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 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.

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, Claraphi Advisory Network, LLC, and Alterativ Wealth. He is also a licensed agent and sells annuities and insurance through Heritage Financial Services, where he dedicates most of his time. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries, offering services including discretionary portfolio management, financial planning, and alternative investment strategies. The firm uses a fiduciary, goals-based investment process with risk-based model allocations and integrates technology for portfolio oversight.

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.

Andrew Lewis is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and previously worked at Verity Asset Management and Appreciation Financial, where he continues to serve as an Area Vice President. Outside of investment advisory, he assists business owners with Employee Retention Credit qualification through an independent contractor role at ERC Specialists, LLC. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers and manages approximately $985 million across about 4,000 clients.

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.

Jon Kerby is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with TCFG Investment Advisors since 2013 and also serves as president of Kerby Financial Services, where he provides tax preparation and planning as well as bookkeeping services. Additionally, he is a licensed insurance agent offering life and disability insurance through TCFG Insurance Solutions. 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 employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with access to third-party money managers.

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.

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 Yoon is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Retirement Wealth Advisors, Inc. for six years. Yoon also operates his own insurance and investment advisory business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of investment strategies, including alternative investments and private offerings.

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.