Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several ETFs.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Daniel Cozano is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Fundx Investment Group, LLC, where he has worked since 2005. Cozano is based in San Francisco, CA. One Capital Management, LLC is a multi-advisor firm managing approximately $7.0 billion in discretionary assets for individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a globally balanced investment approach that combines active management of large-cap equities with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a macroeconomic-driven process.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mission Wealth in 2025, he worked at American Century Investment Services, Inc. and State Street Global Advisors in various roles from 2022 to 2025. Mission Wealth Management is a multi-team SEC-registered advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm provides a range of wealth management and planning services through a tiered service model and emphasizes long-term investment strategies incorporating ETFs, mutual funds, alternative investments, and third-party sub-advisors.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and with 10 years of industry experience. Her prior roles include positions at Oxford Tax Partners, Washington National Insurance Company, and multiple advisory and insurance firms. She is also a partner at Impact Leadership Network, where she trains and mentors new insurance agents. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services with an investment approach that combines strategic asset allocation and multiple analytical techniques.

Peter Cappos is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Hilltop Securities since 2014. Outside of his advisory role, he serves as a board member for Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of managed account programs, utilizing an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Laleh Hakimi is a financial advisor at Mutual of Omaha Investor Services, Inc. with 29 years of industry experience. She holds the ChFC® designation and Series 63 license. In addition to her advisory role, she is involved in an e-commerce venture, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Matthew Rivera is a CFP® and CFA® with 15 years of industry experience. He has been with Abacus Wealth Partners since 2017 and previously worked at Victory Capital Management and Rs Investments. Rivera holds a Series 63 license and is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs a passive-oriented investment approach centered on institutional funds, fundamental manager analysis, and ESG screening when requested, and manages portfolios based on clients' risk profiles and goals.

Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

Logan Sanders is a CFP® professional with five years of industry experience, currently serving at Forum Financial Management, LP since 2019. His prior experience includes roles at Lamia Financial Group, Inc. and Northwestern Mutual, as well as involvement with the YMCA of Thousand Oaks. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios grounded in Modern Portfolio Theory and supports independent advisors through its turn-key asset-management and back-office platform.

Marc Castellani is a CFP® with 12 years of experience in financial advisory, currently with Aspiriant, LLC in Los Angeles. He has held various roles at Aspiriant since 2015. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm emphasizes customized investment programs and provides a broad range of wealth services, including accounting, tax and estate planning, and specialized consulting.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

Jeffrey Alpert is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services to legacy clients through his sole proprietorship, Alpert Advisers, and advises Pray.com on podcasting and content agreements. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm serves individuals, trusts, businesses, retirement plans, and broker/dealers with a long-term, asset-allocation driven approach utilizing diversified portfolios of mutual funds, ETFs, individual stocks and bonds, as well as selective use of options and private investments.

Donald Mcdonald is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with One Capital Management since 2001. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He has been with Hilltop Securities since 1989 and holds a Series 63 designation. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs using an open-architecture platform that includes tax- and impact-overlay services and collaborates with firms such as Franklin Templeton Group and Western Asset Management.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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 services, using standardized investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Franklin Mohri is a CFP® with 25 years of experience in the financial industry, currently serving at Mutual of Omaha Investor Services, Inc. since 2002. He has also been affiliated with Santa Monica College since 1998. Outside of his advisory role, Mohri is the owner of Rosengarden Florist, a family floral business in Tarzana, CA, though he is not involved in its day-to-day operations. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating through a network of Investment Advisor Representatives who recommend model portfolios and approved managers.

Adriane Lowe is a CFP® and ChFC® with 46 years of industry experience. She has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company from 1989 to 2017 before joining WCG Wealth Advisors, LLC and LPL Financial, LLC in 2017. She is based in Westlake Village, CA. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and sponsored programs.

Evan Barrett is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, using a combination of passive and active investment strategies tailored to client objectives.