Brian Mills is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lido Advisors, LLC and Lincoln Financial Distributors, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, utilizing technology platforms and third-party sub-advisers in its investment approach.

John Vogelzang is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has been with M HOLDINGS since 2000 and also works with Blue Cross Blue Shield and Cal Surance Benefit Plans. Outside of advising, he serves as president of a fraternity housing corporation. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing client monitoring and access to third-party sub-advisors and platform providers.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of advisory roles, she has been involved with the Fulfillment Fund and had a role at Peace Halo Jewelry. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments, combining these with technology platforms and selective use of options, margin, and private funds.

Cynthia Newman is a financial advisor at Gladstone Wealth Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and operated her own consulting business focused on executive coaching. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to various investment strategies and third-party solutions.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Samuel Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 credential. He has experience working at Finish Strong Financial Services since 2020 and has held roles in various other firms including Crunch Fitness and 24 Hour Fitness. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term trading approach and utilizes a range of analytical methods, offering exposure to various asset types including real estate and non-traded real estate investments.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal Investment Services, Bei worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms. Outside of advisory work, Bei holds a broker position with Guardian Insurance Company for fixed products new business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers, supported by due diligence and quarterly reviews conducted by an investment committee.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Ryan Lindsay is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation. He has 20 years of industry experience, having worked previously at RBC Dominion Securities Inc. and RBC Capital Markets, LLC. 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 provides financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Mark Antariksa is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at City National Rochdale and Raymond James Financial Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering portfolio management and financial planning supported by investment strategies from an affiliated sub-advisor.

Winston Hau is a financial advisor at RBC Securities, Inc. He holds the Series 66 designation and has approximately three years of experience in the financial services industry, with prior roles at Mass Mutual Investors Services, Boiling Point Group, Inc., and PricewaterhouseCoopers, LLP. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates a broad range of financial services, including investment management by its affiliated sub-advisor RBC Rochdale, offering discretionary portfolio management with mutual funds, ETFs, SMAs, and individual securities.

Boris Castillo is a CFP® with over 23 years of experience in the financial services industry. He is currently with NWF Advisory Services Inc and has held roles at several firms including LPL Financial and Kinecta Financial & Insurance Services. Castillo also manages Amenity Wealth, an LLC that provides advisory and insurance services, and operates a sole proprietorship focused on life insurance, annuities, and long-term care solutions. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a technology-driven, open-architecture platform for portfolio management, financial planning, and retirement plan consulting.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, Brooke held positions at Acme - Loquita, the University of California, Santa Barbara, and The Ritz Carlton Bacara, among others. Brooke also works as a licensed insurance agent. 49 Financial serves a diverse client base, including individual and institutional clients, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.