Blake Bauer is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Purshe Kaplan Sterling Investments, Clarity Capital Partners, and First Republic Bank. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers investment advisory and portfolio management services, financial planning, and retirement plan advisory programs with a mix of discretionary and consultative approaches.

Dylan Costello is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation, bringing seven years of industry experience. His prior roles include positions at Minnesota Life, Securian Financial Services, and Tax and Financial Group. In addition to his advisory work, he is a Financial Strategist with Navigators Advisory Group, focusing on financial planning and implementing strategies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, and separate-account managers, with client accounts monitored and rebalanced regularly under the oversight of an investment committee.

Thomas Vance is a CFP® professional at Pure Financial Advisors, LLC with 30 years of industry experience. He has been with Pure Financial Advisors since 2012 and is also a part-owner of HMV, Inc., a real estate development and investment company. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension plans. The firm uses a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques and specialized investment strategies.

Benjamin Julianel is a financial advisor with ValMark Advisers, Inc. in Irvine, CA, holding a Series 66 designation and 16 years of industry experience. He is the founder and CEO of Navigators Advisory Group, an investment, life insurance, and financial planning firm. His career includes roles at ValMark Advisers, ValMark Securities, Tax And Financial, Securian Financial Services, and Minnesota Life Insurance Co. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Cheryl Knight is a financial advisor with The Strategic Financial Alliance, Inc. in Foothill Ranch, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with The Strategic Financial Alliance since 2003. Outside of her advisory role, she is occasionally involved in assessing insurance needs and presenting fixed insurance product solutions through a separate business activity. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting services. The firm supports multiple portfolio programs and third-party manager platforms, managing the majority of its assets on a non-discretionary basis.

Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Berthel Fisher since 2003 and serves as a board member and treasurer of The David & Diana Sun Foundation, a family foundation focused on charitable giving. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and investment strategies through approximately 100 independent investment adviser representatives.

Jericho Canete is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. He holds a Series 65 credential and has prior work experience at Wells Fargo and several other firms. Outside of his advisory role, he is also licensed as a life and health insurance agent. 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 in-house models and third-party sub-advisors, incorporating both fundamental and technical analysis and non-traditional instruments when appropriate.

James Olmore is a CFP® with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2016 and previously worked at Mariner Wealth Advisors from 2014 to 2016. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.

David Huisinga is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Trilogy Capital since 2015 and at LPL Financial since 2017, alongside a long tenure at Trilogy Financial Services dating back to 2002. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using a range of in-house models and third-party sub-advisors, and it integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Brent Hill is a financial advisor with ValMark Advisers, Inc. in Irvine, CA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. Prior to joining ValMark, he worked at Pacific Life Insurance Company and Pacific Select Distributors for nine years. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight from ValMark’s investment committee.

Ekaterina Nuce is a financial advisor with First Foundation Advisors in Irvine, CA, holding a Series 65 designation and four years of industry experience. She has been with First Foundation Advisors since 2015. First Foundation Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, and serves as a sub-adviser to registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company, FirstSun Capital Bancorp, enabling coordinated banking, trust, and insurance referrals.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Lisa Wiechert is a financial advisor with StoneX Advisors Inc. in Mission Viejo, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2009. Outside of her advisory role, she owns and operates an eBay sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies including proprietary models and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Devonney Thurman is a financial advisor at Cooper McManus with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Lindsey & Lindsey Wealth Management, and Premier Financial Search. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of securities and implements customized asset-allocation portfolios through sub-advisors and co-advisory platforms.

Dennis Reiland is a CFA® charterholder with 39 years of industry experience. He has been with Private Management Group, Inc. in Irvine, CA since 1985. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm uses a combination of long-term strategic frameworks and tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of securities.

Myles Anderson is a financial advisor at Trilogy Capital, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary model series and third-party sub-advisors, incorporating both fundamental and technical analysis along with selective use of non-traditional instruments.

Jeffrey Motske is a CFP® professional with 37 years of industry experience, currently affiliated with Trilogy Capital, Inc. He has held roles at LPL Financial since 2017 and has been involved with Trilogy Capital and its related entities since 1999. Outside of advisory work, Motske manages Tanlyn Productions LLC, a media and radio show production business. 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 with both in-house and third-party managers, integrates real estate considerations into advanced planning, and offers a range of portfolio management and consulting services.

Leon McGroarty is a financial advisor at Cooper McManus with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Cambridge Investment Research, The Kagan Company, Securities America, and 401k America, where he also serves as president. McGroarty is involved in other business activities including serving as president of RetireAmerica Inc. and working as an independent insurance agent. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a range of investment strategies tailored to client objectives, incorporating fundamental analysis, options, cryptocurrency products, and model asset-allocation programs.

Sheila Cimini is a financial advisor at One Capital Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF and Tiaa from 2007 to 2021. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, using a macroeconomic and fundamental research-driven investment process.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.