Celia Meagher is a financial advisor at Brighton Jones LLC in Los Angeles, CA, with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Morton Capital Management and Oppenheimer. Outside of her advisory role, she is the founder and owner of Hangurs LLC, a marketplace for moms. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth-management services through a Personal CFO model and family office offerings. The firm combines discretionary and non-discretionary investment management with private-investment opportunities and offers administrative and legal support services through affiliated entities.

Theodore Saade is a senior partner at SEIA with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a team of 132 advisors managing approximately $22.5 billion in assets. The firm employs a systematic, client-driven investment process supported by research and offers a range of managed account programs and financial planning options.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of his advisory role, he is a member and capital contributor of Northshore Capital Investment LLC, a real estate investment entity. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a multi-advisor approach. The firm focuses on long-term, asset-allocation driven portfolio construction using diversified low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. 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 across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Jeffrey Bannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at The Rawls Group, Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. He serves as Vice President and CFO for the Sideline Supporters Boosters Club, a nonprofit organization supporting youth sports. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment management and research team that employs proprietary screening and model portfolios.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. 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 and retirement plan solutions.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.

Hyung Kim is a Certified Financial Planner™ with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co. and Klk Capital Management LLC, where he serves as CEO and portfolio manager. Outside of advisory roles, he is a member of the board of directors at Open Bank and holds leadership positions in other business ventures including insurance services and corporate finance consulting. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. 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, retirement plan solutions, and advisory consulting, utilizing a macroeconomic and fundamental research-driven investment process.

Eric Swanson is a CFP® professional with 29 years of experience in the financial industry. He is currently with One Capital Management, LLC and has previously worked at EP Wealth Advisors, Transamerica Financial Advisors, Inc., and Reilly Financial Advisors. Since 2001, he has been president of Swanson & Associates, Inc., a passthrough entity for receiving commission trails related to insurance products, although he is no longer engaged in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm builds customized, globally balanced portfolios using a combination of active equity management, ETFs, and diversified fixed income, and also serves as adviser to the FundX family of exchange-traded funds.

Theresa Ngo is a financial advisor at SEIA with a Series 66 designation and two years of industry experience. Her prior work history includes roles at SES LLC, Seia LLC, Electrameccanica, BT Western Corporation, and Jetsetter Global LLC. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, offering a range of managed account programs and financial planning services supported by a structured investment process and research group.

Robert Curtiss is a CFP® professional with 27 years of experience in financial advising. He is currently with SEIA and has previously worked at SES Inc., Royal Alliance Associates, Sii, Seia LLC, and D.A. Davidson & Co. Curtiss also has involvement in financial advisory services through Signature Estate & Investment Advisors LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in‑house research group and Investment Committee, offering both discretionary and non‑discretionary programs.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. He has been with the firm since 2016, working within its multi-team structure in Los Angeles, CA. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, focusing on portfolios constructed mainly with no-load mutual funds and other pooled vehicles, while also offering access to alternative and private investments for qualified investors.

Mark Miller is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining One Capital Management in 2022, he worked for First Trust Portfolios L.P. from 2013 to 2022. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm follows a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.