Marcus Marshall is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2015. Outside of his advisory role, he works as a food carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Eden Chang is a CFP® with seven years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Merrill, Hightower Advisors LLC, and ATKA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and alternative strategies through a network of more than 100 investment adviser representatives.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Dilys Chang is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes roles at Providien Machining & Metals, Inc., Gkn Bandy Machining, Inc., and Investment Advisors International, Inc. She has also been involved with Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2015. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with fundamental, technical, and cyclical portfolio analysis.

Shirley Tan is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 18 years of industry experience. She has worked at Perennial Investment Advisors LLC since 2017 and previously was with Lake Avenue Financial, LLC and LPL Financial, LLC. Outside of her advisory role, she holds a real estate license and is involved in insurance sales through Perennial Legacy Insurance Solutions. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporations. The firm utilizes a range of investment vehicles and integrates technology such as AI tools and third-party platforms to enhance portfolio management and client service.

Robert Hoffman is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Snowden since 2014. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and third-party manager selection, combining multi-team scale with institutional capabilities.

David Hilton is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Kaye Capital Management and Mutual Securities, Inc. Outside of his advisory role, Hilton serves on the Finance and Investment Committee of the Los Angeles Country Club and is involved with several nonprofit organizations, including Baseball for All and the Crohn’s & Colitis Foundation Advocacy Committee. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee to guide portfolio strategies that utilize model portfolios, third-party managers, and a combination of strategic and tactical approaches.

Olivia Shin is an advisor at 49 Financial with Series 63 and Series 65 licenses and five years of industry experience. She has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of her financial advisory roles, she is a certified indoor cycling instructor and writes children’s books through her publishing company, Shindig Publishing LLC. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term investment approach focused on diversified asset allocation and behavioral coaching, and provides tiered fractional family office services alongside access to third-party managers.

Kathleen Gilmore is a CFP® certificant with 24 years of industry experience. She has been with Clifford Swan Investment Counselors since 2007, initially joining the firm’s predecessor and continuing through its current form. Clifford Swan Investment Counselors serves individuals, charitable institutions, foundations, pension and profit-sharing plans, and business owners, managing approximately $4.48 billion in client assets. The firm emphasizes fundamental research and long-term, diversified portfolio construction, with selective use of sub-advisers to tailor solutions to client needs.

Joel Lenzini is a financial advisor with Retirement Planners of America in El Segundo, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation, tactical rebalancing, and uses model portfolios composed mainly of ETFs and mutual funds.

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® professional with 12 years of industry experience, currently serving at Inspire Advisors, LLC. Her prior roles include positions at Fidelity and Westmount Asset Management. She is also licensed as an independent insurance agent, offering life, health, disability, long-term care, and annuities coverage. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its financial advice and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.