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.

Gahng Choi is an advisor with Westside Financial Advisors LLC in Los Angeles, CA, with one year of industry experience. Prior to joining Westside Financial Advisors, Choi worked at EY for five years and PwC for four years. He is also affiliated with TSMG Solutions LLC. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary investment management and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, often delegating portfolio implementation to a recommended third-party manager.

Megan Montes is a financial advisor at SEIA with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and TD Ameritrade. SEIA is a multi-team advisory firm serving approximately 9,500 clients with a focus on both non-discretionary and discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a six-step investment process combining strategic and tactical asset allocation alongside both quantitative and qualitative security selection.

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.

Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Transglobal Advisory, LLC and Charles Schwab, as well as operating Otaku Coffee Lab, LLC for three years. SteelPeak Wealth serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Andrew Jacobson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has worked at SteelPeak Wealth Management since 2017, and prior to that spent four years with Wells Fargo Clearing and Wells Fargo Advisors LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investment strategies, employing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Cole Brownell is a CFP® professional at SEIA with eight years of industry experience. His career includes roles at Royal Alliance and Mass Mutual Investors Services. Brownell has also held positions related to life insurance sales integrated with financial planning. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a structured investment process combining strategic and tactical asset allocation, offering a range of portfolio management and financial planning services with a notable emphasis on non-discretionary management.

Allison Clago is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked at B. Riley Wealth Advisors since 2019 and previously held positions at National Securities Corp and Wedbush Securities Inc. Outside of her advisory role, Clago serves as a board member of Providence Cedars Sinai Tarzana Medical Center and is president of the Clago Family Foundation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Olivia La Qua is a financial advisor at Genter Advisors LLC with two years of industry experience. She holds a Series 65 designation and has worked at Genter Capital Management since 2022. Prior to her current role, she held positions at Geico and the San Diego Workforce Partnership. Genter Advisors LLC provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a combination of fundamental and cyclical analysis to select pooled investment vehicles, offering both pooled mutual fund and ETF strategies as well as separate account management.

Bradley Harris is a financial advisor with Perennial Financial Services in Los Angeles, holding a Series 66 license and 19 years of industry experience. He has been with Perennial since 2017 and has worked with LPL Financial since 2007. Outside of his advisory work, he is an NBA season ticket holder and occasionally sells tickets at fair market value. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Vered Justin is a financial advisor with Capital Analysts in Encino, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Lincoln Investment from 2017 to present and Legend Equities Corporation from 1994 to 2017. Outside of her advisory role, she is president of a consulting firm, Justin Industries, and is involved in health and life insurance sales. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with independent advisor and third-party manager oversight, utilizing a proprietary mutual-fund screening process called CAPSL.

Craig Pierce is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at First Trust Portfolios L.P. for 21 years before joining SEIA and SES LLC in 2026. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 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, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She previously worked for Manchester Financial, Inc. from 2015 to 2023. Caruso holds Series 63 and Series 65 licenses. Morton Wealth serves individuals and families, retirement plans, and trusts with customized investment management and financial planning. The firm emphasizes diversification and risk management through modern portfolio principles and is notable for its direct involvement in pooled investment vehicles and private fund offerings.

Samantha Park is a financial advisor at Aspiriant, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Aspiriant since 2008. Based in Los Angeles, CA, her practice focuses on serving high-net-worth individuals and families through comprehensive wealth management. Aspiriant serves primarily high-net-worth clients, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs customized investment strategies using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Claire Hauck is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. She has worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC from 2015 to 2026 before joining SEIA. SEIA is a multi-team advisory firm headquartered in Los Angeles with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic asset allocation with tactical micro-allocation and uses a six-step investment process to deliver a variety of portfolio management and financial planning services.

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. 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, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining SEIA, she worked at New York Life Investments for four years and has held positions at SES LLC, Bank of America, Star Mountain Capital, and The Rohatyn Group. She also spent three years working in the modeling industry before beginning her finance career. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic asset allocation and tactical security selection, offering both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.

Brooks White is a CFP® professional at Forum Financial Management, LP with five years of industry experience. He previously worked at Lamia Financial Management from 2016 to 2019 before joining Forum Financial Management, where he has been since 2019. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Sean Righter is a financial advisor at One Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, with a focus on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Frederick Arnold is an advisor at Prosperitas Financial, LLC with one year of industry experience. He also manages mortgage banking activities under dba American Family Funding and has experience in real estate property management. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities, managing approximately $812 million for about 1,745 clients with a range of asset management and consulting services.