Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Remy Chang is a financial advisor at SEIA with one year of industry experience. He holds the Series 66 designation and has prior experience at Aventine Collective and roles at USC and UC Riverside. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors managing approximately $22.5 billion in assets. The firm uses a client-driven investment process supported by research and offers both discretionary and non-discretionary managed account programs alongside comprehensive financial planning and retirement consulting.

Anthony Walsh is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Shuster Advisory Group, Total Accounting and Bookkeeping Services, and Harris Financial Advisors. SteelPeak Wealth, LLC serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm employs proprietary and custom model portfolios, alternative strategies, and private placement consulting, with ongoing monitoring and access to privately placed securities for eligible clients.

Woong Kim is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding CFP® and Series 66 designations and possessing 16 years of industry experience. He previously worked at Merrill from 2016 to 2019 and at Royal Alliance Associates, Inc. from 2019 to the present. Kim also operates under a DBA, Artisan Capital Partners, as a financial professional. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting on a technology-driven platform with both discretionary and non-discretionary investment options.

Brian Schiazzano is a financial advisor at SEIA with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Signature Estate & Investment Advisors and Royal Alliance. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of 139 advisors. The firm offers various managed account programs and financial planning services, applying a client-driven investment process supported by a dedicated research group.

Jacob Quiroz is a CFP® and holds a Series 66 license with two years of industry experience. He currently practices at Earned Wealth Advisors, LLC, having joined in 2026 after roles at Abacus Wealth Partners, BakerAvenue Wealth Management, and Aspiriant LLC. Prior to his financial advisory career, his background includes positions at Kaiser Permanente, Tiffany & Co., and Edward Jones. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and a third-party consultant while providing access to alternative investments and employs tools like Monte Carlo analysis and automated tax-loss harvesting.

Andrea Mitchell is a financial advisor at SEIA with Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Royal Alliance Associates, Bel Air Investment Advisors, and Crabel Capital. Mitchell also serves as a Trading Operations Analyst at SEIA. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm utilizes a client-driven investment process supported by research and offers both discretionary and non-discretionary managed account programs alongside comprehensive financial planning and retirement consulting.

Joseph Hagler is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has worked at OSAIC since 2017 and previously with VOYA Financial Advisors, and he has operated his own firm, Hagler Financial Services, since 2001. Outside of financial advising, he is a regional representative for CAP-Lures, a patented freshwater fishing lure company. 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 employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Michael Fuller is a financial advisor with Perennial Financial Services in Arroyo Grande, CA, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes over two decades at Raymond James Financial and roles with LPL Financial since 2021. He serves on the board of a local nonprofit organization. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning tailored to client goals, utilizing multiple platform relationships and third-party managers to deliver individualized portfolio management and retirement plan consulting.

Matthew Hathway is a financial advisor with SEIA in Los Angeles, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Alma Via of Camarillo and Atria Grand Oaks. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-team platform of over 130 advisors. The firm employs a client-driven investment process that combines strategic and tactical asset allocation, managing approximately $22.5 billion in assets.

Brenda Oleary is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at IMST Distributors, NexCore Group, and various firms in real estate and capital advisory. Genter Capital Management provides discretionary investment supervisory services to a diverse client base including individual and institutional investors, managing equity and fixed-income portfolios and serving as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs. The firm employs a multi-team approach that combines fundamental and quantitative analysis and is notable for its long operating history and focus on municipal fixed-income strategies.

Pamela Wilson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at several firms, including CreativeOne Wealth, LLC, Searchlight Investments, LLC, and Beverly Drive Financial & Insurance Solutions, where she also serves as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, using an open-architecture platform and a combination of fundamental and technical analysis to tailor investment strategies.

Stephanie Mills is a financial advisor with SEIA based in Los Angeles, CA, holding a Series 66 designation and bringing 26 years of industry experience. Her career includes roles at Signator Investors Inc., Seia LLC, Royal Alliance Associates, and SES Inc. Outside of advising, she volunteers with a family business, Expo3, International Inc., assisting in benefits package decisions. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors. The firm employs a client-driven, six-step investment process supported by research and combines strategic and tactical asset allocation across both discretionary and non-discretionary managed account programs.

Matthew Outcalt is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and other firms. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through its in-house research group and Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Jeromy Park is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance from 2017 to present and at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is a partner in a property leasing business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and 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 short-term tactical strategies.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. 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, delivering services through a network of advisory affiliates and multiple program platforms.

Guy Tzour is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2021. He has three years of industry experience and also serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he oversees client meetings, tax bookkeeping, and staff management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, supported by a centralized trading and reporting platform.

Michael Hu is a CFP® professional with 10 years of industry experience. He is currently with SEIA and has worked previously at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets through a team of 132 advisors. The firm employs a six-step investment process supported by research and offers a range of managed account programs alongside comprehensive financial planning and retirement plan consulting.

Ali Banki is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., U.S. Bancorp Investments, Inc., and US Bank. 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’s investment management is provided by an affiliated sub-advisor, RBC Rochdale, which constructs asset allocation strategies and manages portfolios using mutual funds, ETFs, and individual securities.

David Pescherine is a CFA® charterholder with 19 years of industry experience. He has been with Genter Capital Management since 2006 and previously worked at Salomon Smith Barney Inc. His practice is based in Los Angeles, CA. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, including municipal bonds, and manages both a registered fund and multiple ETFs.