Brent Robinson is a CFA® charterholder currently with Palisade Capital Management, LP, where he has worked since 2026. He previously held roles at Value Creators Capital LLC and Dupont Capital Management, among others, including a position at the University of Pennsylvania and service in the United States Navy NAVAIR. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across various equity and bond strategies and serves in subadvisory roles for mutual funds and collective investment trusts.

Eden Chang is a CFP® with seven years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Merrill, Hightower Advisors LLC, and ATKA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and alternative strategies through a network of more than 100 investment adviser representatives.

Michelle Katzen is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at Ritholtz Wealth Management since 2023 and previously held roles at HCR Wealth Advisors and Ascendant Capital Management. Katzen is based in Manhattan Beach, California. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Chris Frantz is a financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Catalina Capital Group, LLC for 14 years. Outside of his advisory role, he owns Frantz Holdings, a real estate investing and asset management business. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other independent advisers.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Dilys Chang is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 credentials. She has 15 years of industry experience, including roles at Providien Machining & Metals, Inc. and Gkn Bandy Machining, Inc. Outside her advisory work, she has marketing and sales responsibilities related to insurance and advisory services within affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs an algorithm-driven investment approach focusing on technical and quantitative methods, and it offers both model-based and customizable managed account options.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Mutual Advisors since 2021 and previously at Blueshirt Group. Outside of her advisory role, she operates MB Global Enterprises, LLC and manages a lifestyle blog and career coaching service focused on professional women. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Cecilia Williams is a CFP®-certified financial advisor with 19 years of experience, currently with Halbert Hargrove in Long Beach, CA. She has been with Halbert Hargrove since 2006, serving in various roles over nearly two decades. 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 and financial planning, utilizing a committee-driven approach to build diversified portfolios with a range of asset classes and investment strategies.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Olivia Shin is an advisor at 49 Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is involved in writing children's books through Shindig Publishing LLC and teaches indoor cycling classes. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, utilizing a disciplined, long-term asset allocation approach implemented through proprietary and platform model portfolios.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2026. Prior to that, he spent ten years at Catalina Capital Group, LLC. 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. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Joel Lenzini is a financial advisor with Retirement Planners of America, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2016. In addition to his advisory role, Lenzini is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators to manage risk.

Eric Cardenas is a financial advisor at Kingswood Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Laura Danlasky Daigle is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and its affiliated entities. Outside of her advisory work, she is an independent vocalist and owns a small business crafting handmade jewelry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. 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 and supporting negotiable advisor-level fees and third-party service platforms.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside advisory services.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.