Dennis Wee is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with Westmount Asset Management since 2008. Westmount Partners provides investment advisory, discretionary portfolio management, and financial planning services to a diverse client base including individuals, institutions, non-profits, and trusts. The firm focuses on portfolio construction using mutual funds and managed strategies, offers alternative investments through private and interval funds, and manages multi-manager private funds with a distinctive approach to fee arrangements.

Jacob Kok is an advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he was employed at SES LLC and SIA LLC, following time as a student. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm combines strategic macro asset allocation with tactical micro allocation, utilizing both discretionary and non-discretionary offerings supported by quantitative and qualitative research.

Brian Altounian is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he is involved in insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and combines fundamental, technical, and charting analysis in its investment approach.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She 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 business consulting services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Morton Wealth, he worked at US-LBM, Flanders Inc, Phelan Auto Group, and Polay and Clark. Outside of his advisory role, he is a partner in Lake Tahoe Luxury Restrooms, a business providing portable restroom trailer rentals for events. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by offering customized investment management, financial planning, and business consulting. The firm employs modern portfolio principles with an emphasis on diversification and risk management, combining quantitative and qualitative manager research to implement client objectives.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. In addition to his advisory roles, he has been involved with Meet Me In The Cloud INC since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement tailored investment strategies.

James Lopes is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Cetera Advisor Networks and HBW Securities, alongside managing Lopes Financial Services since 2007. Lopes is also involved in estate planning services, referring clients for trust and estate document preparation. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and is notable for its high client-to-advisor ratio and its institutional and intermediary service offerings.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. 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, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Dillon Determan is a Series 65-licensed financial advisor at HBW Advisory Services LLC with one year of industry experience. Prior to his advisory role, he has worked in the restaurant industry, including as a server at Ruths Chris Steakhouse since 2021. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, and it serves a large client base across retail and institutional segments.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Parviz Pourfarid is a financial advisor at IP Financial Advisory Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 15 years. His other business activities include acting as an agent in accident and health, life, and variable insurance. 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 integrates insurance consulting and risk management alongside traditional investment advisory services.

Kinta Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. He has worked at Arete since 2018 and previously spent five years with Larson Financial Group, LLC. Outside of providing investment advice, Mr. Smith spends a small portion of his time working as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing advisor-driven and proprietary rule-based model allocations while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her time at Occidental College. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm employs a tailored asset allocation approach using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and manager of pooled investment vehicles.

Daniel Beech is a financial advisor at IP Financial Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously been associated with Innovation Partners, LLC and Western International Securities, Inc. Outside of advisory work, he serves as a board member for Family Health Care Resources, a nonprofit providing assistance to low-income and elderly individuals, and is an author on investment philosophy. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers a range of services including portfolio management, financial planning, and consulting, utilizing various analytical approaches and discretionary portfolio management strategies.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., Signator Investors Inc., and internal assignments within SEIA and its related entities. 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 informed by quantitative and qualitative research, managing assets primarily on a non-discretionary basis.