Kingsley Choi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He previously worked at Charles Schwab and Transglobal Advisory, LLC, and was involved in Otaku Coffee Lab, LLC. Additionally, he is licensed as an insurance agent, selling insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and access to private placement investments, utilizing proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Sami Farag is a financial advisor at Copper Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Copper Financial, he worked at Independent Financial Partners, IFP Securities, UNIFY Financial Credit Union, and LPL Financial. He serves on the board of the Holy Resurrection Coptic Orthodox Church. Copper Financial primarily serves credit union members and provides financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm offers services to both individual and institutional clients, including trusts and foundations, while acting as a fiduciary and conducting due diligence on portfolio managers.

Andrew Jacobson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 credentials with 28 years of industry experience. He has worked at SteelPeak Wealth Management since 2017, and prior to that spent four years with Wells Fargo Clearing and Wells Fargo Advisors LLC. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investment strategies, employing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Cole Brownell is a CFP® with eight years of experience in the financial services industry. He is currently with SEIA and has prior experience at Royal Alliance and Mass Mutual. Brownell's professional background also includes roles outside financial services, such as positions at Farfalla Trattoria and Agoura's Famous Deli. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by research and offers a range of managed account programs and financial planning solutions across discretionary and non-discretionary platforms.

Allison Clago is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked at B. Riley Wealth Advisors since 2019 and previously held positions at National Securities Corp and Wedbush Securities Inc. Outside of her advisory role, Clago serves as a board member of Providence Cedars Sinai Tarzana Medical Center and is president of the Clago Family Foundation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Olivia La Qua is a financial advisor at Genter Advisors LLC with two years of industry experience. She holds a Series 65 designation and has worked at Genter Capital Management since 2022. Prior to her current role, she held positions at Geico and the San Diego Workforce Partnership. Genter Advisors LLC provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a combination of fundamental and cyclical analysis to select pooled investment vehicles, offering both pooled mutual fund and ETF strategies as well as separate account management.

Bradley Harris is a financial advisor with Perennial Financial Services in Los Angeles, holding a Series 66 license and 19 years of industry experience. He has been with Perennial since 2017 and has worked with LPL Financial since 2007. Outside of his advisory work, he is an NBA season ticket holder and occasionally sells tickets at fair market value. 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, utilizing multiple platform relationships and third-party managers to tailor portfolios according to client goals and risk tolerances.

Vered Justin is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 23 years at Legend Equities Corporation. She is also president of Justin Industries, a consulting business, and sells health and life insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple platforms, supported by an internal investment management team that uses proprietary screening tools and provides various portfolio customization options.

Craig Pierce is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining SEIA and SES LLC in 2026, he worked at First Trust Portfolios L.P. for 21 years. He also serves as a Business Development Officer at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

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®-credentialed financial advisor with 10 years of industry experience. She currently works at SEIA and previously spent 11 years at Lazard Asset Management. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporations. The firm employs a client-driven investment process supported by dedicated research and offers a range of managed account programs alongside modular and comprehensive financial planning options.

Daniel Tang is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently an advisor at Composition Wealth, LLC, joining the firm in 2022 after previous roles at Karp Capital Management Corporation and UBS Financial Services Inc. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion through a multi-advisor platform. The firm serves individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation focused investment approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, complemented by fundamental and technical analysis and third-party asset management.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses. She has experience at New York Life Investments, Bank of America, Star Mountain Capital, and The Rohatyn Group. Prior to her advisory career, she worked with LA Models/STATE Model Management. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation and tactical adjustments, and it offers a mix of discretionary and non-discretionary managed-account programs.

Brooks White is a CFP® professional at Forum Financial Management, LP with five years of industry experience. He previously worked at Lamia Financial Management from 2016 to 2019 before joining Forum Financial Management, where he has been since 2019. 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 following a Modern Portfolio Theory approach.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Brenda Chatman is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach with fundamental manager analysis and ESG screening, and it offers additional services including held-away account management and cash management solutions.

Jonathan Loyhayem is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2025. He has experience operating Alevo Financial & Insurance Agency and Alevo Wealth Management, where he oversees staff and business operations. In addition to his advisory role, he serves as CEO of Jonathan & Ethan Inc., a real estate management company. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements. The firm employs various analytical approaches to guide allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Sean Righter is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. during his career. 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 offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, with an investment approach that combines macroeconomic assessment, fundamental research, and active management across global portfolios.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Sowell Management since 2018, with prior experience at Sunset West Advisors and D A Investments. Outside of his advisory role, he is the owner of GLC Management, a real estate company. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm provides investment management, financial planning, retirement-plan advisory, and related consulting services through a multi-branch independent contractor model with over 100 advisors.