Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

James Rehfeld is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for nine years. Outside of his advisory role, he operates a media entertainment consulting business and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to individual, high-net-worth, retirement plan, and institutional clients. The firm offers a range of customizable investment strategies and supports other independent advisors through its technology platform, FinLife Partners.

Joseph Auday is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Beverly Hills, CA. Outside of his advisory role, Auday assists his family with real estate operations, including financial oversight as vice president and CFO of a family-held LLC. SteelPeak Wealth, LLC serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Mramor is also an officer and consultant at Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and 529 plan advisory, utilizing multiple platforms and investment options.

Grace Park is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, she worked at DFPG Investments, LLC and KLK Capital Management LLC, and has also been involved in cultural and media organizations such as Radio Korea and the Korean Youth Cultural Center. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers a range of financial planning, consulting, and portfolio management services tailored to client goals and risk tolerance.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LOGIX Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He currently practices at Earned Wealth Advisors, LLC, having joined in 2026 after roles at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. Prior to his financial advisory career, his background includes positions at Kaiser Permanente, Tiffany & Co., and Edward Jones. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and a third-party consultant while providing access to alternative investments and employs tools like Monte Carlo analysis and automated tax-loss harvesting.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. 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, delivering services through a network of advisory affiliates and multiple program platforms.

Guy Tzour is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2021. He has three years of industry experience and also serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he oversees client meetings, tax bookkeeping, and staff management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, supported by a centralized trading and reporting platform.

Morten Roness is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base, including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios as well as conducting due diligence on private securities for qualified clients.

Sandra Parracino is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, N.A., and Private Client Services. Outside of finance, she owns and teaches at Yoga Rebel Studio in La Canada, California. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, and retirement plan advisory services.

Bailey Burke is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group, Inc. for six years and has experience with several political and educational organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across multiple asset classes. The firm operates within the Schwab ecosystem and uses standardized asset allocation models and research tools, with final investment decisions made by clients.

Akiva Fialkoff is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving with Schwab Wealth Advisory in Los Angeles, CA. His prior experience includes roles at J.P. Morgan Securities LLC and Deutsche Bank Securities Inc. He is also listed as a partial owner and silent partner in several real estate ventures. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to deliver customized investment recommendations. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on annual reviews and education while leaving final trading decisions to clients.