Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Brian Hsieh is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 16 years of industry experience, including 17 years at Wells Fargo Investments, LLC, and seven years at City National Rochdale. 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, financial planning, and ongoing reporting within a broad financial services group affiliated with a bank parent and related entities.

Kirk Aguer is a financial advisor with Apollon Wealth Management, LLC and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Raymond James & Associates and Morgan Stanley Smith Barney. In addition to his advisory role, he is a registered representative at Purshe Kaplan Sterling Investments, Inc., and is involved in insurance sales. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment vehicles including ESG models and Direct Indexing with tax management overlays.

Randall Bishop is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at ChangePath, LLC since 2020 and Sorrento Pacific Financial, LLC since 2009, with prior experience at Partnervest Advisory Services. In addition to his advisory work, he maintains a private law practice focused on trust administration, wills and trusts, tax law, and estate planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option-based strategies, offering tailored portfolio management through a large network of Investment Adviser Representatives.

Richard McWhorter is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of advisory work, he is involved with Electric Jane, a live music private membership club based in Nashville, TN. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Monte Traficante is an investment advisor representative at Siebert AdvisorNXT, LLC, with 33 years of industry experience. He has worked at Muriel Siebert & Co., LLC and Stockcross Financial Services, Inc. Prior to his current dual role split between Siebert AdvisorNXT and Muriel Siebert & Co., he spent 13 years at Stockcross Financial Services. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based platform employing Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management.

Sharone Hakman is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, Hakman is the CEO of CHEFHAK Inc., a food and grocery manufacturing company. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a blend of mutual funds, ETFs, independent managers, and securities.

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Lina Sanchez is a financial advisor at Aspiriant, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Aspiriant since 2022, following prior roles at StateTrust and Mg&A Wealth. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm builds customized investment programs using a range of implementation options and offers accounting, banking, tax, and estate planning support as part of its broader wealth services.

Joshua Woodard is a Series 66-licensed financial advisor with SEIA, based in Los Angeles, CA, and has nine years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and SII. Joshua has also served as an associate advisor at SEIA since 2016. SEIA provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset allocation and tactical adjustments, and it manages a majority of assets on a non-discretionary basis.

Alireza Zamani is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for six years. Outside of advising, he is a fixed insurance agent. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategies, and access to private placements, employing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Garrett Devine is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Belpointe since 2018, previously working at Kestra Financial Services. He serves as a board member of Los Angeles Community College. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

James Lull is a financial advisor at Signature Investment Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has prior experience with several organizations, including SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm’s investment approach combines strategic macro asset allocation, tactical micro allocation, and a blend of quantitative and qualitative research overseen by an Investment Committee.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience. He holds a Series 66 designation and has worked at SES Inc., Royal Alliance Associates, INC., and Sii. Nguyen also serves as a senior trader for SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, offering a mix of discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Gregory Sherman is a Series 66-registered advisor at Citizens Private Wealth with 16 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank and Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management alongside tax, estate, and business consulting services, with an investment approach centered on long-term asset allocation within an open-architecture framework.

Kyle Briggs is a financial advisor at Mariner Independent with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, Bank of America, and Merrill. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and sub-advisory relationships.

Thomas Taylor is a financial advisor with Mutual Advisors, LLC in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His career includes long-term tenure at Morgan Stanley in various capacities from 2004 to present, as well as earlier roles at Credit Suisse Securities and Pershing LLC. Outside of advisory work, Taylor is an author researching a retrospective on a book he published with Harper Collins in 1999. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and client-specific objectives, and it is notable for its scale of institutional management and specialized service offerings.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC in Encino, CA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and the University of California, Los Angeles. He also provides administrative support to Golden State Wealth Management through a separate registered entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm primarily provides discretionary portfolio management, utilizing various analytic approaches and third-party managers while offering flexible billing arrangements.

Robert Driscoll is a financial advisor at Composition Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Infinity Financial Services and Karp Capital Management Corporation for seven years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.