Julie Broady is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood since 2022, including a prior role at National Securities Corporation from 2014 to 2022. Broady 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 individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture platform, frequently uses third-party managers, and integrates with affiliated financial entities to support insurance-linked account management.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

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. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has been with M HOLDINGS since 2000 and also works with Blue Cross Blue Shield and Cal Surance Benefit Plans. Outside of advising, he serves as president of a fraternity housing corporation. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing client monitoring and access to third-party sub-advisors and platform providers.

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 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, 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.

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.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, and J.P. Morgan Securities. Outside of advisory work, he is also an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services, emphasizing tactical diversification and customized asset allocation tailored to clients’ goals and risk tolerance.

Ashley Bourland is an advisor at 49 Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Oakwood Capital Securities, Financial Independence Group, and Crest Insurance. Prior to her advisory career, she held roles outside the financial sector, including positions in the hospitality industry and as a nanny. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of services from financial planning to tiered fractional family office programs. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary model portfolios and third-party managers.

Eric Campbell III is a financial advisor at Mutual Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mutual Advisors since 2013. He also serves as an independent insurance agent, conducting life, universal life, non-indexed linked annuity, and long-term care insurance transactions. Mutual Advisors offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm utilizes a combination of active and passive strategies and supports a range of operational platforms and manager arrangements.

John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Global Assets Advisory, International Assets Advisory, Western International Securities, and Raymond James Financial Services. Outside of advisory work, he is engaged as a tax staff member at a public accounting firm and performs bookkeeping and administrative duties in related roles. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs a range of strategies including third-party money managers and retirement plan advisory.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.