Angela Reilly is a financial advisor with Thrivent Advisor Network, LLC in Long Beach, CA, holding a Series 66 designation and six years of industry experience. Her work history includes multiple roles at Thrivent Financial and Thrivent Investment Management Inc. She also has experience outside financial services, including positions at Hobby Lobby Stores, Inc. and involvement with Bible Study Fellowship. Thrivent Advisor Network, LLC provides discretionary and non-discretionary advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Daniel Lindenberg is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also the founder of LF Planning LLC, which offers investment advisory, tax preparation, and insurance services. 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, model portfolios, and retirement plan services through an integrated platform with access to institutional resources and third-party managers.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. He also serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors provides discretionary, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm manages approximately $4.2 billion through a multi-advisor platform that emphasizes diversified portfolios and independent manager selection.

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.

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 licenses and 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wescom, Comerica, Citi, and Wells Fargo. Outside of his advisory work, he has been involved with Wescom Wealth Management, operating an investment-related business under an LPL entity. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a banking and credit-union group.

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 at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank, RBC Capital Markets, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, 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 asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm serves clients through various programs and platforms, with a notable focus on non-discretionary asset management and active broker-dealer operations.

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® professional with 11 years of industry experience, currently serving at Halbert Hargrove since 2016. Prior to joining Halbert Hargrove, he worked at UBS Financial Services. 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 through a multi-advisor platform.

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.

Andrew Bauer is a financial advisor with Trajan Wealth, L.L.C. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Voya Financial. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals, retail investors, and various institutional clients. The firm employs a long-term, disciplined investment strategy focused on stocks, ETFs, and mutual funds, with portfolios customized to clients’ specific needs.

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.