Amy Gilbert is a financial advisor with RBC Securities, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at City National Securities, Inc., Hightower, Charles Schwab, and Fidelity, among other firms. Outside of her advisory work, she is involved in managing rental property with her family. 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 through its affiliated sub-advisor RBC Rochdale and is part of a broad financial services group affiliated with a bank and other financial entities.

Sherry Taylor is a financial advisor with The AmeriFlex Group in Orange, CA, holding a Series 66 designation and 19 years of industry experience. Her work history includes roles at Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. She is also the owner of a sole proprietorship focusing on insurance, benefits, and human resources. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

Ramon Ramos is a CFP® professional at RBC Securities, Inc with one year of industry experience. He previously worked at LPL Financial, D. A. Davidson & Co., and California Capital Management. Ramos has a diverse work background including roles outside of finance, such as positions at FedEx Express and Jacobs Engineering. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates portfolio management to an affiliated sub-advisor and offers integrated financial services within a bank-affiliated group.

Vibhore Bhaskar is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has been with City National Bank since 2007. Outside of his advisory work, he owns and manages rental properties through his single-member LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is distinguished by its integration within a broad financial services group affiliated with a bank and related entities.

Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to his current role, he worked for Kaiser Permanente for 36 years and currently maintains part-time clinical laboratory scientist positions in healthcare alongside his advisory work. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and retirement plans, using a quantitative, algorithm-driven approach focused on matching model strategies to client risk profiles and objectives.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. 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 is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. 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 offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven investment process vetted by an Investment Committee.

Peter Sentance is a financial advisor with On Investment Management Company in Los Angeles, CA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked at firms including Ohio National Financial Services and Cambridge Investment Research Advisors. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising and tournament coordination. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Geoffrey Grimsdale is a financial advisor with Encompass More Asset Management LLC who holds a Series 66 license and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Armanino LLP, and Cetera Advisors. Outside of advising, he is president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, alternative assets, and digital-asset related exposures.

Conor Weir is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, and Resources Investment Advisors. Outside of his advisory role, he is involved in life insurance sales and operates several personal business entities related to investment advisory and insurance services. Accelerate Retirement serves individual and institutional clients, offering retirement plan consulting and discretionary investment management with a focus on customized, long-term portfolio solutions.

Alexander Yaftali is a CFA® charterholder with four years of industry experience, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph Wealth Advisors since 2015, holding various roles within the firm. Outside of his advisory work, he is a member of Libretto LLC, a financial planning software company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments as part of its integrated wealth-management approach.

George Washington Jr. is a financial advisor with Foundations Investment Advisors LLC in Cerritos, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Foundations Investment Advisors in 2025, he worked at several firms including Arnion Financial and JP Morgan Chase Bank. Outside of his advisory work, he is involved in a baking business assisting with bookkeeping and participates in a cybersecurity multi-level marketing venture. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, working with individuals, trusts, estates, and registered investment companies.

Neda Kanani is a Series 65-licensed financial advisor at Kinetic Investment Management, Inc. with seven years of industry experience. She also serves as a licensed insurance agent through Kanani Advisory Group Inc., an insurance services and investment advisory firm she has been involved with for over a decade. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multidisciplinary investment approach with an emphasis on long-term trading and may include higher-risk or illiquid investments when suitable.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he owns Alexander Wealth Management, LLC, which provides tax filing services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are tailored to client goals and risk tolerance, utilizing multiple program structures and a range of analytic approaches.

John Benfanti Jr. is a financial advisor with StoneX Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. Before joining StoneX Advisors in 2022, he worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. He is also president and sole owner of Health Plus Insurance Agency, where he has been involved in insurance sales for over three decades. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a variety of account structures and model-based solutions. The firm is part of StoneX Group and offers integrated clearing, custody, and lending services while supporting a large network of advisors and sub-advisory relationships.

Joshua Sanchez is a financial advisor with Aegis Capital Corp. He holds industry experience totaling one year and has been with Aegis Capital since 2025. Prior to this, he has been involved with Unlimited Management since 2016. Aegis Capital Corp. provides investment advisory and related financial services to a diverse client base including individual and corporate clients. The firm offers a range of services such as asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking, with advisory relationships that can be either discretionary or non-discretionary.

Amra Faruqi is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 66 and Series 63 credentials and possessing nine years of industry experience. Her prior work includes roles at City National Securities, RBC Capital Markets, and HSBC Securities (USA) Inc. She volunteers as Treasurer of the San Francisco chapter of Developments in Literacy, a nonprofit focused on fundraising and managing children’s schools. 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 via an affiliated sub-advisor and offers financial planning, portfolio management, and ongoing reporting as part of its services.

Christopher Sutherlin is a financial advisor at Copper Financial in Hawthorne, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Technologies, MWA Financial Services, and Modern Woodmen of America. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party managers, a model-based wrap program, and an online Guided Investing option. The firm works with individual and institutional clients, acting as fiduciaries while providing advisory services and conducting due diligence on third-party managers.