Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Natalya Zernitskaya is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and possessing 11 years of industry experience. Her prior firms include Cetera Wealth Services and Avantax Advisory Services. Outside of her advisory role, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a city council member for Santa Monica, and holds positions with several nonprofit organizations focused on climate action and women's resources. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plans primarily through CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, using firm-designed style allocation models, tax-intelligent strategies, and centralized trading.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2024. Outside of his advisory role, he serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and charitable organizations through a multi-advisor platform. The firm offers discretionary, fee-only investment management complemented by financial planning and retirement plan services, using a research-driven approach to construct diversified portfolios.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Rob Knowles is a financial advisor at Copeland Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AMI Asset Management. His role at Copeland Capital Management began in 2020, and he also has experience with Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base that includes individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment philosophy utilizing fundamental, quantitative, macro, and technical analysis across a range of market-cap focused strategies, managing over $4 billion in discretionary assets and providing model portfolios and advice for an additional $3.7 billion.

Andrew Mancuso is a CFP® professional with 15 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and U.S. Bancorp Investments. Mancuso is also the owner and president of Mancuso Wealth Management, LLC, where he is involved in tax services and insurance/benefits consulting. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting using a variety of model asset allocations and manager relationships.

Albert Dipippo is an investment advisor with Siebert AdvisorNXT, LLC and holds Series 63 and Series 66 designations. He has 42 years of industry experience and previously worked at Muriel Siebert & Co., Inc., Muriel Siebert, and Stockcross Financial Services, Inc. He divides his time equally between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform leveraging Modern Portfolio Theory alongside access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Mark Panfil is a financial advisor with Aegis Capital Corp., holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley. He is an investor in a women's gaming cooperative and an underwear company. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

Anthony Delane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2016. He holds the Series 66 license and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, employing an Investment Committee to oversee portfolio construction using both qualitative and quantitative research.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

Christopher Riboli is a CFP® professional with 13 years of experience in financial advising. He has been with Root Financial Partners since 2021 and previously worked at Integrity Financial Corporation from 2013 to 2021. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and allows for specialized approaches when appropriate.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Bradd Donovan is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Catalina Capital Group LLC for nine years and at Securian Financial Services, Inc. for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as providing sub-advisory services to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.