Michael Wilson is a CFP® professional with 32 years of industry experience. He is affiliated with NWF Advisory Services Inc and has worked with OSAIC and The Guardian Life Insurance Company for over two decades. In addition to his advisory role, he owns a sole proprietorship focused on life and health insurance sales and servicing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform that supports a variety of portfolio management and financial planning services.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Chad Bates is a CFP® with 23 years of experience in the financial services industry. He is currently a financial advisor at SEIA, where he has worked since 2003, and has previously been associated with Royal Alliance Associates and Signator Investors. He holds a California insurance license, which he uses to communicate with clients about insurance products in their investment portfolios. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic asset allocation with tactical adjustments, using both discretionary and non-discretionary investment management models.

Devin Shaeffer is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Financial Services, Inc., LPL Financial, and ownership of Shaeffer Private Wealth Management and Perennial Legacy Insurance Solutions. Outside of finance, he is involved in music performance and management as a business owner. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement solutions.

David Snyder is a financial advisor at Citizens Private Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2007 to 2026. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer combined with quantitative and qualitative research.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.

Ceasar Garvida is a CFP® and Series 66-registered advisor with 15 years of experience in financial services. He currently works at SteelPeak Wealth, LLC, where he has been since 2020, and previously held roles at Prepared Capital and Morgan Stanley entities. SteelPeak Wealth, LLC serves a diverse range of clients including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative investment consulting, and uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Michael Janis is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Wealth Management, Squar Milner Financial Services, and Madison Avenue Securities. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

David Patton Jr. is a financial advisor with RBC Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is a landlord in Los Angeles, managing a rental property. 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 affiliated sub-advisors and related financial services, serving clients with discretionary portfolio management and comprehensive financial planning.

Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several ETFs.

Calvin Tseng is a CFP®-designated financial advisor with eight years of industry experience. He is currently with SEIA in Los Angeles and has previously worked at Royal Alliance Associates, INC., and CETERA Advisor Networks LLC. Tseng is also affiliated with the University of California - Santa Barbara. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of advisory services including investment management, financial planning, and retirement plan consulting.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and State Street Global Advisors. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs discretionary, long-term investment strategies using a range of vehicles including ETFs, institutional funds, individual securities, and alternative investments.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. 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 offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Matthew Rivera is a CFP® and CFA® with 15 years of industry experience. He has been with Abacus Wealth Partners since 2017 and previously worked at Victory Capital Management and Rs Investments. Rivera holds a Series 63 license and is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs a passive-oriented investment approach centered on institutional funds, fundamental manager analysis, and ESG screening when requested, and manages portfolios based on clients' risk profiles and goals.