Elana Malekan is a financial advisor with Legacy Wealth Management, LLC in Calabasas, CA, and holds two years of industry experience. Her prior work includes seven years at Golden Age Financial, Inc. and four years at Eternity Financial. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid direct participation programs, tailoring strategies based on clients’ objectives and risk tolerances.

Joy Prefer Cohen is a Series 66-licensed financial advisor with 37 years of industry experience. She is currently with Blackridge Asset Management, LLC and Peak Brokerage Services, and previously worked at Cheviot Value Management and ClearBridge Investments LLC. Outside of her advisory role, she is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of investment adviser representatives and employs a combination of fundamental, technical, and charting analysis in its investment process.

Michael Kriechbaum is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside of finance, he has been involved with entrepreneurial ventures such as Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Michael Schoffman is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, MMWKM Advisors, USAA Financial Planning Services, UBS Financial Services, and Merrill. Schoffman is involved with Schechter Private Capital, focusing on private equity investments alongside client work. Arax Advisory Partners serves a broad client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management and advisory services such as portfolio management and comprehensive financial planning. The firm utilizes a mix of in-house and external portfolio managers, traditional and alternative investments, and incorporates AI tools and third-party analytics in its investment process.

Tammy Taylor is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Oxford Tax Partners and Washington National Insurance Company. Outside of her advisory role, she serves as a partner at Impact Leadership Network, where she trains and mentors insurance agents. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, with an investment management model that integrates advisory, brokerage, and plan-administration services.

Peter Cappos is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He has been with Hilltop Securities since 2014 and previously worked at M.L. Stern & Co., LLC for six years. He holds a Series 63 designation. Outside of his advisory role, he serves on the board of Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers a wide range of managed account programs and financial planning solutions, utilizing both third-party and proprietary strategies, and is distinguished by its combination of custody, banking, and market-making capabilities.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

William Chapman is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In his role at Merrill, he provides financial guidance and investment strategies tailored to client needs. He holds a Bachelor's Degree and a Master's Degree from the Purdue University System. His academic background supports his expertise in wealth management and financial planning.

Evan Barrett is a CFP®, ChFC®, and Series 66 license holder with 18 years of experience in the financial advisory industry. He is affiliated with Mutual Advisors, LLC and serves as the owner and agent of Barrett Planning Group, Inc., a firm focused on insurance sales. Additionally, he has a background in acting and performing. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, employing a combination of active and passive investment strategies with a focus on diversification and alignment to client objectives.

Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

Jeffrey Girard is a financial advisor with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.

Randall Zaharia is a CFA® charterholder with 23 years of industry experience. He has been with Clifford Swan Investment Counselors since 2000. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, and business owners, managing approximately $4.48 billion in client assets. The firm uses proprietary fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments, and provides a range of wealth-planning and administrative services.

Billy Yeh is a financial advisor at Clifford Swan Investment Counselors with 10 years of industry experience. He previously worked at Steel Peak Wealth Management, Mid Atlantic Capital Corporation, and JSF Financial LLC. Yeh holds the Series 66 designation. Clifford Swan Investment Counselors serves high-net-worth individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm employs proprietary fundamental research and credit-focused fixed-income analysis to build long-term, diversified portfolios and offers specialized services including private-investment sourcing and charitable trust administration.

Damon Simpson is a financial advisor with Mutual Advisors, LLC in Valencia, CA, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. His prior roles include positions at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of his advisory work, he owns and operates a tax preparation business where he serves as COO and enrolled agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, using a combination of active and passive investment strategies tailored to clients’ objectives, and manages a substantial asset base across multiple sectors.

Kevin Cavanaugh is a Series 65-licensed financial advisor at Clifford Swan Investment Counselors with 11 years of industry experience. He has been with Clifford Swan since 2011. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in client assets and focuses on rigorous fundamental research to construct long-term, diversified portfolios across equities, fixed income, and private investments.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Jamilah Mc Cluney is a financial advisor with Brookwood Investment Group in Northridge, CA, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC and Blue Ocean Capital Management, among others. She has been involved with Black Wealth Financial, LLC since 2021 and operates her own advisory practice since 2017. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

Art Saldivar is a financial advisor at SVB Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and First Citizens Bank. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm employs an investment approach that includes due diligence on third-party managers and oversight by an Investment Committee, operating as a wholly owned subsidiary of First Citizens Bank with affiliated banking and asset management entities.

Roger Gewecke is a CFA® charterholder with 18 years of industry experience. He has been with Clifford Swan Investment Counselors since 2007. The firm provides investment supervisory and wealth-planning services to a diverse client base including individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners. Clifford Swan manages approximately $4.48 billion in client assets, employing a research-driven investment approach focused on long-term, diversified portfolios across equities, fixed income, and select private investments.