Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has also practiced as a certified public accountant with Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach that combines low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by fundamental and technical analysis and third-party managers.

Max Lepley is a CFP®-certified financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, with six years of industry experience. Before joining Kinetic, he worked at MFS Fund Distributors, Inc. and Kanani Advisory Group. He is also an insurance agent with Kanani Financial & Insurance Services Inc., where he provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a variety of analytical methods and a primarily long-term trading approach, offering access to a broad set of asset types including non-traded real estate investments.

Brian Holmes is a CFP® with 41 years of industry experience, currently serving as CEO at Signature Investment Advisors, LLC. His prior roles include positions at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. Outside of his advisory work, he owns Malibu 3-Day Eventing, LLC, a consulting business focused on horse boarding and eventing show horses. Signature Investment Advisors, LLC provides discretionary and non-discretionary investment management services 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 through a research group and investment committee, offering customized model strategies to a large client base.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

Daniel Gabler is a financial advisor with United Capital Financial Advisors in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 11 years before joining United Capital in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customization options such as ESG and faith-based preferences.

Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with Westmount Asset Management since 2010. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, and various institutional entities. The firm manages approximately $5.2 billion, emphasizes the use of no-load mutual funds and pooled vehicles, and serves as an adviser and sub-adviser to multiple private pooled investment vehicles.

Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Richard Friedland is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Threadline Wealth and has previously worked at Moss Adams Wealth Advisors and Moss Adams Securities & Insurance LLC. Friedland holds Series 66 and Series 63 licenses. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a wide range of clients, including individuals, families, business owners, and institutional entities. The firm employs a core-and-satellite investment approach that integrates quantitative and qualitative due diligence with customized strategies such as options-based hedging and tax-aware programs.

Byron Harlan is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding the CFP® and ChFC® designations and bringing 18 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he contributes monthly opinion essays to the San Diego Union-Tribune and serves as a member of the San Diego County Taxpayers Association. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform for portfolio management, offering a variety of advisory programs and financial planning services.

Deron Mccoy is a CFP® and CFA® credentialed advisor with 29 years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Royal Alliance Associates, Inc. and multiple LLCs focused on investment advisory services. He also serves as Chief Investment Officer of SEIA LLC, an investment-related entity. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm is known for its customized multi-asset portfolios and its distinctive Third-Party Asset Management Platform, providing operational support and consolidated reporting for multiple third-party managers.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Rose Brink Capriola is a CFP® certificant with five years of industry experience, currently advising at Abacus Wealth Partners since 2021. Prior to her financial advisory role, she held positions in agricultural and farming enterprises, including DaVero Farms and Winery and Singing Frogs Farm. Abacus Wealth Partners serves individuals, families, institutions, and charitable organizations with financial planning and investment management services. The firm employs a passive, asset-class-based investment approach, incorporates ESG screening upon request, and offers private fund opportunities to qualified clients.

Peter Karp is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Infinity Services, Inc. and Karp Capital Management Corporation. He serves as a board member of Elder Givers, a nonprofit organization based in San Francisco. 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, wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, utilizing a long-term, asset-allocation driven approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Sean Sugrue is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Westmount Partners in 2024, he spent four years at the University of Southern California and four years at Salem High School. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, corporations, and private investment funds. The firm is notable for its role as a private fund adviser and sub-advisor for several multi-manager pooled funds, managing client accounts on a discretionary basis and employing a fee and product structure that differs from many peers.

Derrigan Sheedy is a financial advisor with NWF Advisory Services Inc. in Los Angeles, CA, holding a Series 66 credential and over 22 years of industry experience. He has been with NWF Advisory Services since 2005 and has a background serving as a statutory agent selling fixed and variable life insurance products. Sheedy also serves as a trustee for several family trusts and acts as secretary and partner for ManagedMutuals, Inc., a corporation involved in fee-based investment services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting across a range of account types and strategies.

John Wilhelm is a CFP® with 10 years of industry experience. He has worked at UBS Financial Services Inc. for seven years before joining Composition Wealth, LLC, where he has been since 2023. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm serves individuals, trusts, businesses, retirement plans, and broker/dealers, employing a long-term, asset-allocation driven approach that includes low-cost mutual funds, ETFs, individual securities, and alternative investments, with oversight and rebalancing tailored to client risk profiles.

Wael Elkhalafawi is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Planning Partners since 2022. Wael is also the chief executive officer of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. and Merrill. 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 integrates investment management with a broad financial services group, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 integrates investment management via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.