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.

Myles Pritchard is a financial advisor with Advisory Services Network in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Advisory Services Network since 2016 and previously worked at Concert Wealth Management, Inc for four years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers to align with clients’ objectives and risk tolerances.

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.

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.

Jonathan Ballenger is a financial advisor at NorthCoast Asset Management LLC in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has recently begun his career in the industry. Prior to joining NorthCoast, he worked at Bluespring Wealth Partners for one year and spent 16 years at Morningstar. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process and offers a diverse range of strategies including equity and fixed income, options-defined outcomes, and alternative interval funds.

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.

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 senior partner at SEIA with 31 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at SES LLC, Royal Alliance Associates, and Signator Investors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation and tactical adjustments driven by in-house research, offering both discretionary and predominately non-discretionary management.

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.

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.

Jeffrey Bannon is a financial advisor with Capital Analysts, holding a Series 66 license and 17 years of industry experience. He has professional affiliations with The Rawls Group, where he assists family-owned businesses with succession planning, and Pacific Southwest Financial, providing life insurance solutions. Bannon also serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit supporting youth sports. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm integrates discretionary and non-discretionary investment management supported by an in-house research team and maintains institutional relationships to deliver a range of investment services.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he 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 serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

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.