Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. 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 with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Philippe Oertle is a CFA® charterholder and holds a Series 66 license with 19 years of experience in the financial services industry. He is currently with CW Advisors, LLC and has previously worked at Catalina Capital Group, First Foundation Advisors, and Citigroup Global Markets. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, charitable organizations, and other institutions, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

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.

Jerry Bien is a financial advisor with Packerland Brokerage Services, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Packerland since 2018 and previously served at Foresters Equity Services, New England Securities, and Equitable Advisors. Outside of his advisory work, he is involved in life insurance and fixed annuity sales through his own business, CENTRIC ADVISORS. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, delivering solutions via the Hilltop-cleared Envestnet platform with both discretionary and non-discretionary account options.

Angelica Roxas is a financial advisor at Brookwood Investment Group with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Roxas previously worked at Secure Investment Management, Optivise Advisory Services, Kuhn Capital Partners, and FOUNDATIONS INVESTMENT ADVISORS. She is also the owner of Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and financial planning services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies and maintains a network of proprietary partner offices along with several affiliated businesses.

Evan Chung is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at LPL Financial, Wescom Financial Services, Raymond James Financial, Cantella & Co., and J.P. Morgan Securities. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs that utilize third-party portfolio managers.

Nigel Pierce is a CFP®-certified financial advisor with three years of industry experience. He is currently with NWF Advisory Services Inc and has previously worked at OSAIC, Perigon Wealth Management, LLC, and Tellone Management Group Inc. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform for portfolio management, financial planning, and retirement plan consulting.

Chase Dominguez is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with AWM Capital, LLC since 2017 and previously worked for the New Orleans Saints and the University of Utah. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management alongside comprehensive financial planning services including tax, estate, insurance, and business consulting. The firm employs an open-architecture platform and a liability-driven investing framework to create customized portfolios utilizing mutual funds, ETFs, individual securities, and private placements, among other strategies.

Jeremy Brown is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Raymond James Financial Services, Edward Jones, and has been with Vanderbilt since 2019. Outside of his advisory role, Brown serves on multiple nonprofit boards, including the Carson Gardena Dominguez Rotary Club and the Gardena Carson Family YMCA, and is a part-time instructor and coach at a local kickboxing gym. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental and technical analysis with strategic asset allocation, and distinguishes itself through formal integration with retirement-plan and benefits firms alongside its advisory services.

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 with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2014, she has worked at ICMA Retirement Corporation. 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 discretionary and nondiscretionary advisory services through its Guided Pathways program, which relies on investment models developed by Morningstar Investment Management.

Yvonne Curry is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Berthel, Fisher since 2003 and serves as a board member and treasurer of The David & Diana Sun Foundation, a charitable family foundation. Additionally, she is a director at Family Enrichment Inc., a public charitable corporation. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs and operates as both an investment adviser and registered broker-dealer.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

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.