Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. Morton Wealth is a multi-advisor SEC-registered 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, using standardized investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Franklin Mohri is a CFP® professional with 26 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2002. He also has a long-standing teaching role at Santa Monica College. Outside of financial advising, he owns a family floral business, Rosengarden Florist, in Tarzana, CA, although he is not involved in its day-to-day operations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates primarily through a platform relationship with Envestnet and employs a range of model portfolios and third-party manager relationships.

Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at CreativeOne Wealth, Searchlight Investments, and Beverly Drive Financial & Insurance Solutions, where she also serves as a licensed insurance agent. Rakness has taught basic finance at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies, combining fundamental and technical analysis across a wide range of asset classes and regularly rebalancing portfolios.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Evan Barrett is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.

Joshua Fredendall is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Steel Peak Wealth Management, Bank of America, and Merrill Lynch. Westmount Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and various institutional clients. The firm manages approximately $5.2 billion and offers access to diversified private fund-of-fund structures alongside traditional pooled investment vehicles.

Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a large client base with a notable emphasis on institutional and intermediary roles.

Nicholas Valaika is a CFP® professional with four years of experience currently with Morton Wealth. His prior experience includes roles at Jimmy Dorian Insurance Agency, Inc. and the Pittsburgh Pirates. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized strategies developed by an internal Investment Committee, customizing portfolios with an emphasis on risk management and volatility reduction.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. Morton Wealth is a 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 investment strategies tailored to client objectives, focusing on risk management and volatility reduction, and offers a range of portfolio management and consulting services.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Gal Sherman is a CFP® professional with 27 years of industry experience, currently serving as an investment advisory representative at The Wealth Consulting Group. He has held roles at Naviguide Wealth Partners Inc., Cetera Advisor Networks, and CWM, LLC, among others. Sherman is also president and founder of Naviguide Wealth Partners, Inc., and is involved in insurance sales and management of commercial real estate properties. 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 sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

Richard Kim is a financial advisor at Diversify Advisory Services, LLC in Los Angeles, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at KLK Capital Management, M.S. Howells & CO, and East West Bank. He also worked at Purdue University for four years. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models and platforms, and offers a broad range of investment instruments and strategies tailored to client objectives.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. 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, managing client accounts primarily through no-load mutual funds and alternative private fund structures.

Jeffrey Girard is a financial advisor with Gibbs Wealth Management, LLC in Glendale, CA, holding a Series 65 credential and two years of industry experience. His work history includes roles at Total Financial Wealth Management, Total Financial Solutions, Inc., and Great White Pool and Spa, Inc. He is also involved as an administrative assistant with TFS Financial Insurance Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, utilizing third-party platforms and strategists to implement investment strategies.