Gabriel Deluna is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior roles at LPL Financial and National Planning Corporation. He serves as the president of the West Covina chapter of LE TIP and participates on the finance committee for Inland Valley Hope Partners. 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 utilizes a risk-based, diversified asset allocation framework incorporating both in-house model series and third-party sub-advisors, offering comprehensive planning and a range of portfolio management options.

Bruce Galbraith is a financial advisor at Siebert AdvisorNXT, LLC., holding a Series 66 designation with six years of industry experience. His work history includes roles at Muriel Siebert & Co., LLC, Wells Fargo Clearing, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Siebert Financial Corp & Subsidiaries. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its web-based wealth management platform and access to third-party managers. The firm utilizes an algorithmic approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management, including specialty strategies such as a covered-call transition option.

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 advisor at Wedbush Securities Inc. with a Series 66 designation and three years of industry experience. Prior to joining Wedbush in 2022, he worked at the University of California - Santa Barbara and held roles in the food service industry. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines brokerage and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Douglas Gahn is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has prior experience at LifePro Asset Management as well as over a decade with Silver Summit Financial, where he is also an owner and insurance agent. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services that range from financial planning to managed account platforms. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, alongside third-party model managers and technology-driven solutions for advisers.

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.

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.

Jonathan Mendiola is a financial advisor at A.G.P. / Alliance Global Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Euro Pacific Capital, Inc. since 2013. Outside of his advisory role, he provides private Jiu-jitsu lessons. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, emphasizing international investing through its EPC Advisors Group division. The firm combines top-down macro themes with bottom-up security selection and provides a range of investment products and strategies, including separately managed accounts and third-party manager programs.

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.

Eric Carlson is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Accelerate Retirement and has held previous roles at NFP Retirement, Triad Advisors, Independent Financial Partners, and LPL Financial. Outside of his advisory work, Carlson serves as a volunteer mountain biking coach for Woodcrest Christian School and operates Carlson Tax Services providing tax preparation. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and plan-level fiduciary services, focusing on long-term investment strategies and customized portfolios.

George Park III is a financial advisor at Cooper McManus with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Securities America Inc., and Employee Optional Insurance Company. In addition to his advisory role, he operates Park Family Insurance as an independent insurance agent. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach that includes fundamental analysis and a range of strategies involving options, cryptocurrency products, and model asset-allocation programs, managing approximately $2.56 billion in discretionary assets.

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.

Jason Reed is a Series 66-licensed financial advisor with three years of industry experience, currently with Simplicity Wealth. He has worked at several firms, including Market Makers ED and Financial Gravity Family Office Services, LLC. Outside of advisory roles, he is involved in insurance and annuity sales through Market Makers ED. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, and supports advisors through its technology, operational services, and managed account 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. She holds a Series 66 designation and has worked at firms including Avantax and Cambridge Investment Research. Outside of her advisory role, she is involved in tax and accounting services through her work with ONeill & Bergado, Inc. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm employs a tailored investment approach that incorporates fundamental analysis and a range of strategies, including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Jeffrey Smits is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. Prior to joining Wedbush Securities in 2023, he worked at Edward Jones from 2016 to 2023. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Rafael Garcia is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Capital Financial Services, Inc., Amerus, and Diversified Financial Management Group. Outside of his advisory work, he operates a tax preparation and consulting business under Garcia & Associates. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and combines advisory services with brokerage and insurance products through its dual registration.