David Aronovitch is a financial advisor with Perennial Financial Services in Santa Monica, CA, holding a Series 66 license and 18 years of industry experience. He has worked at LPL Financial since 2012 and has been providing advisory services through Perennial Investment Advisors, LLC, operating as Rose Greene Financial, since 2018. Aronovitch is also active as an insurance agent through affiliated entities. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios across various asset classes.

Adam Butterfield is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BlackRock Investments LLC and BlackRock since 2017, as well as Lucas Group in 2016. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to a broad range of clients, including institutional investors and high-net-worth individuals. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities, employing systematic, technical, quantitative, and fundamental approaches through proprietary software and real-time risk monitoring.

Sophois Sokhom is a CFP® with 15 years of industry experience, currently serving as an advisor at Accelerate Retirement. Her prior experience includes roles at Kestra Investment Services, NFP Retirement, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. She is also a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting, discretionary investment management, financial planning, participant investment advice, and fiduciary services. The firm constructs customized portfolios using a variety of investment vehicles and emphasizes a long-term approach combined with ongoing due diligence and portfolio monitoring.

Shane Cummings is a CFP® professional with 19 years of industry experience and has been with Halbert Hargrove since 2006. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities, offering discretionary, fee-only investment management, financial planning, and retirement plan services. The firm employs a multi-advisor approach supported by an Investment Committee that uses both qualitative and quantitative analysis to develop diversified portfolios across various asset classes.

Anthony Fratello is a financial advisor at Mutual Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at First Allied Securities, INC. In addition to his advisory role, he is an associate with CA Tax Planners, focusing on tax and estate planning strategies. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, and institutional clients. The firm offers a range of advisory services utilizing both active and passive investment strategies and emphasizes diversification tailored to clients’ objectives.

Michael Baker is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He holds the Series 66 designation and has worked at Gerber Kawasaki since 2018, with prior roles at LPL Financial, LLC and Tecolote Research Inc. In addition to his advisory duties, he serves as a liaison between clients and the firm's CPA department, referring clients to GK Tax and Accounting. Gerber Kawasaki Wealth & Investment Management advises a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active portfolio management approach blending fundamental and technical analysis, offering both discretionary and non-discretionary services alongside tax preparation and estate-planning tools.

Jimmy Suh is a financial advisor with PFG Advisors who holds Series 63 and Series 66 designations and has 33 years of industry experience. His career includes roles at United Planners, OSAIC, Securities America, Mirae Asset Wealth Management, Eagle Wealth Management, and Merrill Lynch. Suh has maintained an independent advisory presence since 1992. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach combines model portfolios, third-party managers, and multiple marketplace platforms, emphasizing macro allocation and index-based ETFs alongside fundamental and technical analysis.

Brett Henderson is a financial advisor at Consolidated Portfolio Review Corp with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Vanderbilt Financial Group, Independent Financial Partners, Triad Advisors, and UBS Financial Services. Outside of his advisory work, he owns a business buying and selling model trains. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach is advisor-driven and tailored, combining strategic asset allocation with fundamental and technical analysis across various securities.

Spencer Sherman is a CFP® professional with over 31 years of experience in financial advisory services. He has been with Abacus Wealth Partners since 2012 and previously worked at Abacus Portfolios and Sherman Financial. Outside of his advisory role, he speaks about emotional intelligence and money through his involvement with Sherman Financial. Abacus Wealth Partners serves individuals, families, and various entities with financial planning and investment management, employing an asset-class investing approach grounded in academic research and integrating ESG screening and private pooled investments for suitable clients.

Brittany Huie is a financial advisor at Abacus Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Abacus Wealth Partners, she held positions in healthcare operations and various roles within the hospitality and retail sectors. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, high-net-worth clients, families, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, integrating ESG screening and private pooled investments into suitable client portfolios.

Ryan Stromsborg is a financial advisor with M HOLDINGS SECURITIES, Inc. and Parq Advisors, holding Series 65 and Series 66 credentials. He has 25 years of industry experience and has been with M HOLDINGS SECURITIES, Inc. and Parq Advisors since 2011, and HUB International since 2016. Outside of his advisory roles, he serves on the board of the USC Baseball Alumni Association and co-founded the nonprofit Change 4 Childrens. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing various wrap programs and third-party sub-advisors.

Julia Pham is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2015. She is based in Long Beach, CA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods, offering both active and passive investment options alongside a digital advisory platform for smaller accounts.

Tyler Gilley is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Halbert Hargrove Global Advisors, LLC since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing an Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis.

Jose Hernandez Gomez Jr. is a financial advisor at First Advisors National, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Bankers Life Advisory Services. Outside of his advisory role, he is the owner and managing partner of Gomez Financial and Insurance Solutions, Inc. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers while supplementing with individual securities recommendations.

Bradley Klahn is a CFP® and holds a Series 66 license, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph since 2023 and was previously self-employed for two years. Before entering the financial advisory field, Klahn spent 11 years with the Association of Tennis Professionals. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning and philanthropic support. The firm emphasizes tailored investment policy statements, asset allocation, and access to alternative investments, integrating technology to enhance client service.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Muzaffar Ahmed is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of directors of a real estate LLC focused on property management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-strategy investment process that includes proprietary solutions and third-party managers across various asset classes.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.

Danielle Onesto is a financial advisor at Abacus Wealth Partners with 10 years of industry experience, holding a Series 65 credential. Prior to joining Abacus, she worked at Paper Portrayals for four years. Outside of her advisory role, she is an artist and owner of Danielle Onesto Art. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and institutions. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors such as private placements and illiquid private investments.