Los Angeles, CA Office

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Sage Point Financial, and OSAIC before joining her current firm. Outside of her advisory role, she participates as a seller on the social e-commerce platform Poshmark. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies where appropriate.

Lannie Wright is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Whjr Associates since 2001 and OSAIC since 1994. Outside of his advisory work, Wright writes mystery and suspense novels and is represented by a literary agent. He also serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Royal Alliance since 2017 and previously with VOYA Financial Advisors from 2014 to 2017. Outside of advisory roles, he is the CEO of Rachedi Financial Group Inc., which sells insurance products including life, long-term care, health insurance, and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm uses an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, with a focus on strategic long-term investing alongside tactical strategies.

Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. 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. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Heather Scully is a financial advisor at NWF Advisory Services Inc with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Alliance Associates, Inc. and OSAIC. Scully also serves as chief compliance officer for NWF Advisory Services Inc. and NWF Advisory Group, overseeing compliance and regulatory matters. She markets herself as a financial professional under the DBA Artisan Capital Partners. 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 employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to tactical strategies and specialized advisory services.

Michael Wilson is a CFP® professional with 32 years of industry experience. He is affiliated with NWF Advisory Services Inc and has worked with OSAIC and The Guardian Life Insurance Company for over two decades. In addition to his advisory role, he owns a sole proprietorship focused on life and health insurance sales and servicing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform that supports a variety of portfolio management and financial planning services.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical options.

Jodi Johnston is an investment advisor representative at NWF Advisory Services Inc with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. Johnston also serves as Vice President of Business Development at NWF Advisory Group, where she is involved in recruiting, relationship management, and compliance. NWF Advisory Services manages 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 provides portfolio management, financial planning, and retirement plan consulting using an open-architecture, technology-driven platform with a variety of program offerings tailored to client objectives and suitability.