Andrew Curto is a Series 66-licensed financial advisor at Citizens Private Wealth with 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. He serves as a Successor Trustee for a client trust account. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside specialized services such as tax, estate structuring, and business consulting.

Nelson Merwitzer is a financial advisor at On Investment Management Company with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes longstanding roles at National Life of Vermont since 1975, Ohio National Financial Services since 2011, and THE O.N. Equity Sales Company since 2012. Outside of advisory work, he owns Merwitzer Insurance Solutions, which sells life, health, disability, and long-term care insurance as well as fixed income annuities and health savings accounts. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based financial planning, access to third-party investment programs, and managed account options, serving a range of client needs across discretionary and non-discretionary portfolios.

Brian Hsieh is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 16 years of industry experience, including 17 years at Wells Fargo Investments, LLC and seven years at City National Rochdale. 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 advisory with a broad financial services group affiliated with a bank, offering portfolio management, financial planning, and specialized services including trust, municipal advisory, and pension consulting.

Kirk Aguer is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. Outside of his advisory role, he is also a registered representative at PURSHE KAPLAN STERLING INVESTMENTS, Inc., where he dedicates part of his time to insurance sales. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio oversight and utilizes a mix of fundamental, tactical, and tax-aware investment approaches, alongside offering private fund advisory and alternative investment options.

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.

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 previously worked at Stockcross Financial Services, Inc. and Muriel Siebert & Co., LLC. He holds Series 63 and Series 65 licenses. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, offering algorithmic portfolio construction combined with access to dedicated investment adviser representatives and third-party managers. The firm manages accounts on both discretionary and non-discretionary bases and features strategies such as covered-call transition for legacy holdings.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Lina Sanchez is a financial advisor at Aspiriant, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Aspiriant since 2022, following prior roles at StateTrust and Mg&A Wealth. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm builds customized investment programs using a range of implementation options and offers accounting, banking, tax, and estate planning support as part of its broader wealth services.

Joshua Woodard is an Associate Advisor at SEIA with nine years of industry experience. He has worked at SES LLC, Royal Alliance Associates, and SII before joining SEIA, where he has been involved since 2016. Woodard holds a Series 66 designation. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors. The firm offers multiple managed account programs and comprehensive financial planning, using a client-driven investment process supported by research and an Investment Committee overseeing discretionary models.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

James Lull is a financial advisor at Signature Investment Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has prior experience with several organizations, including SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm’s investment approach combines strategic macro asset allocation, tactical micro allocation, and a blend of quantitative and qualitative research overseen by an Investment Committee.

Tony Nguyen is a Series 66-licensed financial advisor with 23 years of industry experience. He currently works at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., and Sii. Tony also serves as a senior trader for SEIA. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm manages approximately $22.5 billion in assets through a client-driven investment process that includes both discretionary and non-discretionary strategies supported by a dedicated research group.

Michelle Katzen is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at Ritholtz Wealth Management since 2023 and previously held roles at HCR Wealth Advisors and Ascendant Capital Management. Katzen is based in Manhattan Beach, California. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets and employs a goal-based investment process that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Shawn Da Cruz is a Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He has been with Gerber Kawasaki since 2021 and previously worked at Louis and Clark, Costco, CVS, and Walmart. In addition to his advisory role, he provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active management approach that combines fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting.

Chris Frantz is a financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Catalina Capital Group, LLC for 14 years. Outside of his advisory role, he owns Frantz Holdings, a real estate investing and asset management business. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other independent advisers.

Kenneth Watten is a CFP® with 22 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc and Kaye Capital Management. Outside of advisory work, he is the owner of Cogent Insurance Solutions, a fixed insurance sales and consulting business. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and uses both proprietary and third-party tools to manage and monitor client portfolios.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.