Olivia Shin is an advisor at 49 Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of financial advising, she is involved in writing children's books through Shindig Publishing LLC and teaches indoor cycling classes. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, and family office services, utilizing a disciplined, long-term asset allocation approach implemented through proprietary and platform model portfolios.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2026. Prior to that, he spent ten years at Catalina Capital Group, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Joel Lenzini is a financial advisor with Retirement Planners of America, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2016. In addition to his advisory role, Lenzini is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators to manage risk.

Shannon Chavez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC, he worked at City National Securities, Inc. outside of his advisory role, he is involved in e-commerce through Bird Brain Products LLC and co-owns a short-term vacation rental home in La Quinta, CA. 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, including affiliated banking and trust services.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Georgette Young is a CFP®-designated financial advisor with 12 years of industry experience, currently with Inspire Advisors, LLC. Her prior experience includes roles at Fidelity, Westmount Asset Management, and Bank of America/Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent focused on life, health, disability, long-term care, and annuities. Inspire Advisors, LLC serves primarily individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm employs a Biblically Responsible Investing approach, using a proprietary Inspire Impact Score™ and combines multiple analytical methods in portfolio construction, while offering discretionary and non-discretionary management alongside financial planning and consulting services.

Eric Cardenas is a financial advisor at Kingswood Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Laura Danlasky Daigle is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and its affiliated entities. Outside of her advisory work, she is an independent vocalist and owns a small business crafting handmade jewelry. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

James Walls Jr. is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at City National Securities, Inc., PNC, Ascensus, and BB&T Retirement & Institutional Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that uses diversified asset allocation strategies and discretionary portfolio management.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fees and third-party service platforms.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Max Lepley is a CFP®-certified financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with six years of industry experience. Before joining Kinetic, he worked at MFS Fund Distributors, Inc. and Kanani Advisory Group. He is also an insurance agent with Kanani Financial & Insurance Services Inc., where he 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 employs a variety of analytical methods and a primarily long-term trading approach, offering access to a broad set of asset types including non-traded real estate investments.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside advisory services.

Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. 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 monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing 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 and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.