Charles Robb is a financial advisor with Carnegie Investment Counsel in Los Angeles, CA. He holds the Series 63 and Series 66 designations and has 27 years of experience in the industry. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may utilize long- and short-term trading, options, and margin strategies while offering discretionary authority for many accounts and specialized services for retirement plans.

Kate Sweetman is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at LPL Financial for eight years before joining Stratos Wealth Advisors in 2024. Outside of her advisory role, she serves as a Practice Manager at A. Carmi Financial, Inc. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Avi Bialo is a financial advisor at Arete Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Arete Wealth Advisors and Arete Wealth Management since 2013. Outside of his advisory work, he is a self-employed musician. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, regularly monitoring accounts while acting as an ERISA fiduciary when applicable.

Jeffrey Sinclair is a CFP® with six years of industry experience, currently serving at Perennial Investment Advisors, LLC. His prior experience includes six years at Edward Jones and two years at Lyft Inc. He has also worked with the San Jose Earthquakes LLC. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates advanced technology, including AI tools, into its investment process and operates across multiple custodians and platforms.

Kevin Kowalczyk is a financial advisor at Cumberland Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cumberland Advisors in 2025, he worked at SmartTrust, Cakewalk, and Proshares. Cumberland Advisors serves individual investors and a range of institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes active municipal and taxable bond management alongside ETF-based equity strategies and includes a tactical trend strategy within its separately managed account platform.

Ryan Howard is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and six years of industry experience. His prior work includes positions at Arup and a brief tenure with the Los Angeles Rams. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm focuses on customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income.

Celia Meagher is a financial advisor at Brighton Jones LLC with 15 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Morton Capital Management, Oppenheimer, and Wells Fargo Clearing. Outside of her advisory work, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm takes a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support, supported by an affiliated ecosystem that includes private fund management and trust company services.

Theodore Saade is a CFP® professional with 31 years of industry experience, currently serving as a senior partner at SEIA. His prior roles include positions at SES LLC, Royal Alliance Associates, and Signator Investors. He holds an insurance license to provide life and long-term care insurance products. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing a structured investment process that combines strategic asset allocation with both quantitative and qualitative security selection.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. 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, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. 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 across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. 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.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

James Wisdom is a CFP® with 14 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and previously worked nine years at Harvest Investment Services, LLC. He also owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans, utilizing third-party sub-advisers and model portfolios across discretionary and non-discretionary arrangements.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at Edward Jones for 14 years before joining LPL Financial and Perennial Financial Services in 2025. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates new technologies, including AI tools, and offers tailored portfolio solutions through multiple custodians and third-party platforms.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.