Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Julie Broady is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at National Securities Corporation and B. Riley Wealth Management. She serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. 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 portfolio management, third-party manager oversight, and consulting services.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. Perennial Financial Services provides investment advisory and consulting to individual clients, 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 and retirement plan solutions.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Rostam Atefi is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Belpointe Asset Management. Outside of his advisory role, he is involved in providing shipping services to businesses in Long Beach, CA. 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 tailored to client needs.

Hyung Kim is a Certified Financial Planner™ with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co. and Klk Capital Management LLC, where he serves as CEO and portfolio manager. Outside of advisory roles, he is a member of the board of directors at Open Bank and holds leadership positions in other business ventures including insurance services and corporate finance consulting. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms.

Christopher Hippisley Coxe is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Since 2014, he has been affiliated with City National Securities, Inc., a part of RBC Securities' multi-team structure. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with the resources of a broader financial services group, including affiliated banking and trust services.

Steven Martinez is a CFP® with 14 years of industry experience, currently advising at Kinetic Investment Management, Inc. since 2026. He has previously worked at Regal Investment Advisors, Secure Investment Management, and JD Mellberg Financial, and he co-owns Steven Michael Financial Group, where he is involved in insurance sales. 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 for mostly long-term investment management and offers access to higher-risk, potentially illiquid assets when suitable.

Brian Mills is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lido Advisors, LLC and Lincoln Financial Distributors, Inc. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and 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, and ESG-focused models, utilizing technology platforms and third-party sub-advisers in its investment approach.

John Vogelzang is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with M Holdings Securities since 2000 and also works with Blue Cross Blue Shield as an insurance agent. Vogelzang serves as president of the Trojan Sig Foundation, a fraternity housing corporation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of finance, she was involved with Peace Halo Jewelry in 2018. Monograph serves high-net-worth individuals, pension plans, and charitable organizations by offering investment advisory, wealth planning, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, and access to alternative investments, and integrates a wealth-management software platform to support client delivery.

Cynthia Newman is a financial advisor at Gladstone Wealth Partners with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC and operated her own consulting firm focused on executive coaching. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party resources, with a focus on discretionary portfolio management and qualified plan services.

Theresa Ngo is a financial advisor at SEIA with a Series 66 designation and two years of industry experience. Her prior work history includes roles at SES LLC, Seia LLC, Electrameccanica, BT Western Corporation, and Jetsetter Global LLC. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, offering a range of managed account programs and financial planning services supported by a structured investment process and research group.

Robert Curtiss is a CFP® professional with 27 years of experience in financial advising. He is currently with SEIA and has previously worked at SES Inc., Royal Alliance Associates, Sii, Seia LLC, and D.A. Davidson & Co. Curtiss also has involvement in financial advisory services through Signature Estate & Investment Advisors LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in‑house research group and Investment Committee, offering both discretionary and non‑discretionary programs.

David Kanani is a financial advisor at Kinetic Investment Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Madison Avenue Securities, LLC, and Global Financial Private Capital, LLC. Kanani is also involved in insurance sales through Advisors Excel and serves as a silent partner in a sleep lab company. 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 primarily long-term trading approach and utilizes a variety of analytical methods while offering access to diverse asset types, including real estate and non-traded real estate investments.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. He has been with the firm since 2016, working within its multi-team structure in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and other pooled vehicles, while also offering access to alternative and private investments for qualified investors.

Arcadia Keane is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at California Retirement Advisors Group, Inc. and First Allied Securities Inc. Outside of her advisory role, Keane serves as co-treasurer for the MBX Foundation, a nonprofit supporting indoor and beach volleyball boosters. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through 123 advisors. The firm offers asset management and financial consulting to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Lavinia Boettcher is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Fidelity Investments and Equitable Advisors. RBC Securities, Inc. offers 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, RBC Rochdale. The firm is part of a broad financial services group that includes banking, trust, municipal advisory, and trading businesses, enabling integrated financial solutions.

Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Advisory Services, RIC Realco LLC, and Bridge Partners. Outside of advisory roles, he is the CEO of Gelfuso Enterprises, Inc., which provides tax planning, preparation, and bookkeeping services, and he is involved in managing several business ventures including a home improvement supply company and a trailer rental business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through a team of about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing a model-driven investment approach that utilizes economic data and quantitative optimization.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Integrated Advisors Network since 2016. Outside of her advisory role, Mallow serves as a trustee for the College of William & Mary Foundation and is the president of the University of Chicago Booth School of Business Los Angeles Alumni Board. She is also an advisor and investor in the FinTech company Trinlogix. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a range of investment approaches and often places clients on third-party sub-adviser platforms while overseeing portfolio management and rebalancing.