Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Brian Elliott is a financial advisor at Genter Capital Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Genter Capital Management since 2012. Elliott also serves as Senior Vice President and Director of the Institutional Division, focusing on direct sales and marketing activities for that segment. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs, combining fundamental and quantitative analysis within a disciplined investment process.

Victor Mastrella is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates and Cetera Advisors. Outside of his advisory role, he operates a sole proprietorship as an attorney providing legal consultation and representation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing while also offering tactical strategies and access to third-party advisory models.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Jason Nahoul is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 66 and Series 65 licenses and has 10 years of industry experience. Prior to joining One Capital Management in 2021, he worked at TIAA from 2016 to 2021. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, with a focus on customized, globally balanced portfolios blending active large-cap equity, ETFs, and diversified fixed income.

Mei Wah Wong is a financial advisor at Genter Capital Management with two years of industry experience. She holds a Series 65 designation and has been with Genter Capital Management since 2010. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs, with a notable focus on municipal bonds.

Job Eagleson is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Golden State Wealth Management since 2024, following ten years at LPL Financial and eighteen years at American Express Financial Advisors. Outside of his advisory work, he has an ownership interest in The Artful Editor, a family business located in Santa Monica, CA. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored portfolios.

Alan Simeon is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Eaton Vance for 18 years before joining Perennial Financial Services and LPL Financial in 2024. Simeon also provides investment advisory services through Perennial Investment Advisors, LLC, an independent registered investment advisor he started in 2024. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities, delivering fiduciary portfolio management tailored to client goals across a range of securities. The firm utilizes multiple platform relationships and integrates retirement plan consulting with insurance and dually-registered representative services.

Eliot Lehrman is a Series 65-licensed advisor at Encompass More Asset Management LLC with one year of industry experience. Prior to joining the firm, he worked as a contractor and business strategy consultant for Unified Wealth, LLC, where he focused on business structuring, retirement planning, and tax strategy. Before transitioning to financial services, he spent several years at Marvel Studios. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of advising, he is a Certified Public Accountant involved with Goodfriend & Jacobs, an accounting and bookkeeping firm. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management and comprehensive wealth planning to individuals, trusts, businesses, and retirement plans, employing a long-term, asset-allocation driven approach with diversified portfolios and multiple investment strategies.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

Samuel Coquillard is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Pacific Global Fund Distributors Inc. and Pacific Global Investment Management Co. since 2006. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a primarily long-term and diversified investment approach with a mix of mutual funds, ETFs, individual securities, and alternative investments.

Timothy Sheldon is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at One Capital Management, LLC and has previously worked at TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and serves as investment adviser to the FundX family of ETFs, using a globally balanced, customized approach that combines active equity management with ETFs and fixed income.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has also practiced as a certified public accountant with Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach that combines low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by fundamental and technical analysis and third-party managers.

Michael Ray Norton is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and one year of industry experience. Prior to joining The AmeriFlex Group and Cambridge Investment Research, he held roles at NYLIFE Securities LLC, New York Life Insurance Company, and has experience working in education and food service industries, including at Loyola Marymount University and Chipotle. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and various wrap program solutions.

Dylan Druian is a financial advisor at Morton Wealth with a Series 65 designation and three years of industry experience. Prior to joining Morton Wealth in 2023, he worked at Jersey Mikes from 2021 to 2023. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management, financial planning, and business consulting services. The firm uses a modern portfolio approach emphasizing diversification and risk management, and is notable for its involvement with pooled investment vehicles and private funds.

Daniel Kang is a CFP®, CFA®, and Series 66-licensed advisor with two years of industry experience. He is currently with One Capital Management, LLC, where he has worked since 2026. Prior to this, he spent over a decade with TIAA and TIAA-CREF from 2013 to 2026. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and serves as adviser to the FundX family of ETFs, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

Daniel Gabler is a financial advisor with United Capital Financial Advisors in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 11 years before joining United Capital in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customization options such as ESG and faith-based preferences.

Brogan Mooney is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fidelity Investments, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with tailored portfolio models, combining fundamental and technical analysis, and offers a range of wealth management and financial planning services.