Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with NWF Advisory since 2013 and concurrently associated with OSAIC since 2010. Choobak is a member of the USC Marshall Alumni Association and also manages a sole proprietorship involved in health and life insurance sales in California and Oregon. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a range of portfolio management, financial planning, and retirement plan consulting services using a technology-driven, open-architecture platform.

Ziad Hijazi is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 designation with six years of industry experience. He has been with Gerber Kawasaki since 2019 and previously attended California Polytechnic State University, San Luis Obispo. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households of varying net worth and institutional clients such as pension plans and municipal governments. The firm employs tailored investment strategies with ongoing monitoring, offers access to alternative investments, and provides a wealth-building program for investors with accounts under $250,000.

Cecilia Williams is a CFP®-certified financial advisor with 19 years of experience, currently with Halbert Hargrove in Long Beach, CA. She has been with Halbert Hargrove since 2006, serving in various roles over nearly two decades. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management and financial planning, utilizing a committee-driven approach to build diversified portfolios with a range of asset classes and investment strategies.

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 an advisor at 49 Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is involved in writing children's books through Shindig Publishing LLC and teaches indoor cycling classes. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, utilizing a disciplined, long-term asset allocation approach implemented through proprietary and platform model portfolios.

Lara Lamb is a CFP® professional with 19 years of industry experience, currently with Abacus Wealth Partners since 2013. She is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management, emphasizing a passive, asset-class investment approach tailored to clients’ risk profiles and goals. The firm also sponsors the Align Impact private fund and integrates ESG screening and independent manager allocation within its investment process.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2026. Prior to that, he spent ten years at Catalina Capital Group, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Susan Olson is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Abacus Wealth Partners in Santa Monica, CA since 2014. Outside of her advisory role, she is a partner in two LLCs involved in owning commercial and residential properties and serves as a successor donor-advised fund advisor at Impact Assets. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and various entities. The firm employs a predominantly passive, asset-class investment approach with ESG screening options and manages private fund interests alongside traditional portfolios.

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.

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 prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He joined Kingswood Wealth Advisors in 2024. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment approaches.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of his advisory role, he is involved with Goodfriend & Jacobs as a Certified Public Accountant. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, alongside other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Laura Danlasky Daigle 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 previously worked at Cetera and its affiliated entities. Outside of her advisory work, she is an independent vocalist and owns a small business crafting handmade jewelry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

Samuel Coquillard is a financial advisor at Composition Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Composition Wealth, he worked at Pacific Global Fund Distributors Inc. for 14 years and Pacific Global Investment Management Co for 18 years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fees and third-party service platforms.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has been a certified public accountant at Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside 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.