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.

Marisha Fusco is a financial advisor at RBC Securities, Inc. with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at City National Securities, Merrill, and PNC, among other firms. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank parent and related entities offering a range of financial and trading services.

Eric Papacosta is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2013, where he is also active in life insurance and fixed/index annuity sales. He joined Asset Allocation Strategies in 2023. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm’s investment process emphasizes strategic asset allocation using quantitative techniques and implements portfolios through model strategies, ETFs, and third-party managers.

Don Dumas is a financial advisor with TCFG Investment Advisors, LLC in Green Bay, WI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior work includes seven years at Client One Securities, LLC. Outside of his advisory role, he officiates youth and high school sporting events as an umpire for softball games under WIAA and local leagues. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Neal Rutter is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and institutions. The firm emphasizes index-based portfolio management guided by Modern Portfolio Theory and a multi-factor framework, combining investment management with in-house tax services through its IFA Taxes division.

Eric Di Leo is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He previously worked at KNR Wealth Management, Inc. and Simplified Insurance Services, Inc. Di Leo is also the owner of Summitstone Financial Group, INC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers 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 third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model with a focus on risk analysis and fundamental, technical, and cyclical portfolio approaches.

Joseph Silverman is a CFP® with 17 years of experience in financial advising. He currently works at RWA Wealth Partners and previously held roles at Schwab Wealth Advisory, Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is co-manager of Healing Hope Counseling, PLLC, a psychotherapy practice operated by his wife. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach with a mix of mutual funds, ETFs, separate accounts, and private pooled vehicles, combined with tactical adjustments and customized fixed income strategies.

Peter Shusterman is a financial advisor at Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses with 40 years of industry experience. His career includes roles at Osaic Wealth, Inc., Purshe Kaplan Sterling Investments, and Cambridge Investment Research. Outside of advising, he has experience as an insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, 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 via sub-advisors and co-advisory platforms.

Hannah Peck Lazcano is an advisor at Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 credential with no prior industry experience. Before joining Trilogy, her background includes roles outside the financial industry, such as positions in the food and retail sectors and work related to education. 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 approach that includes both traditional and non-traditional investment strategies tailored to client risk profiles.

Flavio Lorrimer is a financial advisor at Cooper McManus with 15 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC for 10 years before joining Cooper McManus in 2023. Flavio also operates a private wealth management practice in Huntington Beach. 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 wide range of securities and customized asset allocation strategies through sub-advisors and co-advisory platforms.

Angela Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Kovack Advisors and its affiliated securities firm since 2015 and has been associated with APEX Financial Services Group since 2012. Outside of her advisory role, she presents mortgage assistance workshops aimed at individuals facing layoffs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to provide portfolio management and financial planning services.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. She holds a Series 65 designation and has a background that includes community program work and roles in education. Evelyn also operated an Etsy shop, EvsDesignsCo, reflecting entrepreneurial interests outside finance. Trilogy Capital serves high-net-worth individuals, families, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting. The firm emphasizes globally diversified asset allocation and offers a range of portfolio strategies that include both traditional and non-traditional investment instruments.

Layne Peterson is a financial advisor at Private Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Compass and in real estate training roles. Outside of finance, he has worked with Trust Me Vodka, Inc. and at the University of Southern California. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a diverse range of investment instruments.

Kristin Mccoy is a financial advisor at Private Management Group Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Private Management Group since 2013. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm uses a combination of long-term strategic frameworks and tactical decisions based on fundamental analysis to construct individualized portfolios across various account types.

Lindsey Hess is a CFP® professional with 11 years of industry experience, currently serving at First Foundation Advisors in Irvine, CA. She has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm utilizes an open-architecture, multi-asset investment approach and benefits from its affiliation with FirstSun Capital Bancorp, offering integrated banking, trust, and insurance services.

Ronald Lefton is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and having 22 years of industry experience. His prior work history includes roles at Morgan Stanley, Goldman Sachs Wealth Services, and other firms. He has been with Wedbush Securities since 2014, with a brief period at other firms from 2016 to 2017 before returning. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages tailored portfolio strategies and delivers both discretionary and non-discretionary portfolio management through multiple account offerings and institutional research.

Wesley Long is a financial advisor at Index Fund Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wedbush Securities Inc. for nine years before joining Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and other institutions. The firm specializes in globally diversified, passively managed portfolios constructed from index mutual funds and ETFs, incorporating tax-aware strategies and offering integrated tax services alongside its advisory offerings.

Eric Boegh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing via its EPC Advisors Group division.

Tyler Trahan is a financial advisor at Cooper McManus in Irvine, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo and Cambridge Investment Research, Inc., as well as experience outside finance at Sweetwaters Coffee and Tea and Parsons Child and Family Center. 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 covering a wide array of instruments and utilizes model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Jason Lynn is a financial advisor with ValMark Advisers, Inc. in Santa Ana, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with ValMark Advisers since 2018 and also affiliated with Valmark Securities and The O'Neill Company. Outside of his advisory role, Lynn volunteers as a youth baseball coach and serves in various volunteer community roles, including treasurer for a high school baseball booster club and a board member for a homeowners association. 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 through model portfolios and asset allocation, with implementation via mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic client reviews.