Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Sasan Faiz is a financial advisor with Morton Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morton Capital Management since 2008. 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 employs standardized strategies set by an internal Investment Committee while customizing portfolios to client objectives, focusing on risk management and volatility reduction.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.

Anthony Turcotte Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes 15 years at Massmutual and MML Investors Services, followed by roles at WCG Wealth Advisors and LPL Financial since 2017. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through advisor-attorney relationships and third-party referrals.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Linda Anschultz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Golden State Wealth Management since 2017 and previously at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 18 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Kroll and Deloitte. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm offers financial planning, portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for qualified clients.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Katherine Ehlers is a financial advisor at Hilltop Securities Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hilltop Securities since 2022, following nine years at D.A. Davidson & Co. and prior roles at Crowell, Weedon & Co. and Stone & Youngberg LLC. Outside of her advisory career, she owns and operates KatyErin Photography, providing event and wedding photography services. Hilltop Securities serves both individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan consulting, and annuity advisory solutions. The firm combines custody, banking, and market-making capabilities while delivering advisory services on an open-architecture platform using third-party and firm-sponsored strategies.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Prior to this, he worked at Pure Financial Advisors for one year. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a variety of asset types and offers a range of services including financial planning and fiduciary consulting.

Kami Molin is a financial advisor at Mission Wealth Management, LP with over 25 years of experience. She holds a Series 63 designation and operates the Kami L. Molin Corporation, a tax and accounting services business. She has also been associated with HBW Securities LLC since 2010. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized, long-term wealth management and financial planning services using a range of investment options and typically manages client accounts on a discretionary basis.

Kushal Shah is a financial advisor with Dynamic who holds a Series 66 designation and has 17 years of industry experience. He has worked at Dynamic since 2019 and was previously with MMWKM Advisors, LLC / Retirement Planners of America from 2015 to 2019. Dynamic serves a broad range of clients including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific portfolio construction and support for other advisers through technology, operational, and compliance services.

Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.

Beau Wirick is a financial advisor at Morton Wealth with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory role, he is the president and owner of Wirick Media, a media business he has operated since 2021. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $3 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.

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Krikor Demirjian is a financial advisor with Vanderbilt Advisory Services in Encino, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Western International Securities, Inc. for 16 years before joining Vanderbilt Financial Group in 2024. Outside of his advisory role, he serves as a caretaker for his elderly mother and is involved in insurance and fixed annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Colette Erasmus is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2018 and previously spent eight years at Stockcross Financial Services. Erasmus splits her time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and various managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management alongside access to third-party and independent sub-advisers.

Dennis Wee is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Westmount Asset Management since 2008. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Brian Altounian is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he is involved in insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and combines fundamental, technical, and charting analysis in its investment approach.