Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Blake Bauer is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Purshe Kaplan Sterling Investments, Clarity Capital Partners, and First Republic Bank. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers investment advisory and portfolio management services, financial planning, and retirement plan advisory programs with a mix of discretionary and consultative approaches.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Thomas Vance is a CFP® professional at Pure Financial Advisors, LLC with 30 years of industry experience. He has been with Pure Financial Advisors since 2012 and is also a part-owner of HMV, Inc., a real estate development and investment company. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension plans. The firm uses a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques and specialized investment strategies.

Tisha Neal is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Berthel Fisher since 2003 and serves as a board member and treasurer of The David & Diana Sun Foundation, a family foundation focused on charitable giving. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent investment adviser representatives.

Jericho Canete is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has prior work experience at Wells Fargo and several other firms. Outside of his advisory role, he is also licensed as a 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, incorporating both fundamental and technical analysis and non-traditional instruments when appropriate.

James Olmore is a CFP® with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2016 and previously worked at Mariner Wealth Advisors from 2014 to 2016. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.

David Huisinga is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2015 and at LPL Financial since 2017, alongside a long tenure at Trilogy Financial Services dating back to 2002. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using a range of in-house models and third-party sub-advisors, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Ekaterina Nuce is a financial advisor with First Foundation Advisors in Irvine, CA, holding a Series 65 designation and four years of industry experience. She has been with First Foundation Advisors since 2015. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and serves as a sub-adviser to registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company, FirstSun Capital Bancorp, enabling coordinated banking, trust, and insurance referrals.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

Myles Anderson is a financial advisor at Trilogy Capital, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary model series and third-party sub-advisors, incorporating both fundamental and technical analysis along with selective use of non-traditional instruments.

Jeffrey Motske is a CFP® professional with 37 years of industry experience, currently affiliated with Trilogy Capital, Inc. He has held roles at LPL Financial since 2017 and has been involved with Trilogy Capital and its related entities since 1999. Outside of advisory work, Motske manages Tanlyn Productions LLC, a media and radio show production business. 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 framework with both in-house and third-party managers, integrates real estate considerations into advanced planning, and offers a range of portfolio management and consulting services.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Sheila Cimini is a financial advisor at One Capital Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF and Tiaa from 2007 to 2021. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, using a macroeconomic and fundamental research-driven investment process.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.

Armando Feighl is a financial advisor with RBC Securities, Inc. based in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at City National Bank and UnionBanc Investment Services, with a long history at Union Bank of California. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, leveraging an affiliated sub-advisor to manage portfolios using a range of investment vehicles. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is integrated within a broader financial services group including banking, trust, and municipal advisory services.