Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and State Street Global Advisors. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs discretionary, long-term investment strategies using a range of vehicles including ETFs, institutional funds, individual securities, and alternative investments.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and with 10 years of industry experience. Her prior roles include positions at Oxford Tax Partners, Washington National Insurance Company, and multiple advisory and insurance firms. She is also a partner at Impact Leadership Network, where she trains and mentors new insurance agents. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services with an investment approach that combines strategic asset allocation and multiple analytical techniques.

Peter Cappos is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Hilltop Securities since 2014. Outside of his advisory role, he serves as a board member for Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, 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 managed account programs, utilizing an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

Andrew Smith is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes positions at Signature Securities Group and HSBC Securities USA. He is also co-owner of an ecommerce business selling collectibles called The Master of Coin LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting with a focus on diversified allocations and ongoing portfolio monitoring.

Marc Castellani is a CFP® with 12 years of experience in financial advisory, currently with Aspiriant, LLC in Los Angeles. He has held various roles at Aspiriant since 2015. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm emphasizes customized investment programs and provides a broad range of wealth services, including accounting, tax and estate planning, and specialized consulting.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 credential and has held roles at Westmount Asset Management since 2021. Prior to his advisory career, he has varied work experience including positions at The Webb Schools and Occidental College. Westmount Partners provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and offering performance-based fee structures to institutional investors.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

Jeffrey Alpert is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation and four years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services through his sole proprietorship, Alpert Advisers, serving legacy clients. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified funds and conducts regular portfolio reviews and rebalancing.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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 investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.

Franklin Mohri is a CFP® professional with 26 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2002. He also has a long-standing teaching role at Santa Monica College. Outside of financial advising, he owns a family floral business, Rosengarden Florist, in Tarzana, CA, although he is not involved in its day-to-day operations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates primarily through a platform relationship with Envestnet and employs a range of model portfolios and third-party manager relationships.

Adriane Lowe is a CFP® and ChFC® with 46 years of industry experience. She has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company from 1989 to 2017 before joining WCG Wealth Advisors, LLC and LPL Financial, LLC in 2017. She is based in Westlake Village, CA. WCG Wealth Advisors, LLC 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, trusts, and estates. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and sponsored programs.

Caroline Rakness is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at CreativeOne Wealth, Searchlight Investments, and Beverly Drive Financial & Insurance Solutions, where she also serves as a licensed insurance agent. Rakness has taught basic finance at Torrance Adult School and Santa Monica Community College. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies, combining fundamental and technical analysis across a wide range of asset classes and regularly rebalancing portfolios.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Evan Barrett is a CFP®, ChFC®, and Series 66 license holder with 18 years of experience in the financial advisory industry. He is affiliated with Mutual Advisors, LLC and serves as the owner and agent of Barrett Planning Group, Inc., a firm focused on insurance sales. Additionally, he has a background in acting and performing. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, employing a combination of active and passive investment strategies with a focus on diversification and alignment to client objectives.