Jacob Dreiling is a Series 66-licensed financial advisor with five years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having joined in 2025. Prior to this, he worked at Fidelity Investments and held roles at Bank of America and Merrill. Outside of his advisory work, he owns Beantown Beanies LLC, an online beanie retail business. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Grace Park is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, she worked at DFPG Investments, LLC and KLK Capital Management LLC, and has also been involved in cultural and media organizations such as Radio Korea and the Korean Youth Cultural Center. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach and offers a range of financial planning, consulting, and portfolio management services tailored to client goals and risk tolerance.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. 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’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.

Neelab Hakami is a financial advisor at Perennial Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2016 to 2024. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individual, trust, pension, and corporate accounts. The firm employs tailored portfolios with regular monitoring, using a variety of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client services.

Andrew Lin is a financial advisor at Signature Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Ses LLC. Outside of his advisory role, Lin serves as CFO of LHL Corporation, a family-owned entity managing multi-family real estate. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis from its DIMES research group and Investment Committee.

Robert Barber is a financial advisor with Perennial Financial Services based in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience, including roles at LPL Financial and Raymond James Financial Services. Barber provides investment advisory services through Perennial Investment Advisors, an independent firm. Perennial Investment Advisors offers investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines discretionary portfolio management with standalone planning services and integrates new technologies, including AI tools, to support client portfolios and operations.

Brian Pytlewski is a financial advisor at Genter Capital Management with 24 years of industry experience. He holds the Series 63 designation and has been associated with Quasar Distributors, LLC since 2001. 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, managing a registered fund and multiple ETFs with a focus on municipal bonds.

Vincent Dileva is a financial advisor at SEIA with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior experience includes roles at Signator Investors, Inc. and Royal Alliance Associates, Inc. He also holds a California insurance license and provides long-term care insurance, life, and annuity solutions to clients. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

Vanessa Elkins is a financial advisor at Insigneo Advisory Services, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Wealth Management and VectorGlobal WMG. Her current role at Insigneo began in 2026. Insigneo Advisory Services offers investment advisory and consulting services to both retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Rodney Olea is a financial advisor at Citizens Private Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and First Republic Securities Company LLC. 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 other entities. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer. Its affiliation with Citizens Bank, N.A. provides access to bank deposit sweep programs, securities-based lending, and an expanded suite of advisory services including business consulting for succession and exit planning.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LOGIX Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Vincent Reyes is a financial advisor with SEIA, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at SEIA since 2007 and previously held positions at Signator Investors, Inc. and Royal Alliance Associates, Inc. Reyes also serves as SEIA’s Director of Trading Operations. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a combination of strategic macro asset-allocation and tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, with a majority of assets managed on a non-discretionary basis.

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 and holds the Series 66 designation. Prior to joining SEIA, Remy worked at Aventine Collective for three years. 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, and a large majority of assets are managed on a non-discretionary basis.

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.

Michael Nunnelee is a CFP® credentialed advisor with 33 years of industry experience. He is currently with RBC Securities, Inc. in Los Angeles, CA, having previously worked with City National Securities, Inc. and City National Bank. 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, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Brian Schiazzano is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior roles include positions at SES LLC, Royal Alliance, Mariner Wealth Advisors, and Signature Estate & Investment Advisors. 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 combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and predominantly non-discretionary investment management approaches.