Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, 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 investment process vetted by an Investment Committee.

Conor Weir is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, and Resources Investment Advisors. Outside of his advisory role, he is involved in life insurance sales and operates several personal business entities related to investment advisory and insurance services. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting and discretionary investment management with a focus on customized, long-term portfolio solutions.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

Cristian Lopez is a financial advisor at Certuity, LLC with a Series 65 credential and one year of industry experience. Prior to joining Certuity, he worked at Park City Wealth Advisors for one year and was a full-time student from 2015 to 2025. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, supplementing public market strategies with access to private markets through its private fund series.

Joshua Sanchez is a financial advisor with Aegis Capital Corp. He holds industry experience totaling one year and has been with Aegis Capital since 2025. Prior to this, he has been involved with Unlimited Management since 2016. Aegis Capital Corp. provides investment advisory and related financial services to a diverse client base including individual and corporate clients. The firm offers a range of services such as asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking, with advisory relationships that can be either discretionary or non-discretionary.

Christopher Sutherlin is a financial advisor at Copper Financial in Hawthorne, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Technologies, MWA Financial Services, and Modern Woodmen of America. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party managers, a model-based wrap program, and an online Guided Investing option. The firm works with individual and institutional clients, acting as fiduciaries while providing advisory services and conducting due diligence on third-party managers.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Gregory Devine is a financial advisor with 21 years of industry experience, currently with 71 West Capital Partners. His prior experience includes 16 years at Goldman Sachs & Co. and five years at UBS Financial Services Inc. Outside of advising, he owns and manages real estate through several sole proprietorships and LLCs. 71 West Capital Partners provides wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion, offering customized portfolios with ongoing monitoring and a range of investment strategies.

Marcus Marshall is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at ICMA Retirement Corporation since 2015. Outside of his advisory role, he also works as a food delivery carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Victoria Wilk is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group and First Allied Advisory Services. Outside of her advisory role, she is the founder and designer of Shaque D'Amour, a French home design and decor business, and also provides marketing and copywriting consulting for small businesses. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. 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 retirement plan consulting, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.

Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.

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.