Dan Stridsberg is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with One Capital Management, LLC since 2003 and also serves as Chief Compliance Officer and Chief Investment Officer at RSG Wealth Management, LLC, where he provides compliance support and investment due diligence. 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 employs a globally balanced investment approach combining active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a macroeconomic-driven investment process.

Steven Katz is a financial advisor with Gibbs Wealth Management, LLC in Agoura Hills, CA, holding a Series 65 designation and six years of industry experience. He has worked with the Evergreen Team Wealth Management and Evergreen Team Insurance Marketing since 2015. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select and monitor third-party model portfolios rather than managing individual securities.

Rogelio Lopez is a Series 65-credentialed advisor at SteelPeak Wealth, LLC with seven years of industry experience. His prior work includes roles at Bank of America and Uber. Outside of his advisory work, he has served as a part-time driver for Lyft, Inc. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, implementing strategies through proprietary and custom model portfolios overseen by an internal Institute of Portfolio Management & Economic Strategy.

Samuel Attianese is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Draper Dragon and Shop Meta prior to joining Westmount Partners. His background also includes roles outside finance, such as with Ultimate Fighting Championship and Lululemon Athletica, Inc. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and private investments for qualified investors.

Roger Wall Jr. is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IMST Distributors, LLC. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and it serves as adviser to the Genter Capital Dividend Income Fund and as sub-advisor to several ETFs.

Kimberly Nelson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors since 2019. She previously worked at Llbh Private Wealth Management for three years. In addition to her advisory role, she contributes articles on money and divorce to Forbes. Coastal Bridge Advisors offers financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes.

Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.

Efrain Borenstein is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform, with capabilities including municipal bond strategies, tax- and impact-overlay services, and custody services uncommon among enterprise advisers.

Ilya Solovey is a financial advisor at SEIA with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Royal Alliance Associates and Charles Schwab. In addition to his advisory role, he serves as a client service manager supporting operational functions within SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering a range of investment management and financial planning services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, delivering both discretionary and non-discretionary managed-account programs.

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 CFP® professional with 17 years of industry experience, currently serving at Mission Wealth Management, LP since 2014. He also holds roles at JHFN SII and Signature Estate & Investment Advisors, LLC, both since 2013. Gonzalez is based in Los Angeles, CA, and holds Series 63 and Series 65 licenses. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17.0 billion and serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term investment strategies and offers customized service models that include wealth management, portfolio management, financial planning, and institutional retirement plan services.

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 CFP® professional with 18 years of industry experience, currently serving as a financial advisor at SEIA. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Jared is based in Los Angeles, CA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation and tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

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 CFP® and ChFC® with 24 years of industry experience. He is currently an advisor at SEIA in Los Angeles, CA, and has held positions at firms including Eagle Strategies, New York Life Insurance Company, and Bel Air Securities LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process that combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has previously worked with SES LLC, Royal Alliance Associates, and SII. Rosen serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, where he manages compliance programs and growth initiatives. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 139 advisors. The firm offers multiple managed account programs and financial planning options, combining strategic and tactical asset allocation supported by a dedicated research group and an Investment Committee overseeing discretionary models.

Michael Rashtian is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked at City National Rochdale and Bank of America. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing 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.