Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

Narek Mnatsakanian is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including roles at City National Securities since 2016 and City National Bank from 2015 to 2016. 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 combines financial planning and portfolio management with access to an affiliated sub-advisor that implements diversified asset allocation strategies.

Samantha Driver is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates, Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, and primarily manages assets on a non-discretionary basis.

Canon Price is a financial advisor at SEIA with 25 years of industry experience. He previously worked for Beverly Investment Advisors, LLC for 17 years before joining SEIA in 2024. He holds Series 63 and Series 65 credentials. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of about 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

Angela Coxton is a financial advisor at Avantax Planning Partners, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Summit Brokerage Services, First Allied Securities, and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 7,500 clients as of year-end 2025.

William Collopy is a Senior Financial Advisor at SEIA with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn SII. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, employing a disciplined investment process supported by an internal Investment Solutions Group and Investment Committee.

Coco Lorenzo is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2018 and previously held roles at The Leaders Group Inc and Stonemark Wealth Management. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements and employs asset allocation, third-party sub-advisors, and alternative investments as appropriate.

Bo Calvert is an investment advisor representative with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Siebert, he worked at PowerUp Sports in sports management and client relations. Outside of financial advising, he has been involved in sports management and marketing as a sports agent. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Cameron Doty is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Certuity, LLC since 2020 and previously held roles at Camden Capital and Aramark. Certuity, LLC manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm focuses on a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis, with offerings that include separately managed public equity strategies and access to private markets.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services 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 both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Debra Reda Cappos is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Momentum Independent Network in 2022, she worked for Western International Securities, Inc. from 2008 to 2022. Outside of her advisory role, she serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and works occasionally as a Certified Divorce Financial Analyst consultant. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, offering managed accounts, financial planning, retirement plan consulting, and integrated cash management solutions.

Jane An is an investment advisor with Nwf Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including roles at OSAIC and Voya Financial Advisors. Jane is also president of Monolithe Wealth Planning Group, a firm she founded for 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 using a technology-driven platform to provide portfolio management, financial planning, and retirement plan consulting services.

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 provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a structured due diligence process and regular portfolio reviews.

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® with 24 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. Her prior experience includes roles at ShareBuilder Advisors LLC and Capital One Investing, LLC. She is a board member of the Rotary Club of San Francisco Evening, a 501(c)4 charitable organization. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and various institutions. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

Zheng Nan Xu is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding CFP® and CFA® designations along with Series 65 and Series 63 licenses. He has eight years of industry experience, previously working at firms including Cetera, East West Bank, and HSBC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management with investment strategies implemented by an affiliated sub-advisor, RBC Rochdale, and is part of a broader financial services group affiliated with a bank and related entities.

Adam Butterfield is a financial advisor with SpiderRock Advisors, LLC, holding Series 65 and Series 66 licenses and with two years of industry experience. He has worked at BlackRock Investments LLC since 2022 and at BlackRock since 2017. 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 offers portfolio overlay and strategy management services that incorporate listed derivatives alongside traditional securities, serving a broad range of clients including asset managers, family offices, and pension funds.

Payam Taghibagi is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, and Signator Investors. Taghibagi is a founding partner of SEIA and also manages several business activities including bookkeeping for related entities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments, integrating quantitative and qualitative research, and manages assets primarily on a non-discretionary basis.