Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Mramor is also an officer and consultant at Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and 529 plan advisory, utilizing multiple platforms and investment options.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. 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’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.

Neelab Hakami is a financial advisor at Perennial Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2016 to 2024. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individual, trust, pension, and corporate accounts. The firm employs tailored portfolios with regular monitoring, using a variety of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client services.

Andrew Lin is a financial advisor at Signature Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Ses LLC. Outside of his advisory role, Lin serves as CFO of LHL Corporation, a family-owned entity managing multi-family real estate. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing 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 from its DIMES research group and Investment Committee.

Robert Barber is a financial advisor with Perennial Financial Services based in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience, including roles at LPL Financial and Raymond James Financial Services. Barber provides investment advisory services through Perennial Investment Advisors, an independent firm. Perennial Investment Advisors offers investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines discretionary portfolio management with standalone planning services and integrates new technologies, including AI tools, to support client portfolios and operations.

Brian Pytlewski is a financial advisor at Genter Capital Management with 24 years of industry experience. He holds the Series 63 designation and has been associated with Quasar Distributors, LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs with a focus on municipal bonds.

Vincent Dileva is a financial advisor with SEIA who holds the CFP® designation and has 29 years of industry experience. His prior work includes roles at Signator Investors, Inc., Seia LLC, Royal Alliance Associates, Inc., and SES Inc. He also holds a California insurance license and provides long-term care insurance, life, and annuity solutions to clients. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and investment committee, offering both discretionary and non-discretionary managed-account programs.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

Heidi Hershman is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked with HBW Advisory Services since 2011 and previously held positions at Cetera and Cetera Wealth Services. Outside of her advisory role, she serves as president of the board at Ilan Ramon Day School, a private Jewish day school. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it provides sub-advisory, co-advisor, and wrap-fee portfolio services.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LOGIX Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Vincent Reyes is a financial advisor at SEIA with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. He is also the Director of Trading Operations at SEIA. 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, employing both discretionary and non-discretionary managed-account programs.

Xinyu Huang is a financial advisor at One Capital Management, LLC with two years of industry experience and holds a Series 65 designation. Prior to joining One Capital Management, Huang worked at ATIF Inc. and has experience associated with Washington University in St. Louis as well as the University of California, San Diego. One Capital Management, LLC manages approximately $8.5 billion for a variety of clients including individuals, pension plans, and corporations. The firm builds customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, and it serves as adviser to proprietary ETFs and the FundX family of exchange-traded funds.

Corey French is a financial advisor at One Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Treasury Wine Estates and Sonoma State University. One Capital Management, LLC manages approximately $8.5 billion for individuals—including high-net-worth clients—pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, using a blend of active large-cap equities, ETFs, and fixed income guided by a macroeconomic assessment and a written Investment Policy Statement.

Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Remy Chang is a financial advisor at SEIA with one year of industry experience. He holds the Series 66 designation and has prior experience at Aventine Collective and roles at USC and UC Riverside. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors managing approximately $22.5 billion in assets. The firm uses a client-driven investment process supported by research and offers both discretionary and non-discretionary managed account programs alongside comprehensive financial planning and retirement consulting.

Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Woong Kim is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding CFP® and Series 66 designations and possessing 16 years of industry experience. He previously worked at Merrill from 2016 to 2019 and at Royal Alliance Associates, Inc. from 2019 to the present. Kim also operates under a DBA, Artisan Capital Partners, as a financial professional. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting on a technology-driven platform with both discretionary and non-discretionary investment options.

Brian Schiazzano is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Signature Estate & Investment Advisors and Royal Alliance. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 139 advisors. The firm offers various managed account programs and financial planning services, applying a client-driven investment process supported by a dedicated research group.