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 industry experience, currently serving as a senior advisor at SEIA. His prior experience includes roles at Royal Alliance, MassMutual, and World Financial Group. He also has experience in the food service industry, having worked at Farfalla Trattoria and Agoura's Famous Deli. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs a combination of strategic macro asset allocation and tactical adjustments in its investment process, with a majority of assets managed on a non-discretionary basis.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Justin is also the president of a consulting business and sells health and life insurance. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary fund screening, with advisory support tailored to client needs.

Craig Pierce is a financial advisor at SEIA with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Trust Portfolios L.P. for over two decades. He is also a Business Development Officer at SEIA, involved in RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary models with an investment process supported by an in-house Investment Solutions Group and Investment Committee.

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® charterholder with 10 years of industry experience. She is currently with SEIA and has previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for 11 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, offering predominantly non-discretionary investment management alongside financial planning and consulting 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 credentials and one year of industry experience. She previously worked at New York Life Investments for four years, with additional roles at Bank of America, Star Mountain Capital, and The Rohatyn Group. Outside of advising, she has experience in the modeling industry with LA Models/STATE Model Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, supported by an in-house Investment Solutions Group and Investment Committee.

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.

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.

Sean Righter is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. during his career. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, with an investment approach that combines macroeconomic assessment, fundamental research, and active management across global portfolios.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sunset West Advisors and D A Investments. Outside of his advisory role, he owns GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. Its investment approach includes strategic and tactical allocation, individual equity selection, and customized portfolio design, utilizing mutual funds, ETFs, individual securities, and model portfolios such as the Sowell Visionary Allocation Strategies.

Frederick Arnold is a financial advisor at Prosperitas Financial, LLC with one year of experience in the industry. He has worked at American Family Funding since 2009, where he is involved in mortgage banking and serves as a branch manager. Outside of financial advising, he owns a real estate property management business. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.