Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. Valmark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Venkat Yarlagadda is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Index Fund Advisors since 2008. 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 index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, and it offers integrated tax services through its separate IFA Taxes division.

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.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Fullerton, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal in 2026, Bei worked at LPL Enterprise, The Prudential Insurance Company of America, Guardian Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. Bei also maintains a non-sponsored broker appointment with Guardian Insurance Company related to fixed products new business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Seamus Molony is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation. He has experience working with EP Wealth Advisors, Stratos Private Wealth, and Trilogy Financial, and has a background including roles at Jack’s Surfboards and teaching positions at San Diego State University and local schools. 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 framework and integrates personal and business real estate considerations into its comprehensive planning services.

Andrew Thiem is a financial advisor at OneSeven with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, and Eli Lilly & Company. Thiem’s background spans wealth management and private banking roles. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, offering both discretionary and non-discretionary arrangements.

Troy Mc Swain III is a financial advisor at First Foundation Advisors with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles 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 uses an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, which allows it to coordinate referrals for banking, trust, and insurance services.

Lee Jones is a financial advisor at Ascentis Independent Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Golden State Equity Partners d/b/a Tangent Retirement, Stratos Wealth Partners, LTD., and LPL Financial. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting. The firm employs asset allocation, fundamental and technical analysis, and utilizes third-party managers, co-advisory platforms, and a Private Direct Investments program to manage client assets.

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.

Jared Shaft is a financial advisor at Accelerate Retirement with 8 years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo Clearing and various roles in the restaurant and corporate sectors. Outside of finance, he has worked in the restaurant industry and at American Golf Corp. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm emphasizes long-term investment strategies with customized portfolios and manages significant retirement plan advisory relationships.

Jeffrey Hackbarth is a CFP® professional with 18 years of experience in the financial services industry. He has been associated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. His work history also includes National Planning Corporation and 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 employs a risk-based, diversified asset allocation strategy using in-house models and third-party sub-advisors, with a focus on integrating real estate considerations and retirement plan implementation features.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and previously operated Messina and Associates, Inc. DBA Financial Resources Group for ten years. In addition to his advisory role, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

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 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.