Sophois Sokhom is a CFP® with 15 years of industry experience, currently serving as an advisor at Accelerate Retirement. Her prior experience includes roles at Kestra Investment Services, NFP Retirement, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. She is also a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and fiduciary services. The firm constructs customized portfolios using a variety of investment vehicles and emphasizes a long-term approach combined with ongoing due diligence and portfolio monitoring.

Erik Johnson is an investment adviser representative with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His background includes roles at The Financial Architects, Infinite Insurance & Financial Services, Lifemark Securities Corp., and Golden Empire Mortgage. Johnson also serves as an independent insurance agent and works alongside an estate planning professional to provide estate planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Shane Cummings is a CFP® professional with 19 years of industry experience and has been with Halbert Hargrove since 2006. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities, offering discretionary, fee-only investment management, financial planning, and retirement plan services. The firm employs a multi-advisor approach supported by an Investment Committee that uses both qualitative and quantitative analysis to develop diversified portfolios across various asset classes.

Neal Rutter is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its IFA Taxes division.

Joseph Silverman is a CFP® professional with 16 years of industry experience, currently serving at RWA Wealth Partners. His prior experience includes nine years at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and six years with The Vanguard Group, Inc. Outside of his advisory role, he is listed as a co-manager of Healing Hope Counseling, PLLC, a psychotherapy practice operated by his wife. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach and an open-architecture platform, combining fundamental and quantitative methods in its internally managed strategies.

Hannah Peck Lazcano is a financial advisor at Trilogy Capital, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles outside the financial industry, such as positions at Sushi Factory and various educational institutions. 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, utilizing both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning services.

Angela Rosario is a financial advisor at Kovack Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2015. Rosario is also associated with APEX Financial Services Group and conducts mortgage assistance workshops aimed at educating individuals affected by layoffs on state mortgage assistance programs. Kovack Advisors, Inc. is an SEC-registered enterprise firm serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at Trilogy Financial and involvement in community programs and educational organizations. She has operated an Etsy shop, EvsDesignsCo, which reflects entrepreneurial activity outside the financial sector. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, offering a range of portfolio management and consulting services. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party managers and integrates personal and business real estate considerations into its advanced planning.

Lindsey Hess is a CFP® professional with 14 years at First Foundation Advisors and a total of 10 years of industry experience. She is based in Irvine, CA, and has worked exclusively with First Foundation Advisors since 2012. 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 operates as a sub-adviser to registered mutual funds, supported by its affiliation with a bank holding company, FirstSun Capital Bancorp.

Ronald Lefton is a financial advisor at Wedbush Securities Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities in multiple periods since 2014, as well as at Buttonwood Tree Management, Inc. and Standard Investment Chartered, Inc. Prior to his current tenure, his experience includes roles at these firms spanning from 2016 to the present. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, and capital markets, alongside clearing and prime services.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2015. 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 passive mutual funds and ETFs, guided by Modern Portfolio Theory and a proprietary multi-factor framework.

Eric Boegh is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, and investment banking services. The firm focuses on international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Jimmy Suh is a financial advisor with PFG Advisors who holds Series 63 and Series 66 designations and has 33 years of industry experience. His career includes roles at United Planners, OSAIC, Securities America, Mirae Asset Wealth Management, Eagle Wealth Management, and Merrill Lynch. Suh has maintained an independent advisory presence since 1992. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach combines model portfolios, third-party managers, and multiple marketplace platforms, emphasizing macro allocation and index-based ETFs alongside fundamental and technical analysis.

Jason Lynn is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with ValMark Advisers since 2018 and has been affiliated with Valmark Securities, Inc. and The O'Neill Company for over a decade. Outside of his advisory role, Lynn volunteers as a coach for South Sunrise Little League and serves as treasurer for the El Modena Baseball Boosters Club, in addition to holding a volunteer board position with the Portofira Homeowners Association. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and multiple investment platforms, with oversight from its investment committee and participation in proprietary investment-company products.

Audrey West is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Foundations Investment Advisors and KNR Consulting and Wealth Management. In addition to her advisory role, she is owner and Investment Advisor Representative of Elite Capital & Insurance Services, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates mainly through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model tailored to client objectives and risk tolerance.

Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. 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 primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.

Henry Portillo is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and six years of industry experience. His prior experience includes roles at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. He is also currently serving in the Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of services including model-driven asset allocation, rebalancing, and a Private Wealth Consulting program for high-net-worth clients.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has worked with Trilogy Capital since 2015 and previously held roles at LPL Financial and National Planning Corporation. Outside of advisory work, Molony serves as a trustee managing family trusts and estates. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation strategy with in-house and third-party models, incorporating fundamentals, technical analysis, and non-traditional instruments, while also integrating real estate and retirement plan features into its advanced planning services.

Thomas Walden is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services dating back to 1999. Trilogy Capital, Inc. provides 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 framework, integrating both proprietary and third-party strategies, and incorporates personal and business real estate into its advanced planning and private markets offerings.