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 the Series 66 designation and has previously worked at UBS Financial Services, TD Ameritrade, and SES LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients, managing approximately $22.5 billion in assets. The firm employs a client-driven investment process supported by its DIMES research group, offering a range of managed account programs and comprehensive financial planning solutions.

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 previously worked at Charles Schwab and Transglobal Advisory, LLC, and was involved in Otaku Coffee Lab, LLC. Additionally, he is licensed as an insurance agent, selling insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and access to private placement investments, utilizing proprietary 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® with eight years of experience in the financial services industry. He is currently with SEIA and has prior experience at Royal Alliance and Mass Mutual. Brownell's professional background also includes roles outside financial services, such as positions at Farfalla Trattoria and Agoura's Famous Deli. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and financial planning solutions across discretionary and non-discretionary platforms.

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 at Capital Analysts with Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 23 years at Legend Equities Corporation. She is also president of Justin Industries, a consulting business, and sells health and life insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple platforms, supported by an internal investment management team that uses proprietary screening tools and provides various portfolio customization options.

Craig Pierce is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining SEIA and SES LLC in 2026, he worked at First Trust Portfolios L.P. for 21 years. He also serves as a Business Development Officer at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

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®-credentialed financial advisor with 10 years of industry experience. She currently works at SEIA and previously spent 11 years at Lazard Asset Management. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporations. The firm employs a client-driven investment process supported by dedicated research and offers a range of managed account programs alongside modular and comprehensive financial planning options.

Daniel Tang is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently an advisor at Composition Wealth, LLC, joining the firm in 2022 after previous roles at Karp Capital Management Corporation and UBS Financial Services Inc. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion through a multi-advisor platform. The firm serves individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation focused investment approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, complemented by fundamental and technical analysis and third-party asset management.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses. She has experience at New York Life Investments, Bank of America, Star Mountain Capital, and The Rohatyn Group. Prior to her advisory career, she worked with LA Models/STATE Model Management. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation and tactical adjustments, and it offers a mix of discretionary and non-discretionary managed-account programs.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Sowell Management since 2018, with prior experience at Sunset West Advisors and D A Investments. Outside of his advisory role, he is the owner of GLC Management, a real estate company. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm provides investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch independent contractor model with over 100 advisors.

Elizabeth Margalis is a CFA® charterholder with six years of industry experience. She has been with Everett Harris & Co. in Los Angeles since 2010, where she is part of a team of ten advisors. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides discretionary and non-discretionary investment management to a diverse client base including individuals, corporations, pension plans, and charitable institutions. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, managing over $11 billion in assets across approximately 718 client relationships.

James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.