Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its affiliation with Principal Financial Group offers clients access to proprietary funds and integrated financial products.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

William Blanton is a Series 66 licensed financial advisor with 27 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Vintage West Capital Management, Kestra Private Wealth Services, Morgan Stanley, and Merrill. 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 using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, he held roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and various institutional entities. The firm follows an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, while also incorporating ESG screening and private pooled investments in suitable client portfolios.

Neela Hummel is a CFP® with 16 years of industry experience. She has worked exclusively with Abacus Wealth Partners since 2011, serving in various capacities over more than a decade. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled vehicles for qualified clients.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. RBC Securities provides 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 with a broad financial services group, including affiliated banking, trust, and consulting activities.

Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

John Allen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles since 2014. He holds a Series 63 license and has worked solely at Aspiriant during his career. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment solutions using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. 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, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.

Matthew Kim is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior work includes positions at SES Inc., Royal Alliance Associates, Inc., and SII. He also serves as a Relationship Manager at SIA LLC, an investment-related role. Signature Investment Advisors provides discretionary and non-discretionary investment management services to individuals, trusts, pension plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis, and serves a large client base through a combination of relationship management and model strategy platforms.

Michael Chung is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He has previously worked at RBC Capital Markets for 10 years and Purshe Kaplan Sterling Investments for 2 years. Apollon Wealth Management is an SEC-registered multi-team advisory firm that serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance clients.

Ralph Jackson III is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 26 years. Outside of his advisory role, he serves as a board member for Athletic Scholarships R US, an organization assisting high school student-athletes in obtaining college scholarships. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a diverse range of investment vehicles tailored to client risk tolerance and time horizon.

Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Jae Yu is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. His work history includes roles at SES Inc., Royal Alliance Associates, Inc., BancWest Investment Services, Inc., Bank of the West, and Lockwood Advisors, Inc. He is also involved as a product wholesaler for SIA model solutions. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm utilizes a research-driven investment process combining strategic macro and tactical micro allocation, with offerings that include discretionary and non-discretionary portfolio management and ancillary services such as seminars and a cash management solution.

Nolan Alinsod is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 credential with three years of industry experience. Prior to joining Aspiriant, he worked at AdventHealth and held various roles at Walla Walla University and Glendale Adventist Academy. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management along with wealth planning, family office, and specialty services. The firm creates customized investment programs using a variety of implementation options and offers expanded family office capabilities and access to private investment offerings.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. 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 primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. 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 offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Julianne Copeland is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has previously worked at Modern Money and California State University of Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework to guide its investment decisions, combining qualitative and quantitative methods across a range of investment vehicles.

Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.