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® with seven years of industry experience, currently serving at Navy Federal Investment Services, LLC. His prior roles include positions at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group, Inc. Portillo has military experience through his ongoing service in the Marine Corps. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, offering a range of solutions including unified managed accounts and automated ETF portfolios.

Letitia Berbaum is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Axxcess Wealth Management, Tessera Capital Partners, Gramercy Securities, Optivest, and LPL Financial. She is the CEO and founder of L&B Capital Group LLC and Blue Sands Wealth Management LLC. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, institutional clients, and government entities. The firm primarily offers discretionary portfolio management leveraging model strategies, third-party platforms, and serves as sub-adviser to ETFs, with capabilities in insurance product sales and access to alternative investments.

Gary Graham is a financial advisor with Calton & Associates, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior experience includes roles at Wedbush Securities Inc., Crowell, Weedon & Co., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory services, he serves as a referral closer for American Alternative Assets, assisting with the purchase of physical precious metals. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of advisory, brokerage, and insurance services through its dually registered representatives.

Christopher Molony is a financial advisor with Trilogy Capital, Inc. located in Irvine, CA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Molony has worked with Trilogy Capital since 2015 and has prior experience at LPL Financial and National Planning Corporation. He also serves as a trustee managing family trusts and estates. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and sponsors and participants of employer retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach emphasizes strategic, globally diversified asset allocation, manager selection, and periodic rebalancing across risk-based model portfolios.

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 has 29 years of industry experience. He has worked with Trilogy Financial Services since 1999 and was previously associated with National Planning Corporation. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan participants by providing investment management, financial planning, and retirement-plan consulting. The firm’s approach includes globally diversified asset allocation, manager selection, and risk-based portfolio models that incorporate both traditional and non-traditional investment instruments.

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.

Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial and NATIONAL PLANNING CORPORATION and has been affiliated with Trilogy-related firms since 2011. Outside of his advisory role, he serves on the finance committee for Inland Valley Hope Partners and is president of the West Covina chapter of LE TIP, a business networking group. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified asset allocation approach and incorporates a range of investment options, including non-traditional instruments, tailored to client risk profiles.

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. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at LPL Financial since 2017. Brown has been associated with Trilogy Financial Services since 2006 and serves as a senior partner there. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on strategic, globally diversified asset allocation and manager selection, incorporating both fundamental and technical analysis to align portfolios with client risk profiles.

Alexia Candelaria is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She has worked at Brighton Jones LLC since 2017 and previously held a position at Northwestern Mutual Investment Management from 2013 to 2017. Based in Newport Beach, CA, she is part of a multi-team firm. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Jonathan Sabat is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 license and eight years of industry experience. He has worked with Trilogy Capital and its related entities since 2017. In addition to his advisory role, Sabat is a licensed insurance agent for life, health, and fixed annuity products. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants, offering investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, globally diversified asset allocation approach with risk-based model portfolios and includes access to non-traditional investment vehicles and in-house tax services through its affiliate.

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.

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. Since 2013, he has been associated with Euro Pacific Capital, Inc. Outside of his advisory role, he offers private lessons in Jiu-jitsu. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and provides a range of portfolio management and financial planning services.

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, Series 65, and Series 66 licenses and has worked previously 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” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis and featuring customizable strategies.

George Park III is a Series 66–registered financial advisor with Cooper McManus in Irvine, CA, bringing nine years of industry experience. His work history includes roles at Cambridge Investment Research, Securities America, and employee optional insurance companies. In addition to his advisory role, he operates Park Family Insurance as an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and access to various investment programs. The firm employs a fundamentally driven investment process utilizing a broad range of securities and collaborates with sub-advisors to customize client portfolios.

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.