Jonathan Rugg, CFA, is a financial advisor with Highline Wealth Partners and has 15 years of industry experience. He has been with Highline and its predecessor entities since 2016. In addition to his advisory role, Mr. Rugg is the co-founder and CEO of Altirr Inc., a financial industry services technology company providing alternative investment analysis and reporting tools. He also serves as Founder, President, and CCO of Highline Asset Management and is involved in various affiliated investment and management entities. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, utilizing a centralized Investment Committee to oversee portfolio decisions and deliver regular client reporting.

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.

Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.

Vered Justin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Justin is also the president of a consulting business and sells health and life insurance. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary fund screening, with advisory support tailored to client needs.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Next Financial Group, Inc. Wachtel also holds an insurance agent position in addition to his advisory role. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio and retirement plan consulting, financial planning, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Jason Miller is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. His prior roles include positions at Equity Smart Home Loans, PGIE, and KPMG. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses, utilizing diverse portfolios and third-party managers when appropriate.

Andrew Cohen is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He also serves as Principal Attorney at the Law Offices of Andrew Cohen, where he works with clients to create and draft trust and estate plans. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, employing a range of securities and third-party managers to align with client objectives.

Rudy Herrera is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He is also the owner of College Assurity, a business focused on helping students gain college admission and assisting parents with college funding. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients, offering asset management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

Frederick Arnold is a financial advisor at Prosperitas Financial, LLC with one year of experience in the industry. He has worked at American Family Funding since 2009, where he is involved in mortgage banking and serves as a branch manager. Outside of financial advising, he owns a real estate property management business. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers.

Rian Denich is a financial advisor at Prosperitas Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank N.A. and Dapper Dan's Car Wash. Prosperitas Financial, LLC is a multi-team registered investment adviser with 39 advisors managing over $812 million for approximately 1,745 clients. The firm provides asset management, comprehensive portfolio and retirement plan consulting, financial planning, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. 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 developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Mordechai Taylor is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Avantax Planning Partners in 2022, he has been associated with Premier Accounting & Tax Services, Inc. since 2009. Avantax Planning Partners provides investment advice and related 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 model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.