Katherine Stellar is a CFP® with 27 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2016 and has held a concurrent affiliation with LPL Financial since 2015. Based in Laguna Beach, CA, she focuses on investment advice, asset allocation, and general financial planning. 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 constructs tailored portfolios using various analytic approaches and offers discretionary portfolio management as its primary advisory service.

Denise Delaney is a CFP® professional with 27 years of industry experience. She has been with Index Fund Advisors, Inc. since 2005 and also works with Engemann Asset Management, formerly known as Roger Engemann & Associates, Inc. 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 primarily through passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and integrates an in-house tax services division alongside specialized investment offerings.

Gregory Giles is a Series 66-licensed financial advisor with TCFG Investment Advisors, LLC, based in Laguna Niguel, CA, and has 16 years of industry experience. He has been with TCFG since 2016 and also operates a CPA practice and insurance services business, providing tax, accounting, and insurance solutions. Additionally, he offers government finance consulting to various Southern California cities and agencies. TCFG Investment Advisors, LLC 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 diverse range of analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Heidi Elick is a financial advisor with Cooper McManus Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Securities America Advisors and Robert B. Anderson CFP. Outside of her advisory work, she serves as president of the Achieve Charter School board and has been involved in community organizations such as the Paradise Ridge Chamber of Commerce. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to third-party sub-advisors. The firm employs a fundamentally driven investment process utilizing a broad range of securities and custom asset-allocation models, and it emphasizes client education and coordinated estate-planning services through outside attorneys.

Seamus Molony is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with approximately four years of professional experience. His background includes roles at EP Wealth Advisors, Stratos Private Wealth, and Trilogy Financial, as well as prior work in education and seasonal positions in surf-related businesses. 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 employs a strategic, globally diversified investment approach with risk-based model portfolios and includes in-house tax services through its affiliate, Trilogy Tax & Consulting.

Andrew Thiem is a financial advisor at Summit Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MGO OneSeven DBA Lake House Private Wealth Management, Bank of America, Merrill, and Morgan Stanley. Prior to entering financial services, he was employed at Eli Lilly & Company. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Troy Mc Swain III is a financial advisor at First Foundation Advisors with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Morgan Stanley and Skinner Fouch & Olson LLP. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, integrating banking and other financial services.

Benjamin Thornhill is a CFP® professional with over 22 years of experience in the financial services industry. He has been with First Foundation Advisors since 1998. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm utilizes an open-architecture, multi-asset investment approach and is notable for its affiliation with FirstSun Capital Bancorp, which enables integrated banking and financial product referral services.

Jeffrey Hackbarth is a CFP® professional with 18 years of industry experience currently with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation, accumulating extensive experience in financial advising. Trilogy Capital, Inc. 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, periodic rebalancing, and incorporates non-traditional instruments to align portfolios with client risk profiles.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with 19 years of industry experience. He previously founded and operated Messina and Associates, Inc. DBA Financial Resources Group for 10 years and has held advisory roles at several firms since 2007. Outside of his advisory work, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment approach emphasizes selecting and monitoring model portfolios tailored to clients’ financial situations, goals, and risk tolerances.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.

Howard Bolotin is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at LPL Financial and longstanding involvement with Trilogy Financial Services and National Planning Corporation. He also serves as a life insurance and fixed annuity agent through Trilogy Financial Services Inc. 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 employs a strategic, globally diversified investment approach with risk-based portfolio models and includes in-house tax services through its affiliate, Trilogy Tax & Consulting.

James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Galloway Asset Management, Secure Investment Management, and New York Life Insurance Co. In addition to his advisory role, he is an insurance agent selling fixed annuity products. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers a range of services including investment management, financial planning, and tax, estate, and insurance-related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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 worked previously at Kestra Private Wealth Services, DFPG Investments, and Surevest Wealth Management. 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 businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

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 the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as president of Capital Gains Tax Advisory, a tax preparation and accounting services firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow to manage portfolios through a combination of internally created models and third-party managers.