Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes a role at Westmount Asset Management. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and corporations. The firm constructs tailored portfolios primarily using mutual funds and managed strategies while incorporating private and interval funds for alternative exposure, and manages multiple multi-manager private funds launched since 2019.

Jamilah Mc Cluney is a financial advisor with Brookwood Investment Group in Northridge, CA, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC and Blue Ocean Capital Management, among others. She has been involved with Black Wealth Financial, LLC since 2021 and operates her own advisory practice since 2017. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.

Matthew Steiger is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at City National Securities and Convergent Wealth Advisors, LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and is affiliated with a broader financial services group that includes banking, trust, and municipal advisory services.

John Van Dalsem is a financial advisor at SEIA with three years of industry experience and holds a Series 66 designation. His work history includes roles at SES LLC, Royal Alliance Associates, and Signature Estate and Investment Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic asset allocation and tactical adjustments guided by in-house research and an investment committee.

Ellen Strauss is a financial advisor at Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been associated with Quasar Distributors, LLC and Rnc Capital Management LLC for over two decades. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension plans, foundations, and government entities. The firm employs a multi-team approach combining fundamental and quantitative analysis across equity and fixed-income portfolios, and serves as adviser to mutual funds and sub-advisor to ETFs.

Rajiv Vyas is a CFA® charterholder and a financial advisor at Genter Capital Management in Los Angeles, CA, with 10 years of industry experience. He has been with Genter Capital since 2012. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, endowments, trusts, corporations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered dividend income fund and multiple ETFs, and oversees $7.1 billion in assets as of 2024.

Carlos Sanabria is a Series 66-licensed advisor with SEIA in Los Angeles, CA, and has two years of industry experience. His previous roles include positions at SES LLC, Payden & Rygel, and PNC Bank Wealth Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable entities through a multi-team advisory platform. The firm employs a combination of strategic and tactical investment approaches, with a majority of assets managed on a non-discretionary basis, and offers a range of services including investment management, financial planning, retirement plan consulting, and investment consulting.

Jason Thomas is a CFP® professional with 17 years of industry experience, currently serving at One Capital Management, LLC. His career includes roles at Avantax Investment Services and Pure Financial Advisors, among others. Thomas also teaches courses in the CFP program at both Grantham University and the University of California, Los Angeles, primarily focusing on employee benefits. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios integrating active large-cap equity management with ETFs and diversified fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Chad Miller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 66 designation and has worked at SES LLC, Royal Alliance Associates, Inc., Signator Investors Inc., and SEIA since 2015. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

Cameron Lavey is a financial advisor at Genter Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at Genter Capital since 2010, concurrently serving at IMST Distributors, LLC since 2013. Genter Capital Management provides investment supervisory services to a diverse client base including individuals, institutions, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and oversees a registered fund and several ETFs.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

Mark Goldsmith is a financial advisor at SEIA with 39 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management, Securities Equity Group, and Select Portfolio Management during his career. Outside of his advisory role, he is involved in the sale of fixed life and annuity contracts. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers a range of investment management and financial planning services, combining strategic asset allocation with tactical adjustments and a primarily non-discretionary approach to portfolio management.

Brittany Yudkowsky is a CFP® professional with eight years of industry experience, currently serving as an advisor at Morton Wealth since 2015. She works out of 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, emphasizing risk management and customized portfolios based on standardized strategies.

Arnold Samuel is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research, OSAIC, and Sagepoint Financial. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, providing portfolio management, financial planning, manager selection, and retirement consulting. The firm customizes client strategies using model allocations and manager relationships, conducting ongoing account monitoring with various custodians.

Christopher Gasparro is a financial advisor with SEIA in Los Angeles, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining SEIA, he held various positions including roles at AT&T and Oakhurst Country Club. He is also involved in business development activities within SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform, offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments and emphasizes client involvement by managing a large portion of assets on a non-discretionary basis.

Luke Anderson is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at TD Ameritrade and Edward Jones. SteelPeak Wealth serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.