Jane An is a Series 66-licensed financial advisor at NWF Advisory Services Inc with 22 years of industry experience. She has held roles at OSAIC and Voya Financial Advisors and serves as President of Monolithe Wealth Planning Group, a DBA under which she operates her securities business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Matthew Granski is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. 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, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach with diversified portfolios constructed from a variety of investment vehicles.

David Aronovitch is a financial advisor with Perennial Financial Services in Santa Monica, CA, holding a Series 66 license and 18 years of industry experience. He has worked at LPL Financial since 2012 and has been providing advisory services through Perennial Investment Advisors, LLC, operating as Rose Greene Financial, since 2018. Aronovitch is also active as an insurance agent through affiliated entities. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios across various asset classes.

Suzanne Taylor is a CFP® professional with 24 years of experience in the financial industry. She is currently with Composition Wealth, LLC, joining the firm in 2022 after previous roles at ShareBuilder Advisors LLC and Capital One Investing, LLC. Taylor serves as a board member of the Rotary Club of San Francisco Evening, a nonprofit organization. Composition Wealth is an SEC-registered investment adviser that provides comprehensive wealth management, financial planning, and retirement plan advisory services to a diverse client base. The firm utilizes a long-term, asset-allocation driven approach with a multi-advisor platform and manages approximately $9.5 billion on a discretionary basis.

Jason Perez is a financial advisor at Capital Analysts with 20 years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment since 2012 and Capital Analysts since 2007. Outside of advisory services, Perez owns Cal Pacific Wealth Management, which focuses on the sales and service of fixed insurance products, and is involved in several businesses including non-medical care services for individuals with disabilities, photography and film production, and operating pickleball leagues and events. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing in-house investment research, third-party managers, and customizable advisory services.

Adam Butterfield is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at BlackRock Investments LLC, BlackRock, Lucas Group, and Stout Risius Ross. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm is known for its option-based hedges and yield-enhancing overlays, offering strategies through proprietary software and real-time risk monitoring.

Payam Taghibagi is a CFP® professional with 35 years of industry experience, currently serving at SEIA. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. He is a founding partner of SEIA LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Andrew Howard is a financial advisor at SEIA in Los Angeles, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior work includes roles at Beacon Pointe Advisors, LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process combining strategic macro allocation with tactical micro allocation, offering a range of managed account programs and financial planning options.

Danyelle Proano is a Series 66-licensed financial advisor with RBC Securities, Inc. in Beverly Hills, CA, and has seven years of industry experience. She has worked at City National Bank since 2016. 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 integrates investment management with a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting to its clients.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Larsen serves as a board member and treasurer for the Rose Bowl Aquatic Center, where he chairs the finance committee. 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 management with broader financial services, including affiliated banking, trust, and municipal advisory activities.

Raymond Wan is a financial advisor at SEIA with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, First Pacific Advisors, and SES Inc. Outside of advising, he is a co-founder of WFP Wine Company, a business involved in producing and distributing wine. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments through an in-house research group and committee, offering a range of discretionary and non-discretionary managed-account programs.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Sophie Leahy is a CFP® professional with five years of experience in financial advising. She currently works at Morton Wealth and previously held roles at Burt Wealth Advisors and Obsidian Planning Solutions. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs a modern portfolio approach emphasizing diversification and risk management and is notable for its involvement with private funds and pooled investment vehicles.

Michael Natzic is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. from 2013 to 2021. Outside of his advisory role, he serves as Finance Chair for Bear Valley Church and as Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and unique operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Robert Schultz is a financial advisor at NWF Advisory Services Inc with 25 years of industry experience. He holds a Series 66 designation and has been with NWF Advisory Group and NWF Advisory Services since 2005. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through New World Financial & Insurance Services and markets himself under the DBA Artisan Capital Partners. 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 and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Evidio Mayea III is a financial advisor at Perennial Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities, offering discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines ERISA retirement plan consulting with licensed insurance activities and dually-registered representatives.

Curtis Hill is a CFP®-certified financial advisor with 31 years of industry experience, currently serving at Portfolio Medics, LLC since 2019. He previously worked at Securities America Advisors, Securities America Inc, and Cetera Advisors. Outside of his advisory role, Hill is involved in publishing through Modern Millennium Press, where he self-publishes books. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a blend of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Terrence Demorest is a financial advisor at Westmount Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Westmount Asset Management since 2008. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across 1,400 clients, using primarily no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Christopher Galeski is a financial advisor at Morton Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2018, following seven years at Fidelity Investments. Outside of finance, he is involved in commercial and radio advertising as an actor. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management and financial planning services, implementing standardized investment strategies customized to client objectives with a focus on risk management and reduced volatility.