Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.

William Larsen is a financial advisor with Legacy Wealth Management, LLC in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Milgram Financial and Insurance Services and MassMutual Life Insurance Company. Outside of his advisory work, Larsen is involved in sales and business coaching through Big Life Financial. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Colette Erasmus is a financial advisor at Siebert AdvisorNXT, LLC. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her prior work includes eight years at Stockcross Financial Services and ongoing roles at Muriel Siebert & Co., LLC and Siebert AdvisorNXT, both affiliated with Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its AdvisorNXT web-based platform. The firm employs an algorithmic approach to portfolio construction using Modern Portfolio Theory and offers access to third-party managers and specialty strategies, with many accounts managed on a non-discretionary basis.

Dennis Wee is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Westmount Asset Management since 2008. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

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. Before joining Morton Wealth, he worked in various roles including at US-LBM and Flanders Inc, and spent five years at Phelan Auto Group. Outside of finance, he is a partner in a portable restroom trailer rental business serving events in the Lake Tahoe area. 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 uses standardized investment strategies tailored to client objectives, focusing on risk management and reduced volatility through diverse portfolio options.

Michaela Hurtienne is a CFP® professional with six years of experience in the financial services industry. She currently serves as an Associate Advisor at SEIA and has previously worked at Royal Alliance and Techstyle Fashion Group. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a structured, research-supported investment process offering both discretionary and non-discretionary strategies tailored to client needs.

Arielle Anderson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Westmount Asset Management since 2017 and previously held roles at Vp Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing no-load mutual funds, pooled vehicles, and alternative investments for qualified 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 with a Series 66 designation and one year of industry experience. Prior to joining SEIA and SES LLC in 2026, he worked at Skechers USA from 2023 to 2026 and at Skyhawk Sales Consultants Inc. from 2020 to 2023. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm offers a range of managed account programs and comprehensive financial planning, employing a client-driven investment process supported by research and oversight from an 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.

Eddie Khachikian is a financial advisor at The Wealth Consulting Group with a Series 65 license and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Gal Sherman, and various academic and service-related roles at Pepperdine Graziadio Business School and the University of Iowa. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs both active and passive investment strategies tailored to client goals and risk tolerances, combining advisor oversight with algorithmic and outsourced management solutions.

Eli Saldamando is a financial advisor at Composition Wealth, LLC with a Series 65 credential and experience starting in 2024. Prior to joining Composition Wealth, he worked at IEQ Capital and Pacific Investment Management Company. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio management.

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.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

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.