Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Durendal Huynh is a financial advisor with Simplicity Wealth holding a Series 65 credential and has recent industry experience beginning in 2026. His prior work includes roles at Wealth Advisory Now and involvement with entities such as Rosamond 2006, LLC and US Gateway Investment. He also has a long-standing association with the University of California. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with ongoing portfolio monitoring, third-party manager due diligence, and various overlay options including tax optimization.

Michael Morera is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Virtue Capital Management since 2015. Outside of his advisory role, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing strategic and model-driven investment approaches primarily using mutual funds and ETFs.

Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with ValMark Advisers since 2017 and has previously worked with Valmark Securities, Inc. and The O'Neill Company, Inc. since 2010 and 2007 respectively. Lee is also managing partner of L2 Financial, Inc., where he oversees business strategy and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, with client accounts monitored and managed through proprietary and third-party platforms.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Chris Frantz is a financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Catalina Capital Group, LLC for 14 years. Outside of his advisory role, he owns Frantz Holdings, a real estate investing and asset management business. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other independent advisers.

Lawrence Edwards Jr. is a financial advisor at Global View Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Experior Financial Group and Transamerica Financial Advisors. Outside of finance, he has been the owner-operator and barber of Body and Soul Hair Salon since 1997. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-based investment approach using algorithmic research and technical signals to manage portfolios aligned with client risk profiles and objectives.

Dilys Chang is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 credentials. She has 15 years of industry experience, including roles at Providien Machining & Metals, Inc. and Gkn Bandy Machining, Inc. Outside her advisory work, she has marketing and sales responsibilities related to insurance and advisory services within affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs an algorithm-driven investment approach focusing on technical and quantitative methods, and it offers both model-based and customizable managed account options.

Bruce Galbraith is an investment advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Stockcross Financial Services, Inc. since 2007. He is a dual employee sharing his time between Siebert AdvisorNXT and Muriel Siebert & Co., 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 platform combining Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Juan Rosario is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he conducts workshops to educate individuals affected by layoffs on state mortgage assistance programs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles, while also recommending third-party managers and offering financial planning and account aggregation services.

Cecilia Williams is a CFP®-certified financial advisor with 19 years of experience, currently with Halbert Hargrove in Long Beach, CA. She has been with Halbert Hargrove since 2006, serving in various roles over nearly two decades. 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 and financial planning, utilizing a committee-driven approach to build diversified portfolios with a range of asset classes and investment strategies.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2026. Prior to that, he spent ten years at Catalina Capital Group, LLC. 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. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Georgette Young is a CFP®-designated financial advisor with 12 years of industry experience, currently with Inspire Advisors, LLC. Her prior experience includes roles at Fidelity, Westmount Asset Management, and Bank of America/Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent focused on life, health, disability, long-term care, and annuities. Inspire Advisors, LLC serves primarily individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm employs a Biblically Responsible Investing approach, using a proprietary Inspire Impact Score™ and combines multiple analytical methods in portfolio construction, while offering discretionary and non-discretionary management alongside financial planning and consulting services.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Foresters Equity Services, Inc. from 2014 to 2018. Outside of his advisory role, Bien is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS, and also participates in real estate sales and management of family-owned properties. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with a range of financial planning, portfolio management, and advisory services delivered through firm-managed portfolios, wrap programs, and third-party arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. 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 and supporting negotiable advisor-level fees and third-party service platforms.

Evan Chung is a financial advisor at Navy Federal Investment Services, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including LPL Financial, Raymond James Financial, and Cantella & Co., Inc. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, using third-party portfolio managers and model-driven asset allocation on the Envestnet platform.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.