Maria Carchi is a financial advisor with ValMark Advisers, Inc. holding a Series 66 credential and three years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Equitable Advisors. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from ValMark’s investment committee.

Michael Henry is a Series 65-licensed advisor with Simplicity Wealth in Santa Ana, CA, and has several years of industry experience including roles at First Financial Security Inc and M&M Wealth Associates. He has worked in advisory capacities since 2015 across multiple firms. Simplicity Wealth provides advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while also offering technology and operational solutions tailored for other advisors.

Andrea Matolo is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2011. She holds the Series 66 license and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services with its advisory offerings.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA, holding 26 years of experience including her current role and prior positions at Eternity Financial Alliance Solutions Inc. and World Financial Group. She has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management serves individual clients across wealth levels, as well as charitable organizations and business entities, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and related services. The firm uses in-house model portfolios, sub-advisers, and a broad range of investment options, including alternatives and illiquid direct participation programs.

Andrew Chen is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 license and seven years of industry experience. He previously worked at Manchester Financial Inc. and has experience in both financial advisory and educational roles at Pepperdine University. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning.

Phillip Anton is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Newport Coast Securities, Wedbush Securities, and Brookstreet Securities. Outside of financial advising, he serves as a sports agent with Pro Sports Enterprises, facilitating introductions between coaches and athletes. Calton & Associates is a multi-team firm that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers both fee-based portfolio management and commission-based brokerage and insurance products, using a variety of analytical approaches and managing assets through proprietary and third-party programs.

Kathleen Donnelly is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with nine years of industry experience. Her career includes roles at Trilogy Capital, Trilogy Financial, National Planning Corporation, and Solar City. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on globally diversified asset allocation and risk-based model portfolios that incorporate both traditional and non-traditional instruments.

Jasmine Lambert is a Series 65-licensed financial advisor with five years of industry experience, currently with Flagstar Securities, Inc. in Newport Beach, CA. Her prior roles include positions at RPAG and Fellows Financial Group. Outside of her advisory work, she is also an independent insurance agent. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, and corporations. The firm offers wealth management and retirement plan consulting with approximately $784 million in discretionary assets under management, employing a strategy that includes allocation among mutual funds, ETFs, alternative investments, and third-party managers.

Sydney Riccio is a financial advisor at Cooper McManus with 23 years of industry experience. He holds a Series 66 designation and has worked with firms including Cambridge Investment Research and Securities America. In addition to his advisory role, Riccio operates an independent insurance agency. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and implements customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Tony May is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Morgan Stanley, and UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of sectors including wealth management, fixed income, commodities, and capital markets. The firm offers portfolio management tailored to client objectives and risk tolerances, along with custodial, clearing, prime services, and securities lending capabilities.

Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Frank Parlato is a financial advisor with Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Lifemark Securities Corp., U.S. Bancorp Advisors, LLC, and Wells Fargo Investments, LLC. He serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on nonprofit support. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals—including high-net-worth clients—retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management, financial planning, and sponsor wrap fee programs, utilizing a variety of analytical approaches and third-party managers to build diversified client portfolios.

Joseph Sirgy is a CFP® professional with 23 years of industry experience. He is affiliated with Trilogy Capital, Inc. and has worked there since 2016, alongside roles at LPL Financial and Trilogy Financial Services dating back to 2003. His other business activities include selling life, health, disability, and long-term care insurance through Trilogy Financial Services. Trilogy Capital, Inc. serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a globally diversified, risk-based investment approach and integrates tax services through its affiliate, Trilogy Tax & Consulting.

Alina Santiago is a financial advisor at Continuum Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. In addition to her advisory role, she oversees compliance and operations as Chief Compliance Officer at Continuum Advisory. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Ricardo Ribeiro is a Certified Financial Planner (CFP®) with six years of industry experience. He has been with First Foundation Advisors since 2013, based in Irvine, CA. Ricardo holds a Series 65 license. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and also serves investment companies. The firm uses a multi-asset, open-architecture approach and is affiliated with FirstSun Capital Bancorp, integrating banking and other financial services into its offerings.

Jeffrey Sims is a CFP® with seven years of industry experience, currently serving at Index Fund Advisors, Inc. since 2022. His prior experience includes roles at Stifel Nicolaus & Co Inc, Commonwealth Financial Network, Guided Path Wealth Management, and Wedbush Securities. Index Fund Advisors, Inc. provides discretionary investment management and financial planning to various client segments, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs a globally diversified, passively managed investment approach using index funds and ETFs, supplemented by in-house tax services and a values-based investing program aligned with U.S. Conference of Catholic Bishops guidelines.

Cristina Campbell is a CFP® professional with 17 years of experience in the financial industry. She has worked at several firms including Empirical Wealth Management, Stratos Wealth Partners, LPL Financial, Fidelity, and Natixis Global Asset Management. She is also an affiliated insurance producer for Empirical Insurance, where she recommends insurance products related to life, disability, and long-term care. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and affiliated insurance and real estate services. The firm applies Modern Portfolio Theory across diversified asset classes and offers alternative strategy funds and performance-based fee arrangements, alongside affiliated real estate and legal services.

Casey Dettorre is a CFP® professional with 19 years of industry experience, currently affiliated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services since 2007 and served at National Planning Corporation for a decade. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm emphasizes strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

Mark Fishlowitz is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes 22 years at Edward Jones before joining Cooper McManus and Cambridge Investment Research in 2024. Outside of his advisory role, he volunteers with the Ventura County Sheriff Department and serves as treasurer and owner/partner of 1st Street Wealth Management. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and customizes portfolios through sub-advisors and co-advisory platforms.