Jan Nicole Vega is a CFP® professional at Aspiriant, LLC with nine years of industry experience. She has worked at Aspiriant since 2020 and previously spent seven years at GenSpring Family Offices, LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm’s approach includes customized investment programs using diverse asset allocation strategies and offers extensive family office capabilities, including accounting and banking support.

Walter Yu is a Series 65-credentialed financial advisor at Abacus Wealth Partners with 11 years of industry experience. He has been with Abacus Wealth Partners since 2014. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates private placements and ESG screening into client portfolios when appropriate.

Lannie Wright is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes 16 years at Whjr Associates and over three decades at OSAIC. Outside of financial advising, Wright is an author focusing on mystery and suspense novels and serves as Vice President of Public Relations for Toastmasters International. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a team of more than 100 advisors. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting using an open-architecture, technology-driven platform.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving at Mission Wealth Management, LP since 2018. Prior to that, he worked at Pure Financial Advisors for one year and was a student from 2014 to 2017. Based in Los Angeles, CA, his experience spans wealth management and financial planning. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, tax planning, estate coordination, and retirement plan advisory services. The firm employs a “total picture” approach integrating investment management with tax, trust, philanthropy, and risk planning, utilizing a mix of internal and third-party resources tailored to client needs.

Dari Rachedi is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Royal Alliance since 2017 and previously at VOYA Financial Advisors and Selective Insurance, where he has also served as CEO of Rachedi Financial Group Inc., an insurance services firm. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement consulting across multiple investment programs.

Wayne Baxter is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with One Capital Management since 2012 and is also the owner of Baxter Financial Services, operating since 2002. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, employing globally balanced portfolios guided by a written Investment Policy Statement and a macroeconomic assessment.

Kami Molin is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds the Series 63 designation and has worked previously with HBW Securities LLC since 2010. Outside of her advisory role, she owns and operates Kami L. Molin Corporation, a tax and accounting services business. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party resources tailored to client needs.

Andrew Ark is a CFP® professional with five years of industry experience. He is currently an advisor with Composition Wealth, LLC and previously worked at Wealthspire Advisors and EisnerAmper Wealth Advisors. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

William Blanton is a Series 66 licensed financial advisor with 27 years of industry experience. He currently works at Composition Wealth, LLC and has previously held roles at Vintage West Capital Management, Kestra Private Wealth Services, Morgan Stanley, and Merrill. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Prior to joining Abacus, he held roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and various institutional entities. The firm follows an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, while also incorporating ESG screening and private pooled investments in suitable client portfolios.

Kushal Shah is a financial advisor with Dynamic who holds a Series 66 designation and has 17 years of industry experience. He has worked at Dynamic since 2019 and was previously with MMWKM Advisors, LLC / Retirement Planners of America from 2015 to 2019. Dynamic serves a broad range of clients including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific portfolio construction and support for other advisers through technology, operational, and compliance services.

Neela Hummel is a CFP® with 16 years of industry experience. She has worked exclusively with Abacus Wealth Partners since 2011, serving in various capacities over more than a decade. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, families, and institutions. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled vehicles for qualified clients.

Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.

Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

Beau Wirick is a financial advisor at Morton Wealth with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory role, he is the president and owner of Wirick Media, a media business he has operated since 2021. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $3 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.

John Allen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles since 2014. He holds a Series 63 license and has worked solely at Aspiriant during his career. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment solutions using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Jeremy White is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 and Series 65 designations. His prior experience includes roles at Ameriprise Financial and Alliance Advisory & Securities, Inc. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a range of clients including individuals, pension plans, trusts, and corporations. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, guided by written Investment Policy Statements and macroeconomic assessments.

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Niklas Axelsen is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously studied at California Polytechnic State University San Luis Obispo. 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’s investment approach combines macroeconomic assessment and fundamental research to guide globally balanced portfolios that blend active large-cap equity management with ETFs and diversified fixed income.

Matthew Kim is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and over 24 years of industry experience. His prior work includes positions at SES Inc., Royal Alliance Associates, Inc., and SII. He also serves as a Relationship Manager at SIA LLC, an investment-related role. Signature Investment Advisors provides discretionary and non-discretionary investment management services to individuals, trusts, pension plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis, and serves a large client base through a combination of relationship management and model strategy platforms.