Trilogy Capital, Inc.

Joseph Fischman is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Trilogy Capital since 2015 and LPL Financial since 2017, with prior experience at Trilogy Financial Services and National Planning Corporation. Fischman serves as an alumni board member for the University of Wisconsin, Orange County. Trilogy Capital, Inc. provides investment management services to individuals, families, trusts, estates, retirement plans, and corporate clients. The firm constructs diversified, risk-based portfolios using institutional managers, model portfolios, and proprietary portfolio series, incorporating real estate and private-investment options alongside traditional assets.

Collin Wolf is a financial advisor at Trilogy Capital, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Trilogy Financial since 2022. Prior to his advisory career, he was involved with South Bay Aquatics for two years. Trilogy Capital, Inc. is an investment management firm that serves individuals, families, trusts, estates, retirement plans, and corporate clients. The firm constructs globally diversified, risk-based portfolios using a variety of institutional managers, model portfolios, and proprietary series, integrating real estate and private-investment options into its planning and portfolio construction.

Jeffrey Seuferling is a CFP® professional with 28 years of industry experience, affiliated with Trilogy Capital, Inc. since 2015 and LPL Financial since 2017. He has also been associated with Trilogy Financial Services Inc. since 1999 and National Planning Corporation from 1999 to 2017. Trilogy Capital, Inc. is an investment management firm serving individuals, families, trusts, estates, retirement plans, and corporate clients. The firm offers diversified, risk-based portfolios utilizing institutional managers, model portfolios, and proprietary series, with a notable emphasis on integrating real estate and private-investment options into its planning and portfolio construction.

Thurman Schisler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2017 and has been with Trilogy Capital since 2015, as well as Trilogy Financial Services since 2006. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients by providing discretionary and non-discretionary portfolio management, financial coaching, and advanced planning services. The firm constructs globally diversified, risk-based portfolios using institutional managers, model portfolios, and proprietary series, integrating real estate and private-market options as part of its investment approach.

Eric Johnson is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Johnson also serves as a trustee of a family trust. Trilogy Capital, Inc. is an investment management firm serving individuals, families, trusts, estates, retirement plans, and corporate clients. The firm offers diversified, risk-based portfolio management using institutional managers, model portfolios, and proprietary portfolio series, with an emphasis on integrating real estate and private-investment options into comprehensive financial planning.

Dale Sarpard is a financial advisor at Trilogy Capital, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at LPL Financial and National Planning Corporation. His background includes roles at Trilogy Financial Services and a decade in education at Arlington High School and the University of Massachusetts Dartmouth. Trilogy Capital, Inc. manages investments for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm constructs globally diversified, risk-based portfolios using a variety of institutional managers, model portfolios, and proprietary strategies, with a notable emphasis on integrating real estate and private-investment options into client planning and portfolio construction.

Douglas Stroot is a financial advisor at Trilogy Capital, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017, alongside his role at Trilogy Capital since 2015. He is also the successor trustee of the Jeanette Stroot Living Trust. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients by providing discretionary and non-discretionary portfolio management, sub-advisory services, and advanced planning. The firm constructs globally diversified, risk-based portfolios utilizing institutional managers and proprietary portfolio series, with a focus on integrating real estate and private-investment options within client planning and portfolio construction.

Carolina Carranza Hernandez is a financial advisor at Trilogy Capital, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Trilogy Capital and Trilogy Financial Services since 2021. Carolina also holds an insurance agent license covering life and health products. Trilogy Capital, Inc. is an investment management firm serving individuals, families, trusts, estates, retirement plans, and corporate clients. The firm offers diversified, risk-based portfolio management using institutional managers, proprietary portfolios, and various investment vehicles, with a distinctive focus on integrating real estate and private-market options into their planning and portfolio construction.

Kathleen Muniz is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has worked with LPL Financial and Trilogy Financial Services, with prior affiliations including National Planning Corporation. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management with an investment approach that includes globally diversified, risk-based portfolios, integrating real estate and private market options alongside traditional and alternative investments.

Michael Serio is a CFA® charterholder with 12 years of industry experience. He is currently with Trilogy Capital, Inc. in Denver, CO, where he has worked since 2024. His prior experience includes roles at Ashton Thomas and Wells Fargo Private Bank. Trilogy Capital, Inc. provides investment management services to individuals, families, trusts, estates, retirement plans, and corporate clients. The firm constructs globally diversified, risk-based portfolios and integrates real estate and private-investment options into client planning and portfolio construction.

Mark Hammill is a financial advisor at Trilogy Capital, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and National Planning Corporation. Outside finance, he is the co-founder and creative director of V Group Inc and owner of Mark Hammill Graphic Design. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients, offering portfolio management, sub-advisory relationships, financial coaching, and advanced planning services. The firm creates globally diversified, risk-based portfolios integrating real estate and private-investment options, managing approximately $3.21 billion in assets across 77 advisors.

Derrick Blanchette is a financial advisor at Trilogy Capital, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Trilogy in various capacities since 2014, including prior experience at National Planning Corporation. Outside of his advisory role, he is a member of the Corona Chamber of Commerce and holds an active California real estate license. Trilogy Capital, Inc. is an investment management firm serving individuals, families, trusts, estates, retirement plans, and corporate clients. The firm constructs globally diversified, risk-based portfolios using institutional managers, proprietary models, and sub-advisors, with a notable integration of real estate and private-investment options in its planning and portfolio construction.

Robert Ochoa is a financial advisor with LPL Financial in Glendora, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with LPL Financial since 2017 and is also involved with Trilogy Capital, Inc. and Trilogy Financial Services, where he provides investment advisory services. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Windus Fernandez Brinkkord is a financial advisor with Trilogy Capital, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. He also serves as co-trustee of a family trust. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management along with financial coaching and advanced planning. The firm constructs globally diversified, risk-based portfolios using a combination of institutional managers, model portfolios, and proprietary strategies, incorporating real estate and private-investment options into its planning and portfolio construction.

Gary Sussman is a CFP®-certified financial advisor with 24 years of industry experience. He is associated with Trilogy Capital, Inc. and has held roles at LPL Financial since 2017. His career includes long-term involvement with Trilogy Financial Services Inc. and National Planning Corporation. Trilogy Capital, Inc. serves individuals, families, trusts, estates, retirement plans, and corporate clients by providing discretionary and non-discretionary portfolio management, using diversified, risk-based portfolios that incorporate institutional managers, model portfolios, and proprietary series. The firm integrates real estate and private-investment options into planning and portfolio construction and manages over $3 billion in assets.