Naoko Moriya is a financial advisor with Encompass More Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at LegacyFi, NUI LLC, AgencyFi LLC, and iPros Insurance Professionals. Outside of her advisory role, she is involved with Topsail LLC, a business consulting company serving Japanese clients where she works as a producer, translator, and customer service representative. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages diverse investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Jesse Porter is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently with Compound Planning, Inc., where he has worked since 2024. His prior experience includes roles at Five Oceans Advisors LLC, AdvicePeriod, LLC, and Axa Advisors, LLC. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, turnkey asset management, and institutional retirement-plan services. The firm uses a fiduciary, goals-based investment process that combines risk-based model allocations with strategies such as direct indexing and professional options, supported by technology partnerships and automated monitoring tools.

Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.

Mena Hanna is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at AWM Capital, LLC since 2020 and has prior experience at PHC Inc and Bridge Advisory LLC. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services that include tax, estate, and insurance analysis as well as business consulting for select small and medium-sized businesses. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, third-party separate account managers, and private placements.

Ryan Kennedy is a financial advisor with Advisory Services Network and holds Series 65 and Series 63 licenses. He has 12 years of industry experience, including six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Since 2023, he has also been active as an insurance agent, focusing on health insurance, life insurance, and fixed income annuities. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent advisers who provide portfolio management, financial planning, and investment consulting. The firm offers various engagement models and employs diverse investment strategies while supporting dual registrations and insurance licensing among its advisers.

Paul Digerolamo is a financial advisor with Kinetic Investment Management, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, Parkland Securities, and operating Digerolamo Family Insurance for over two decades. He also maintains involvement in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term, discretionary investment approach combining various analytical methods and offers access to a broad range of asset types, including non-traded real estate investments.

Isaac Pineda is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he consults on tax and exit planning through Innovation Consulting, LLC and is a licensed insurance agent. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, tax-aware strategies, and proprietary technology integrations.

Guillermo Silesky is a financial advisor with Simplicity Wealth in Orange, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Secure Investment Management, Cambridge Investment Research, and MassMutual. Outside of his advisory work, he also advises and assists in the preparation of trusts and life insurance retirement planning through Tax Smart Investing & Planning. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities, offering services that include financial planning, portfolio management, and retirement plan advisory. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, and supports other advisers through technology, operational platforms, and a range of model portfolios.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Kam Ho is a financial advisor with NWF Advisory Services Inc in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Royal Alliance since 2005. Outside of his advisory role, he serves as a statutory agent for Wise Steward Insurance Services, where he assists clients with insurance needs and policy administration. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services.

Paul Seig is a CFP® with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC for over two decades. Outside of his advisory role, he manages a CPA practice and serves as treasurer for a local RV club. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a comprehensive investment approach supported by Envestnet technology and both internal and third-party portfolio management solutions.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Alex Zepkowski is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA. His prior experience includes roles at Ridgemont Capital, Shuster Advisory Group LLC, Uber, Wealthtech Partners LLC, Lake Avenue Financial, Integrated Wealth Concepts, LLC, and Stonnington Group, LLC. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a combination of analytical methods and a primarily long-term trading approach, offering discretionary management and access to a broad range of asset types, including real estate and non-traded real estate investments.

Matthew Jacobson is a financial advisor at RBC Securities, Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC, Tom James Company, and managed businesses including Matthew Real Estate Investment Services, Joshua J Fine Jewelry, and Leight Heist "Life Heist" Apparel. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies across various investment vehicles, offering discretionary portfolio management integrated within a broader financial services group.

Taylor Richmond is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, Richmond worked at City National Securities and CommonGood Securities, and manages an astrology consulting business called Astropolated Visions, LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is delegated to RBC Rochdale, which constructs diversified portfolios and manages accounts on a discretionary, asset-based fee basis.

Bradley Shammas is a CFP® with 11 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked with CreativeOne Securities and IWM Financial, Inc. since 2016. Shammas serves as president-elect of the Financial Planning Association of Orange County and is involved in promoting financial literacy through free education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through its CreativeOne Wealth platform.

Marcus Gunawan is a CFP® with 24 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2018. He previously worked at Foresters Equity Services, Inc. from 2016 to 2018. Outside of his advisory role, Gunawan is vice president of First Street Advisors, where he is involved in insurance services and employee benefits consulting. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides a range of financial planning and portfolio management services, leveraging both direct management and third-party money managers through an extensive advisor network.

Miguel Hernandez is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Fusion Capital Management since 2018 and has additional experience in insurance and real estate-related independent sales and marketing roles. Outside of advisory services, he is also a notary public and occasionally works as a DJ. Coppell Advisory Solutions operates through Fusion Investment Advisors, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations. The firm employs an open-architecture platform with both fundamental and technical analysis, utilizing a wide range of investment tools and continuous portfolio monitoring.