Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. Morton Wealth is a multi-advisor SEC-registered 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Jerry Citarella is a financial advisor at Prosperitas Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Prosperitas Financial since 2021. He also maintains a longstanding role at Next Financial Group Inc since 2007. Prosperitas Financial, LLC is a multi-team registered investment adviser managing assets for individuals, trusts, pension plans, and businesses. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management, employing a diverse range of investment vehicles and utilizing ongoing monitoring and rebalancing aligned with client objectives.

Tab Artis is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and five years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at LPL Financial from 2020 to 2025 and has operated The Artis Law Firm, APLC since 2018, where he provides legal services focused on estate planning, probate, and trust administration. In addition to his advisory role, he manages his law firm, integrating legal expertise with financial planning and estate objectives. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a range of asset-allocation strategies alongside third-party platforms to tailor investment solutions.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Ronald Mendoza is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Brookstone Capital Management and has been self-employed in life insurance sales since 2002. Mendoza continues to operate as a licensed life insurance agent, focusing on marketing and sales of life insurance and fixed annuities. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm implements proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning assistance.

Michael Karp is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, Karp is associated with Shanks Crowfoot Limited Partnership, a sports facility in Calgary, Canada. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Barbara Frenkel is a financial advisor at Hilltop Securities Inc. with 45 years of industry experience. She has been with Hilltop Securities since 1981 and holds a Series 63 designation. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates an open-architecture platform utilizing third-party and firm-sponsored strategies and combines custody, banking, and market-making capabilities.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.

Elana Malekan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She previously worked at Eternity Financial and Golden Age Financial, Inc. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of assets and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds a Series 66 credential and has previously worked at ClearBridge Investments LLC and Legg Mason. Outside of her advisory work, Cohen is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a model-based portfolio management approach and offers services through an online platform that integrates multiple affiliated entities and third-party providers.

Michael Kriechbaum is a financial advisor with Capital Analysts in Woodland Hills, CA, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Lincoln Investment, Pruco Securities, Prudential Insurance Company of America, and Jack Keeter & Associates. Outside of financial services, he has been involved with Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house Investment Management & Research team and proprietary screening processes.

Michael Schoffman is a CFP® certificant with 19 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at Kingswood Capital Partners, Schechter Investment Advisors, and MMWKM Advisors. He is involved with Schechter Private Capital, a private equity investment vehicle serving clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

Kristin Dillon is a CFP® professional with five years of experience at Morton Wealth in Calabasas, CA. Prior to joining Morton Wealth, she spent nine years working at KD Hair. Morton Wealth is a multi-advisor SEC-registered 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 customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, and alternative investments.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience, beginning his career at Prosperitas Financial in 2025. Prior to entering the financial industry, he completed his undergraduate education from 2019 to 2023. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a 39-advisor team managing over $812 million in assets. The firm provides a range of services including asset management, financial and retirement plan consulting, and third-party adviser management, utilizing diversified portfolios and ongoing rebalancing to meet client objectives.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience spanning various roles, including positions at Thelma's Cafe and Jerry Citarella Presents. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a team of 39 advisors. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses, using diverse portfolios and ongoing monitoring to align investments with client goals.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and with 10 years of industry experience. Her prior roles include positions at Oxford Tax Partners, Washington National Insurance Company, and multiple advisory and insurance firms. She is also a partner at Impact Leadership Network, where she trains and mentors new insurance agents. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services with an investment approach that combines strategic asset allocation and multiple analytical techniques.

Peter Cappos is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Hilltop Securities since 2014. Outside of his advisory role, he serves as a board member for Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of managed account programs, utilizing an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

Mark Petersen is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 license and five years of industry experience. He previously worked at NEXT Financial Group and Petersen International Underwriters. Outside of advising, he is involved in a marketing and graphic design business, Intensify Marketing LLC. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through 39 advisors. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and ongoing portfolio monitoring.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.