Boris Castillo is a CFP®-designated financial advisor with 23 years of experience, currently affiliated with NWF Advisory Services Inc. His prior work includes roles at firms such as LPL Financial, Kinecta Financial & Insurance Services, and Cuso Financial Services. In addition to financial advising, he owns Amenity Wealth, an LLC that provides advisory and insurance services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform to offer portfolio management, financial planning, and retirement plan consulting services.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

Art Steven Federis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Halbert Hargrove. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, Brooke held positions at Acme - Loquita, the University of California, Santa Barbara, and The Ritz Carlton Bacara, among others. Brooke also works as a licensed insurance agent. 49 Financial serves a diverse client base, including individual and institutional clients, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.

Eric Cortez is an advisor with Verus Capital Partners, LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Prudential Equity Group, and Citigroup Global Markets. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios and applies tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax situations.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Murphy Megonigal is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He also serves as president of KimstaffHR, Inc., a company specializing in HR and payroll outsourcing. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, employing both discretionary and non-discretionary strategies. The firm uses a combination of active and passive investments, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-driven rebalancing and administrative services.

Jason Zivich is a financial advisor at Diversify Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WealthSource Partners, J.P. Morgan Securities, and Merrill. Outside of advising, he is licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers a variety of investment models and alternative strategies tailored to client goals and risk tolerance.

Ashley Bourland is a financial advisor at 49 Financial with Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, PKS Investments, and Crest Insurance, as well as experience outside finance in the hospitality sector. 49 Financial serves individual and institutional clients with a range of financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates both proprietary and third-party model portfolios, offering tiered fractional family office services for high-net-worth clients.

Eric Campbell III is a financial advisor with Mutual Advisors, LLC in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has previously worked at LPL Financial and Citigroup Global Markets and has been with Mutual Advisors since 2013. In addition to his advisory role, he is also an independent insurance agent handling life, universal life, non-indexed linked annuities, and long-term care transactions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies aligned with client objectives. The firm is notable for its scale, institutional expertise, and use of multiple analytical approaches and third-party tools to customize investment solutions.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

John Minezaki is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at Western International Securities, Inc. and Raymond James Financial Services, Inc. Minezaki also works as a tax staff member at KIYOHARA & TAKAHASHI, LLP and as a staff accountant focusing on bookkeeping. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized portfolio management through a national network of independent advisers, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers to meet client objectives.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Michael Henry is a Series 65-licensed advisor with Simplicity Wealth in Santa Ana, CA, and has several years of industry experience including roles at First Financial Security Inc and M&M Wealth Associates. He has worked in advisory capacities since 2015 across multiple firms. Simplicity Wealth provides advisory services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while also offering technology and operational solutions tailored for other advisors.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.