Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Composition Wealth since 2016. In addition to his advisory role, Goodfriend is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth is an SEC-registered investment adviser that provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers. The firm manages about $9.5 billion through a multi-advisor platform and uses a long-term, asset-allocation driven approach incorporating low-cost funds, individual securities, and alternative investments with ongoing oversight and rebalancing.

Hampton Adams III is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Jhfn Sii. He is also licensed in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, and consulting services. The firm combines strategic asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of managed-account programs and third-party platform access.

Keely Patridge is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include 19 years at Charles Schwab & Co., Inc. and her current tenure at City National Securities, Inc. since 2024. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is integrated within a broad financial services group, offering financial planning and portfolio management with delegated investment management by its affiliated sub-advisor, RBC Rochdale.

Marcus Marshall is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 designations and 10 years of industry experience. He has been with ICMA Retirement Corporation since 2015. Outside of his advisory role, he works as a food delivery carrier for Uber Eats. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Victoria Wilk is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group and First Allied Advisory Services. Outside of her advisory role, she is the founder and designer of Shaque D'Amour, a French home design and decor business, and also provides marketing and copywriting consulting for small businesses. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Michael Amash is a financial advisor at Westmount Partners, LLC with 22 years of industry experience. He has been with Westmount Asset Management since 2002. His credentials include the Series 63 designation. Westmount Partners provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, employing portfolios primarily composed of no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Gerard Tamparong is a CFP®, CFA®, and Series 63 credentialed financial advisor with 24 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities, employing both fundamental and technical analysis.

Mark Markland is a CFP® professional with 38 years of industry experience, currently serving at The AmeriFlex Group. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and First Allied Advisory Services. He is also involved in insurance and benefits through an agent role outside of his advisory work. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies.

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.

Richard McWhorter is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of advisory work, he is involved with Electric Jane, a live music private membership club based in Nashville, TN. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

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.