Layne Peterson is a financial advisor at Private Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Compass and in real estate training roles. Outside of finance, he has worked with Trust Me Vodka, Inc. and at the University of Southern California. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Kristin Mccoy is a financial advisor at Private Management Group Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Private Management Group since 2013. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm uses a combination of long-term strategic frameworks and tactical decisions based on fundamental analysis to construct individualized portfolios across various account types.

Lindsey Hess is a CFP® professional with 14 years at First Foundation Advisors and a total of 10 years of industry experience. She is based in Irvine, CA, and has worked exclusively with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, supported by its affiliation with a bank holding company, FirstSun Capital Bancorp.

Ronald Lefton is a financial advisor at Wedbush Securities Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Wedbush Securities in multiple periods since 2014, as well as at Buttonwood Tree Management, Inc. and Standard Investment Chartered, Inc. Prior to his current tenure, his experience includes roles at these firms spanning from 2016 to the present. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, and capital markets, alongside clearing and prime services.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2015. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passive mutual funds and ETFs, guided by Modern Portfolio Theory and a proprietary multi-factor framework.

Mark Taylor is a CFP® professional with 42 years of experience in the financial industry. He has worked at Mutual Advisors, LLC since 2022 and previously held roles at Securities America Advisors, Inc. and Winthrop Taylor Asset Management, Inc. Taylor serves as president of the San Clemente Rotary Club, where he leads meetings and organizes board activities. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Eric Boegh is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, and investment banking services. The firm focuses on international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Jason Lynn is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with ValMark Advisers since 2018 and has been affiliated with Valmark Securities, Inc. and The O'Neill Company for over a decade. Outside of his advisory role, Lynn volunteers as a coach for South Sunrise Little League and serves as treasurer for the El Modena Baseball Boosters Club, in addition to holding a volunteer board position with the Portofira Homeowners Association. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and multiple investment platforms, with oversight from its investment committee and participation in proprietary investment-company products.

Audrey West is a Series 65-licensed financial advisor at Gradient Advisors, LLC with six years of industry experience. She previously worked at Foundations Investment Advisors, KNR Consulting and Wealth Management, Inc., and Simplified Insurance Services, Inc. West is also the owner and a financial planning advisor at Elite Capital & Insurance Services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, using a largely non-discretionary model and incorporating fundamental, technical, and cyclical analysis in portfolio management.

Joseph Park is a CFA® charterholder affiliated with Empirical Wealth Management in Irvine, CA. He has one year of industry experience, including prior roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal referral businesses.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.

Jevon Thomas is a financial advisor with World Equity Group, Inc. in Irvine, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with World Equity Group since 2017 and also owns Jevon Thomas Retirement Plan Consultants, where he provides consulting services for employer-sponsored retirement plans. Additionally, he owns Omega 9, a business that facilitates introductions among clients, construction engineers, and vendors. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, and various institutional entities. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and employs discretionary third-party money managers as part of its managed portfolio programs.

Henry Portillo is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and six years of industry experience. His prior experience includes roles at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. He is also currently serving in the Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of services including model-driven asset allocation, rebalancing, and a Private Wealth Consulting program for high-net-worth clients.

Letitia Berbaum is a financial advisor at RFG Advisory, LLC with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is also the CEO and founder of Blue Sands Wealth Management LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of discretionary asset management strategies including actively managed and passive models, direct indexing, tax-aware approaches, and alternative investments.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has worked with Trilogy Capital since 2015 and previously held roles at LPL Financial and National Planning Corporation. Outside of advisory work, Molony serves as a trustee managing family trusts and estates. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation strategy with in-house and third-party models, incorporating fundamentals, technical analysis, and non-traditional instruments, while also integrating real estate and retirement plan features into its advanced planning services.

Randy Salaki is a financial advisor at Cooper McManus with 23 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities from 2012 to 2024 before joining Cooper McManus and Cambridge Investment Research, Inc. in 2024. He is also president of Wave Crest Wealth. 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 instruments and implements customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Thomas Walden is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services dating back to 1999. Trilogy Capital, Inc. provides advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework, integrating both proprietary and third-party strategies, and incorporates personal and business real estate into its advanced planning and private markets offerings.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. He serves as the president of the West Covina chapter of LE TIP and participates on the finance committee for Inland Valley Hope Partners. 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 utilizes a risk-based, diversified asset allocation framework incorporating both in-house model series and third-party sub-advisors, offering comprehensive planning and a range of portfolio management options.

Nathan Brown is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at LPL Financial, Trilogy Financial Services, and National Planning Corporation. He is a senior partner in Trilogy Financial Services. 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 employs a risk-based, diversified asset allocation approach using both proprietary and third-party models, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Alexia Candelaria is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She has worked at Brighton Jones LLC since 2017 and previously at Northwestern Mutual Investment Management from 2013 to 2017. Brighton Jones LLC advises individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm provides comprehensive wealth-management services through a Personal CFO model and family office offerings, combining financial planning, investment management, and private-investment opportunities.