David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Olivia Shin is a financial advisor at 49 Financial with Series 65 and Series 63 licenses and five years of industry experience. She has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a certified indoor cycling instructor and teaches classes at Bay Clubs. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and discretionary investment management. The firm’s investment approach combines diversified asset allocation with fundamental and behavioral analysis, offering tiered family office services and employing both proprietary and external model 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.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

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.

Eric Cardenas is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers tailored investment advice through an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

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.

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.

William Pettus is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at California Retirement Advisors Group, First Allied Advisory Services, and Waddell & Reed. He is also an independent insurance agent focusing on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies, emphasizing diversification and alignment with clients’ objectives.

Samuel Boone is a financial advisor at Maia Wealth in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he worked at Simplicity Wealth and held positions at Intuit and Robinhood Markets. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a mix of fundamental, technical, and cyclical analysis within a long-term investment framework that incorporates tactical adjustments and technology-driven implementation.

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.

Michelle Cooper is a financial advisor at Certuity, LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Camden Capital, UBS Financial Services, and Capstone Investment Advisors. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that incorporates both fundamental and quantitative analysis.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.