Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.

Derick Kann is a CFP® and ChFC® with 28 years of industry experience. He has been with Index Fund Advisors, Inc. since 2016. Based in Austin, TX, he holds Series 63 and Series 65 licenses. 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 construction guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its separate IFA Taxes division.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with ValMark Advisers since 2017 and has previously worked with Valmark Securities, Inc. and The O'Neill Company, Inc. since 2010 and 2007 respectively. Lee is also managing partner of L2 Financial, Inc., where he oversees business strategy and management. 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 asset allocation strategies, with client accounts monitored and managed through proprietary and third-party platforms.

Anne Page is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 14 years of industry experience. She holds a Series 65 designation and has been with Index Fund Advisors since 2009. 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 passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers in-house tax services through its IFA Taxes division.

Rex Behrashi is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He is also the owner of BLU Financial Planning, which offers financial strategies for business owners, professionals, and families. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary programs, often combining registered representative activities within its dual-registration model.

Benjamin Vazquez Jr. is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Trilogy Capital since 2019 and has also worked with LPL Financial. Outside of his advisory role, he is involved in financial education through My Secure Advantage, Inc. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, offering portfolio management, retirement consulting, financial coaching, and advanced planning. The firm employs a risk-based, diversified asset allocation strategy with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and including non-traditional investments when suitable.

Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Christine Bowe is a financial advisor with Empirical Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She also manages Empirical Real Estate Services, where she reviews real estate holdings and manages property listings. In addition, she provides life insurance services as an independent contractor with World Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates affiliated businesses across real estate, insurance, and legal services.

Aron Wong is a financial advisor at Cooper McManus with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Northwestern Mutual. In addition to advisory work, Wong has experience as an insurance agent and paraplanner. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a fundamentally driven investment process, utilizing a wide range of securities and customized asset-allocation models to meet client objectives.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Thomas Arthur is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Euro Pacific Capital Inc., Chase Investment Services Corp., U.S. Bancorp Investments, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that incorporates internally managed strategies, sub-advisory relationships, and various managed account programs.

Jeffrey Cerny is a financial advisor with Redhawk Wealth Advisors, Inc. in Irvine, CA, holding a Series 66 license and bringing 21 years of industry experience. He previously worked with Atlas Wealth Management Group LLC for 15 years and has operated independently since 2003. In addition to his advisory role, he holds an insurance license and sells life and health insurance as well as annuities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, families, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs with oversight from a weekly investment committee.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial since 2013, with additional experience at LPL Financial LLC starting in 2024. 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 uses a risk-based, diversified asset allocation approach incorporating in-house models and third-party sub-advisors, offering both discretionary and non-discretionary portfolio management as well as advanced planning services that include personal and business real estate considerations.

Gregory Norman is a financial advisor at Cooper McManus with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, CUSO Financial Services, LPL Financial, and CUNA Mutual Group. Outside of advisory roles, Norman is also active as an insurance and benefits agent. 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 diverse array of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Trilogy Capital, Inc. since 2015 and has prior experience at LPL Financial and National Planning Corporation. 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 both in-house models and third-party sub-advisors, incorporating advanced planning and retirement plan features tailored to client objectives.

Michael Bakhshi is a financial advisor at Trilogy Capital, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Trilogy Capital, Inc. since 2015, as well as LPL Financial since 2017. Outside of his advisory role, he is involved with Trilogy Financial Services in providing life insurance and variable 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, utilizing both in-house models and third-party managers, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Ara Abajian is a CFA® charterholder with over four years of experience at First Foundation Advisors and previously spent 20 years at Round Hill Asset Management. He holds a California real estate broker license, which he has not actively used, and provides consultation for a property management business managed by his wife. First Foundation Advisors offers 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 a bank holding company, which supports a range of financial product referrals and sub-advisory roles.

Michael Kiley is a financial advisor at Consolidated Portfolio Review Corp with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Chamberlain Consulting Group and SPIRE Securities. Kiley is the 100% owner of Chamberlain Consulting Group II, LLC and Chamberlain Consulting Group, LP, and is involved in selling various types of life insurance through KFM Financial & Insurance Services Inc. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.