Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

Jeffrey Fishman is a financial advisor with JSF Financial, LLC in Los Angeles, holding a Series 63 designation and over 32 years of industry experience. He has been with JSF Financial since 1996 and is also involved with Fishman Capital Group Inc., where he is engaged in insurance sales. Fishman serves on the board of Washington University in St. Louis Hillel and is a trustee for the Steele Foundation. JSF Financial provides discretionary investment management, financial planning, and wealth management services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages approximately $1.97 billion across nearly 800 client relationships, employing bespoke portfolio management and model asset-allocation strategies with ongoing due diligence for third-party managers and private investment funds.

Carlos Perez is a financial advisor at Logic Wealth Management, LLC in Pasadena, CA, with six years of industry experience. He holds a Series 65 designation and has been working with Perez Company since 1997. Logic Wealth Management serves individual investors, trusts, estates, retirement plans, corporations, and other business entities. The firm provides discretionary portfolio management, participant account management, and standalone financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to each client.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Curated Wealth Partners since 2018 and previously worked at Deutsche Bank from 2014 to 2018. Curated Wealth Partners serves ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering services such as portfolio construction, manager selection, and family office support. The firm manages substantial assets using a combination of directly managed holdings and third-party managers, and acts as adviser and general partner to affiliated private vehicles.

Reed Bender is a Series 65-licensed advisor with Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He has been with the firm since 1997. Robert Bender & Associates provides asset and portfolio management services to individual investors, high-net-worth individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and manages over $510 million in discretionary assets with a focus on suitability, rebalancing, and tax-loss harvesting.

Donald Servan is a CFA® charterholder and holds a Series 63 license. He has over 13 years of experience in the financial industry, including 12 years at Fiduciary Trust International of California and currently serving at Skylar Wealth Management, LLC. Skylar Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and family office services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm combines in-house portfolio management with third-party manager oversight and offers both wrap-fee programs and dedicated family-office operational services.

Grant Nabell is a financial advisor at Regatta Capital Group, LLC with a Series 65 credential and three years of industry experience. He has worked at Regatta Capital Group since 2021 and previously spent six years with J. White and Associates. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios of low-cost mutual funds and ETFs supplemented by individual securities, and offers additional services including retirement plan advisory, estate document generation, and digital-asset account facilitation.

Caiying Wu is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. She has been with RVW Wealth since 2014 and is also employed full time as an accountant at Allan Rosenthal Associates AC. RVW Wealth provides discretionary investment management and financial planning services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a fundamental research approach, focusing on portfolios composed mainly of ETFs, mutual funds, and fixed-income securities, while offering ongoing portfolio supervision and additional educational resources.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Megan Montes is a financial advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and TD Ameritrade. SEIA is a multi-team advisory firm serving approximately 9,500 clients with a focus on both non-discretionary and discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a six-step investment process combining strategic and tactical asset allocation alongside both quantitative and qualitative security selection.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 registrations. His prior experience includes roles at Charles Schwab and Morgan Stanley, and he was previously involved with Otaku Coffee Lab, LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Sami Farag is a financial advisor at Copper Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Copper Financial, he worked at Independent Financial Partners, IFP Securities, UNIFY Financial Credit Union, and LPL Financial. He serves on the board of the Holy Resurrection Coptic Orthodox Church. Copper Financial primarily serves credit union members and provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm offers services to both individual and institutional clients, including trusts and foundations, while acting as a fiduciary and conducting due diligence on portfolio managers.

Germon Mosley is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., UnionBanc Investment Services LLC, Citigroup, and Union Bank. 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies using mutual funds, ETFs, SMAs, and individual securities.

Andrew Jacobson is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He has been with SteelPeak Wealth Management since 2017. 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 provides financial planning, retirement plan consulting, discretionary portfolio management, and alternative investment solutions, using proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Braden Griffiths is a Series 65 licensed advisor at AWM Capital, LLC with one year of industry experience. Prior to joining AWM Capital, he was involved with Paradigm TX-OK, LLC and has experience at Baker University. Outside of his advisory role, he is associated with Run DFW, LLC, a professional basketball team. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families. The firm manages approximately $1.15 billion across 418 clients, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform with a focus on liability-driven investing and asset allocation.

Cole Brownell is a CFP® with eight years of experience currently serving as a financial advisor at SEIA. He has previously worked at Royal Alliance and Mass Mutual Investors Services. His background includes roles outside traditional finance, such as involvement with Agoura's Famous Deli and Farfalla Trattoria. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment processes, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement plan consulting.

Craig Pierce is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at First Trust Portfolios L.P. for 21 years before joining SEIA and SES LLC in 2026. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic asset allocation and tactical micro-allocation through a structured investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Bryant Saydah is a CFP®-certified financial advisor with over 30 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc. and JPMorgan Chase Bank. 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 integrates investment management with a broad financial services group affiliated with a bank parent and related entities, offering clients access to diversified advisory and trading services.

Denney Domantay is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His career includes roles at Bank of America, Merrill, Sotheby's International Realty, Ameriprise, and LPL Financial. Outside of his advisory work, he is involved as a practice consultant and treasurer for a family medical practice. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.