Benjamin Vazquez Jr. is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Trilogy Capital since 2019 and has also worked with LPL Financial. Outside of his advisory role, he is involved in financial education through My Secure Advantage, Inc. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans, offering portfolio management, retirement consulting, financial coaching, and advanced planning. The firm employs a risk-based, diversified asset allocation strategy with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and including non-traditional investments when suitable.

Christine Bowe is a financial advisor with Empirical Wealth Management in Irvine, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She also manages Empirical Real Estate Services, where she reviews real estate holdings and manages property listings. In addition, she provides life insurance services as an independent contractor with World Financial Group. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and operates affiliated businesses across real estate, insurance, and legal services.

Aron Wong is a financial advisor at Cooper McManus with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Northwestern Mutual. In addition to advisory work, Wong has experience as an insurance agent and paraplanner. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a fundamentally driven investment process, utilizing a wide range of securities and customized asset-allocation models to meet client objectives.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Thomas Arthur is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Euro Pacific Capital Inc., Chase Investment Services Corp., U.S. Bancorp Investments, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that incorporates internally managed strategies, sub-advisory relationships, and various managed account programs.

Jeffrey Cerny is a financial advisor with Redhawk Wealth Advisors, Inc. in Irvine, CA, holding a Series 66 license and bringing 21 years of industry experience. He previously worked with Atlas Wealth Management Group LLC for 15 years and has operated independently since 2003. In addition to his advisory role, he holds an insurance license and sells life and health insurance as well as annuities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, families, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs with oversight from a weekly investment committee.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Hallie Dena is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial since 2013, with additional experience at LPL Financial LLC starting in 2024. 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 in-house models and third-party sub-advisors, offering both discretionary and non-discretionary portfolio management as well as advanced planning services that include personal and business real estate considerations.

Gregory Norman is a financial advisor at Cooper McManus with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, CUSO Financial Services, LPL Financial, and CUNA Mutual Group. Outside of advisory roles, Norman is also active as an insurance and benefits agent. 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 diverse array of securities and model portfolios tailored through sub-advisors and co-advisory platforms.

Michael Loo is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Trilogy Capital, Inc. since 2015 and has prior experience at LPL Financial and National Planning Corporation. 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 strategy using both in-house models and third-party sub-advisors, incorporating advanced planning and retirement plan features tailored to client objectives.

Michael Bakhshi is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Trilogy Financial Services, LPL Financial, and National Planning Corporation. Outside of his advisory work, he is involved with Trilogy Financial Services, where he also provides life insurance and variable annuity 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 strategy using both proprietary and third-party models, integrating personal and business real estate considerations into its advanced planning and private markets services.

Thomas Wolf is a CFP® with 41 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2013. He has also been involved with related entities including TCFG Wealth Management and TCFG Insurance Solutions. Outside of his advisory work, he is a board member of the California Lutheran High School Association. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Ara Abajian is a CFA® charterholder with over four years of experience at First Foundation Advisors and previously spent 20 years at Round Hill Asset Management. He holds a California real estate broker license, which he has not actively used, and provides consultation for a property management business managed by his wife. First Foundation Advisors offers 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 is affiliated with a bank holding company, which supports a range of financial product referrals and sub-advisory roles.

Christopher Quigley is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently affiliated with Mariner Independent and has previously worked at Mosaic Value Partners, Focus Partners Wealth, Kovitz Investment Group Partners, and AFAM Capital. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities like pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting through a network of investment adviser representatives who utilize firm-built model portfolios and a wide range of investment tools, supported by affiliated businesses such as a trust company and an institutional pension consulting affiliate.

Michael Kiley is a financial advisor at Consolidated Portfolio Review Corp with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Chamberlain Consulting Group and SPIRE Securities. Kiley is the 100% owner of Chamberlain Consulting Group II, LLC and Chamberlain Consulting Group, LP, and is involved in selling various types of life insurance through KFM Financial & Insurance Services Inc. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Karuna Tejpaul is a financial advisor at First Foundation Advisors with a Series 66 designation and eight years of industry experience. Prior to joining First Foundation Advisors, Karuna held positions at LPL Enterprise, Loan Depot, and LRES. First Foundation Advisors provides 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 mutual funds while coordinating banking, trust, and insurance referrals through its affiliation with its corporate parent, FirstSun Capital Bancorp.

Sean Summers is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Private Management Group Inc in Irvine, CA. He has been with Private Management Group since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across various account types.

Michael Pash is a CFP®-certified financial advisor at Pure Financial Advisors, LLC with 27 years of industry experience. He has been with Pure Financial Advisors since 2010. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Myhanh Hoskin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Earned Wealth Advisors, LLC. Her prior experience includes 28 years at Charles Schwab and four years at Noho Financial, Inc Dba Forme Financial. Outside of her advisory role, she owns and manages a property rental business in Big Bear Lake, California. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals such as doctors and dentists. The firm employs a diversified, buy-and-hold investment approach informed by both internal and third-party consultants and offers integrated financial planning and discretionary wealth management services.

James Cunningham Jr. is a financial advisor at Cooper McManus with 12 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Securities America. In addition to his advisory role, Cunningham is a licensed attorney and operates CunninghamLegal, where he serves as CEO and lead attorney. 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 approach using a broad range of securities and manages both standalone planning engagements and ongoing asset management relationships.