Matthew Haefner is a CFP®-designated financial advisor with 15 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2016, following positions at Oakwood Capital Management LLC and Credit Suisse Securities (USA) LLC. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, and access to alternative investments, supported by a proprietary wealth-management software platform.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities and PKS Investments. Outside of advisory roles, he assists nonprofits by referring them to 25 Giving to develop charitable plans. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement‑plan consulting, and discretionary and non‑discretionary investment management. The firm employs a disciplined, long‑term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis.

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.

Michael Tran is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 credential. He has three years of industry experience, previously working at Portfolio Medics and LifePro Financial Services. Outside of advising, Mr. Tran works as a software consultant for Soluteks Inc. and has experience as an insurance agent selling annuities and life insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary management, and provides access to alternative and private investments for eligible clients.

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.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

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 28 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, also maintaining affiliations with Mutual Securities, Inc. and Thomas Kiely. Outside of his advisory role, he is the managing member of Kiely Tax Consulting, a tax preparation and consulting business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies with an emphasis on diversification and client-aligned objectives, supporting a range of account types and employing multiple analytical approaches.

Walter Yu is a Series 65-credentialed financial advisor at Abacus Wealth Partners with 11 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 a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates private placements and ESG screening into client portfolios when appropriate.

Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 63 and Series 65 licenses and possessing 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 integrates third-party and proprietary models and operates as part of the Principal Financial Group family, which allows access to affiliated products and services.

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.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, he held 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, high-net-worth clients, families, and various institutional entities. The firm follows an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, while also incorporating ESG screening and private pooled investments in suitable client portfolios.

Neela Hummel is a CFP® with 16 years of industry experience. She has worked exclusively with Abacus Wealth Partners since 2011, serving in various capacities over more than a decade. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled vehicles for qualified clients.

Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.

Michael Chung is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He has previously worked at RBC Capital Markets for 10 years and Purshe Kaplan Sterling Investments for 2 years. Apollon Wealth Management is an SEC-registered multi-team advisory firm that serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance clients.

Ralph Jackson III is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he serves on the board of Athletic Scholarships R US, an organization that helps high school student-athletes obtain college scholarships. FourStar Wealth Advisors provides financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across a range of securities and managers, including private funds and pooled investment vehicles.

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.