Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. 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 utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Samantha Driver is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She has worked at firms including Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates before joining SEIA. SEIA provides investment advisory and planning services to a range of clients including individuals, trusts, estates, retirement plans, and corporate clients. The firm offers multiple managed account programs and financial planning services, applying a six-step, client-driven investment process supported by an internal research group and an Investment Committee overseeing discretionary models.

Canon Price is a financial advisor at SEIA with 24 years of industry experience. He previously worked at Beverly Investment Advisors, LLC for 17 years before joining SEIA. He holds Series 63 and Series 65 designations. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic and tactical asset allocation and manages a majority of its assets on a non-discretionary basis.

Michele Farrell is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Oregon Pacific Financial Advisors and The Financial Architects Wealth Management LLC. Outside of her advisory work, Michele serves as a Support Director for Inland Valleys Networking, Inc., where she trains on BNI topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports a network of 169 investment advisor representatives across 154 offices and uses a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

William Collopy is a Senior Financial Advisor at SEIA with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn Sii. His background includes roles in investment advisory and insurance sales consistent with financial planning. SEIA serves individuals, trusts, retirement plans, and organizations with investment management, financial planning, and consulting services. The firm utilizes an in-house research group and Investment Committee to implement a mix of strategic asset allocation and tactical adjustments across both discretionary and non-discretionary managed-account programs.

Bo Calvert is an investment advisor representative at Siebert AdvisorNXT, LLC with Series 66 credentials and one year of industry experience. Prior to joining Siebert AdvisorNXT in 2025, he worked at PowerUp Sports in sports management and marketing and has a background that includes roles at UCLA and Oaks Christian High School. Outside of advisory work, he is involved in endurance sports management as a sports agent. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that uses mean-variance optimization and Modern Portfolio Theory. The firm combines algorithmic portfolio construction with dedicated advisor support and offers both discretionary and non-discretionary account management.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Debra Reda Cappos is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Momentum Independent Network in 2022, she worked for Western International Securities, Inc. from 2008 to 2022. Outside of her advisory role, she serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and works occasionally as a Certified Divorce Financial Analyst consultant. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, offering managed accounts, financial planning, retirement plan consulting, and integrated cash management solutions.

Jane An is a Series 66-licensed financial advisor at NWF Advisory Services Inc with 22 years of industry experience. She has held roles at OSAIC and Voya Financial Advisors and serves as President of Monolithe Wealth Planning Group, a DBA under which she operates her securities business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Matthew Granski is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach with diversified portfolios constructed from a variety of investment vehicles.

Suzanne Taylor is a CFP® professional with 24 years of experience in the financial industry. She is currently with Composition Wealth, LLC, joining the firm in 2022 after previous roles at ShareBuilder Advisors LLC and Capital One Investing, LLC. Taylor serves as a board member of the Rotary Club of San Francisco Evening, a nonprofit organization. Composition Wealth is an SEC-registered investment adviser that provides comprehensive wealth management, financial planning, and retirement plan advisory services to a diverse client base. The firm utilizes a long-term, asset-allocation driven approach with a multi-advisor platform and manages approximately $9.5 billion on a discretionary basis.

Payam Taghibagi is a CFP® professional with 35 years of industry experience, currently serving at SEIA. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. He is a founding partner of SEIA LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Andrew Howard is a financial advisor at SEIA in Los Angeles, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior work includes roles at Beacon Pointe Advisors, LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process combining strategic macro allocation with tactical micro allocation, offering a range of managed account programs and financial planning options.

Danyelle Proano is a Series 66-licensed financial advisor with RBC Securities, Inc. in Beverly Hills, CA, and has seven years of industry experience. She has worked at City National Bank since 2016. 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 integrates investment management with a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting to its clients.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. 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 with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Raymond Wan is a financial advisor at SEIA with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, First Pacific Advisors, and SES Inc. Outside of advising, he is a co-founder of WFP Wine Company, a business involved in producing and distributing wine. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments through an in-house research group and committee, offering a range of discretionary and non-discretionary managed-account programs.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.