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.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Angela Reilly is a financial advisor with Thrivent Advisor Network, LLC in Long Beach, CA, holding a Series 66 designation and six years of industry experience. Her work history includes multiple roles at Thrivent Financial and Thrivent Investment Management Inc. She also has experience outside financial services, including positions at Hobby Lobby Stores, Inc. and involvement with Bible Study Fellowship. Thrivent Advisor Network, LLC provides discretionary and non-discretionary advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

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.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Megan Dia is a financial advisor at Citizens Private Wealth with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP, Unionbanc Investment Services, and MUFG Union Bank. Citizens Private Wealth serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, combining quantitative and qualitative portfolio oversight supported by its affiliation with Citizens Bank.

Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Yusi Zhang is a CFP® professional with one year of experience, currently serving at Infinity Financial Services Advisory. Prior roles include work with World Financial Group and Inspire Clean Energy. Outside of investment advising, Zhang is also an independent insurance agent with World Financial Group. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, and pension consulting, employing a multi-method investment approach that incorporates technical, fundamental, and quantitative analyses.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

David Echeverria is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with Euro Pacific Capital since 2008, including through its transition to Euro Pacific Capital, Inc. in 2017. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management, financial planning, and brokerage services.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through various account management strategies and manages over $900 million in client assets.

Janeane Vena is a Series 65-licensed financial advisor at Trilogy Capital, Inc. in Irvine, CA, with eight years of industry experience. She has been with Trilogy Capital since 2017 and worked previously at Trilogy Financial from 2016 to 2021. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s investment approach incorporates globally diversified asset allocation and manager selection within risk-based model portfolios, and it offers additional services including tax planning through its affiliate Trilogy Tax & Consulting.

Michael Haymond is a financial advisor at Cooper McManus with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Securities America. Outside of advising, he serves as a church chair at First United Methodist Church of Orange and is involved in an independent insurance agency and other business ventures. 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 broad range of securities and implements model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

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.