Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 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 charitable family foundation. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs and operates as both an investment adviser and registered broker-dealer.

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® professional with 20 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2016. His prior roles include positions at Mariner, Beta Wealth Group, Fidelity, and Wells Fargo Investments. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolios and offers a broad affiliate network with capabilities in legal, trust, lending, and advisory services.

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 at ValMark Advisers, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Pacific Life Insurance Company and Pacific Select Distributors, Inc. from 2014 to 2023 before joining ValMark in 2025. 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 is focused on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an internal investment committee.

Scott Babbitt is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at International Assets Investment Management, Crown Capital Securities, LPL Financial, and Trilogy Financial Services. SB Advisory, LLC is a multi-team SEC-registered firm managing approximately $1.1 billion for over 2,600 clients, serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice using a combination of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

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.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Devonney Thurman is a Series 66 licensed financial advisor at Cooper McManus with four years of industry experience. Prior to joining Cooper McManus, Thurman worked at Cambridge Investment Research and Lindsey & Lindsey Wealth Management. 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 that includes a wide range of securities and model asset-allocation portfolios tailored to client objectives.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

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 with Cooper McManus in Irvine, CA, holding a Series 63 designation and bringing 37 years of industry experience. His prior firms include Cambridge Investment Research, The Kagan Company, Securities America, and 401k America, where he also serves as president. He is involved in multiple business activities, including leadership roles at 401K America Inc. and RetireAmerica Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process that includes individual securities and pooled products, offering model asset-allocation portfolios through sub-advisors and co-advisory platforms.

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.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

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.

Sheri Strain is a financial advisor at B.B. Graham & Company, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at B.B. Graham & Company during multiple periods since 2018, with prior roles at Farmers Financial Solutions and National Planning Corporation. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and small businesses. The firm manages approximately $322 million and employs a combination of fundamental and technical analysis across various asset classes, offering both discretionary and non-discretionary management.

Armando Feighl is a financial advisor with RBC Securities, Inc. based in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at City National Bank and UnionBanc Investment Services, with a long history at Union Bank of California. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, leveraging an affiliated sub-advisor to manage portfolios using a range of investment vehicles. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer and is integrated within a broader financial services group including banking, trust, and municipal advisory services.