Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. He also maintains a role at Financial Advisers Of America, LLC. Outside of investment advisory, he works as an independent insurance agent, selling life insurance, equity-indexed annuities, and Medicare-related health insurance products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers proprietary and third-party model portfolios and grants advisers discretion to implement and manage these strategies on client accounts.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.

Frank Osman is a CFP®-designated financial advisor at Choreo, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank, where he spent over a decade before joining Choreo in 2023. Choreo serves a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and Investment Committee, offering a broad range of advisory and specialized services such as OCIO consulting and Deferred Sales Trust™ advice.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving 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, employing a research-driven investment process vetted by an Investment Committee.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

Conor Weir is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, and Resources Investment Advisors. Outside of his advisory role, he is involved in life insurance sales and operates several personal business entities related to investment advisory and insurance services. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting and discretionary investment management with a focus on customized, long-term portfolio solutions.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

Joshua Sanchez is a financial advisor with Aegis Capital Corp. He holds industry experience totaling one year and has been with Aegis Capital since 2025. Prior to this, he has been involved with Unlimited Management since 2016. Aegis Capital Corp. provides investment advisory and related financial services to a diverse client base including individual and corporate clients. The firm offers a range of services such as asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking, with advisory relationships that can be either discretionary or non-discretionary.

Christopher Sutherlin is a financial advisor at Copper Financial in Hawthorne, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Technologies, MWA Financial Services, and Modern Woodmen of America. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party managers, a model-based wrap program, and an online Guided Investing option. The firm works with individual and institutional clients, acting as fiduciaries while providing advisory services and conducting due diligence on third-party managers.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Kyle Saenz is a financial advisor with The AmeriFlex Group in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Wells Fargo in various capacities. He is also president of KSMR Investments, a trading business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm delivers customized portfolio management and financial planning solutions using model asset allocations, discretionary manager relationships, and multiple custodians.

Durendal Huynh is a financial advisor at Simplicity Wealth with a Series 65 designation. He has been active in the financial industry since 2019, with prior experience at First Financial Security, Inc., US Gateway Investment, and Wealth Advisory Now. Huynh is also involved with Rosamond 2006, LLC, and has been affiliated with the University of California since 2012. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are continuously monitored and rebalanced, alongside technology and operational solutions for advisers.

Gregory Devine is a financial advisor with 21 years of industry experience, currently with 71 West Capital Partners. His prior experience includes 16 years at Goldman Sachs & Co. and five years at UBS Financial Services Inc. Outside of advising, he owns and manages real estate through several sole proprietorships and LLCs. 71 West Capital Partners provides wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion, offering customized portfolios with ongoing monitoring and a range of investment strategies.

Marcus Marshall is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at ICMA Retirement Corporation since 2015. Outside of his advisory role, he also works as a food delivery carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.