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.

Frank Virgallito is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Glendale, CA. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, and National Planning Corporation. He is a board member and committee member of the Glendale Area Schools Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

Cesar Gomez is a financial advisor with RBC Securities, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo, and CitiGroup Global Markets. 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 affiliated sub-advisor RBC Rochdale. The firm integrates a broad financial services group, including banking, trust, municipal advisory, and trading businesses, supporting a wide range of client needs.

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® certificant with 24 years of industry experience. She currently works at Composition Wealth, LLC and has held prior roles at ShareBuilder Advisors LLC, Capital One Investing, LLC, and Kelmoore Investment Company, Inc. Suzanne serves as a board member of the Rotary Club of San Francisco Evening. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, low-cost investment approach focused on diversified mutual funds and ETFs, supplemented by individual securities and other strategies, with a multi-advisor structure managing billions in discretionary assets.

Zheng Nan Xu is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He currently works at RBC Securities, Inc. and has held prior roles at Cetera, East West Bank, HSBC Securities, Lincoln Financial Advisors, and Salem Partners Wealth Management, among others. Based in Los Angeles, CA, he supports clients through comprehensive wealth management services. 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 portfolio management and financial planning with access to a broad financial services group affiliated with a bank and related entities.

Chadwick Collins is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes positions at Kestra Private Wealth Service, Kestra Investment Services, Wells Fargo Clearing, and Merrill. He is also the CEO and Investment Advisor Representative of Stone Beacon Capital. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of wealth management, fixed income, commodities, and capital markets offerings.

Adam Butterfield is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BlackRock Investments LLC and BlackRock since 2017, as well as Lucas Group in 2016. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to a broad range of clients, including institutional investors and high-net-worth individuals. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities, employing systematic, technical, quantitative, and fundamental approaches through proprietary software and real-time risk monitoring.

Payam Taghibagi is a CFP® with 36 years of industry experience. He is a founding partner of SEIA LLC and has worked at firms including Signator Investors, Inc. and Royal Alliance Associates, Inc. His activities include managing bookkeeping operations for related entities. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Merryll Mcelwain is a financial advisor at Prosperity - An EisnerAmper Company with seven years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Wilmington Trust, MBSC Securities Corporation, BNY Mellon, and Morgan Stanley. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party managers and technology platforms to support client needs.

Andrew Howard is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining SEIA, he worked at Beacon Pointe Advisors, LLC, where he spent four years. SEIA is an SEC-registered, multi-team advisory firm with around 142 advisors serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic asset allocation and tactical micro-allocation through a structured investment process and offers a range of portfolio management and financial planning services.

Ali Hashemian is a CFP® professional with 12 years of industry experience, currently serving with Kinetic Investment Management, Inc. in Los Angeles, CA. He has been with Kinetic since 2016 and holds additional leadership roles as President of two insurance services companies. Outside of investment advisory, he is also President of Hush Homes LLC, which manages residential real estate. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a disciplined, primarily long-term trading approach across various asset classes and operates multiple offices while offering formal administrative and sub-advisory services to other RIAs.

Danyelle Proano is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 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, with investment management delegated to an affiliated sub-advisor that constructs asset allocation strategies and manages portfolios using a range of securities.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citigroup Global Markets for 11 years and Citicorp Investment Services for 4 years. Larsen serves as a board member and treasurer of the Rose Bowl Aquatic Center, which offers swim, dive, and water polo lessons to the local community. 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 portfolio management delegated to an affiliated sub-advisor. The firm operates within a broader financial services group that includes banking, trust, and consulting entities, offering integrated financial solutions and ongoing reporting to clients.

Bryan Sims is a financial advisor with RBC Securities, Inc. in Los Angeles, holding Series 63 and Series 66 registrations and having eight years of industry experience. His prior experience includes roles at City National Securities, Morgan Stanley, JP Morgan Chase Bank, and First Republic Investment Management. 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 its advisory services with a broad financial services group affiliated with a bank and related entities, offering portfolio management and financial planning supported by delegations to its sub-advisor, RBC Rochdale.

Raymond Wan is a financial advisor at SEIA with eight years of industry experience. He holds the Series 66 designation and has worked previously at SES Inc., Royal Alliance Associates, INC., and First Pacific Advisors, LLC. Outside of advising, he is a co-founder of WFP Wine Company, LLC, a business involved in producing and distributing wine. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a structured investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Kiran Hodgdon is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. They hold a Series 65 license and have recently joined the industry, with prior experience including roles at Capital Group and Cal Poly San Luis Obispo. Gerber Kawasaki serves a wide range of clients including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach with both discretionary and non-discretionary portfolio management, offering services such as wealth management, pension consulting, and tax planning.