David Terrell is a financial advisor with RBC Securities, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining RBC, he worked at City National Securities from 2017 and U.S. Bancorp Investments, Inc. from 2009. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a bank parent and related entities, creating integrated financial services across multiple disciplines.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for 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, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its affiliation with Principal Financial Group offers clients access to proprietary funds and integrated financial products.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for 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, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Noriko Ikeda is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Global Assets Advisory, Western International Securities, Raymond James Financial, and her own firm, Ikeda Financial. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party wrap and manager programs.

Tameron Keyes is a financial advisor at Wealthcare Advisory Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at AIRE Advisors, LLC, Bank of America, N.A., and Merrill. Outside of advising, he serves as president and CEO of Ashtad Publishing, Inc., a company with no current publishing activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment approach, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.

Michael Chung is a CFP® professional with 20 years of experience in the financial services industry. He has worked at RBC Capital Markets for 10 years and currently serves at Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm employs a combination of centrally managed model strategies and locally managed office strategies, utilizing fundamental analysis, tactical allocations, and long-term holdings, with a focus on ESG risk-based models, Direct Indexing, and tax management tools.

Ralph Jackson is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, he serves on the board of Athletic Scholarships R US, an organization that assists high school student athletes in obtaining college scholarships. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a range of securities and tailors strategies to clients’ risk tolerances and objectives.

Thomas Gillespie is an investment advisor with NWF Advisory Services Inc in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years and has been associated with OSAIC since 2023. Gillespie serves on the board of directors for Sonoma State, where he reviews financial statements and money market recommendations. 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 offers a range of investment programs through an open-architecture Wealth Management Platform that emphasizes strategic long-term investing alongside tactical strategies.

Julianne Copeland is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has previously worked at Modern Money and California State University of Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by offering 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 to guide its investment decisions, combining qualitative and quantitative methods across a range of investment vehicles.

Damian Dering is a financial advisor at Concorde Asset Management, LLC in El Segundo, CA, with 29 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 66. His career includes roles at Concorde Investment Services and Custom Wealth, LLC. Outside of advising, he is involved in insurance sales, particularly related to fixed insurance products and Medicare, and he participates in tax consulting and captive insurance referral activities. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds portfolios tailored to client objectives through asset allocation and model-based strategies, utilizing proprietary and third-party platforms and serving as an overlay manager with discretionary trading responsibilities.

Mary Abundo is a financial advisor at Thrivent Advisor Network, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including Northern Lights Distributors, Counterpoint Mutual Funds, Monograph Wealth Advisors, and Kestra Private Wealth Services. Her current tenure at Thrivent Advisor Network began in 2021. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a structure integrated within the broader Thrivent group.

Michael Masalehdani is a financial advisor with IHT Wealth Management LLC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2015. IHT Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and OCIO arrangements, using a combination of proprietary models, third-party managers, and quantitative investment strategies.

Gabriella Sheffield is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2018. Prior to joining Northwest, she worked at Advanced Practice Advisors, LLC for two years. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Alex Mathe Cathala is a financial advisor with Lifeworks Advisors, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Aimvest Technologies Inc, Morgan Stanley, Rothschild, and the Massachusetts Institute of Technology. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and advanced analytical tools, while maintaining integrated tax and accounting services uncommon among multi-team advisors.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently affiliated with Mutual Advisors, LLC. He has previously worked with California Retirement Advisors, where he accumulated ten years of experience. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational flexibility with approximately $8.5 billion in assets under management.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.