Guillermo Guzman is a financial advisor with RBC Securities, Inc. in Los Angeles, California, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, Fidelity Investments, Morgan Stanley Smith Barney, and Wells Fargo Advisors. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is affiliated with a broad financial services group, including banking, trust, and municipal advisory services.

Mark Copeland is a CFP® with 37 years of industry experience and is a senior partner at Signature Estate & Investment Advisors, LLC (SEIA). His career includes roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. He holds an insurance license and is involved in the sale of life insurance, long-term care, and annuity products as part of his financial planning services. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering 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, managing the majority of its assets on a non-discretionary basis while integrating third-party platforms and ESG considerations.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

James Rehfeld 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 for nine years. Outside of his advisory role, he operates a media entertainment consulting business and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to individual, high-net-worth, retirement plan, and institutional clients. The firm offers a range of customizable investment strategies and supports other independent advisors through its technology platform, FinLife Partners.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Composition Wealth, she worked at SteelPeak Wealth and spent four years at the University of California, Santa Barbara. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management, comprehensive 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 and a multi-advisor platform.

Brian Ullmann is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Perennial Financial Services and has prior experience at Ford Financial Group and LPL Financial. Ullmann is a member of the Saint Agnes Men's Club, a philanthropic organization supporting local medical and community programs. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios.

Langley Thomas is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Miracle Mile Advisors, Lenox Advisors, and MML Investors Services, among others. Thomas's background also includes non-financial experience at companies such as DoorDash and Canopy Media Partners. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm serves individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach that employs diversified portfolios constructed from low-cost mutual funds, ETFs, and individual securities, complemented by the use of options and private investment funds on a case-by-case basis.

Spencer Sherman is a CFP® with 31 years of industry experience and has been with Abacus Wealth Partners since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Sherman is president of Sherman Financial, where he speaks about emotional intelligence and money. Abacus Wealth Partners serves individuals, families, pension plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm uses a passive-oriented, asset-class investment approach with ESG screening options and offers both discretionary and non-discretionary portfolio management.

Cesar Franco is a financial advisor with NWF Advisory Services Inc in Alhambra, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, INC. since 1997. Outside of his advisory role, he owns a sole proprietorship that sells fixed and variable life insurance and health insurance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

Joseph Auday is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Beverly Hills, CA. Outside of his advisory role, Auday assists his family with real estate operations, including financial oversight as vice president and CFO of a family-held LLC. SteelPeak Wealth, LLC serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Daniel Moas is a CFP® and holds a Series 65 license, working with Aspiriant, LLC in Los Angeles, CA. He has three years of industry experience and previously worked at Livingston Group Asset Management Company for two years. Moas has been with Aspiriant in various roles since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using multiple implementation options and offers expanded family office capabilities, including accounting and banking support.

Talin Shadmany is a financial advisor at RBC Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at several notable firms, including Merrill, Wells Fargo, and Morgan Stanley Smith Barney. Outside of his advisory role, he provides in-home supportive services for his mother. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap‑fee investment advisory program. The firm utilizes affiliated sub-advisors for portfolio management and operates within a broad financial services group affiliated with a bank and related entities.

Brittany Huie is a financial advisor at Abacus Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Abacus, she held roles in various industries including healthcare operations and hospitality. Abacus Wealth Partners serves a wide range of clients including individuals, families, and organizations, providing financial planning and investment management with a focus on a passive, asset-class-based approach that incorporates ESG screening and manager selection.

Jacob Dreiling is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and Bank of America, among other firms. Outside of his advisory role, he owns Beantown Beanies LLC, a business selling beanies online. MissionSquare Retirement serves state and local government employers, their 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, which provide personalized investment advice developed by Morningstar Investment Management.

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.

Grace Park is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, she worked at DFPG Investments, LLC and KLK Capital Management LLC, and has also been involved in cultural and media organizations such as Radio Korea and the Korean Youth Cultural Center. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers a range of financial planning, consulting, and portfolio management services tailored to client goals and risk tolerance.

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.