Matthew Haefner is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and PKS Investments. Outside of advisory work, he contributes to charitable planning by referring nonprofits to 25 Giving. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services with an investment approach grounded in long-term diversified asset allocation and oversight of third-party model providers.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC with one year of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company, as well as work in digital health and surgical video solutions. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Sage Point Financial, and OSAIC before joining her current firm. Outside of her advisory role, she participates as a seller on the social e-commerce platform Poshmark. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies where appropriate.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

Kyle Foster is a financial advisor at Kingswood Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Rulo Wealth Strategies LLC, Royal Alliance Associates Inc, and several other firms. Outside of advisory work, he occasionally originates mortgage loans through ACC Mortgage Lending. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, including high-net-worth investors and retirement plan sponsors. The firm offers customized portfolio management and financial planning through an open-architecture platform, integrating affiliated financial entities and providing services linked to insurance-related accounts.

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.

Christopher Kiely is a financial advisor at Mutual Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, with prior experience at Mutual Securities, Inc and Thomas Kiely. Outside of advisory work, he is the managing member of Kiely Consulting, LLC, a tax preparation and consulting business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, ERISA plan advisory, and sub-advisory services, utilizing both passive and active investment strategies tailored to client objectives.

Jan Nicole Vega is a CFP® professional at Aspiriant, LLC with nine years of industry experience. She has worked at Aspiriant since 2020 and previously spent seven years at GenSpring Family Offices, LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm’s approach includes customized investment programs using diverse asset allocation strategies and offers extensive family office capabilities, including accounting and banking support.

Walter Yu is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Abacus Wealth Partners since 2014. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a passive-oriented investment approach focused on asset classes and uses institutional passive funds as core holdings while incorporating ESG screening upon request.

Lannie Wright is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Whjr Associates since 2001 and OSAIC since 1994. Outside of his advisory work, Wright writes mystery and suspense novels and is represented by a literary agent. He also serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Royal Alliance since 2017 and previously with VOYA Financial Advisors from 2014 to 2017. Outside of advisory roles, he is the CEO of Rachedi Financial Group Inc., which sells insurance products including life, long-term care, health insurance, and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm uses an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, with a focus on strategic long-term investing alongside tactical strategies.

Andrew Ark is a CFP® professional with five years of industry experience. He is currently an advisor with Composition Wealth, LLC and previously worked at Wealthspire Advisors and EisnerAmper Wealth Advisors. 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, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

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.

William Blanton is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Vintage West Capital Management for nine years before joining Composition Wealth in 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, fundamental manager analysis, and ESG screening when requested.

Neela Hummel is a CFP® and holds a Series 65 license with 16 years of experience. She has worked at Abacus Wealth Partners since 2011. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented asset-class investment approach, incorporating ESG screening when requested, and sponsors the Align Impact private fund for qualified clients.