Michael Schoffman is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, MMWKM Advisors, USAA Financial Planning Services, UBS Financial Services, and Merrill. Schoffman is involved with Schechter Private Capital, focusing on private equity investments alongside client work. Arax Advisory Partners serves a broad client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management and advisory services such as portfolio management and comprehensive financial planning. The firm utilizes a mix of in-house and external portfolio managers, traditional and alternative investments, and incorporates AI tools and third-party analytics in its investment process.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

David Patton Jr. is a financial advisor at RBC Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. 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 that employs diversified asset allocation strategies.

Glen Nam is a CFA® charterholder and financial advisor at Genter Capital Management in Los Angeles, CA, with 15 years of industry experience. He has been with Genter Capital Management since 2011. Genter Capital Management provides discretionary investment supervisory services to a diverse range of individual and institutional clients, managing both equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis in its investment process and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to multiple ETFs.

Matthew Munro is a CFP® professional with five years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. He previously worked for eight years at Sand Hill Global Advisors before joining BakerAvenue in 2021. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning with a range of strategies that incorporate quantitative, fundamental, and tactical allocation tools, alongside family office and specialized tax and estate planning services.

Leah Snell is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Snowden Capital Advisors LLC since 2012, serving as a partner and vice president. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside third-party manager selection.

Calvin Tseng is a CFP® professional with eight years of industry experience, currently serving as an associate advisor at SEIA in Los Angeles, CA. His work history includes roles at SES Inc., Royal Alliance Associates, and CETERA Advisor Networks. Tseng has been affiliated with the University of California - Santa Barbara for ten years. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical investment approaches within a structured six-step process and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and investment consulting services.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.

Seungnam Lee is a financial consultant with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Wedbush Securities since 2015 and was briefly with Kadence Advisors, LLC in 2014. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and capital markets, with both discretionary and non-discretionary portfolio management options.

Michael Aaron is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Securities since 2012, following 16 years at Merrill Lynch. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP, based in Los Angeles, CA, with three years of industry experience. His prior roles include positions at American Century Investment Services and State Street Global Advisors. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and offering discretionary and non-discretionary portfolio management.

Tammy Taylor is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Oxford Tax Partners and Washington National Insurance Company. Outside of her advisory role, she serves as a partner at Impact Leadership Network, where she trains and mentors insurance agents. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach, combining fundamental, technical, and charting analysis, with an investment management model that integrates advisory, brokerage, and plan-administration services.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. 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 offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Peter Cappos is a financial advisor at Hilltop Securities Inc. with 32 years of industry experience. He has been with Hilltop Securities since 2014 and previously worked at M.L. Stern & Co., LLC for six years. He holds a Series 63 designation. Outside of his advisory role, he serves on the board of Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers a wide range of managed account programs and financial planning solutions, utilizing both third-party and proprietary strategies, and is distinguished by its combination of custody, banking, and market-making capabilities.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Matthew Rivera is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Abacus Wealth Partners since 2017 and previously worked at Rs Investments from 2012 to 2016. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments into suitable client portfolios.

Jason Zivich is a financial advisor at Diversify Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WealthSource Partners, J.P. Morgan Securities, and Merrill. Outside of advising, he is licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers a variety of investment models and alternative strategies tailored to client goals and risk tolerance.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.