments program.

Cindy Chin is a financial advisor at Cooper McManus with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Crown Capital Securities and Brook Street Realty. Outside of her advisory role, she owns a real estate business, Royal Global Asset Management LLC, operating under the name Cindy Chin Realty Intl. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and model asset-allocation portfolios tailored through sub-advisors and co-advisory platforms.

Alex Mathe Cathala is a financial advisor at Lifeworks Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Aimvest Technologies Inc, Massachusetts Institute of Technology, Morgan Stanley, Rothschild, and HEC Paris. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses by providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm utilizes a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, and it integrates tax and accounting capabilities alongside technology to coordinate planning, tax, and reporting.

Kevin Walden is a CFA® charterholder with 13 years of industry experience. He has been with Douglas C. Lane & Associates since 2020 and previously worked at Levasseur Capital Partners LLC for 12 years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible, long-term investment approach.

Linda Yu is a financial advisor with Cooper McManus in Irvine, CA, holding dual roles as an attorney with over 11 years of experience running her own law firm alongside two years in financial advising. She combines her legal background with her financial advisory role, offering a multidisciplinary perspective. Cooper McManus serves individuals, trusts, corporations, and retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment approach, utilizing a variety of securities and model portfolios tailored to client objectives.

Gavin Dankert is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in roles at Trilogy Financial, Rover, and Healthy Drain, among others. Additionally, he is licensed as a life and health insurance agent with various carriers. 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 focuses on strategic, globally diversified asset allocation and employs a range of traditional and non-traditional investment strategies tailored to client risk profiles.

Cary Boring is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Trilogy Capital since 2015 and has worked at LPL Financial since 2017, while also maintaining a long-standing affiliation with Trilogy Financial Services dating back to 2000. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm’s approach includes strategic, globally diversified asset allocation and manager selection, with portfolios organized into risk-based models and incorporating both traditional and non-traditional investment instruments.

Nichole Horton is a financial advisor with United Capital Financial Advisors in Newport Beach, CA. She holds the ChFC® designation and has 21 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, CETERA Advisor Networks LLC, and Girard Securities. Horton also oversees the compliance program for an insurance agency associated with her firm. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and operates affiliated services such as legal, trust, lending, and technology support for other independent advisers.

Matthew Webber is a CFA® charterholder affiliated with Citizens Private Wealth, LLC in Newport Beach, CA. He has over 25 years of industry experience, including roles at Investacorp, Inc. and Dalton Kent Securities before joining Citizens in 2026. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term asset allocation within an open-architecture framework, offering both discretionary and non-discretionary portfolio management supported by a Chief Investment Officer and a range of investment strategies.

Kerrie Doughty Lloyd is a financial advisor at Index Fund Advisors, Inc. with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has previously worked at firms including Prudent Investors Network, Bank of America, and Merrill. Outside of her advisory role, Kerrie is the founder of Integrative Solution Services LLC, a non-investment business focused on providing resources and a collaboration platform for families with special needs. Index Fund Advisors, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and institutions. The firm uses globally diversified, passively managed portfolios constructed from index funds and ETFs, combined with in-house tax services and values-based investment programs.