Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. 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 developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Zane Zent is a CFP® professional with one year of industry experience, currently practicing at Mutual Advisors, LLC. His prior experience includes roles at Protection Point Advisors, Virgin Orbit, and Price Waterhouse Coopers. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, estates, retirement plans, and institutional investors. The firm manages assets using a combination of active and passive strategies, emphasizing diversification and alignment with client objectives, and is notable for its extensive institutional work and use of multiple analytical approaches.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Carl Forster is a financial advisor with Aspiriant, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Aspiriant since 2010. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm offers customized investment programs utilizing various asset allocation strategies, third-party managers, and private investments, supported by extensive family office capabilities and a unique affiliation with Strategic Planning Law Group, PC.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Leila Parvaneh is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Parvaneh is also an insurance agent with Kanani Financial & Insurance Services, where she provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm offers a range of investment approaches, including discretionary management that integrates various analytical methods and may include higher-risk, potentially illiquid investments when appropriate.

Raymond Martinez Jr. is a financial advisor at RBC Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and CITI Private Bank. Martinez serves as a board member for the San Diego Volunteer Lawyer Program, a nonprofit providing pro-bono legal services to disadvantaged individuals. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services within a broader financial services group affiliated with a bank, providing portfolio management and financial planning supported by an affiliated sub-advisor.

Enrique Vargas is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at FreeWill, Gartner, Deloitte, Fujitsu, and multiple tenures at AIG Capital Services and American General Life Insurance. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, and access to alternative investments, using proprietary model portfolios and conducting due diligence on private placements for accredited clients.

Stephen Gilchrist is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Independent Wealth Network in 2022, he worked at GNH Asset Management, Inc. for seven years. Gilchrist operates his own advisory business, Gilchrist Wealth Management, through which he offers securities services. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management, financial planning, and access to third-party managers.

Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.

Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Eddie Chan is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities, providing discretionary asset management and financial planning tailored to client goals. The firm utilizes multiple platform relationships and combines retirement plan consulting with licensed insurance activities as part of its service offerings.

John Williams is a financial advisor at SEIA with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including SES LLC, Royal Alliance Associates, and Signator Investors. Williams also serves as a notary public. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic macro asset allocation and tactical adjustments within both discretionary and primarily non-discretionary management models.

Darren Wald is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of his advisory role, he serves on the board of a local baseball league. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and is affiliated with Citizens Bank, providing access to banking and lending products alongside advisory services.

Anthony Pizzo is a financial advisor at SEIA with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Select Money Management, Inc., and Select Portfolio Management, Inc. Since 2025, he has served as a senior trader at SEIA. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, emphasizing primarily non-discretionary investment management alongside discretionary offerings.

Finn Case is a Series 65-licensed financial advisor at RMR Wealth Builders, Inc. with one year of industry experience. Prior to joining RMR Wealth Builders, he worked in educational roles at University of California Santa Barbara, Santa Barbara City College, Malibu High School, and Malibu Middle School. He also had a two-year tenure at Malibu Delivery. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars.

Matthew Iantosca is a CFP® professional with 18 years of experience in the financial industry. He has worked at Gerber Kawasaki Wealth & Investment Management since 2010 and was previously with LPL Financial for nine years. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a broad range of clients including individual households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis to build individualized portfolios and offers services such as wealth management, pension consulting, and tax preparation.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners in 2026, he worked at L&S Advisors, Inc. for nine years and had earlier roles at Charles Schwab and a brief unemployed period. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and third-party managers.