Samuel Coquillard is a financial advisor at Composition Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Composition Wealth, he worked at Pacific Global Fund Distributors Inc. for 14 years and Pacific Global Investment Management Co for 18 years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Angelica Roxas is a financial advisor with Brookwood Investment Group in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at several firms, including Secure Investment Management and Optivise Advisory Services, and owns Strategic Asset Preservation, Inc., where she is involved in insurance and annuity sales. Roxas also owns South Bay Tax Solutions, a business in which she has no involvement with tax preparation or advice. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fees and third-party service platforms.

Evan Chung is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. His prior firms include LPL Financial, Wescom Financial Services, Raymond James Financial, Cantella & Co., and J.P. Morgan Securities. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third‑party portfolio managers.

Nigel Pierce is a CFP® and holds a Series 66 license, currently affiliated with Nwf Advisory Services Inc. He has three years of industry experience and has previously worked at Tellone Management Group Inc. and Perigon Wealth Management, LLC. Nwf Advisory Services is a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm primarily serves individual and high-net-worth clients through an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 credential and has been a certified public accountant at Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

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 42 years of experience in the financial services industry. He is CEO of SEIA and SIA LLC and has previously worked at Signator Investors, Inc. Besides his advisory roles, Holmes is the CEO of Signature Estate and Insurance Services and owns Malibu 3-Day Eventing, a consulting business for horse boarding and eventing show horses. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients. The firm offers a range of investment management and financial planning services, combining strategic asset allocation with tactical adjustments through an internal Investment Solutions Group and Investment Committee.

Daniel Gabler is a financial advisor at United Capital Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley for over 10 years. He is based in Los Angeles, CA. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services and supports independent advisors through its technology platform, FinLife Partners.

Jeremy Brown is a Series 66-licensed financial advisor with Vanderbilt Advisory Services, based in Torrance, CA, and has 19 years of industry experience. He has worked at Vanderbilt Securities, LLC and Raymond James Financial Services, among other firms. Outside of his advisory role, Brown is active in the community, serving on several nonprofit boards including the Carson Gardena Dominguez Rotary Club, Gardena Carson Family YMCA, and Friends of Cabrillo Marine Aquarium, and he also works as a part-time kickboxing instructor. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services using a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is distinguished by its integration with retirement-plan and benefits firms to provide pension consulting and plan administration alongside advisory services.

Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 16 years of industry experience. He holds the Series 65 designation and has been with Westmount Asset Management since 2010. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and businesses. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

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.

Allen Hsu is a Series 66 licensed advisor with The AmeriFlex Group and has two years of industry experience. He has worked at Mancuso Wealth Management and Cambridge Investment Research, Inc., and has a background that includes over a decade in disability services. 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 monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

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.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Peter Karp is a financial advisor at Composition Wealth, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Infinity Services, Inc. and Karp Capital Management Corporation. He serves on the board of Elder Givers, a nonprofit organization, and consults clients on lending solutions through The Loan Story. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using diversified mutual funds and ETFs, supplemented by stocks, bonds, options, and private funds, and manages approximately $9.47 billion in discretionary assets.

Sean Sugrue is a financial advisor at Westmount Partners, LLC with a Series 65 credential and two years of industry experience. Prior to joining Westmount Partners, he worked at the University of Southern California for four years and at Salem High School for four years. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm primarily uses mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure, and manages a series of multi-manager private funds.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

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.