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.

Marisha Fusco is a financial advisor with RBC Securities, Inc. in Irvine, CA, holding Series 66, Series 63, and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at City National Securities, Merrill, PNC, and BBVA-related 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. The firm is affiliated with a bank parent and offers integrated financial services including portfolio management via an affiliated sub-advisor, RBC Rochdale.

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. In addition to his advisory role, he is an insurance agent involved in life insurance and fixed/index annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and incorporates a range of portfolio construction techniques including ETFs and third-party managers.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Sophois Sokhom is a CFP® professional with 15 years of industry experience, currently serving at Accelerate Retirement since 2023. Her prior experience includes roles at Kestra Investment Services, NFP Retirement, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, LPL Financial, and Merrill. She is also a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Retirement provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes long-term portfolio allocation with customized investment strategies and offers comprehensive retirement plan support including plan design, provider selection, participant education, and fiduciary services.

Erik Johnson is an investment adviser representative at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Primerica Financial Services and Lifemark Securities Corp. In addition to his advisory role, he is an independent insurance agent and has a role as director of sales and operations at Infinite Insurance & Financial Services. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and integrates tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Shane Cummings is a CFP® professional with 19 years of industry experience and has been with Halbert Hargrove since 2006. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities, offering discretionary, fee-only investment management, financial planning, and retirement plan services. The firm employs a multi-advisor approach supported by an Investment Committee that uses both qualitative and quantitative analysis to develop diversified portfolios across various asset classes.

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 Series 65-licensed financial advisor with six years of industry experience. He currently works at Gradient Advisors, LLC and previously held roles at KNR Wealth Management, Inc., Simplified Insurance Services, Inc., and ALLIED. Outside of Gradient, he owns Summitstone Financial Group, Inc., where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting 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 approach that incorporates fundamental, technical, and cyclical analysis.

Joseph Silverman is a CFP® professional with 16 years of industry experience, currently serving at RWA Wealth Partners. His prior experience includes nine years at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and six years with The Vanguard Group, Inc. Outside of his advisory role, he is listed as a 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 employs a strategic asset allocation approach and an open-architecture platform, combining fundamental and quantitative methods in its internally managed strategies.

Peter Shusterman is a financial advisor with Cooper McManus in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Octavia Wealth Advisors, and Osaic Wealth. Outside of his advisory work, he has experience as an insurance agent. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment process using a range of instruments and implements tailored asset-allocation models through sub-advisors and co-advisory platforms.

Hannah Peck Lazcano is a financial advisor at Trilogy Capital, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles outside the financial industry, such as positions at Sushi Factory and various educational institutions. 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, utilizing both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning services.

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 at Kovack Advisors, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2015, as well as at APEX Financial Services Group since 2012. In addition to her advisory role, she presents workshops on mortgage assistance programs for individuals facing layoffs. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm offers portfolio management, financial planning, and access to sub-advisory programs, using a combination of internally developed models and third-party managers to construct and monitor client portfolios.

Evelyn Pachuca Lazo is a financial advisor at Trilogy Capital, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at Trilogy Financial and involvement in community programs and educational organizations. She has operated an Etsy shop, EvsDesignsCo, which reflects entrepreneurial activity outside the financial sector. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, offering a range of portfolio management and consulting services. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party managers and integrates personal and business real estate considerations into its advanced planning.

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 14 years at First Foundation Advisors and a total of 10 years of industry experience. She is based in Irvine, CA, and has worked exclusively with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and operates as a sub-adviser to registered mutual funds, supported by its affiliation with a bank holding company, FirstSun Capital Bancorp.

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.