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.

Changhao Meng is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, Meng held roles at Harvey & Company and studied at the University of Southern California and the University of California, Santa Barbara. One Capital Management, LLC manages approximately $8.5 billion across a range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios combining active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Mark Walter is a financial advisor with IP Financial Advisory Services LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes 12 years at Western International Securities, Inc. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and employs a range of analyses to construct and monitor customized portfolios, often using discretionary authority.

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 at SEIA with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, INC. and Sii. Reyes also serves as Vice President of Trading at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of about 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments supported by quantitative and qualitative research.

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.

Troy Franzen is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Signature Investment Advisors LLC, and SES LLC. Franzen is also involved as a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Nicholas Wolf is a CFP® with nine years of industry experience, currently serving at Forefront Wealth Partners. His prior roles include positions at The Pacific Bridge Companies, Inc., Calton & Associates Inc., Manhattan West Asset Management, KeyBank, Morgan Stanley, Citi Bank, and J.P. Morgan Securities. Outside of financial advising, he is involved in dog boarding and dog walking through a pet services business in Olympia, WA. Forefront Wealth Partners is a team-based advisory firm serving individual, business, and corporate clients with tailored investment management and comprehensive financial planning services. The firm employs customized portfolios and integrates related business services, including tax and insurance, across multiple offices.

Cory Davenport is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has previously worked at Northwestern Mutual and Westmount Asset Management, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm uses mutual funds and managed strategies to tailor asset allocation according to client objectives and manages alternative investments through private and interval funds.

Hayley Bates is a CFP® with 16 years of experience in financial advising. She currently serves as an advisor at SEIA and has held previous roles at Royal Alliance Associates, Signature Estate & Investment Advisors, and other firms. Bates is a member of the Leadership Council at the nonprofit A Place Called Home, where she contributes to fundraising efforts. 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, emphasizing mostly non-discretionary management and leveraging both quantitative and qualitative research.

Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, 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, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Jacqueline Yapp is a CFP® professional with 13 years of experience in financial advising. She is currently with Siebert AdvisorNXT, LLC. and previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm applies Modern Portfolio Theory with risk-tolerance assessments to create ETF/ETN-based portfolios and offers both discretionary and non-discretionary management options.

Abdullah Safdari is a financial advisor at Simplicity Wealth with six years of industry experience. He previously worked at LifePro Asset Management, LLC for six years. Safdari is also the founder and president of two companies: N.A.C.P.E. Inc., which focuses on insurance and annuity sales, and College Planning Experts, providing college planning and financial aid consulting. Outside of finance, he is a co-partner and president of La Michoacana Authentic Ice Cream Parlor, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities when appropriate, and offers advisory services alongside technology and operational solutions for other advisers.

Edgar Haroutunian is a CFP® certificant with six years of industry experience. He is currently an advisor at SEIA and previously worked at firms including TCW LLC and Paulson Investment Co., LLC. Outside of financial advising, he is involved in merchandise sales through an Amazon.com LLC, where he manages product sourcing and fulfillment operations. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, and consulting services, emphasizing a combination of strategic asset allocation and tactical adjustments, with a majority of assets managed on a non-discretionary basis.

Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2021. Her prior experience includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. She is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach, using third-party money managers and model portfolios, and serves a large client base through retail, charitable, and institutional relationships.

Lucky Radley is a Series 66-licensed financial advisor at Siebert AdvisorNXT, LLC with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and spent one year with StockCross Financial Services prior to that. Radley is a dual employee of Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based platform that applies Modern Portfolio Theory and risk-tolerance questionnaires to build ETF/ETN-based portfolios, and it offers both discretionary and non-discretionary management options.