Eddie Chan is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, providing discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines retirement plan consulting with licensed insurance activities as part of its service offerings.

John Williams is an advisor at SEIA with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SES LLC, Royal Alliance Associates, and Signator Investors. Outside of advising, he serves as a notary public. SEIA serves individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets through a client-driven investment process that combines strategic and tactical allocation across multiple managed account programs and financial planning services.

Darren Wald is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of his advisory role, he serves on the board of a local baseball league. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and is affiliated with Citizens Bank, providing access to banking and lending products alongside advisory services.

Anthony Pizzo is a financial advisor at SEIA with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Select Money Management, Inc. since 2012. He is also a senior trader at SEIA and SMM Inc. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers a range of managed account programs and financial planning services, employing a client-driven investment process supported by research and an Investment Committee overseeing discretionary models.

Finn Case is a financial advisor at RMR Wealth Builders, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining RMR, he worked in various educational roles, including positions at the University of California Santa Barbara, Santa Barbara City College, Malibu High School, and Malibu Middle School. He also operated Malibu Delivery from 2023 to 2025. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and a range of advisory program options.

Linda Bruininga is an investment advisor representative at NWF Advisory Services Inc with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Fsc Securities Corp, Triad Advisors, OSAIC, and The Ameriflex Group. Additionally, she is the founder of Bruco Investment Group, where she focuses on client consultations regarding life insurance and long-term care needs. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners in 2026, he worked at L&S Advisors, Inc. for nine years and had earlier roles at Charles Schwab and a brief unemployed period. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and third-party managers.

Riley Lopez is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amerihome Mortgage Company, LLC and studied at Pepperdine University. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced, actively managed investment approach supported by fundamental research and proprietary tools, and acts as adviser to the FundX suite of ETFs.

Marcus Silver is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. In addition to his advisory work, he serves as president of Silverberg Wealth Management, a registered DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that incorporates advisor-managed and third-party model portfolios with a focus on strategic long-term investing.

Richard Jones is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at HBW Advisory Services since 2010 and previously was affiliated with CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his advisory role, Jones serves as treasurer for the Gator Wrestling Club and is involved in athletic endorsements. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, with a notable client servicing model that supports a high client load per advisor and includes institutional and intermediary services such as sub-advisory arrangements and retirement-plan subscription offerings.

Craig Kelley is a CFP® professional affiliated with RBC Securities, Inc. in Los Angeles, CA, with 16 years of industry experience. He has been associated with City National Bank since 2000. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from an affiliated sub-advisor and operates within a broad financial services group that includes banking, trust, and municipal advisory functions.

Hugh Roberts is a financial advisor at Capital Analysts with 41 years of industry experience. He holds the CFP® designation and Series 63 license and has worked with Lincoln Investment since 2012 and Capital Analysts Incorporated since 2006. Roberts also provides advisory services related to family business succession and is the author of a book on the subject. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through multiple delivery programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools and model portfolios, with advisors providing tailored consultations and portfolio solutions.

Tobie Rodriguez is a financial advisor at One Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HBW Advisory Services LLC, Tamar Securities, LLC, and Purshe Kaplan Sterling Investments. He has been with One Capital Management since 2019. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm provides wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, while managing globally balanced portfolios guided by a written Investment Policy Statement.

Mordechai Taylor is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Avantax Planning Partners in 2022, he has been associated with Premier Accounting & Tax Services, Inc. since 2009. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC and Royal Alliance Associates, Inc. He maintains a California insurance license in a non-producer capacity to assist with proposal and illustration support. SEIA serves individuals, trusts, estates, retirement plans, and corporate clients through a multi-advisor platform that manages approximately $22.5 billion in assets. The firm employs a client-driven investment process combining strategic and tactical allocation, offering both non-discretionary and discretionary managed account programs along with modular financial planning and retirement consulting services.

James Nitchke is a CFP® and CFA® with 17 years of industry experience. He is currently with One Capital Management, LLC and previously spent 15 years at TIAA and TIAA-CREF Individual & Institutional Services, LLC. Outside of his advisory role, he owns and manages a short-term rental property through Airbnb. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Jennifer Kim is a CFP® with 33 years of experience in the financial services industry. She is currently a senior partner at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of her advisory role, she serves on several boards, including family and children services, a Korean American museum, and local chambers of commerce, and she is the president of a parent association at her children’s school. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages assets primarily on a non-discretionary basis.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Nicholis Bowser is a CFP® professional with one year of experience at Kestra Private Wealth Services, LLC and ten years at Capital Group Private Client Services, Inc. He is based in Westlake Village, CA. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to multiple platforms and third-party managed solutions.