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.

Ricardo Gonzalez is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Gonzalez has worked at Mission Wealth Management since 2014 and concurrently with JHFN SII and Signature Estate & Investment Advisors, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using a range of investment strategies including ETFs, institutional mutual funds, and alternative investments, with an emphasis on long-term portfolio management.

Gregg Turkin is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Cetera Advisors LLC, and First Allied Advisory Services. Outside of financial advising, Turkin is involved in real estate and home design businesses, including ownership of G&D Home Designs and partnerships in related ventures. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture wealth management platform that combines advisor-managed portfolios and third-party model portfolios.

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 roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary management, with a majority of assets managed non-discretionarily.

Steven Jolly is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Ford Financial Group, LPL Financial LLC, and Wells Fargo Advisors. He serves as a non-profit board member for the Fresno County Employees Retirement Association and is a trustee and volunteer for local retirement plans. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and retirement plan consulting, utilizing multiple platform relationships and third-party managers to deliver tailored portfolio solutions.

Aaron Jett is a financial advisor at SEIA with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including MassMutual, New York Life, and Eagle Strategies. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with a focus on combining strategic asset allocation and tactical adjustments within both discretionary and non-discretionary investment models.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. He has worked at SES LLC, Royal Alliance Associates, INC., SIA LLC, and SII. Rosen also serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset-allocation and tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee.

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 35 years of industry experience. He has been with the firm since 1990, contributing over three decades to Westmount Asset Management in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and utilizes a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors, while also serving as an adviser and sub-advisor to multiple pooled private funds.

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.

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.

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.

Ronald Reyes is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Royal Alliance Associates, INC., Sii, and SES LLC. Reyes also serves as Vice President of Trading at SEIA, focusing on RIA sales and service. 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 through a combination of discretionary and non-discretionary platforms, using a blend of quantitative and qualitative research guided by an in-house Investment Solutions Group and Investment Committee.

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.

Nicole Pavlovic is a financial advisor at Composition Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Freestone Capital Management, LLC. Outside of finance, she has experience in the event and catering industries. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and rebalancing.

Emil Georgiev is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Composition Wealth, he worked at Miracle Mile Advisors, LLC and Pathstone Family Office, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by fundamental and technical analysis and regular portfolio reviews.