Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

Bo Calvert is an investment advisor representative with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Siebert, he worked at PowerUp Sports in sports management and client relations. Outside of financial advising, he has been involved in sports management and marketing as a sports agent. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Debra Reda Cappos is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Momentum Independent Network in 2022, she worked for Western International Securities, Inc. from 2008 to 2022. Outside of her advisory role, she serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and works occasionally as a Certified Divorce Financial Analyst consultant. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, offering managed accounts, financial planning, retirement plan consulting, and integrated cash management solutions.

Jeffrey McCarty is a financial advisor with Simplicity Wealth and holds a Series 65 designation. He has 12 years of industry experience and has worked with firms including Prosperity & Legacy Wealth Management and Prestige Financial Advisors. Outside of his advisory roles, he assists veterans with filing compensation and pension claims and is involved in legal document preparation services through The Document People. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for other advisors.

Danyelle Proano is a Series 66-licensed financial advisor with RBC Securities, Inc. in Beverly Hills, CA, and has seven years of industry experience. She has worked at City National Bank since 2016. 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 with a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting to its clients.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. 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 investment management with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Sophie Leahy is a CFP® professional with five years of experience in financial advising. She currently works at Morton Wealth and previously held roles at Burt Wealth Advisors and Obsidian Planning Solutions. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs a modern portfolio approach emphasizing diversification and risk management and is notable for its involvement with private funds and pooled investment vehicles.

Michael Natzic is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. from 2013 to 2021. Outside of his advisory role, he serves as Finance Chair for Bear Valley Church and as Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and unique operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Robert Schultz is a financial advisor at NWF Advisory Services Inc with 25 years of industry experience. He holds a Series 66 designation and has been with NWF Advisory Group and NWF Advisory Services since 2005. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through New World Financial & Insurance Services and markets himself under the DBA Artisan Capital Partners. 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 includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Terrence Demorest is a financial advisor at Westmount Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westmount Asset Management since 2008. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using primarily no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Patrick Selway is a financial advisor at Blackridge Asset Management, LLC with 25 years of industry experience. He previously worked for Gold Coast Securities, Inc. for 20 years. Outside of his advisory role, he is a notary public and a speaker for Saife & Toastmasters, Inc. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm offers tailored financial planning and model-based portfolio management, utilizing an affiliated turnkey asset management platform and a range of wrap-fee and discretionary programs.

Christopher Galeski is a financial advisor at Morton Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2018, following seven years at Fidelity Investments. Outside of finance, he is involved in commercial and radio advertising as an actor. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, implementing standardized investment strategies customized to client objectives with a focus on risk management and reduced volatility.

Antonio Rhee is a CFP® professional with 21 years of industry experience. He has been with One Capital Management, LLC since 2026 and previously worked at TIAA-CREF from 2014 to 2026. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, emphasizing customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to control risk and pursue after-tax returns.

Spencer Wood is a financial advisor at One Capital Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Pepperdine University, First Pointe Management Group, and FPMG Insurance Solutions. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management and planning, discretionary portfolio management, retirement plan solutions, and advisory consulting, with an investment approach that emphasizes globally balanced portfolios, active large-cap equity management, and proprietary strategies for ETF fund selection.

Matthew Francis is a financial advisor at HBW Advisory Services LLC with a Series 65 designation. He has no prior industry experience but has worked in media and video production, including as a video director for Bayside Church since 2021 and running Matty Fran Media since 2008. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and sub-advisers, and it offers institutional and intermediary services alongside retail client management.

Amir Jamsheed is affiliated with Legacy Wealth Management, LLC and holds no prior experience in the financial advisory industry. He has been involved with Amir H. Jamsheed, Professional Dental Corporation since 2007. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations and third-party managers, including alternative investments, and offers customized strategies based on clients’ objectives and risk tolerances.

Matthew Stephenson is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include over a decade at TIAA-CREF. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, and various business entities, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.