Douglas Gahn is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. He previously worked at LifePro Asset Management, LLC, and has owned Silver Summit Financial since 2015, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with technology and operational support to other advisers through its managed account platform.

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.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Daniel Campbell is a CFP® with 15 years of industry experience, currently affiliated with The AmeriFlex Group in Fullerton, CA. He has worked at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and the Independent Financial Group. Campbell is also president of DC Wealth Advisors, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Miguel Corral Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked at Infinex Investments, Inc., Banc of California, Essex National Securities, LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines firm supervision with delegation of investment management to its representatives.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Independent Financial Group in 2018, he worked at Centaurus Financial INC. from 2016 to 2018. Outside of his advisory role, Hoshino is president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing both firm and third-party models that incorporate strategic asset allocation and ongoing due diligence.

Shawn Lawson is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and in various roles including managing tax services at EWM Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and combines fundamental, technical, and cyclical analysis with alternative investment strategies and third-party manager oversight.

Jacqueline Fiata is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Park Avenue Securities, Guardian Life Insurance, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at EP Wealth Advisors as well as positions outside the financial services sector, such as running a tree service business and involvement with Southern Virginia University. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and provides ancillary services like tax preparation and estate-document assistance for certain clients.

Jeffrey Nero is a financial advisor with Independent Financial Group, LLC in Fullerton, CA, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Edward Jones and was involved with Nero Innovations Corporation for nearly a decade. Outside of advisory work, he has a role as a landlord in real estate management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party models to develop tailored investment strategies that combine active and passive exposures across varied risk profiles.

Wyatt Kiedrowski is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds the Series 65 designation and previously worked for Kemp Financial Management, LLC for 14 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated affiliated entities.

Patrick O'Hara is a CFP® with 29 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked for Wacker Wealth Partners for 11 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Abraham Israeli is a CFP®, CFA®, and Series 65 designated advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Kennedy Wealth Management, LLC, and founded Running Point Capital Advisors, LLC. Israeli also has experience as an independent insurance agent. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and customized private market solutions.

Eric Johnson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010. Outside of his advisory role, he is also engaged in fixed insurance sales as an insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with discretionary and non-discretionary arrangements.

Li Li Chan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Transamerica since 2016 and operates a sole proprietorship, Lily Chan Consulting, primarily for internal accounting purposes. Chan is also involved in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, providing investment advisory, brokerage, and retirement-plan services through a large advisor network. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Christopher Estrada is a CFP® professional with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Chen Kin Cheah is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and with eight years of industry experience. His work history includes affiliations with World Financial Group, Inc., World System Builders, and independent insurance sales focused on Medicare health insurance. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment models, supporting individual investors, retirement plans, trusts, and other institutions.