Lannie Wright is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Whjr Associates since 2001 and OSAIC since 1994. Outside of his advisory work, Wright writes mystery and suspense novels and is represented by a literary agent. He also serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Prior to this, he worked at Pure Financial Advisors for one year. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a variety of asset types and offers a range of services including financial planning and fiduciary consulting.

Michael Comorre is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at City National Securities, Inc. and City National Bank since 2004. Outside of finance, he owns Comorre Nose Corp, a wine-selling business. 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 affiliated with a bank parent, offering comprehensive financial planning and portfolio management.

Sara Ritter is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at City National Securities, Inc. since 2019 and previously at City National Bank from 2011 to 2019. Outside of her advisory role, Ritter owns and manages a residential 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 uses a discretionary, asset-based fee model with portfolios managed by affiliated sub-advisor RBC Rochdale and is integrated within a broad financial services group including banking, trust, and pension consulting entities.

Naoko Moriya is a financial advisor with Encompass More Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at LegacyFi, NUI LLC, AgencyFi LLC, and iPros Insurance Professionals. Outside of her advisory role, she is involved with Topsail LLC, a business consulting company serving Japanese clients where she works as a producer, translator, and customer service representative. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and manages diverse investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Royal Alliance since 2017 and previously with VOYA Financial Advisors from 2014 to 2017. Outside of advisory roles, he is the CEO of Rachedi Financial Group Inc., which sells insurance products including life, long-term care, health insurance, and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm uses an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, with a focus on strategic long-term investing alongside tactical strategies.

Andrew Ark is a CFP® professional with five years of industry experience. He is currently an advisor with Composition Wealth, LLC and previously worked at Wealthspire Advisors and EisnerAmper Wealth Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its affiliation with Principal Financial Group offers clients access to proprietary funds and integrated financial products.

William Blanton is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Vintage West Capital Management for nine years before joining Composition Wealth in 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, fundamental manager analysis, and ESG screening when requested.

Neela Hummel is a CFP® and holds a Series 65 license with 16 years of experience. She has worked at Abacus Wealth Partners since 2011. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented asset-class investment approach, incorporating ESG screening when requested, and sponsors the Align Impact private fund for qualified clients.

Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.

Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.

Noriko Ikeda is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior experience includes roles at Global Assets Advisory, Western International Securities, Raymond James Financial, and her own practice, Ikeda Financial. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with some strategies implemented via third-party managers and wrap programs.

Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. 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 provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

John Allen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles since 2014. He holds a Series 63 license and has worked solely at Aspiriant during his career. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment solutions using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.

Matthew Kim is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior work includes positions at SES Inc., Royal Alliance Associates, Inc., and SII. He also serves as a Relationship Manager at SIA LLC, an investment-related role. Signature Investment Advisors provides discretionary and non-discretionary investment management services to individuals, trusts, pension plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis, and serves a large client base through a combination of relationship management and model strategy platforms.