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.

As both a CPA and CFP professional, I believe financial decisions shouldn't happen in separate conversations. As financial lives become more complex, the impact of taxes, investments, retirement planning, and major life decisions becomes increasingly interconnected. A coordinated strategy can make a meaningful difference over time. Based in Newport Beach, California, I work with individuals and families navigating increasingly complex financial lives. Whether you're building wealth, managing equity compensation, approaching retirement, running a business, planning for a major purchase, or experiencing another significant life transition, I help bring all the moving pieces together into one thoughtful financial strategy. My approach combines tax planning, financial planning, and investment management because each decision affects the others. Looking at only one piece of your financial life can lead to missed opportunities or unintended tax consequences. By coordinating these areas, my goal is to help clients make more informed decisions, reduce unnecessary taxes where possible, and build long-term financial confidence. As a fee-only advisor, I don't receive commissions or sell financial products. My recommendations are objective and designed around your goals, your values, and what makes the most sense for your unique situation. Before founding KCL Wealth Management, I advised high-net-worth individuals and families on tax planning at PwC. Today, I bring that experience into a more personal, collaborative relationship where clients understand not only what we're recommending, but why. My goal is for every client to leave meetings feeling more organized, more confident, and empowered to make smart financial decisions for years to come.

Jason Luhan is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked at multiple firms over his career, including The Pacific Financial Group and EQIS Capital Management, Inc. In addition to advising, he operates a legal practice as a sole proprietor providing general legal services. Capital Investment Advisory Services offers portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm provides customized investment programs using fundamental, technical, and charting analysis across a variety of asset classes, primarily managing assets on a discretionary basis.

Leroy Born is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Born also operates Born Capital Partners, a private label entity focused on fee-based financial management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management alongside financial planning and third-party manager referrals.

Willy Tan is a financial advisor at TCFG Investment Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms including Western International Securities, Inc. and Wells Fargo Investments, LLC. Tan has been with TCFG since 2018. TCFG Investment Advisors, LLC is an SEC-registered advisory firm managing approximately $639 million in client assets and serving individuals, profit-sharing plans, charities, and businesses. The firm employs various investment strategies and offers portfolio management, financial planning, consulting, and access to third-party money managers.

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.