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. 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.

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. 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.

Jose Hernandez Gomez Jr. is a financial advisor at First Advisors National, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Bankers Life Advisory Services. Outside of his advisory role, he is the owner and managing partner of Gomez Financial and Insurance Solutions, Inc. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers while supplementing with individual securities recommendations.

Jonathan Sabat is a Series 65-licensed financial advisor with eight years of industry experience, currently with Trilogy Capital, Inc. in Irvine, CA. He has been with Trilogy Capital since 2018 and has prior experience at Trilogy Financial Services. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and fixed annuity products. 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 with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and non-traditional investments when appropriate.

Douglas Gahn is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. He previously worked at LifePro Asset Management, LLC, and has owned Silver Summit Financial since 2015, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with technology and operational support to other advisers through its managed account platform.

Jonathan Mendiola is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Euro Pacific Capital, Inc. since 2013. Outside of his financial career, he offers private lessons in Jiu-jitsu. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors. The firm manages nearly $3 billion for over 7,000 clients using an open-architecture model that combines internally managed strategies, sub-advisory relationships, and model programs with a focus on international equity and value-oriented approaches.

Catherine Loquet is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Financial & Tax Architects in 2023, she worked at First Financial Security and has been involved with Advanced Wealth Management, Inc. since 2002, where she is also an owner and insurance agent. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary "Private Wealth Strategies" and offers retirement-plan consulting, educational seminars, and additional services such as estate-planning preparation assistance.

George Park III is a financial advisor at Cooper McManus in Irvine, CA, with eight years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Inc., Securities America Inc., and Cooper Financial Group. Outside of advisory work, he is an independent insurance agent involved with Park Family Insurance and other insurance-related 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 utilizing a broad range of securities and model asset-allocation portfolios tailored to client objectives.

Edward Malekan is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. In addition to his advisory role, he is an insurance agent at EF Agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities as part of its comprehensive client service platform.

Matthew Frazier is a financial advisor with Private Management Group Inc in Irvine, CA. He holds a Series 65 designation and has been with the firm since 2026. His prior work includes roles in education and service industries as well as a seven-year position at Shady Canyon Golf Club. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $4.9 billion across several thousand accounts, employing individualized portfolios with a combination of longer-term strategic frameworks and shorter-term tactical adjustments.

Gale Rose Bergado is a financial advisor at Cooper McManus with nine years of industry experience, holding a Series 66 designation. Previously, Gale has worked at firms including Avantax Advisory Services and 1st Global Advisors, and maintains involvement with ONeill & Bergado, Inc., a tax and accounting services business. Gale also has experience providing asset management, financial planning, and life insurance services as a contractor. Cooper McManus serves individuals, trusts, corporations, and retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process utilizing a broad range of securities and model portfolios tailored to client objectives.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Robert Roche is a financial advisor with First Foundation Advisors in Irvine, CA, holding Series 63, 65, and 66 credentials and bringing 11 years of industry experience. His prior roles include positions at RetireOne Investment Services, Prime Capital, and 20/20 Capital Management, among others. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs an open-architecture, multi-asset strategy and is affiliated with FirstSun Capital Bancorp, offering integrated banking and financial product referral services.

Daniel Campbell is a CFP® with 15 years of industry experience, currently affiliated with The AmeriFlex Group in Fullerton, CA. He has worked at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and the Independent Financial Group. Campbell is also president of DC Wealth Advisors, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Miguel Corral Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked at Infinex Investments, Inc., Banc of California, Essex National Securities, LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines firm supervision with delegation of investment management to its representatives.