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.

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.

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.

Kristofer Reddaway is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and BNY Mellon. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a long-term, open-architecture investment approach with predominantly discretionary portfolio management and offers additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Catherine Loquet is a financial advisor at Financial & Tax Architects, LLC with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Advanced Wealth Management, Inc. since 2002, where she also owns an insurance business. Her career includes roles at First Financial Security and her current firm in Newport Beach, CA. Financial & Tax Architects, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary investment strategies with a focus on ETFs, individual securities, and monthly rebalancing, serving mainly discretionary client relationships.

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.

Jeffrey Smits is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Stifel, and Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of wealth management, fixed income, commodities, and capital markets services.

Robert Roche is a financial advisor with First Foundation Advisors in Irvine, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Prime Capital, 20/20 Capital Management, and Ameritas Investment Corp. Roche has also operated as an independent consultant and has experience in non-investment roles such as with Senior Helpers. 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 mutual funds. The firm uses an open-architecture, multi-asset approach incorporating equities, fixed income, mutual funds, ETFs, and alternative investments, and is affiliated with a bank holding company that provides integrated financial product relationships.

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.

Scott Schiffer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds a Series 63 designation and has been with Centaurus since 1998. In addition to his advisory role, Schiffer is a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises accountants. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements supported by a mix of fundamental and technical analysis.

Phillip Giese is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.