Sean Cauvel is a CFP® with 16 years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has been with Westmount Asset Management since 2007. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on portfolios constructed primarily with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera Advisor Networks LLC and HBW Securities LLC. In addition to her advisory role, she sells life, disability, annuities, and long-term care insurance. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using tactical asset allocation and multi-manager diversification, and it offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Lucky Radley is a Series 66 licensed advisor with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at StockCross Financial Services. He is a dual employee working full time split between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm uses an algorithmic implementation of Modern Portfolio Theory through its AdvisorNXT platform to construct portfolios of low-cost ETFs and ETNs, offering both discretionary and non-discretionary management alongside access to independent managers and specialty strategies.

Joel Hahn is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for 13 years. Outside of his advisory role, Hahn volunteers with Shepherd of the Valley, a nonprofit organization focused on fundraising for education costs. 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 macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios that combine active large-cap equity management, ETFs, and diversified fixed income.

Samantha Bakke is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Outside of finance, she was involved with Awakened Yoga Global Healing Center for three years. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active management of large-cap equities, ETFs, and diversified fixed income guided by macroeconomic analysis and fundamental research.

Dane Streeter is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and also maintains an affiliation with LPL Financial since 2007. Streeter serves as President of operations for Perennial Financial & Insurance Services, focusing on fixed insurance products. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and provide retirement plan consulting combined with licensed insurance services.

Adam Worth is a financial advisor at The Partners Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at SCF Investment Advisors, SCF Securities, and Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies implemented through various models and managers, typically with discretionary authority from clients.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Steel Peak Wealth Management, LLC, and currently maintains MAK Wealth Management, LLC for tax and liability purposes. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, and consulting services. Its investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and emphasizes primarily non-discretionary asset management.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and several healthcare technology firms. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion in assets. The firm serves individuals, trusts, businesses, and retirement plans through a long-term, asset-allocation driven approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, along with selective use of options and private investments.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Sage Point Financial, and OSAIC before joining her current firm. Outside of her advisory role, she participates as a seller on the social e-commerce platform Poshmark. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies where appropriate.

Sasan Faiz is a financial advisor with Morton Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morton Capital Management since 2008. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized strategies set by an internal Investment Committee while customizing portfolios to client objectives, focusing on risk management and volatility reduction.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.

Anthony Turcotte Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes 15 years at Massmutual and MML Investors Services, followed by roles at WCG Wealth Advisors and LPL Financial since 2017. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through advisor-attorney relationships and third-party referrals.

Davis Aldana is a financial advisor with Perennial Financial Services in Los Alamitos, CA, holding a Series 66 credential and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. Aldana also operates Perennial Legacy Insurance Solutions, an insurance-related business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolios and manage held-away defined-contribution accounts.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Linda Anschultz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Golden State Wealth Management since 2017 and previously at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 18 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Justin Iskander is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previous work experience at Kroll and Deloitte. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm offers financial planning, portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for qualified clients.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Mario Govic is a financial advisor with Ausdal Financial Partners, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Ausdal in 2025, he spent 13 years with Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of his advisory role, Govic is involved in managing multiple investment-related entities and owns a hospitality company that oversees rental and charter services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset classes.