Jeffrey Sarti is a CFA® charterholder with 17 years of industry experience. He has been with Morton Capital Management since 2013. 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 consulting, and business consulting services, using standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

Patrice Bening is a CFP® and Series 63 credentialed advisor at Morton Wealth with three years of industry experience. Prior to joining Morton Capital Management in 2019, Patrice worked at CIT Bank and has longstanding affiliations with Bank of America and Banc of America Investment Services dating back to 2005. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin strategies.

Chad Francis is a financial advisor at HBW Advisory Services LLC with eight years of industry experience. He holds a Series 65 designation and has worked at HBW Advisory Services since 2018, following seven years at Gordon Biersch. Outside of his advisory role, Francis serves as president of Thrive Stewardship Financial Advisors, Inc., where he provides notary public and trust services, and he assists clients with revocable living trusts through Encorestate Plans on a non-compensated basis. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it is notable for its high client load per advisor and its combination of retail, charitable, and institutional services.

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Scott Fellmeth is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with Westmount Asset Management, LLC since 2014. Based in Los Angeles, CA, he is part of Westmount Partners, LLC, a multi-team firm consisting of 18 advisors. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporate entities. The firm manages approximately $5.2 billion and employs an investment approach focused on no-load mutual funds, pooled vehicles, and alternative private investments for qualified investors, while also acting as adviser and sub-adviser to multiple private pooled vehicles.

Timothy Lonergan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion and emphasizes using no-load mutual funds and pooled vehicles, while also sourcing alternative and private investments for qualified investors.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Michael Privett is a financial advisor at Morton Wealth with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Morton Capital Management and Manning Wealth Management, Inc. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement with pooled investment vehicles and private fund offerings.

Denis Massey is a financial advisor with Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Westmount Asset Management, LLC since 2016. Westmount Partners provides discretionary investment management and financial planning to individuals, institutions, non-profits, and private investment funds. The firm manages client accounts primarily using no-load mutual funds and offers access to alternative investments through multi-manager private funds and pooled vehicles.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 63 designation and 32 years of industry experience. He has worked at Kestra Investment Services and Kestra Private Wealth Services since 2012. Outside of his advisory role, he serves as an officer and partner in investment-related businesses including Malama Investments, Inc. and Pacific Point Asset Management. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a wide range of investment products and platforms while overseeing advisor recommendations within a defined menu.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc. in Los Angeles, CA, holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1992. In addition to her advisory role, she is also licensed as an insurance agent handling life, health, annuities, group, property, and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Michael Amash is a financial advisor at Westmount Partners, LLC with 23 years of industry experience. He has been with Westmount Asset Management since 2002 and holds a Series 63 designation. Westmount Partners provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, trusts, and corporations. The firm is notable for its role as a private fund adviser and sub-advisor for multi-manager pooled funds, managing client accounts primarily with no-load mutual funds and offering various financial planning services.

Samuel Adams is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kinetic since 2019. Prior to that, he was with Foundations Investment Advisors, LLC for two years and has been involved with RTA & Associates Financial & Insurance Services since 2009, where he serves as Director of Sales & Marketing. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, employing a mix of analytical methods with a primary long-term trading orientation and providing portfolio management, financial planning, sub-advisory, and educational services.

Brian Hsieh is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding the CFA® designation along with Series 65 and Series 63 licenses. He has 16 years of industry experience, including 17 years at Wells Fargo Investments, LLC, and seven years at City National Rochdale. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management, financial planning, and ongoing reporting within a broad financial services group affiliated with a bank parent and related entities.

Richard McWhorter is a financial advisor at Summit Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill Lynch. Outside of advisory work, he is involved with Electric Jane, a live music private membership club based in Nashville, TN. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.