Abraham Lopez is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Securities, CUSO Financial Services, Wedbush Securities, Matthew Plocher, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and teaches Brazilian Jiu Jitsu at a martial arts school in Los Angeles. 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 financial planning and portfolio management with affiliated sub-advisory asset allocation strategies, serving clients within a larger financial services group that includes banking and trust operations.

Brogan Mooney is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fidelity Investments, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with tailored portfolio models, combining fundamental and technical analysis, and offers a range of wealth management and financial planning services.

Richard Friedland is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Threadline Wealth and has previously worked at Moss Adams Wealth Advisors and Moss Adams Securities & Insurance LLC. Friedland holds Series 66 and Series 63 licenses. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a wide range of clients, including individuals, families, business owners, and institutional entities. The firm employs a core-and-satellite investment approach that integrates quantitative and qualitative due diligence with customized strategies such as options-based hedging and tax-aware programs.

Alan Chuang is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is an owner and landlord of a rental property. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes and multiple implementation options.

Byron Harlan is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding the CFP® and ChFC® designations and bringing 18 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he contributes monthly opinion essays to the San Diego Union-Tribune and serves as a member of the San Diego County Taxpayers Association. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform for portfolio management, offering a variety of advisory programs and financial planning services.

Deron Mccoy is a CFP® and CFA® credentialed advisor with 29 years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Royal Alliance Associates, Inc. and multiple LLCs focused on investment advisory services. He also serves as Chief Investment Officer of SEIA LLC, an investment-related entity. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm is known for its customized multi-asset portfolios and its distinctive Third-Party Asset Management Platform, providing operational support and consolidated reporting for multiple third-party managers.

Caleb Tsang is a financial advisor at Verus Capital Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Avantax. Tsang is also involved with Vinepoint Advisory Group and provides tax preparation and accounting services through Vinepoint Consulting. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Isela Ortega Wu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Western International Securities, Inc. and Grove Point Investments LLC. 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 is affiliated with a broad financial services group and integrates portfolio management with related banking, trust, and advisory services.

Steven Evensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. His prior roles include positions at Northwestern Mutual Investment Services, Edward Moyzes, Charles Schwab, and Vanguard. He is also a licensed notary. Gerber Kawasaki Wealth & Investment Management advises a diverse client base that includes individual households, retirement plans, trusts, corporations, and institutional clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio services, incorporating fundamental and technical analysis and maintaining a dedicated program for smaller investors.

Julie Foong is a financial advisor at Sovran Advisors, LLC with 16 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked at firms including LPL Financial and Trilogy Capital, Inc. She is also the owner of The Financial Collective, where she provides financial planning and investment management services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies through written investment policy statements and incorporates multiple custodial platforms and third-party management options.

Rose Brink Capriola is a CFP® certificant with five years of industry experience, currently advising at Abacus Wealth Partners since 2021. Prior to her financial advisory role, she held positions in agricultural and farming enterprises, including DaVero Farms and Winery and Singing Frogs Farm. Abacus Wealth Partners serves individuals, families, institutions, and charitable organizations with financial planning and investment management services. The firm employs a passive, asset-class-based investment approach, incorporates ESG screening upon request, and offers private fund opportunities to qualified clients.

Peter Karp is a financial advisor at Composition Wealth, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Infinity Services, Inc. and Karp Capital Management Corporation. He serves on the board of Elder Givers, a nonprofit organization, and consults clients on lending solutions through The Loan Story. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using diversified mutual funds and ETFs, supplemented by stocks, bonds, options, and private funds, and manages approximately $9.47 billion in discretionary assets.

Sean Sugrue is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Westmount Partners in 2024, he spent four years at the University of Southern California and four years at Salem High School. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, corporations, and private investment funds. The firm is notable for its role as a private fund adviser and sub-advisor for several multi-manager pooled funds, managing client accounts on a discretionary basis and employing a fee and product structure that differs from many peers.

Robert Lewis is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2021. Prior to his current role, he was employed at Tecolote Research Inc. and has a longstanding affiliation with the Jet Propulsion Laboratory. In addition to advising, Lewis serves as a liaison between clients and CPAs at GK Tax and Accounting, referring clients to tax and accounting services. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including both individual and institutional investors. The firm employs tailored portfolio strategies, offers access to alternative investments, and manages the AdvisorShares Gerber Kawasaki ETF, focusing on growth stocks.

Derrigan Sheedy is a financial advisor with NWF Advisory Services Inc. in Los Angeles, CA, holding a Series 66 credential and over 22 years of industry experience. He has been with NWF Advisory Services since 2005 and has a background serving as a statutory agent selling fixed and variable life insurance products. Sheedy also serves as a trustee for several family trusts and acts as secretary and partner for ManagedMutuals, Inc., a corporation involved in fee-based investment services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting across a range of account types and strategies.

John Wilhelm is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2023 and previously worked at UBS Financial Services Inc. from 2016 to 2023. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse clientele including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Wael Elkhalafawi is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Planning Partners since 2022. Wael is also the chief executive officer of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Christianne Witrago is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She previously worked at City National Securities, Inc. for three years and spent ten years at both Bank of America N.A. and Merrill. 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 integrates investment management with a broad financial services group, offering portfolio management and financial planning supported by affiliated sub-advisors and related financial entities.

Gary Friedle is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. 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 integrates investment management via an affiliated sub-advisor and operates within a broad financial services group affiliated with a bank parent and related entities.