Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Anthony Hanna is a financial advisor at Octavia Wealth Advisors LLC in Los Angeles, CA. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining Octavia, he held positions at VYV Grupo Inmobiliario, Corw Holdings Industrial, and Altadena Town & Country Club, and spent five years at Loyola Marymount University. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and municipal entities. The firm offers customized investment management, financial planning, retirement plan advisory services, and access to trust and custody administration through a partner relationship.

Ricardo Gonzalez is a CFP® professional with 17 years of experience in financial advising. He has been with Mission Wealth Management, LP since 2014 and has held concurrent roles at Jhfn Sii and Signature Estate & Investment Advisors, LLC since 2013. Prior to that, he worked at The Glowacki Group, LLC for five years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment consulting. The firm employs a “total picture” approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Ryan Benson is a CFP® professional with 10 years of experience in financial advising. He has worked at Aspiriant, LLC since 2016. Based in Los Angeles, CA, his practice focuses on wealth management within a multi-team firm environment. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach supported by internal research and a range of implementation options.

Jared Chase is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA is a multi-team advisory firm serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical investment approaches through a structured process and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Steven Jolly is a financial advisor with Perennial Financial Services, holding Series 63 and Series 65 licenses and over 38 years of industry experience. His prior roles include positions at LPL Financial, Ford Financial Group, Wells Fargo Clearing, and Prudential Equity Group. He serves as a non-profit board member for the Fresno County Employees Retirement Associates and volunteers as a trustee for both the California State University Fresno Foundation 401k and the City of Fresno Deferred Compensation Plan. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate clients. The firm employs tailored portfolios with regular monitoring and rebalancing, integrating AI tools and multiple custodian relationships to support a range of client needs.

Aaron Jett is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance, Eagle Strategies, New York Life Insurance Company, and Bel Air Investment Advisors. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a structured investment process that combines strategic and tactical allocation approaches.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 license and serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. His prior experience includes roles at Royal Alliance Associates, Wedbush Securities, and other firms in the Los Angeles area. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing a combination of strategic asset allocation and tactical security selection through a formal investment process.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at City National Rochdale, Bank of America, and the University of Southern California. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors across wealth levels, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

James Berliner is a financial advisor at Westmount Partners, LLC with 36 years of industry experience. He worked at Westmount Asset Management for 21 years prior to his current role. Westmount Partners provides investment advisory, portfolio management, and financial planning services to individual and institutional clients. The firm emphasizes tailored asset allocation using mutual funds and managed strategies, and it offers alternative investments through private and interval funds while managing pooled investment vehicles and private fund advisory services.

Venkata Janga is a financial advisor at HBW Advisory Services LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience with Chargeback 360, Shock Media Group, and EZ 2 Technologies Inc. Outside of his advisory role, he serves as president of Chargeback 360 and is a governor overseeing the endowment at California State University Fullerton. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using tactical asset allocation and multi-manager diversification, and offers services including sub-advisory arrangements and an online wrap-fee portfolio option through Betterment Institutional.

Kent Tanaka is a financial advisor with Perennial Financial Services, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lake Avenue Financial, and Integrated Wealth Concepts. Outside of advisory work, he is involved in a small retail business selling baby clothing and products. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides tailored portfolio management as a fiduciary, utilizing multiple platform relationships and integrating retirement plan consulting with insurance and brokerage services.

Luis Strohmeier is a CFP® and ChFC® with 37 years of industry experience. He is currently with Octavia Wealth Advisors LLC in Los Angeles and has held roles at Purshe Kaplan Sterling Investments, Inc. and AXA Advisors, LLC. Outside of his advisory work, he serves as chairman of the board for a family business focused on emerging technology and biological energy research. Octavia Wealth Advisors is a multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and municipal entities. The firm employs customized portfolios using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized retirement plan advisory services.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Michael Wu is a CFA® charterholder with eight years of experience in the financial advisory industry. He has worked at Aspiriant, LLC since 2022 and previously held roles at Suntrust Advisory Services and GenSpring. Michael is based in Los Angeles, CA. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm’s investment approach uses customized asset allocation strategies supported by internal research and a variety of implementation options, including third-party managers and private investments.

Stephen Kawasaki is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding the CFP®, CFA®, and Series 65 designations with five years of industry experience. He previously worked at Balasa Dinverno Foltz LLC for four years before joining Aspiriant, where he has been since 2016. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm uses customized investment programs based on internal Capital Market Expectations and offers specialized services such as accounting and banking support, tax and estate planning, and targeted consulting.

Jack Martin is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation. He has one year of industry experience, including prior work at StudentNest and a decade in education. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Ronald Reyes is a financial advisor with SEIA who holds a Series 66 designation and has 26 years of industry experience. His work history includes roles at SES LLC, Royal Alliance Associates, INC., and SII. He currently serves as Vice President of Trading at SEIA, focusing on RIA sales and service. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of investment and financial planning services and employs a structured investment process combining strategic and tactical asset allocation with both quantitative and qualitative security selection.

Brian Clauer is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked with Level Four Financial since 2010. Outside of his advisory work, he operates an e-commerce business specializing in vintage Alpine sports accessories and decorative items. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a range of wrap platforms or unaffiliated sub-advisors.

Bruce Tyson is a Series 65-licensed advisor with Morton Wealth in Calabasas, CA, where he has worked since 2015. He has 10 years of industry experience. 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, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.