Ryan Gunn is a CFP® professional at Wealthcare Advisory Partners LLC with 18 years of industry experience. He has held roles at Gunn Financial Associates, Royal Alliance, OSAIC, and American VA Loans. He is also involved in insurance services, providing consulting and selling life, long-term care, disability, and fixed annuity products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct diversified, long-term portfolios.

Diego Guerrero is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at IEQ Capital, LLC and UBS. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and business consulting services. The firm emphasizes diversified, risk-managed portfolios guided by modern portfolio principles and is notable for its direct involvement with pooled investment vehicles and private funds.

Scott Thomas is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at First Allied Securities, Inc., Cetera Advisors LLC, and Western International Securities, Inc. He is also the sole proprietor of ST Wealth Management, a business he has managed since 2014. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across varied portfolios, employing a range of analytical techniques and offering services that include asset management, financial planning, and retirement plan consulting.

Stacy Sternportman is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA. She holds a Series 63 designation and has 40 years of industry experience, including 18 years with Hilltop Securities since 2008. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party managers alongside firm-sponsored strategies.

Paul Okawa is a CFA® charterholder with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Additionally, he holds a license as a life and health insurance agent. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets and serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and offers services including discretionary and non-discretionary investment management, financial planning, and tax, estate, and insurance-related services through affiliated entities.

Eddie Rivera is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2015 and previously spent a decade at Planmember Securities Corporation. Outside of his advisory work, Rivera serves as an assistant coach for a youth soccer team in a local nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services, utilizing both active and passive strategies tailored to clients' objectives, and is notable for its institutional scale and specialized client types such as sovereign wealth funds.

Steven Spare is a CFA® charterholder with eight years of industry experience. He is currently with Ashton Thomas Private Wealth and previously worked at Affinity Investment Advisors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2006, following a long tenure at CMS Inc. from 1983 to 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles, providing customized investment management, financial planning, retirement-plan consulting, and additional services such as business consulting and programs tailored for younger clients. The firm employs modern portfolio principles emphasizing diversification and risk management and is notable for its involvement with pooled investment vehicles and private fund management.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 11 years of industry experience. He has worked at Archer Investment Corporation since 2015 and concurrently at GDC Tax Solutions Inc since 2014. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Nicholas Damiani is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Mutual Advisors since 2013 and also works with Mutual Securities Inc. Damiani serves as trustee and managing member of a private trust company that oversees various family trusts. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm combines active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to clients' objectives.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. She has been associated with Prosum since 2011. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across nearly 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting using a range of investment strategies and analytical approaches.

Debra Reda Cappos is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Western International Securities, Inc., Crowell, Weedon & Co., and Wells Fargo Clearing. She serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and has provided consulting as a Certified Divorce Financial Analyst for post-divorce settlement cases. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jeffrey Mccarty is a Series 65 licensed advisor with 12 years of industry experience, currently with Simplicity Wealth. His career includes roles at Prosperity & Legacy Wealth Management, Prestige Financial Advisors, and Virtue Capital Management, among others. Outside of financial advising, he assists veterans with filing compensation and pension claims through his accreditation with the U.S. Veterans Administration and also provides legal document preparation services via The Document People. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and retirement plan services alongside a managed account platform supported by technology and operational solutions for advisers.

Jason Perez is a financial advisor with Capital Analysts, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Lincoln Investment since 2012, Capital Analysts Incorporated since 2007, and Morgan Stanley from 2005 to 2007. Outside of his advisory work, Perez owns a fixed insurance sales business, is involved in non-medical care services for individuals with disabilities, co-owns a photography and film production company, and operates a local pickleball league. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and provides retirement-plan advice supported by institutional relationships and a nationwide network of independent advisors.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Lawrence Zerg is a financial advisor at Zacks Investment Management, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at Dean Witter Reynolds Inc., LBMZ Securities, Inc., and Zacks Investment Management since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Mark Gustafson is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and one year of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, WestPac Wealth Partners, and Merlin Financial Services. Outside of advising, he serves as a power of attorney for his mother. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across about 1,745 clients with services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and third-party managers.