Elana Yaffe is a CFP® professional with two years of industry experience, currently affiliated with Vicus Capital, Inc. She has held roles at Defrate & Paavola LLC and Morton Wealth, among others. Yaffe serves as a financial planning specialist at Defrate & Paavola LLC in addition to her work at Vicus Capital. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Jeffrey Sarti is a CFA® charterholder with 17 years of industry experience. He 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 consulting, and business consulting services, using standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

Patrice Bening is a CFP® and Series 63 credentialed advisor at Morton Wealth with three years of industry experience. Prior to joining Morton Capital Management in 2019, Patrice worked at CIT Bank and has longstanding affiliations with Bank of America and Banc of America Investment Services dating back to 2005. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin strategies.

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Michael Mendell is a financial advisor at Gradient Advisors, LLC in Santa Monica, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at the Los Angeles County Superior Court for nine years. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion, with a focus on a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Jason Horg is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, Capital Financial Services, Inc., and Mariner Independent. Outside of advisory work, he serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, 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 across a range of securities.

John Petrick is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and has worked with LPL Financial since 2004. Petrick is also the founder and producer of Perennial Legacy Insurance Solutions, a non-variable insurance business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolio management and retirement solutions.

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.

John Paul Guimaraes Jr. is a financial advisor at The Wealth Consulting Group with a Series 66 credential and no prior industry experience. His background includes roles at LPL Financial LLC and work at North Ranch Country Club and San Ramon Golf Club, alongside completing full-time studies at California Lutheran University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using both active and passive approaches and provides a combination of legal support, model portfolios, and advisor-enhanced algorithmic services.

Mohamed Akram is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at OSAIC and Bank of the West. Outside of advisory work, he is a shareholder in Travel Care Mexico, a company providing telehealth, ambulance, legal advice, and roadside assistance services to travelers in Mexico. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform for tailored investment strategies.

Laura Zimmerman is a CFA® charterholder with 25 years of industry experience. She has been with One Capital Management, LLC since 2009. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through 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 investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. 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 and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Robert Dovala is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at OSAIC and SagePoint Financial. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform combining advisor-managed portfolios, third-party model portfolios, and various account solutions with an emphasis on strategic long-term investing alongside tactical strategies.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with eight years of industry experience. He has held prior roles at Fidelity Brokerage Services LLC and NYLife Securities LLC. Outside of his advisory work, he is a member of Alignment LLC, which sells a cosmetic acne treatment product online. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households, retirement plans, trusts, corporations, and institutional clients. The firm offers wealth management and financial planning services using both fundamental and technical analysis, with an active management approach that includes systematic rebalancing and tax-loss harvesting.

Lalaine Collantes is a financial advisor at Abacus Wealth Partners with three years of industry experience. She holds a Series 65 designation and has been with Abacus Wealth Partners since 2021. Prior to this, she worked at Westamerica from 1995 to 2021. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, ESG screening when requested, and custom portfolio construction based on clients’ risk profiles and goals.

Andrew Martino is a financial advisor at Savvy in Westlake Village, CA, with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Agia, Valic Financial Advisors, The Prudential Insurance Company of America, and Morgan Stanley. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

Michael Privett is a financial advisor at Morton Wealth with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Morton Capital Management and Manning Wealth Management, Inc. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement with pooled investment vehicles and private fund offerings.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. Perennial Financial Services provides investment advisory and consulting services to individuals, 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 client portfolios and retirement plan consulting.