Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

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.

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.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

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.

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.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Joseph Chrisman is a CFA® charterholder with 15 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC by providing software and strategy improvements for a financial planning platform. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients with investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke Investment Policy Statements and an asset-allocation-focused process, implementing strategies through in-house management and selected sub-advisors while offering comprehensive foundation support.

Julie Broady is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood since 2022, including a prior role at National Securities Corporation from 2014 to 2022. Broady serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture platform, frequently uses third-party managers, and integrates with affiliated financial entities to support insurance-linked account management.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies tailored to client needs.

John Vogelzang is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has been with M HOLDINGS since 2000 and also works with Blue Cross Blue Shield and Cal Surance Benefit Plans. Outside of advising, he serves as president of a fraternity housing corporation. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing client monitoring and access to third-party sub-advisors and platform providers.