Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

Edward Lebeau is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Dynamic Wealth Advisors dba Legacy Financial Advisors since 2016. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources to support other advisers.

David Daley is a financial advisor at Forefront with four years of industry experience. He holds a Series 66 designation and has previously worked at Daley Financial Planning LLC, End Pro Services, and several other firms. Outside of advisory work, Daley is involved in marketing for the financial industry through his role with N2 Content Marketing. Forefront Wealth Partners is a team-based SEC-registered advisor serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing a multi-advisor structure and third-party managers to create customized portfolios.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

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.

Brad Morgan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 credentials, and has 33 years of industry experience. He has been a manager at Morgan Advisory Group since 2001 and affiliated with M HOLDINGS SECURITIES, Inc. since 2009. He is also a member and trustee of Iconic Watch Company, LLC, a non-investment related business. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers both advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and sub-advisory arrangements.

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.

Michael Walker is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc for eight years. Walker also owns MCW Wealth Management, a private label financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm employs customized, long-term portfolio strategies using various investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

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.

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.

Terry Deever is a CFP® with 21 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2016. He also owns Terry Deever CPA, an accountancy corporation providing tax preparation, planning services, and business transaction analysis. Additionally, he is involved with Accentrix Solutions LLC, which automates payroll and HR management, and Accentrix Advisors, LLC, offering financial planning and investment advisory services. 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 diverse analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.