Mary Abundo is a financial advisor at Thrivent Advisor Network, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including Northern Lights Distributors, Counterpoint Mutual Funds, Monograph Wealth Advisors, and Kestra Private Wealth Services. Her current tenure at Thrivent Advisor Network began in 2021. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a structure integrated within the broader Thrivent group.

Michael Masalehdani is a financial advisor with IHT Wealth Management LLC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2015. IHT Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and OCIO arrangements, using a combination of proprietary models, third-party managers, and quantitative investment strategies.

Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently affiliated with Mutual Advisors, LLC. He has previously worked with California Retirement Advisors, where he accumulated ten years of experience. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational flexibility with approximately $8.5 billion in assets under management.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Julie Broady is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at National Securities Corporation and B. Riley Wealth Management. She serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Kristy Haley is a financial advisor at Avantax Planning Partners, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Cetera and Tower Square Investment Management LLC. Her work history spans multiple roles across these organizations since 2012. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets with a tax-intelligent investment approach and firm-designed allocation models.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies tailored to client needs.

John Vogelzang is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with M Holdings Securities since 2000 and also works with Blue Cross Blue Shield as an insurance agent. Vogelzang serves as president of the Trojan Sig Foundation, a fraternity housing corporation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of finance, she was involved with Peace Halo Jewelry in 2018. Monograph serves high-net-worth individuals, pension plans, and charitable organizations by offering investment advisory, wealth planning, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, and access to alternative investments, and integrates a wealth-management software platform to support client delivery.

Arcadia Keane is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at California Retirement Advisors Group, Inc. and First Allied Securities Inc. Outside of her advisory role, Keane serves as co-treasurer for the MBX Foundation, a nonprofit supporting indoor and beach volleyball boosters. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through 123 advisors. The firm offers asset management and financial consulting to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Advisory Services, RIC Realco LLC, and Bridge Partners. Outside of advisory roles, he is the CEO of Gelfuso Enterprises, Inc., which provides tax planning, preparation, and bookkeeping services, and he is involved in managing several business ventures including a home improvement supply company and a trailer rental business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through a team of about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing a model-driven investment approach that utilizes economic data and quantitative optimization.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Boris Castillo is a CFP® professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior experience includes roles at OSAIC, The Ameriflex Group, Sagepoint Financial, Cuso Financial Services, Kinecta Financial & Insurance Services, and LPL Financial. He also operates a sole proprietorship presenting life insurance, annuity, and long-term care solutions and owns Amenity Wealth, a marketing DBA for advisory and insurance services. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform to construct and manage portfolios using both discretionary and non-discretionary approaches.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, Brooke held roles in marketing and education, including positions at UPI Marketing, Inc., Santa Barbara City College, and the University of California, Santa Barbara. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 18 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions with discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee applying a documented analytical framework and combines qualitative and quantitative methods to manage portfolios using a range of investment vehicles.

Eric Cortez is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Securities America, Inc. He has been with Verus Capital Partners since 2019. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.