Zeke Lefton is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining Wedbush, he held roles at California Polytechnic State University, San Luis Obispo, Coast Nissan, and other organizations. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed accounts and commission-based brokerage arrangements.

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.

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.

Ryan Maglio is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Irvine, CA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining CliftonLarsonAllen in 2026, he worked at firms including Invesco, Wells Fargo Clearing Services, and Edward Jones. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines discretionary and non-discretionary investment management with integrated multidisciplinary planning supported by its parent company, CliftonLarsonAllen LLP.

Michael Henry is a Series 65-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Wealth Advisory Now, First Financial Security Inc, M&M Wealth Associates, and Premier Financial Alliance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management, model portfolios, and a technology-enabled managed account platform for advisers.

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.

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. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

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.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Rayliant Investment Research and AP Shoes. Lo also serves as President of Rayliant Wealth, an investment-related business based in Newport Beach, CA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios including its Sowell Visionary Allocation Strategies, as well as third-party manager selection and unified managed account solutions.

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 been with Calton & Associates since 2016. Outside of his advisory role, Anton works as a sports agent, facilitating introductions between coaches and athletes and serving as a point of contact. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and access to third-party money managers. The firm provides multiple program structures and combines analytic approaches ranging from fundamental and technical analysis to covered-call strategies.

Kathleen Donnelly is a Series 65 licensed financial advisor with nine years of industry experience, currently with Trilogy Capital, Inc. since 2017. Her prior roles include work at Solar City from 2015 to 2017 and a brief tenure at National Planning Corporation in 2017. 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 both in-house and third-party models, with services that include portfolio management, retirement plan consulting, financial coaching, and advanced planning across budgeting, tax strategies, and real estate.

Sydney Riccio is a financial advisor at Cooper McManus with 22 years of industry experience. She holds a Series 66 designation and has worked at Cooper McManus since 2012. Riccio also operates Riccio Insurance Solutions, an independent insurance agency. 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 securities and offers both standalone planning and ongoing asset management services.

Tony May is a financial advisor with Wedbush Securities Inc. in Newport Beach, California, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 11 years before joining Wedbush in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements, combining broker-dealer functions with clearing, custody, and prime services.

Frank Parlato is a financial advisor at Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on identifying nonprofit organizations for support. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and utilizing multiple program structures and analytic approaches.

Joseph Sirgy is a CFP® professional with 23 years of industry experience, currently associated with Trilogy Capital, Inc. and LPL Financial. He has worked at Trilogy Financial Services and National Planning Corporation in prior roles. Sirgy's other activities include serving as a licensed agent for non-variable insurance products through Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach incorporating in-house models and third-party managers, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

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.