Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses. She has experience at New York Life Investments, Bank of America, Star Mountain Capital, and The Rohatyn Group. Prior to her advisory career, she worked with LA Models/STATE Model Management. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation and tactical adjustments, and it offers a mix of discretionary and non-discretionary managed-account programs.

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and Associates before joining Apollon Wealth Management in 2022. Dillon also maintains a registered representative role at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach integrates centrally managed strategies with local portfolio oversight, utilizing both fundamental and tactical methods alongside tax-aware tools and independent sub-managers.

Fariba Madison is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Western International Securities, Inc. for 13 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC. Outside of advisory work, she is involved in fixed insurance sales as an agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Brenda Chatman is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach with fundamental manager analysis and ESG screening, and it offers additional services including held-away account management and cash management solutions.

Jonathan Loyhayem is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2025. He has experience operating Alevo Financial & Insurance Agency and Alevo Wealth Management, where he oversees staff and business operations. In addition to his advisory role, he serves as CEO of Jonathan & Ethan Inc., a real estate management company. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements. The firm employs various analytical approaches to guide allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Elizabeth Margalis is a CFA® charterholder with six years of industry experience. She has been with Everett Harris & Co. in Los Angeles since 2010, where she is part of a team of ten advisors. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides discretionary and non-discretionary investment management to a diverse client base including individuals, corporations, pension plans, and charitable institutions. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, managing over $11 billion in assets across approximately 718 client relationships.

James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.

David Koch is a CFP® and CFA®-credentialed financial advisor with 14 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA, for 15 years. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, standalone consulting, and retirement plan services, using a combination of qualitative and quantitative research to construct diversified portfolios.

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Russell Hoss is a CFA® charterholder and Series 63 licensee currently with Composition Wealth, LLC. He has one year of industry experience, including roles at Future Wealth LLC and Champlain Investment Partners. Outside of his advisory work, he has experience related to extended travel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Zane Zent is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior work includes roles at Protection Point Advisors and Virgin Orbit, as well as experience with Price Waterhouse Coopers and Penn State University. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a range of investment strategies that combine passive and active approaches tailored to client objectives.

Carl Forster is a financial advisor with Aspiriant, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aspiriant since 2010. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing various asset allocation strategies, third-party managers, and private investments, supported by extensive family office capabilities and a unique affiliation with Strategic Planning Law Group, PC.

Justin Reese is a CFP® with 19 years of industry experience, currently serving as a financial advisor at NewEdge Wealth since 2022. Prior to joining NewEdge, he spent ten years at UBS Financial Services. Outside of his advisory role, he is a passive owner and financial backer of a boutique training studio and a silent partner providing seed capital for a kitchen cabinet design company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes model strategies, separately managed accounts, and alternative investments.

Leila Parvaneh is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Parvaneh is also an insurance agent with Kanani Financial & Insurance Services, where she provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm offers a range of investment approaches, including discretionary management that integrates various analytical methods and may include higher-risk, potentially illiquid investments when appropriate.

Raymond Martinez Jr. is a financial advisor at RBC Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and CITI Private Bank. Martinez serves as a board member for the San Diego Volunteer Lawyer Program, a nonprofit providing pro-bono legal services to disadvantaged individuals. 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 advisory services within a broader financial services group affiliated with a bank, providing portfolio management and financial planning supported by an affiliated sub-advisor.

Kristina Ponomareva is a Series 65-licensed financial advisor with Virtue Capital Management, LLC. She has one year of industry experience, previously working at Financial Alliance & Insurance Solutions and holding roles at California State University and Bickerstaff Athletic Center. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs a combination of active tactical, strategic, and quantitative strategies, offering portfolio management, financial planning, and client education to tailor solutions to clients’ objectives and risk tolerances.

Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

Enrique Vargas is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at FreeWill, Gartner, Deloitte, Fujitsu, and multiple tenures at AIG Capital Services and American General Life Insurance. SteelPeak Wealth 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 consulting, discretionary portfolio management, and access to alternative investments, using proprietary model portfolios and conducting due diligence on private placements for accredited clients.

Stephen Gilchrist is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Independent Wealth Network in 2022, he worked at GNH Asset Management, Inc. for seven years. Gilchrist operates his own advisory business, Gilchrist Wealth Management, through which he offers securities services. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management, financial planning, and access to third-party managers.