Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Krikor Demirjian is a financial advisor at Vanderbilt Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Financial Group, Western International Securities, Inc., Financial West Group, and LPL Financial. Outside of advisory work, he serves as a caretaker for his elderly mother and is involved in insurance sales, including accident, health, life, variable, and fixed insurance products. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment approach that combines strategic asset allocation and multiple analytical methods tailored to client objectives.

Jae Yu is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. His work history includes roles at SES Inc., Royal Alliance Associates, Inc., BancWest Investment Services, Inc., Bank of the West, and Lockwood Advisors, Inc. He is also involved as a product wholesaler for SIA model solutions. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm utilizes a research-driven investment process combining strategic macro and tactical micro allocation, with offerings that include discretionary and non-discretionary portfolio management and ancillary services such as seminars and a cash management solution.

Nolan Alinsod is a financial advisor at Aspiriant, LLC with four years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2021. Prior to his advisory role, he held positions at AdventHealth and several educational institutions including Walla Walla University and Glendale Adventist Academy. Aspiriant primarily serves high-net-worth individuals and families, as well as professional fiduciaries and select institutional clients. The firm offers comprehensive wealth management services, including investment management, tax and estate planning, and family office support, utilizing a customized investment approach that incorporates internal research and a variety of investment options.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.

Colette Erasmus is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2018 and previously spent eight years at Stockcross Financial Services. Erasmus splits her time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and various managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management alongside access to third-party and independent sub-advisers.

Dennis Wee is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Westmount Asset Management from 2008 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative private funds, while also acting as a private fund adviser and sub-advisor for multi-manager private funds.

Jacob Kok is an advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he was employed at SES LLC and SIA LLC, following time as a student. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm combines strategic macro asset allocation with tactical micro allocation, utilizing both discretionary and non-discretionary offerings supported by quantitative and qualitative research.

Ross Gerber is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC from 2012 to 2018 and has been with Gerber Kawasaki since 2010. Outside of advisory work, Gerber is involved in several ventures including co-founding Cocoon Music LLC, working as a consultant and speaker in expert networks, and holding minority ownership and advisory roles in various firms such as Roundhill Financial Inc. and House Hack LLC. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored portfolio strategies with active management techniques and provides alternative investment access alongside digital tools and standardized programs.

Cranston Gesell Jr. is a financial advisor with One Capital Management, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience and has held advisory positions at firms including Mutual Securities Inc, Professional Planning, and Sun Financial Group. Gesell serves as a board member of the Simi Sunrise Rotary Charitable Foundation. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, retirement solutions, and advisory services. The firm specializes in customized, globally balanced portfolios that blend active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Leonard Teplitsky is a financial advisor with Vanderbilt Advisory Services in Marina Del Ray, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Vanderbilt Securities, OSAIC, Northwestern Mutual, Eastward Capital Partners, and PNC Wealth Management. Outside of advisory work, he is involved in selling and servicing fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation and offers a range of discretionary and non-discretionary portfolio management options, supported by integrated retirement-plan and benefits services.

Brian Altounian is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2026, following a year at Miramontes Capital, LLC and over a decade of self-employment. Outside of his advisory role, he is the owner and founder of Harbor Light Financial Strategies, LLC, which focuses on insurance and annuity sales as well as financial education. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, using a strategic asset allocation process supported by fundamental, technical, and charting analysis, with an integrated adviser, broker, and plan-administration structure.

Steven Cowley is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cowley has been with One Capital Management since 2004. 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 and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She has been with Morton Capital Management since 2013. 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, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Morton Wealth, he worked at US-LBM, Flanders Inc, Phelan Auto Group, and Polay and Clark. Outside of his advisory role, he is a partner in Lake Tahoe Luxury Restrooms, a business providing portable restroom trailer rentals for events. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by offering customized investment management, financial planning, and business consulting. The firm employs modern portfolio principles with an emphasis on diversification and risk management, combining quantitative and qualitative manager research to implement client objectives.

Michaela Hurtienne is a CFP® professional with seven years of industry experience, currently serving as an Associate Advisor at SEIA. Her prior experience includes roles at SES Inc., Royal Alliance, and Techstyle Fashion Group. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic asset allocation and tactical security selection through a structured investment process, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Jordan Dillon is a financial advisor with Wedbush Securities Inc. based in Woodland Hills, CA. He holds a Series 66 designation and has been with Wedbush Securities since 2023. His prior experience includes roles outside the financial industry, such as panelist for LPCC Movement and work with CNN. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of portfolio management and research services.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. Outside of his advisory roles, he is involved with Meet Me In The Cloud INC, an ongoing business activity since 2018. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide portfolio management.