Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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, using standardized investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Evan Barrett is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. 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 operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

Nicholas Valaika is a CFP® professional with four years of experience currently with Morton Wealth. His prior experience includes roles at Jimmy Dorian Insurance Agency, Inc. and the Pittsburgh Pirates. 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 uses standardized strategies developed by an internal Investment Committee, customizing portfolios with an emphasis on risk management and volatility reduction.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC with a Series 65 designation and two years of industry experience. His background includes roles at Whole Foods, the Office of Congressman Mike Garcia, and Legacy Cristian Academy. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients, offering services including asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. 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, and offers a range of portfolio management and consulting services.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been with Prosperitas Financial since 2023 and has a concurrent role at Park Regency dating back to 2005. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has previously worked at Poole Shaffery for five years and currently maintains a legal practice with Odom Law Group, APLC. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and financial institution services for individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers to align portfolios with client objectives.

Jeffrey Girard is a financial advisor with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.

Damon Simpson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of advising, he is a tax preparer and owner of a tax preparation business, where he also serves as COO. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, high-net-worth clients, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing a combination of passive and active investment strategies tailored to client objectives.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Jeffrey Eisenberg is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. Prior to joining Prosperitas, he has been involved with Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a $812 million asset base. The firm offers a range of services including asset and portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He joined Prosperitas Financial, LLC in 2024 after 35 years as president of Clark Asset Management + Associates, Inc., a firm providing analytical support among other activities. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm offers asset management, financial planning, retirement plan consulting, and other services for individuals, trusts, pension plans, and businesses, utilizing a range of investment strategies and third-party managers.

Jamilah Mc Cluney is a financial advisor at Brookwood Investment Group with four years of industry experience and holds a Series 65 credential. She has worked at multiple firms including Redwood Private Wealth LLC, Redwood Tax Specialists, and Black Wealth Financial, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside several affiliated businesses.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Scott Dunn is a financial advisor at Invst, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved as an Airbnb property proprietor. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

Grant Moulton is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services, Moulton Wealth Management, Belpointe Asset Management, and Key Bank. He is also affiliated with Blunt Wealth Services, where he works as a financial planning associate. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, portfolio management, financial planning, retirement plan consulting, and advisory services to individuals, trusts, pension plans, and businesses, using a diversified portfolio approach and engaging third-party money managers when appropriate.

Erica Zaragoza is a CFP® with seven years of industry experience. She is currently with Prosperitas Financial, LLC, where she has worked since 2025. Prior to this, she was with GWN Securities for seven years and also spent time at Tustin Unified School District. Outside of her advisory role, she is active as an insurance broker. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, using a range of securities and third-party managers tailored to client objectives.