Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, 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 portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor with Blackridge Asset Management, LLC who holds Series 63 and Series 65 designations and has 37 years of industry experience. Her prior roles include positions at ClearBridge Investments LLC, Legg Mason & Co LLC, and Cheviot Value Management. She is also a co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset allocation strategies supported by vendor analytics and approved sub-managers.

Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Nicholas Mcdonald is a Series 65-licensed financial advisor with 10 years of industry experience, currently serving at One Capital Management, LLC since 2012. He has also been affiliated with California State University Northridge since 2011. 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 management of large-cap equities, ETFs, and diversified fixed income, guided by macroeconomic assessments and fundamental research.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. Morton Wealth is a multi-advisor 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 volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

Asher Witham is a CFP® professional with experience at Forum Financial Management, LP since 2023 and prior roles including positions at Aeg, Calix, and Becker Surf & Sport. His background also includes four years at Pepperdine University and work at Thousand Oaks High School. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs based on a Modern Portfolio Theory approach.

Brad Barrett is a financial consultant and relationship manager at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2011. In addition to his role at One Capital, he is involved in financial planning and asset management through BSE & Associates, Inc. and has activities in insurance sales. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory services, and acts as investment adviser to the FundX suite of ETFs, using a globally balanced investment approach guided by macroeconomic assessments and fundamental research.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Virtue Capital Management since 2019, following four years at Horter Investment Management, and has been self-employed in insurance and annuity sales through Retirement Thru Design since 2005. Aaronson occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative optimization and proprietary models that incorporate economic data.

Ben Lawler is a Series 66-credentialed advisor with 20 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a practice with Pro Active Advisors, a CPA firm providing tax preparation and accounting services. Additionally, Lawler is an attorney with his own law firm and operates a handyman services business. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a variety of investment vehicles and integrates AI tools for portfolio analysis and client services.

Don Martin is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. He previously worked at Carrington Advisors, LLC and has been with Regal Investment Advisors since 2013. Outside of his advisory role, he serves as a board member for the Rotary Club of Westlake Village Sunrise, overseeing the management of the club’s investment fund. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of investment strategies, granting discretionary authority to implement and manage these on behalf of clients.

Will Theodore is a financial advisor with Empirical Wealth Management in Los Angeles, holding a Series 65 credential. He joined the firm in 2025 and has prior work experience at TigerConnect and Southern Glazer's Wine & Spirit. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of financial planning, tax preparation, retirement consulting, and affiliated real estate and insurance services.

Artin Bandari is an Investment Advisor Representative at NWF Advisory Services Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2012. In addition to his advisory role, Bandari is licensed as an insurance agent, providing fixed and fixed-index annuities and life insurance products to clients. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed portfolios and third-party model portfolios.

Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

Elijah Souza is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management. He has previously worked at LPL Financial LLC for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, Souza acts as a liaison between clients and CPAs at GK Tax and Accounting, referring clients and providing financial planning support. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including both individual and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with ongoing monitoring and also acts as sub-adviser to an actively managed growth-focused ETF.

Carly Jeavons is a CFP® with eight years of experience in financial advising. She is currently with Root Financial Partners and has previously held roles at Raymond James Financial Services, Crux Wealth Advisors, and LPL Financial, among others. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client goals and offers specialized techniques for clients with more complex needs.

Judith Harlan is a CFP®, ChFC®, and Series 66-licensed financial advisor at NWF Advisory Services Inc with 12 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Zachary Stein is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC and TIAA, in addition to a prior role at AlliedUniversal Security-RTD Account. 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’s investment approach combines macroeconomic analysis with fundamental research, active management of large-cap equities, ETFs, and diversified fixed income, supported by proprietary fund ranking systems and written Investment Policy Statements.

Christopher Good is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and over 18 years of industry experience. He has been with Hilltop Securities since 2006. Outside of his advisory role, he provides part-time in-home respite care for his special needs daughter through a program compensated by the State of California. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform with notable municipal bond strategies and custody capabilities.