Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2024. Outside of his advisory role, he serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and charitable organizations through a multi-advisor platform. The firm offers discretionary, fee-only investment management complemented by financial planning and retirement plan services, using a research-driven approach to construct diversified portfolios.

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.

Kenneth Yuen is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.

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.

Juan Herrera is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wescom, Comerica, Citi, and Wells Fargo. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers services including tax and impact overlays and a Private Wealth Consulting program for high-net-worth clients.

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 with Aegis Capital Corp., holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley. 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 a range of solutions including asset management, financial planning, brokerage, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory relationships.

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.

Neil Higger is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Royal Fund Management since 2015 and has been associated with Academic Financial Insurance Services since 2000. Outside of his advisory roles, he operates a separate LLC for 1099 income unrelated to investment activities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to client risk tolerances and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Thomas Whitehead is a CFA® charterholder with six years of industry experience. He has been with Northwest Asset Management since 2019 and previously worked at Nuveen Investments. In addition to his advisory role, he is the principal of REA, Whitehead & Associates, where he provides tax, accounting, and tax consulting services. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion. The firm employs a fiduciary approach that incorporates Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to build diversified portfolios.

Anthony Delane is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2016. He holds the Series 66 license and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, employing an Investment Committee to oversee portfolio construction using both qualitative and quantitative research.

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.

Christopher Riboli is a CFP® professional with 13 years of experience in financial advising. He has been with Root Financial Partners since 2021 and previously worked at Integrity Financial Corporation from 2013 to 2021. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and allows for specialized approaches when appropriate.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

Paul Lieu is a financial advisor with Calton & Associates, Inc. in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he is involved in selling manufactured homes and real estate properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Bradd Donovan is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Catalina Capital Group LLC for nine years and at Securian Financial Services, Inc. for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as providing sub-advisory services to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. He also maintains a role at Financial Advisers Of America, LLC. Outside of investment advisory, he works as an independent insurance agent, selling life insurance, equity-indexed annuities, and Medicare-related health insurance products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers proprietary and third-party model portfolios and grants advisers discretion to implement and manage these strategies on client accounts.

Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.