Christopher Hippisley Coxe is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Since 2014, he has been affiliated with City National Securities, Inc., a part of RBC Securities' multi-team structure. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with the resources of a broader financial services group, including affiliated banking and trust services.

Steven Martinez is a CFP® with 14 years of industry experience, currently advising at Kinetic Investment Management, Inc. since 2026. He has previously worked at Regal Investment Advisors, Secure Investment Management, and JD Mellberg Financial, and he co-owns Steven Michael Financial Group, where he is involved in insurance sales. 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 variety of analytical methods for mostly long-term investment management and offers access to higher-risk, potentially illiquid assets when suitable.

Brian Mills is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lido Advisors, LLC and Lincoln Financial Distributors, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and 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, and ESG-focused models, utilizing technology platforms and third-party sub-advisers in its investment approach.

Cynthia Newman is a financial advisor at Gladstone Wealth Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and operated her own consulting business focused on executive coaching. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to various investment strategies and third-party solutions.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. 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 primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Samuel Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 credential. He has experience working at Finish Strong Financial Services since 2020 and has held roles in various other firms including Crunch Fitness and 24 Hour Fitness. 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 long-term trading approach and utilizes a range of analytical methods, offering exposure to various asset types including real estate and non-traded real estate investments.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.

Ryan Lindsay is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation. He has 20 years of industry experience, having worked previously at RBC Dominion Securities Inc. and RBC Capital Markets, LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm provides financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Mark Antariksa is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at City National Rochdale and Raymond James Financial Services. 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 integrates its advisory services within a broad financial services group affiliated with a bank parent, offering portfolio management and financial planning supported by investment strategies from an affiliated sub-advisor.

Robert Birgen is a CFP® and PFS™ credentialed advisor with 39 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at LPL Financial, Stanislawski & Harrison Wealth Management, Abridge Partners, Birgen Asset Management, FFR Advisory, and FSC Securities Corporation. Outside of his advisory work, he hosts a Christian Catholic podcast called BobtheLector. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a diversified, long-term investment approach with centrally managed model portfolios and supports both discretionary and non-discretionary account arrangements.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. 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 integrates a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Boris Castillo is a CFP®-designated financial advisor with 23 years of experience, currently affiliated with NWF Advisory Services Inc. His prior work includes roles at firms such as LPL Financial, Kinecta Financial & Insurance Services, and Cuso Financial Services. In addition to financial advising, he owns Amenity Wealth, an LLC that provides advisory and insurance services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform to offer portfolio management, financial planning, and retirement plan consulting services.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

James Hu is a CFP® professional with 23 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at CreativeOne Wealth, Polaris Financial, Partnervest Advisory Services, and Equitable Advisors. He is also an independent insurance agent servicing life, annuity, and long-term care insurance policies through Polaris Financial. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, employing a mix of active and passive strategies tailored to client objectives, and manages approximately $9.45 billion across 154 advisors.

James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Galloway Asset Management, Secure Investment Management, and New York Life Insurance Co. In addition to his advisory role, he is an insurance agent selling fixed annuity products. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers a range of services including investment management, financial planning, and tax, estate, and insurance-related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as president of Capital Gains Tax Advisory, a tax preparation and accounting services firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow to manage portfolios through a combination of internally created models and third-party managers.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.