Angela Coxton is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Summit Brokerage Services, First Allied Securities, and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 7,500 clients as of year-end 2025.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Jane An is an investment advisor with Nwf Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including roles at OSAIC and Voya Financial Advisors. Jane is also president of Monolithe Wealth Planning Group, a firm she founded for her securities business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients using a technology-driven platform to provide portfolio management, financial planning, and retirement plan consulting services.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Matthew Granski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a structured due diligence process and regular portfolio reviews.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

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.

Suzanne Taylor is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. Her prior experience includes roles at ShareBuilder Advisors LLC and Capital One Investing, LLC. She is a board member of the Rotary Club of San Francisco Evening, a 501(c)4 charitable organization. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and various institutions. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

Adam Butterfield is a financial advisor with SpiderRock Advisors, LLC, holding Series 65 and Series 66 licenses and with two years of industry experience. He has worked at BlackRock Investments LLC since 2022 and at BlackRock since 2017. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm offers portfolio overlay and strategy management services that incorporate listed derivatives alongside traditional securities, serving a broad range of clients including asset managers, family offices, and pension funds.

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.

Erik Johnson is an investment adviser representative with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His background includes roles at The Financial Architects, Infinite Insurance & Financial Services, Lifemark Securities Corp., and Golden Empire Mortgage. Johnson also serves as an independent insurance agent and works alongside an estate planning professional to provide estate planning services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

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 Series 66-licensed financial advisor with seven years of industry experience. He has worked at Mutual Advisors, LLC since 2020 and previously spent ten years at First Allied Securities, Inc. Outside of his advisory role, he is an associate with CA Tax Planners, focusing on tax and estate planning strategies. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and wrap fee programs to individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

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.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Henry Portillo is a financial advisor with Navy Federal Investment Services, LLC, holding CFP® and ChFC® designations and six years of industry experience. His prior experience includes roles at Fidelity Investments, Transamerica Financial Advisors, and World Financial Group. He is also currently serving in the Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of services including model-driven asset allocation, rebalancing, and a Private Wealth Consulting program for high-net-worth clients.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, supported by both fundamental and technical analysis.