Stephanie Arnold is a financial advisor with United Capital Financial Advisors in Newport Beach, CA, holding a Series 66 license and 10 years of industry experience. She has held previous roles at Goldman Sachs, JPMorgan Chase, and The AYCO Company. Her current affiliations include Integrity Alliance, Lion Street Financial, and United Capital Financial Advisors. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also assists independent advisors.

Kevin Simpson is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Trilogy Financial, he held various positions including roles in education and worked seven years at Trader Joe’s. He is also licensed as a life and health insurance agent. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach combines globally diversified asset allocation and manager selection with both fundamental and technical analysis, organizing portfolios into risk-based models that may include alternative instruments and tax services through an affiliated company.

Eric Perkins is a financial advisor at Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been associated with Trilogy Capital since 2015 and concurrently works with LPL Financial. Trilogy Capital 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 strategic, globally diversified investment approach incorporating both fundamental and technical analysis, and provides additional tax and consulting services through its affiliate, Trilogy Tax & Consulting.

Antonio Adao is a financial advisor at Sowell Management with a Series 65 credential. He has professional experience spanning roles in media and education prior to joining Sowell Management in 2026. Outside of his advisory role, he has been involved with 828 Media since 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment advisor representatives.

Scott Naiman is a financial advisor at Trilogy Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Trilogy Capital 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’s investment approach includes globally diversified asset allocation, manager selection, and periodic rebalancing, incorporating both fundamental and technical analysis.

Matthew Franzen is a financial advisor with Private Management Group Inc. in Irvine, CA, holding a Series 65 designation and bringing six years of industry experience. Prior to joining Private Management Group in 2020, he worked at Coto de Caza Golf & Racquet Club and California State University - Fullerton. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $4.9 billion across several thousand accounts. The firm constructs individualized portfolios based on client risk and return objectives, employing a longer-term strategic framework complemented by shorter-term tactical decisions and investing across a broad array of global instruments.

Mark Foundos is a CFA® charterholder with 20 years of industry experience. He has been with Everett Harris & Co. since 2003. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, with investment decisions tailored to each client’s tax situation and objectives.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Eric Steingruebner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with A.G.P. / Alliance Global Partners and has worked at Euro Pacific Capital, Inc. for over two decades. Outside of his advisory role, he serves as a manager of a family investment LLC and as a trustee for an investment-related trust. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a range of advisory programs and platforms.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Highland Advisors LLC and Accentrix. Lindberg is also involved as an assistant and employee with Accentrix Advisors, LLC. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Juan Herrera is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wescom, Comerica, and Citi. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs with third-party portfolio managers and offers a range of investment solutions including automated ETF portfolios.

Gary Pulford is a financial advisor at Ritholtz Wealth Management with 29 years of industry experience. He has been with Ritholtz since 2017 and previously worked at Private Asset Management, Inc. for 12 years. He holds a Series 63 designation. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance principles, utilizing diversified low-cost ETFs and tactical overlays alongside alternative investments.

James Young is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at LPL Financial and NPC. Young also serves as a life insurance agent through Trilogy Financial Services. Trilogy Capital 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 strategic, globally diversified investment approach with risk-based model portfolios and includes tax and consulting services through its affiliate, Trilogy Tax & Consulting.

Keegan Tanghe is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Trilogy Financial Services since 2004 and has been with Trilogy Capital and LPL Financial for over a decade. Tanghe is also a senior partner and financial advisor at Trilogy Financial Services, involved in insurance products such as term and universal life, disability, and long-term care insurance. Trilogy Capital 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’s investment approach focuses on globally diversified asset allocation, manager selection, and periodic rebalancing, employing both fundamental and technical analysis to align portfolios with client risk profiles.

Jeanwin Doreus is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Trilogy Financial, Precision Wealth, and Midland National. Outside of advising, he is also a licensed insurance agent specializing in life and health insurance. 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’s approach focuses on strategic, globally diversified asset allocation, manager selection, and periodic rebalancing, utilizing a range of investment instruments and providing detailed ERISA retirement-plan services.

Andrew Purmort is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cooper McManus since 2004 and also leads Purmort Group, Inc., where he serves as president and an independent insurance agent. In addition to his advisory roles, he volunteers with a local neighborhood watch program. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Jordan Vander Poorten is a CFP® professional with five years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. He previously worked at Golden State Equity Partners, LLC and TVN Wealth Management Inc, and has been a principal and CPA at VDP CPA since 2018. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program for illiquid private funds.

Neil Amor is a CFA® charterholder with 23 years of industry experience. He has been with First Foundation Advisors in Irvine, CA, for 29 years. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm uses an open-architecture, multi-asset approach and benefits from its affiliation with bank holding company FirstSun Capital Bancorp, which integrates banking, trust, and insurance services alongside its investment offerings.

Eric Meister is a financial advisor at Sovran Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. outside of work, he serves as a soccer referee for CalSouth. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management using a mix of active and passive strategies across multiple program types.