Nicholas Valaika is a CFP® with Morton Wealth in Calabasas, CA, and has two years of industry experience. Prior to joining Morton Wealth, he worked for Jimmy Dorian Insurance Agency, Inc. and held positions with the Pittsburgh Pirates and the University of California Los Angeles. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs modern portfolio principles focused on diversification and risk management, combining mutual funds, ETFs, fixed income, and alternatives, and is notable for its direct involvement with pooled investment vehicles.

John Williams is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Citizens Private Wealth and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. Williams is also a Managing Director at Blue Ocean Companies, where he provides business consulting services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm offers discretionary and non-discretionary investment management, tax and estate structuring, and recently added Business Consulting Services focused on multigenerational family and closely held business matters.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones and has held various other roles outside the financial services industry. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical management through a structured investment process and offers a range of portfolio management and financial planning services.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. Morton Wealth is a multi-advisor 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 tailored to client objectives, focusing on risk management and volatility reduction, and offers a range of portfolio management and consulting services.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. 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.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.

Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA based in Los Angeles, CA, holding a Series 66 designation. She began her career with SEIA and SES LLC in 2024, following nine years as a student. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management, financial planning, and consulting services, using a structured investment process that combines strategic and tactical approaches.

Gali Sherman is a financial advisor with Mutual Advisors, LLC, holding a CFP® designation and over 28 years of industry experience. She has worked at several firms including Naviguide Wealth Partners and Cetera Advisor Networks. Sherman is president and founder of Naviguide Wealth Partners, Inc., and is involved in managing fixed insurance businesses as well as commercial real estate ownership. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm provides advisory services employing both active and passive strategies, emphasizing diversification and tailored portfolio management through various analytical approaches and third-party platforms.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, Aubrey held roles at Ses LLC, 12th Tribe, and LoanDepot, as well as positions related to information security and technology at Chapman University. SEIA is a multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical investment approaches through a structured process and offers a range of portfolio management and financial planning services, with a particular focus on non-discretionary management.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

Richard Kim is a financial advisor at Diversify Advisory Services, LLC in Los Angeles, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at KLK Capital Management, M.S. Howells & CO, and East West Bank. He also worked at Purdue University for four years. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models and platforms, and offers a broad range of investment instruments and strategies tailored to client objectives.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

Stephen Loh is a financial advisor with B. Riley Wealth Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at National Securities Corporation and Wedbush Securities Inc. Loh also serves as an agent for B. Riley Wealth Insurance in a role related to fixed insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs including advisor-managed portfolios, third-party managed programs via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Timothy Demshki is a financial advisor at Genter Capital Management in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quasar Distributors, LLC since 2001. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered fund and multiple ETFs, and oversees $7.1 billion in assets as of the end of 2024.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC with one year of industry experience. She holds a Series 66 credential and has worked previously at firms including 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. Westmount Partners provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm emphasizes tailored asset allocation through mutual funds and managed strategies and is notable for managing multi-manager private funds and acting as a private fund adviser and sub-advisor.

Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with several firms, including Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of his advisory role, Lev is involved in managing a pass-through LLC focused on bookkeeping and payroll. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual and institutional clients. The firm employs a combined strategic and tactical investment approach, offering various portfolio management and financial planning services with a notable emphasis on non-discretionary management.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.