Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. 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 integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Gregory Devine is a financial advisor at 71 West Capital Partners with 22 years of industry experience. He holds Series 65 and Series 66 designations. Prior to joining 71 West in 2025, he worked at UBS Financial Services from 2020 to 2025 and Goldman, Sachs & Co. from 2004 to 2020. 71 West Capital Partners provides wrap-fee portfolio management and consulting services to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm manages approximately $5.5 billion across about 171 client relationships, offering customized portfolio construction and a range of investment strategies including tax-loss harvesting, options, and futures.

Charles Watson is a financial advisor at SEIA holding Series 65 and Series 66 licenses. He has one year of industry experience, with prior roles at several firms including Serenus Wealth Advisors, Saint & Second, and NAI Capital. SEIA is a multi-team, SEC-registered advisory firm with approximately 141 advisors serving around 9,500 clients. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary approaches supported by a structured investment process.

Hampton Adams III is a financial advisor with SEIA who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Jhfn Sii, and Gamble Jones Investment Counsel. He has worked with SEIA and related entities since 2012. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation with tactical adjustments and quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. 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 is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Marcus Marshall is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2015. Outside of his advisory role, he works as a food carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Victoria Wilk is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 17 years of industry experience. Her career includes roles at Independent Financial Group and First Allied Advisory Services, among others. Outside of finance, she is the founder and designer of a French home design and décor venture and also works as a marketing consultant for small businesses. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a blend of active and passive strategies with a focus on diversification and tailoring portfolios to client objectives, managing approximately $9.45 billion across 154 advisors.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Westmount Asset Management from 2002 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, serving as a private fund adviser and sub-advisor for multi-manager private funds launched since 2019.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. 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, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Michael Morera is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Virtue Capital since 2015 and previously was with Regal Advisory Services, Inc. from 2007 to 2015. Outside of advisory work, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and operates a multi-team model of investment adviser representatives and independent partners.

Brian Hsieh is a financial advisor at RBC Securities, Inc. with 16 years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. Prior to joining his current firm, he worked for Wells Fargo Investments, LLC for 17 years and has been with City National Rochdale for the past 7 years. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning within a broad financial services group affiliated with a bank, offering a range of investment solutions and related services.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 license and 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he spends part of his time on insurance sales and broker-dealer activities. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed mandates with locally managed portfolios supported by a structured investment process that includes fundamental analysis, ESG risk models, Direct Indexing, and technology tools such as generative AI.

Richard Mc Whorter is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citigroup Global Markets. Outside of his advisory work, he is involved with Electric Jane, a live music private membership club in Nashville. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Eric Miller is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. with two years of industry experience. Prior to joining Northern Trust Securities in 2026, he worked at Edward Jones and MassMutual Life Insurance Company. His work history also includes roles unrelated to finance, such as involvement with Britton Christian Church and Turning Point USA. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with annual portfolio reviews.

Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.

Mitchell Chatfield is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Horace Mann Companies and Lincoln Investment. Outside of his advisory work, he serves as president of the Covina-South Hills Kiwanis Club, a nonprofit focused on local scholarships and community service. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Brent Robinson is a CFA® charterholder currently with Palisade Capital Management, LP, where he has worked since 2026. He previously held roles at Value Creators Capital LLC and Dupont Capital Management, among others, including a position at the University of Pennsylvania and service in the United States Navy NAVAIR. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including corporations, public pension plans, family offices, and individual investors. The firm employs a research-intensive, bottom-up fundamental investment approach across various equity and bond strategies and serves in subadvisory roles for mutual funds and collective investment trusts.

Eden Chang is a CFP® with seven years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Merrill, Hightower Advisors LLC, and ATKA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and alternative strategies through a network of more than 100 investment adviser representatives.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.