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.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

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.

Davis Aldana is a financial advisor with Perennial Financial Services in Los Alamitos, CA, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. Aldana also operates Perennial Legacy Insurance Solutions, an insurance-related business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolios and manage held-away defined-contribution accounts.

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.

Mario Govic is a financial advisor with Ausdal Financial Partners, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Ausdal in 2025, he spent 13 years with Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of his advisory role, Govic is involved in managing multiple investment-related entities and owns a hospitality company that oversees rental and charter services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

Katherine Ehlers is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years before joining Hilltop Securities in 2022. Outside of finance, she owns and operates Katyerin Photography, providing event and wedding photography services. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs through an open-architecture platform with both adviser-managed and model-based options.

Christopher Kiely is a financial advisor at Mutual Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, with prior experience at Mutual Securities, Inc and Thomas Kiely. Outside of advisory work, he is the managing member of Kiely Consulting, LLC, a tax preparation and consulting business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management, financial consulting, ERISA plan advisory, and sub-advisory services, utilizing both passive and active investment strategies tailored to client objectives.

Jan Nicole Vega is a CFP® professional at Aspiriant, LLC with nine years of industry experience. She has worked at Aspiriant since 2020 and previously spent seven years at GenSpring Family Offices, LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm’s approach includes customized investment programs using diverse asset allocation strategies and offers extensive family office capabilities, including accounting and banking support.

Walter Yu is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, holding a Series 65 designation with 10 years of industry experience. He has been with Abacus Wealth Partners since 2014. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a passive-oriented investment approach focused on asset classes and uses institutional passive funds as core holdings while incorporating ESG screening upon request.

Lannie Wright is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Whjr Associates since 2001 and OSAIC since 1994. Outside of his advisory work, Wright writes mystery and suspense novels and is represented by a literary agent. He also serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Royal Alliance since 2017 and previously with VOYA Financial Advisors from 2014 to 2017. Outside of advisory roles, he is the CEO of Rachedi Financial Group Inc., which sells insurance products including life, long-term care, health insurance, and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm uses an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, with a focus on strategic long-term investing alongside tactical strategies.

Wayne Baxter is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2012. He is also the owner of Baxter Financial Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Andrew Ark is a CFP® professional with four years of experience in the financial services industry. He has worked at Composition Wealth, LLC since 2024 and previously held roles at Wealthspire Advisors and EisnerAmper Wealth Advisors. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach utilizing diversified portfolios of low-cost mutual funds, ETFs, and individual securities.

William Blanton is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Vintage West Capital Management for nine years before joining Composition Wealth in 2022. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, fundamental manager analysis, and ESG screening when requested.

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.

Neela Hummel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners in Santa Monica, CA. She has worked exclusively with Abacus Wealth Partners since 2011. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs an asset-class, passive-oriented investment approach that incorporates ESG screening and uses institutional passive funds as core holdings while tailoring portfolios to clients’ risk profiles and goals.

Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

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.