Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Frank Parlato is a financial advisor at Calton & Associates, Inc. in Cypress, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he serves as a director for the Breslauer - Soref Foundation, a charitable family foundation focused on identifying nonprofit organizations for support. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based advisory services with commissionable brokerage and insurance products, tailoring investment recommendations to client goals and utilizing multiple program structures and analytic approaches.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Angela Reilly is a financial advisor with Thrivent Advisor Network, LLC in Long Beach, CA, holding a Series 66 designation and six years of industry experience. Her work history includes multiple roles at Thrivent Financial and Thrivent Investment Management Inc. She also has experience outside financial services, including positions at Hobby Lobby Stores, Inc. and involvement with Bible Study Fellowship. Thrivent Advisor Network, LLC provides discretionary and non-discretionary advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. He also serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors provides discretionary, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm manages approximately $4.2 billion through a multi-advisor platform that emphasizes diversified portfolios and independent manager selection.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. 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 along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Rob Knowles is a financial advisor at Copeland Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AMI Asset Management. His role at Copeland Capital Management began in 2020, and he also has experience with Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base that includes individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment philosophy utilizing fundamental, quantitative, macro, and technical analysis across a range of market-cap focused strategies, managing over $4 billion in discretionary assets and providing model portfolios and advice for an additional $3.7 billion.

Andrew Mancuso is a CFP® professional with 15 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and U.S. Bancorp Investments. Mancuso is also the owner and president of Mancuso Wealth Management, LLC, where he is involved in tax services and insurance/benefits consulting. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting using a variety of model asset allocations and manager relationships.

Daniel Mezzera is a CFP® and Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. Prior to joining Gerber Kawasaki in 2021, he spent 14 years at Tecolote Research Inc. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice in that capacity. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach that combines fundamental and technical analysis with long- and short-term strategies, offering both discretionary and non-discretionary portfolio management along with ancillary services such as tax preparation and estate planning.

Albert Dipippo is an investment advisor with Siebert AdvisorNXT, LLC and holds Series 63 and Series 66 designations. He has 42 years of industry experience and previously worked at Muriel Siebert & Co., Inc., Muriel Siebert, and Stockcross Financial Services, Inc. He divides his time equally between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform leveraging Modern Portfolio Theory alongside access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Mark Panfil is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, RBC Capital Markets, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, he is an investor in a women's gaming cooperative and an underwear company. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm serves clients through various programs and platforms, with a notable focus on non-discretionary asset management and active broker-dealer operations.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Anthony Delane is a CFP® professional with 11 years of industry experience, currently serving at Halbert Hargrove since 2016. Prior to joining Halbert Hargrove, he worked at UBS Financial Services. 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 through a multi-advisor platform.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.