Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

Isaiah Paul is a financial advisor with Empirical Wealth Management in Irvine, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Empirical in 2022, he worked at Glean Management, LP and CWS Investments. Before his advisory career, he spent sixteen years in education. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and financial planning. The firm applies Modern Portfolio Theory across diversified model portfolios and operates several affiliated businesses providing services in real estate, insurance, and estate planning.

Desiree Lasiewski is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. She previously worked at OSAIC for eight years and held a role at the City of Hope/Beckman Research Institute for 19 years. Lasiewski owns a sole proprietorship licensed to sell fixed annuities and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, offering portfolio management, financial planning, and access to sub-advisory and Independent Advisor programs.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

Paul Lieu is a financial advisor with Calton & Associates, Inc. in Huntington Beach, CA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Calton & Associates since 2014. Outside of his advisory role, he is involved in selling manufactured homes and real estate properties. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Bradd Donovan is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Catalina Capital Group LLC for nine years and at Securian Financial Services, Inc. for three years. 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, as well as providing sub-advisory services to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

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.

Michael Morrison is a CFP® professional with 27 years of industry experience, currently serving at Regal Investment Advisors LLC since 2013. He also maintains a role at Financial Advisers Of America, LLC. Outside of investment advisory, he works as an independent insurance agent, selling life insurance, equity-indexed annuities, and Medicare-related health insurance products. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers proprietary and third-party model portfolios and grants advisers discretion to implement and manage these strategies on client accounts.

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.

Patric Piantedosi is a financial advisor at Retirement Planners of America with 16 years of industry experience. He holds a Series 66 designation and has worked at MMWKM Advisors, LLC for the past 10 years. In addition to his advisory role, Patric is an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm manages multi-billion-dollar client assets through a wrap-fee program and employs an “Invest and Protect” approach that combines model portfolio allocations with tactical adjustments to preserve capital.

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.

Stephen Becker is a financial advisor with Virtue Capital Management, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with Virtue Capital Management since 2019 and also serves as Managing Principal of Becker Financial Strategies, where he is involved in fixed annuities sales. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving a range of clients including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm combines active tactical, strategic, and dynamic strategies with quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Frank Osman is a CFP®-designated financial advisor at Choreo, LLC with 14 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank, where he spent over a decade before joining Choreo in 2023. Choreo serves a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and Investment Committee, offering a broad range of advisory and specialized services such as OCIO consulting and Deferred Sales Trust™ advice.

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.

Joseph Hong is a CFP® and ChFC® with 22 years of industry experience. He is currently with Packerland Brokerage Services, Inc. and has held prior roles at Ameritas Investment Company, EMP Financial Network, and The Prudential Insurance Company of America, among others. Hong is also associated with EMP Financial Network in an insurance brokerage capacity. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms. The firm combines individualized planning with discretionary and non-discretionary account management, providing options such as separately managed accounts and automated rebalancing, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Ngoc Phung Pauline Le is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds the Series 65 designation and was previously associated with Chapman University for four years before joining Empirical Wealth Management. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans, offering a range of services such as investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, supplemented by alternative strategies and affiliated real estate, insurance, and estate-planning services.

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.

Dominic Wright is a CFP® and Series 63-registered financial advisor with three years of industry experience. He has worked at Empirical Wealth Management since 2025 and previously held roles at Karam Wealth Advisors, Briarwood Financial Planning, and various positions in mortgage and corporate settings. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a Modern Portfolio Theory-based investment approach with diversified model portfolios and offers integrated services across real estate, insurance, and estate planning through affiliated businesses.

Dana Kiley is a Series 66 licensed advisor with 24 years of industry experience. She is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC and has previously worked at Spire Wealth Management and SPIRE Securities, LLC. Kiley is also a principal and advisor at Chamberlain Group, where she manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.