Laura Danlasky Daigle is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and its affiliated entities. Outside of her advisory work, she is an independent vocalist and owns a small business crafting handmade jewelry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

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.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside advisory services.

Clayton Cornhall is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials. Cornhall is also the owner of Cornhall Tax & Advisory Solutions Ltd, where he provides tax preparation services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes personalized portfolio construction and discretionary management, offering a range of analytical and operational approaches tailored to non-high-net-worth investors and retirement plan participants.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing 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 and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Tisha Neal is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

William Pettus is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has held roles at affiliated firms such as Mutual Securities, Inc. and previously at California Retirement Advisors Group and First Allied Advisory Services. Pettus is also an independent insurance agent, offering fixed and variable life insurance, annuities, and long-term care insurance as a sole proprietor. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm employs both active and passive strategies and supports a range of operational platforms to tailor portfolios and service diverse client needs.

Samuel Boone is a financial advisor at Maia Wealth with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Maia Wealth in 2026, he worked at Intuit and Robinhood Markets, Inc. Boone has held various roles across multiple industries, including education and construction. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy complemented by tactical adjustments, utilizing mutual funds, ETFs, individual securities, and third-party platforms for portfolio implementation.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

Roy Guia is an advisor with Mariner Independent in Torrance, CA, with experience primarily in accounting and financial services since 2016. His background includes roles at several accounting firms such as Westside CPAs LLP, Armanino, Marcum LLP, and operating his own Roy Guia Accountancy Corporation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of 119 advisors and a variety of investment platforms.

Stephen Tu is a financial advisor at SeaCrest Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. He also serves as a mortgage financing referral partner. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and incorporates AI tools for decision support.

Lynn Kulzak is a financial advisor at BCG Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCG Securities since 2003, with prior experience at Horace Mann Investors, Inc. since 2019. BCG Securities serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and non-discretionary advice, using independent third-party managers and multiple investment analysis methods.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.