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.

Leon Mcgroarty is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 63 designation and bringing 37 years of industry experience. His prior firms include Cambridge Investment Research, The Kagan Company, Securities America, and 401k America, where he also serves as president. He is involved in multiple business activities, including leadership roles at 401K America Inc. and RetireAmerica Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process that includes individual securities and pooled products, offering model asset-allocation portfolios through sub-advisors and co-advisory 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.

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.

Marisha Fusco is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding Series 66, Series 63, and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at City National Securities, Merrill, PNC, and BBVA-related firms. 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 is affiliated with a bank parent and offers integrated financial services including portfolio management via an affiliated sub-advisor, RBC Rochdale.

Eric Papacosta is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2013. In addition to his advisory role, he is an insurance agent involved in life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and incorporates a range of portfolio construction techniques including ETFs and third-party managers.

Phillip Matheson is a financial advisor with Accelerate Retirement, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns The Matheson Group, an independent investment advisory business, and SoCal Retirement Builders LLC, a marketing firm focused on retirement plan management. Accelerate Retirement provides retirement plan consulting, investment management, and fiduciary services to individual and institutional clients. The firm emphasizes long-term investment strategies and customized portfolio construction through a network of representatives.

Don Dumas is a financial advisor with TCFG Investment Advisors, LLC in Green Bay, WI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior work includes seven years at Client One Securities, LLC. Outside of his advisory role, he officiates youth and high school sporting events as an umpire for softball games under WIAA and local leagues. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Eric Di Leo is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Gradient Advisors, LLC and previously held roles at KNR Wealth Management, Inc., Simplified Insurance Services, Inc., and ALLIED. Outside of Gradient, he owns Summitstone Financial Group, Inc., where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

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.

Peter Shusterman is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Octavia Wealth Advisors, and Osaic Wealth. Outside of his advisory work, he has experience as an insurance agent. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a range of instruments and implements tailored asset-allocation models through sub-advisors and co-advisory platforms.

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.

Flavio Lorrimer is a financial advisor at Cooper McManus with 15 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for 10 years before joining Cooper McManus in 2023. Flavio also operates a private wealth management practice in Huntington Beach. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a wide range of securities and customized asset allocation strategies through sub-advisors and co-advisory platforms.

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.

Layne Peterson is a financial advisor at Private Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Compass and in real estate training roles. Outside of finance, he has worked with Trust Me Vodka, Inc. and at the University of Southern California. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Kristin Mccoy is a financial advisor at Private Management Group Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Private Management Group since 2013. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm uses a combination of long-term strategic frameworks and tactical decisions based on fundamental analysis to construct individualized portfolios across various account types.

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.