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.

Russell Hoss is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Composition Wealth, LLC. He has two years of industry experience, including prior roles at Future Wealth LLC and Champlain Investment Partners. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles.

Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. 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 developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.

William Rudkin is a financial advisor at HBW Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Bianchi AG Services Inc. since 2010. Outside of his advisory role, he is involved in accounting farm management services and trust asset management through separate business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, emphasizes multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

Roy Moon is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm employs both active and passive investment strategies, combining fundamental and quantitative analysis, and offers services that include discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Benjamin Garvin is a CFA® charterholder with 22 years of industry experience. He has been with One Capital Management, LLC since 2017 and has also been associated with Lincap Management Company since 1976. Based in Santa Rosa, CA, Garvin’s career spans over two decades in financial advisory roles. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach that combines macroeconomic assessment, fundamental research, active large-cap equity management, ETFs, and fixed income, and is notable for advising the FundX suite of ETFs.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Carl Forster is a financial advisor with Aspiriant, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aspiriant since 2010. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing various asset allocation strategies, third-party managers, and private investments, supported by extensive family office capabilities and a unique affiliation with Strategic Planning Law Group, PC.