Bradley Klahn is a CFP® and holds a Series 66 license, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph since 2023 and was previously self-employed for two years. Before entering the financial advisory field, Klahn spent 11 years with the Association of Tennis Professionals. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning and philanthropic support. The firm emphasizes tailored investment policy statements, asset allocation, and access to alternative investments, integrating technology to enhance client service.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. 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 is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience and holds a Series 66 designation. Prior to joining MissionSquare in 2022, he worked at Edward Jones from 2019 to 2022 and has held various roles in education and other sectors. Outside of his advisory role, he manages rental apartment properties as an onsite manager. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm offers personalized investment advice through its Guided Pathways program, utilizing models and portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Sandra Parracino is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, N.A., and Private Client Services. Outside of finance, she owns and teaches at Yoga Rebel Studio in La Canada, California. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, and retirement plan advisory services.

Daniel Campbell is a CFP® with 15 years of industry experience, currently affiliated with The AmeriFlex Group in Fullerton, CA. He has worked at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and the Independent Financial Group. Campbell is also president of DC Wealth Advisors, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Miguel Corral Jr. is a financial advisor with OSAIC Institutions, Inc. based in Whittier, CA. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Banc of California. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, and access to alternative investments, delivering advice primarily through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Centaurus Financial Inc. and is also the president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers a range of portfolios and utilizes both in-house and third-party investment models, operating as both a registered investment adviser and an active broker-dealer.

Shawn Lawson is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining EP Wealth Advisors in 2024, he held roles at EWM Tax Solutions, where he also serves as manager, Private Client Services, Executive Wealth Management, and Charles Schwab. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment process.

Brian Yip is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at Transamerica Financial Advisors since 2026 and also works as an accountant for Green Dot Public Schools and as a business development coordinator for Advantec Consulting Engineers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, providing a range of fee-based and commission-based products.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, he held various roles including positions at Southern Virginia University and entrepreneurial ventures such as Nye's Tree Service. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, utilizing a range of investment vehicles and offering additional services including tax preparation and estate-document facilitation.

Justin Brennan is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked for Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Ann Tung is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with unique market roles, including swap dealer and futures commission merchant functions.

Jeffrey Nero is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Independent Financial Group in 2022, he worked at Edward Jones from 2018 to 2022 and was involved with Nero Innovations Corporation from 2009 to 2018. Outside of advisory work, he has experience as a landlord. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Wyatt Kiedrowski is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds the Series 65 designation and previously worked for Kemp Financial Management, LLC for 14 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated affiliated entities.

Patrick O'Hara is a CFP® professional with 28 years of industry experience. He is currently with EP Wealth Advisors, LLC, having joined the firm in 2024 after 11 years at Wacker Wealth Partners. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process and engaging third-party managers when appropriate.

Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.