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.

Audrey West is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 credential and has worked previously at Foundations Investment Advisors, KNR Consulting and Wealth Management, Inc., and Simplified Insurance Services, Inc. West is also the owner of Elite Capital & Insurance Services, where she provides financial planning and investment 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 a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Joseph Park is a CFA® charterholder with one year of experience in the financial industry. He has worked at Empirical Wealth Management since 2025 and previously held roles at LPL Financial, Bryson Wealth Management, and Northern Trust. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a Modern Portfolio Theory-based approach using diversified asset classes and manages alternative-strategy offerings, while also providing affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Bridget Quijada is a financial advisor at Index Fund Advisors, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisors LLC and JMB Financial Managers Inc. since 2018, she has been with Index Fund Advisors. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm primarily uses passively managed mutual funds and ETFs within a portfolio management approach guided by Modern Portfolio Theory and a multi-factor framework, complemented by in-house tax services through its IFA Taxes division.

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.

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.

Julia Pham is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2015. She is based in Long Beach, CA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods, offering both active and passive investment options alongside a digital advisory platform for smaller accounts.

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.

Tyler Gilley is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Halbert Hargrove Global Advisors, LLC since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing an Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis.