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 at RFG Advisory, LLC with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is also the CEO and founder of Blue Sands Wealth Management LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of discretionary asset management strategies including actively managed and passive models, direct indexing, tax-aware approaches, and alternative investments.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. He has worked with Trilogy Capital since 2015 and previously held roles at LPL Financial and National Planning Corporation. Outside of advisory work, Molony serves as a trustee managing family trusts and estates. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation strategy with in-house and third-party models, incorporating fundamentals, technical analysis, and non-traditional instruments, while also integrating real estate and retirement plan features into its advanced planning services.

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 bringing 29 years of industry experience. His career includes roles at LPL Financial since 2017 and extensive experience with Trilogy Financial Services dating back to 1999. Trilogy Capital, Inc. provides 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 framework, integrating both proprietary and third-party strategies, and incorporates personal and business real estate into its advanced planning and private markets offerings.

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. 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.

Alexia Candelaria is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She has worked at Brighton Jones LLC since 2017 and previously at Northwestern Mutual Investment Management from 2013 to 2017. Brighton Jones LLC advises individuals, including high-net-worth and ultra-high-net-worth clients, charitable organizations, pooled investment vehicles, and retirement plans. The firm provides comprehensive wealth-management services through a Personal CFO model and family office offerings, combining financial planning, investment management, and private-investment opportunities.

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.

Nathan Lefton is a financial consultant at Wedbush Securities Inc. with a Series 66 license and four years of industry experience. Prior to joining Wedbush in 2022, he held positions at the University of California, Santa Barbara, Churned Creamery, Blaze Pizza, and Northwood High School. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a broad range of wealth management, fixed income, commodities, and capital markets solutions tailored to client objectives and risk tolerances.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.