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.

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.

Eric Boegh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Euro Pacific Capital, Inc. since 2012. Based in Newport Beach, CA, he operates within a multi-team firm platform. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and various investment and brokerage services through an open-architecture model utilizing both internal and external management strategies.

Tyler Trahan is a financial advisor at Cooper McManus in Irvine, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo and Cambridge Investment Research, Inc., as well as experience outside finance at Sweetwaters Coffee and Tea and Parsons Child and Family Center. 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 covering a wide array of instruments and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Jason Lynn is a financial advisor with ValMark Advisers, Inc. in Santa Ana, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with ValMark Advisers since 2018 and has prior experience with Valmark Securities, Inc. and The O'Neill Company. 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, as well as a board member for the Portofira Homeowners Association. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a broad network of investment advisory representatives. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, coupled with ongoing portfolio monitoring and rebalancing.

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 CFP® and ChFC® credentialed advisor with six years of industry experience. He currently works at Navy Federal Investment Services, LLC and previously held positions at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. Portillo serves in the Marine Corps and has entrepreneurial experience under his own name. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs featuring third-party portfolio managers on the Envestnet platform and offers both discretionary and automated investment solutions.

Letitia Berbaum is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is the CEO and founder of L&B Capital Group LLC and Blue Sands Wealth Management LLC. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, institutional clients, and government entities. The firm primarily offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as sub-adviser to ETFs, with capabilities in insurance product sales and access to alternative investments.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. located in Irvine, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Molony has worked with Trilogy Capital since 2015 and has prior experience at LPL Financial and National Planning Corporation. He also serves as a trustee managing family trusts and estates. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and sponsors and participants of employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach emphasizes strategic, globally diversified asset allocation, manager selection, and periodic rebalancing across risk-based model portfolios.

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 has 29 years of industry experience. He has worked with Trilogy Financial Services since 1999 and was previously associated with National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan participants by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate both traditional and non-traditional investment instruments.

Benjamin Morgan is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Packerland in 2022, he worked at The O.N. Equity Sales Company and Ohio National. Morgan also owns Merlin Financial Services, which provides online training courses for financial professionals covering business skills and communication. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, including firm-managed portfolios, third-party co-advisory arrangements, and automated rebalancing tools, managing approximately $909 million in client assets.

Julia Pham is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2015. She is based in Long Beach, CA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods, offering both active and passive investment options alongside a digital advisory platform for smaller accounts.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial and NATIONAL PLANNING CORPORATION and has been affiliated with Trilogy-related firms since 2011. Outside of his advisory role, he serves on the finance committee for Inland Valley Hope Partners and is president of the West Covina chapter of LE TIP, a business networking group. 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 asset allocation approach and incorporates a range of investment options, including non-traditional instruments, tailored to client risk profiles.

Tyler Gilley is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Halbert Hargrove Global Advisors, LLC since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing an Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis.

Bruce Galbraith is a financial advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Muriel Siebert & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and J.P. Morgan Securities. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory and risk-tolerance questionnaires to create ETF/ETN-based portfolios, incorporating fundamental and technical strategies with options for discretionary or non-discretionary engagement.

Nathan Brown is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at LPL Financial since 2017. Brown has been associated with Trilogy Financial Services since 2006 and serves as a senior partner there. 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 strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.