Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP® with 26 years of industry experience, currently serving as an advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA. He has been associated with Euro Pacific Capital, Inc. since 2005. Outside of his advisory role, he manages his family's investment assets through SEVEN C'S FAMILY, LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture approach that integrates internally managed strategies, co- and sub-advisory relationships, and value- and dividend-oriented international equity investments across discretionary and non-discretionary mandates.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Highland Advisors LLC and Accentrix. Lindberg is also involved as an assistant and employee with Accentrix Advisors, LLC. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Gary Pulford is a financial advisor at Ritholtz Wealth Management with 29 years of industry experience. He has been with Ritholtz since 2017 and previously worked at Private Asset Management, Inc. for 12 years. He holds a Series 63 designation. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance principles, utilizing diversified low-cost ETFs and tactical overlays alongside alternative investments.

James Young is a financial advisor at Trilogy Capital, Inc. with 25 years of industry experience. He has held roles at Trilogy Capital since 2015 and previously worked at LPL Financial for four years. Young is also active as a licensed life insurance agent through Trilogy Financial Services. 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 utilizes a risk-based, diversified asset allocation approach with both in-house and third-party managers, offering services including portfolio management, retirement plan consulting, financial coaching, and advanced planning that incorporates personal and business real estate considerations.

Keegan Tanghe is a financial advisor at Trilogy Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and National Planning Corporation. He is also a senior partner in Trilogy Financial Services, a licensed insurance agency. 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 approach with in-house model series and third-party sub-advisors, integrating advanced planning that includes personal and business real estate considerations.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at several firms including Precision Wealth and Midland National. Outside of advisory work, he is also a licensed life and health insurance agent. 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 employs a risk-based, diversified asset allocation approach using in-house models and third-party sub-advisors, offering discretionary and non-discretionary portfolio management along with comprehensive advanced planning.

Andrew Purmort is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cooper McManus since 2004 and also leads Purmort Group, Inc., where he serves as president and an independent insurance agent. In addition to his advisory roles, he volunteers with a local neighborhood watch program. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Jordan Vander Poorten is a CFP® and holds a Series 65 license, with five years of industry experience. He is currently associated with Golden State Equity Partners, LLC and TVN Wealth Management Inc, both since 2021, and serves as a principal and CPA at VDP CPA, an accounting firm he has been involved with since 2018. Ascentis Independent Advisors, LLC serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, financial planning, retirement plan consulting, and referral services to third-party money managers. The firm employs a combination of discretionary management, sub-advisory arrangements, and a Private Direct Investments program, incorporating various investment types tailored to client objectives.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Eric Meister is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of work, he serves as a soccer referee for CalSouth. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a mix of active and passive strategies across multiple program types.

Jenny Smyth is a financial advisor at RBC Securities, Inc. holding a Series 66 designation with five years of industry experience. She previously worked at City National Securities, Inc. and Comerica Bank, where she spent a combined 22 years. 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 and portfolio management, integrating services within a broad financial group affiliated with banking and trust companies.

Stephen Wiechert is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Foundation Advisors since 2014. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as serving investment companies. The firm uses an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking, trust, and insurance referrals.

Zachary Ernisse is a financial advisor with Trilogy Capital, Inc. based in Irvine, CA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Trilogy Capital, he worked with Frozen Ropes and held various positions including roles in education. 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 combining in-house model series and third-party sub-advisors, with portfolios that may include fundamental and technical analysis as well as non-traditional instruments when appropriate.

Todd Schneider is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at firms including Golden State Equity Partners and Cutter Financial Group, and has operated Schneider Wealth Management, LLC since 2011. Outside of advisory services, he is a licensed insurance agent in Texas. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program that allocates clients into illiquid private funds under a documented allocation policy.

Christina Orta is a CFP® professional with 18 years of industry experience, currently with Cooper McManus in Irvine, CA. Her prior work includes roles at Cambridge Investment Research, Inc. and Securities America, Inc. She is involved as treasurer and board member at Hillcrest Christian School. Cooper McManus serves individuals, trusts, corporations, and retirement plans by offering financial planning, discretionary portfolio management, and access to a range of investment products. The firm employs a fundamentally driven investment process that utilizes both individual securities and pooled products, tailoring client portfolios with multiple asset allocation strategies and educational resources.

Austin Castillo is a financial advisor at Private Management Group Inc with a Series 65 designation and one year of industry experience. His background includes roles in insurance, hospitality, parking services, and education. He has also worked at several educational institutions, including Cal State University of Fullerton and Arizona State University. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a strategic investment approach with tactical adjustments, employs fundamental analysis, and offers globally diversified portfolios across various asset types.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.