Jae Yu is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. His work history includes roles at SES Inc., Royal Alliance Associates, Inc., BancWest Investment Services, Inc., Bank of the West, and Lockwood Advisors, Inc. He is also involved as a product wholesaler for SIA model solutions. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm utilizes a research-driven investment process combining strategic macro and tactical micro allocation, with offerings that include discretionary and non-discretionary portfolio management and ancillary services such as seminars and a cash management solution.

Nolan Alinsod is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 credential with three years of industry experience. Prior to joining Aspiriant, he worked at AdventHealth and held various roles at Walla Walla University and Glendale Adventist Academy. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management along with wealth planning, family office, and specialty services. The firm creates customized investment programs using a variety of implementation options and offers expanded family office capabilities and access to private investment offerings.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.

William Larsen is a financial advisor with Legacy Wealth Management, LLC in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Milgram Financial and Insurance Services and MassMutual Life Insurance Company. Outside of his advisory work, Larsen is involved in sales and business coaching through Big Life Financial. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.

Michele Fortney Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, Inc. She is also involved with Financial Transition Partners, a business focused on insurance and benefits. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Colette Erasmus is a financial advisor at Siebert AdvisorNXT, LLC. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her prior work includes eight years at Stockcross Financial Services and ongoing roles at Muriel Siebert & Co., LLC and Siebert AdvisorNXT, both affiliated with Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its AdvisorNXT web-based platform. The firm employs an algorithmic approach to portfolio construction using Modern Portfolio Theory and offers access to third-party managers and specialty strategies, with many accounts managed on a non-discretionary basis.

Dennis Wee is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Westmount Asset Management since 2008. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, estates, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Cranston Gesell is a CFP® with over 40 years of experience in financial advising. He is currently with One Capital Management, LLC and has held advisory roles at Mutual Securities Inc, Professional Planning, and Sun Financial Group. Gesell serves as a board member of the Simi Sunrise Rotary Charitable Foundation. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and acts as adviser to the FundX suite of ETFs.

Brian Altounian is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he is involved in insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and combines fundamental, technical, and charting analysis in its investment approach.

Steven Cowley is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cowley has been with One Capital Management since 2004. 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 offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She has been with Morton Capital Management since 2013. 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, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Before joining Morton Wealth, he worked in various roles including at US-LBM and Flanders Inc, and spent five years at Phelan Auto Group. Outside of finance, he is a partner in a portable restroom trailer rental business serving events in the Lake Tahoe area. 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 uses standardized investment strategies tailored to client objectives, focusing on risk management and reduced volatility through diverse portfolio options.

Michaela Hurtienne is a CFP® professional with six years of experience in the financial services industry. She currently serves as an Associate Advisor at SEIA and has previously worked at Royal Alliance and Techstyle Fashion Group. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm employs a structured, research-supported investment process offering both discretionary and non-discretionary strategies tailored to client needs.

Stan Dungca is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held positions at Mutual Securities, Vanderbilt Securities, LLC, and Financial West Group. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering tailored portfolios through active and passive strategies.

Arielle Anderson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Westmount Asset Management since 2017 and previously held roles at Vp Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. In addition to his advisory roles, he has been involved with Meet Me In The Cloud INC since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement tailored investment strategies.

James Lopes is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Cetera Advisor Networks and HBW Securities, alongside managing Lopes Financial Services since 2007. Lopes is also involved in estate planning services, referring clients for trust and estate document preparation. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and is notable for its high client-to-advisor ratio and its institutional and intermediary service offerings.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.