Howard Bolotin is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trilogy Capital since 2015, with prior experience at LPL Financial and National Planning Corporation. Bolotin is also an agent for Trilogy Financial Services, specializing in life insurance and fixed annuities. Trilogy Capital, Inc. offers 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 using in-house model portfolios and third-party sub-advisors, integrating advanced planning areas such as budgeting, tax strategies, and real estate considerations.

James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Galloway Asset Management and New York Life Insurance Co. Additionally, he is active as an insurance agent specializing in fixed annuity products. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a group of about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

Sheryl Diane Rados is a financial advisor with NWF Advisory Services Inc in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Royal Alliance since 2015. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and employs a mix of advisor-managed and third-party model portfolios within an open-architecture wealth management platform.

Moriah Ranade is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Private Wealth Services, LLC, DFPG Investments, LLC, and Surevest Wealth Management. Prospera Financial Services, Inc. is a multi-team firm managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans, providing investment advisory and financial planning services via multiple platforms and customizable portfolio management approaches.

Connor Schamblin is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Clarity Capital Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative approaches.

Anita O'Connor is a CFP® professional with 44 years of industry experience, currently affiliated with Cooper McManus. She has worked at Cambridge Investment Research since 2020 and has been with Cooper McManus since 2011. In addition to her advisory role, she is an independent insurance agent representing various insurance companies. Cooper McManus serves individuals, trusts, corporations, and retirement plans with financial planning, portfolio management, and consulting services. The firm uses a fundamentally driven investment approach and offers diverse strategies including standalone planning and ongoing asset management, incorporating a broad range of instruments and model portfolios tailored to client objectives.

Thomas Chiaromonte is a financial advisor at Golden State Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial, Chiaromonte Equity Research, and KLH Marketing. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, tailoring portfolios through various analytic approaches and utilizing third-party managers, model portfolios, and affiliate sub-advisory models.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Inc., Kovack Advisors, Inc., and Wells Fargo Clearing. Outside of his advisory role, he serves as president of a tax preparation and accounting firm and manages a separate investment-related business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a combination of proprietary models and third-party managers.

David Pearl is a CFP® professional with 34 years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. His prior work includes roles at Cambridge Investment Research and Securities America Inc. He serves as a board member and past president of a non-public entity in Huntington Beach and is involved as a director in Scrabble tournament organizations. Cooper McManus provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a broad range of securities and access to sub-advisors and wrap programs to customize client portfolios.

Mohsen Khodaverdi is a financial advisor at Foundations Investment Advisors LLC with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Lion Street Advisors and Balboa Tax & Accounting Services, alongside ongoing work in personal tax services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Joel Staples is a CFP® professional with nine years of industry experience, currently affiliated with Cooper McManus in Irvine, CA. He has prior experience at Cambridge Investment Research, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved as an owner and investment-related agent in other financial business entities. 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 and a broad range of instruments, including stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products, often customizing allocations through sub-advisors and co-advisory platforms.

Mary Brunson is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding a Series 65 designation with 18 years of industry experience. She has been with Index Fund Advisors since 2007. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers financial planning, retirement-plan consulting, referral services, and in-house tax services through its IFA Taxes division.

Murphy Megonigal is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He also serves as president of KimstaffHR, Inc., a company specializing in HR and payroll outsourcing. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, employing both discretionary and non-discretionary strategies. The firm uses a combination of active and passive investments, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-driven rebalancing and administrative services.

Sean Seibert is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Private Management Group, he worked in the golf course industry and education. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a long-term strategic investment framework with tactical adjustments and invests across a broad range of securities, serving several thousand accounts with approximately $4.9 billion in assets under management.

Michael Acevedo is a Certified Financial Planner® with 13 years of industry experience. He is currently affiliated with Dynamic and has prior experience at Galloway Asset Management and Midland National Life. He operates his own financial planning practice within Dynamic. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, as well as unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing customized, long-term investment strategies and extensive support for other advisers through technology and outsourced services.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Garrett Bradbury is a CFP® professional at Pure Financial Advisors, LLC with three years of industry experience. He has been with Pure Financial Advisors since 2022, having held multiple roles within the firm. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location.

Zeke Lefton is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Wedbush, he held roles at California Polytechnic State University, San Luis Obispo, Coast Nissan, and other organizations. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed accounts and commission-based brokerage arrangements.

Leon James Jr. is a CFP® with 39 years of industry experience, currently affiliated with Tucker Asset Management LLC since 2022. His prior experience includes roles at Optivest, Inc. and Gramercy Securities, Inc. He holds a Series 63 license and also works as a licensed insurance agent specializing in accident & health, life, and variable contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Edward Lebeau is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Dynamic Wealth Advisors dba Legacy Financial Advisors since 2016. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources to support other advisers.