Luke Crofts is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Hightower Advisors and previously spent ten years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a range of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Jason Betley is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent three years with Morgan Stanley. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Tanner Watson is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at The Colony Group, LLC, SCS Capital Management, Royal Alliance Associates, INC., Signature Estate & Investment Advisors, and NWF Advisory. Outside of finance, he has experience working at Bas Rutten's Elite MMA Gym. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies across various investment vehicles.

Ayako Yoshioka is a CFA® charterholder with 10 years of experience in the financial services industry. She has worked at Wealth Enhancement Advisory Services, LLC and its predecessor entities since 2016. Prior to joining Wealth Enhancement Advisory Services, she was affiliated with Oakwood Capital Management and its division ACORN DIGITAL WEALTH. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Payam Homapour is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. In addition to his advisory role, he serves on the boards of two Jewish synagogues, where he is involved in security oversight and also volunteers as an armed security guard. He provides basic financial education as a college consultant through the Heartland Institute of Financial Education and manages a small S-corporation. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms.

Paul Nelson is a CFP® with 21 years of experience in financial services. He is currently with Mariner Wealth Advisors and also serves as President, Secretary, and Chief Financial Officer of Viewpoint Financial Advisors, Inc. His prior experience includes roles at Commonwealth Financial Network and 21st Century Annuity. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

David Archila is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Group and its affiliated entities since 2021, following five years at SchoolsFirst Credit Union. Outside of his advisory role, he works as a valet attendant at Hospitality Parking Group. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on portfolios with a minimum of $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach using a multi-manager system and commonly allocates client assets to affiliated pooled funds and separately managed accounts.

Connor Buckle is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IEQ Capital, he worked at Lincoln International and Ernst and Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment approach includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Sean Burr is a financial advisor with J. W. Cole Advisors, Inc. in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. He has been affiliated with J.W. Cole Financial, J.W. Cole Advisors, and J.P. Turner & Company, LLC since 2013-2014 and operates Burr Financial. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions utilizing discretionary and non-discretionary investment approaches.

Abdulla Mirpur is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Transamerica Financial Advisor, LLC, Wfgia, and Loan Depot. Outside of his advisory role, he is a licensed real estate broker and a licensed general building contractor in California, providing home remodeling and consulting services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Emily Lantz is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at Infinity Insurance for four years. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with managed assets of $5 million or more. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Gregory Iglow is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Carol Casebolt is a CFP® with 15 years of industry experience, currently affiliated with Mercer Global Advisors Inc. She previously worked at Martin & Company Tax and Wealth Advisors, Avantax Advisory Services, Avantax Investment Services, Inc., and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Lorin Rivers is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Penn Mutual Life Insurance Company and Northwestern Mutual, and he has a background that includes roles in music education at Berklee College of Music and Anselmo Academy of Music and the Arts. Rivers is also active as a life insurance agent, focusing on Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with a non-discretionary investment approach. The firm manages a majority of its client assets on a non-discretionary basis and provides financial planning, consulting, and retirement plan fiduciary services.

Daniel Lopez is a financial advisor with Eagle Strategies (NY Life) based in Thousand Oaks, CA. He holds a Series 66 designation and has seven years of experience in the financial services industry. His prior experience includes roles at Ameriprise Financial Services, MDR Insurance & Financial Services, and NYLIFE Securities LLC. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mariella Caruso is a financial advisor with Capital Group Private Client Services, Inc. She holds a Series 65 designation and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and utilizes multiple portfolio managers within its Capital System to deliver customized investment solutions.

Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.

Laura Elmore is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles including estate planning support at Inheritguard LLC and insurance services at Gallagher. Outside of advising, she is also a classroom teacher with the Moorpark Unified School District. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and operates as both a registered broker-dealer and registered investment adviser.