William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. 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 employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical options.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Luke Miller is a financial advisor with RBC Securities, Inc. in Los Angeles, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at City National Securities, CNR Securities, City National Rochdale, and EnRich Financial Partners. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm uses an affiliated sub-advisor for portfolio management and provides financial planning, ongoing reporting, and custodial services.

Noah Stomberg is a financial advisor at RBC Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. Outside of finance, he has been involved with Fieldings Local Kitchen & Bar. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee advisory program. The firm manages portfolios using mutual funds, ETFs, SMAs, and individual securities, and operates within a broader financial services group affiliated with a bank and related entities.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Natalya Zernitskaya is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and possessing 11 years of industry experience. Her prior firms include Cetera Wealth Services and Avantax Advisory Services. Outside of her advisory role, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a city council member for Santa Monica, and holds positions with several nonprofit organizations focused on climate action and women's resources. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plans primarily through CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, using firm-designed style allocation models, tax-intelligent strategies, and centralized trading.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC 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 investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset allocation and tactical adjustments guided by an internal Investment Solutions Group and Investment Committee.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth stock ETF.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA with Series 66 credentials and is based in Los Angeles, CA. She began her professional career in 2024 after completing nine years as a student. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, emphasizing both discretionary and non-discretionary management tailored to client preferences.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 designation. He has professional experience in financial services beginning in 2024, including roles at 12th Tribe and LoanDepot. Prior to entering the advisory field, Aubrey held positions related to information security and technology. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation and tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Golden State Wealth Management, he worked at American Express Financial Advisors Inc. and IDS Life Insurance Company for over three decades. Outside of his advisory work, Champlain serves as a board member for Harbor Med Tech, Inc. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor investment portfolios.