Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She previously worked for Manchester Financial, Inc. from 2015 to 2023. Caruso holds Series 63 and Series 65 licenses. Morton Wealth serves individuals and families, retirement plans, and trusts with customized investment management and financial planning. The firm emphasizes diversification and risk management through modern portfolio principles and is notable for its direct involvement in pooled investment vehicles and private fund offerings.

Samantha Park is a financial advisor at Aspiriant, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Aspiriant since 2008. Based in Los Angeles, CA, her practice focuses on serving high-net-worth individuals and families through comprehensive wealth management. Aspiriant serves primarily high-net-worth clients, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs customized investment strategies using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Claire Hauck is a CFA® charterholder with 11 years of industry experience. She currently works at SEIA and previously spent 11 years at Lazard Asset Management LLC and Lazard Asset Management Securities LLC. SEIA serves a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, utilizing both discretionary and non-discretionary investment management approaches.

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. 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, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at New York Life Investments for four years, with additional roles at Bank of America, Star Mountain Capital, and The Rohatyn Group. Outside of advising, she has experience in the modeling industry with LA Models/STATE Model Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, supported by an in-house Investment Solutions Group and Investment Committee.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and three years of industry experience. She has worked concurrently at First Citizens Bank & Trust as a Client Service Specialist. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients, utilizing a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee. The firm operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company, offering access to affiliated and unaffiliated third-party managers and a dedicated Retirement Plan Advisory Team.

Brenda Chatman is a financial advisor at Abacus Wealth Partners with 11 years of industry experience. She has held her current position at Abacus Wealth Partners since 2014. She holds the Series 63 and Series 65 registrations. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Jonathan Loyhayem is a financial advisor at Gibbs Wealth Management, LLC in Santa Monica, CA, holding a Series 65 credential and with one year of industry experience. He has worked previously with Alevo Wealth Management and Alevo Financial & Insurance Agency, where he is also the owner of an insurance agency. Loyhayem serves as CEO of Jonathan & Ethan Inc., a real estate management company, and is involved in related business activities outside the investment advisory field. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Sean Righter is a financial advisor at One Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, with a focus on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Morris Amiri is a financial advisor at Sowell Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sowell Management and Sunset West Advisors since 2018, following nine years at D A Investments and two years at RBC Capital Markets. Outside of his advisory role, he owns a real estate company called GLC Management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Russell Hoss is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Composition Wealth, LLC. He has two years of industry experience, including prior roles at Future Wealth LLC and Champlain Investment Partners. Composition Wealth, LLC offers 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 utilizes a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles.

Joseph Seetoo is a CFP® and CFA® with 19 years of industry experience, currently serving as an advisor at Morton Wealth since 2013. He holds the Series 63 designation and is based in Calabasas, CA. Morton Wealth provides customized investment management and financial planning services to individuals and families, retirement plans, trusts, and pooled vehicles. The firm integrates modern portfolio principles focused on diversification and risk management, combining mutual funds, ETFs, fixed income, and alternatives to meet client objectives.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Zane Zent is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Mutual Advisors, LLC and previously worked at Protection Point Advisors, Virgin Orbit, and Price Waterhouse Coopers. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm blends active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including some less common institutional types such as sovereign wealth funds.

Roy Moon is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm employs both active and passive investment strategies, combining fundamental and quantitative analysis, and offers services that include discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Benjamin Garvin is a CFA® charterholder with 23 years of industry experience. He has worked at One Capital Management, LLC since 2017 and previously spent over four decades at Lincap Management Company. Garvin is based in Westlake Village, California. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using active large-cap equity management combined with ETFs and fixed-income strategies, and it serves as adviser to the FundX family of exchange-traded funds.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at M. S. Howells & Co., Planned Asset Management, Independent Financial Group, and AFA Advisor Services LLC. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized investment committee and a range of model portfolios and third-party managers.

Carl Forster is a financial advisor with Aspiriant, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aspiriant since 2010. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing various asset allocation strategies, third-party managers, and private investments, supported by extensive family office capabilities and a unique affiliation with Strategic Planning Law Group, PC.