Michael Taila is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Rochdale Investment Management, Rim Securities LLC, and City National Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized, collaborative planning process and uses third-party software and simulations to support its financial planning, while keeping its fiduciary planning separate from implementation and execution services.

Briana Bowker is a CFP® professional with eight years of industry experience, currently serving at Signature Investment Advisors, LLC. Her prior roles include positions at Royal Alliance Associates, Pettinelli Financial Partners, and Steve and Kate's Camp. She holds a Series 66 license. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, and institutional plans through a variety of branded programs. The firm’s investment approach combines strategic macro and tactical micro asset allocation guided by a dedicated research group and an Investment Committee, with offerings that include discretionary and non-discretionary strategies as well as ancillary services like cash management solutions.

Artin Bandari is an Investment Advisor Representative at NWF Advisory Services Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2012. In addition to his advisory role, Bandari is licensed as an insurance agent, providing fixed and fixed-index annuities and life insurance products to clients. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed portfolios and third-party model portfolios.

Christopher Werner is a financial advisor at Westmount Partners, LLC with 20 years of industry experience. He holds a Series 65 credential and worked at Westmount Asset Management from 2006 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm specializes in constructing tailored portfolios using mutual funds and managed strategies, and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

Judith Harlan is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial services industry. She has worked at OSAIC since 2018 and previously held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Harlan is based in Los Angeles, CA. She is an advisor at NWF Advisory Services, a multi-team SEC-registered investment adviser managing approximately $6.4 billion in client assets. The firm serves primarily individual and high-net-worth clients through a technology-driven platform offering portfolio management, model portfolios, SMA/UMA programs, financial planning, and retirement plan consulting.

Zachary Stein is a financial advisor at One Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and joined One Capital Management in 2025 after eight years with TIAA-CREF Individual & Institutional Services, LLC. Prior to that, he had a year-long role at AlliedUniversal Security-RTD Account. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, specializing in customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Christopher Good is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and over 18 years of industry experience. He has been with Hilltop Securities since 2006. Outside of his advisory role, he provides part-time in-home respite care for his special needs daughter through a program compensated by the State of California. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and fiduciary services through an open-architecture platform with notable municipal bond strategies and custody capabilities.

Elana Yaffe is a CFP® professional with two years of industry experience, currently affiliated with Vicus Capital, Inc. She has held roles at Defrate & Paavola LLC and Morton Wealth, among others. Yaffe serves as a financial planning specialist at Defrate & Paavola LLC in addition to her work at Vicus Capital. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Jeffrey Sarti is a CFA® charterholder with 17 years of industry experience. He 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 consulting, and business consulting services, using standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.

Patrice Bening is a CFP® and Series 63 credentialed advisor at Morton Wealth with three years of industry experience. Prior to joining Morton Capital Management in 2019, Patrice worked at CIT Bank and has longstanding affiliations with Bank of America and Banc of America Investment Services dating back to 2005. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin strategies.

Chad Francis is a financial advisor at HBW Advisory Services LLC with eight years of industry experience. He holds a Series 65 designation and has worked at HBW Advisory Services since 2018, following seven years at Gordon Biersch. Outside of his advisory role, Francis serves as president of Thrive Stewardship Financial Advisors, Inc., where he provides notary public and trust services, and he assists clients with revocable living trusts through Encorestate Plans on a non-compensated basis. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it is notable for its high client load per advisor and its combination of retail, charitable, and institutional services.

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC, holding the PFS™ designation and Series 66 license. He has 25 years of industry experience and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Oberstein is also a CPA and owner of RSO Advisors, LLP, a tax preparation and accounting business, and serves as secretary/treasurer on the board of David H Fell & Co., Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Victoria Murphy is a financial advisor at SEIA with a Series 65 designation and three years of industry experience. Prior to joining SEIA in 2025, she worked at Steel Peak Wealth Management, LLC for four years and has held roles in various other industries, including animal hospitals and digital media. Outside of finance, she serves as Director of Operations for Chris Sailer Kicking LLC, a football training company. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches and offers a wide range of portfolio management and financial planning services.

Charles Warner is a financial advisor at Genter Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Quasar Distributors, LLC since 2001. Located in Los Angeles, CA, he is part of a multi-team advisory staff. Genter Capital Management provides discretionary investment supervisory services to a diverse client base, including individual and institutional investors such as pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Jason Horg is a financial advisor with Perennial Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, Capital Financial Services, Inc., and Mariner Independent. Outside of advisory work, he serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities.

John Petrick is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and has worked with LPL Financial since 2004. Petrick is also the founder and producer of Perennial Legacy Insurance Solutions, a non-variable insurance business. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan consulting, utilizing multiple platform relationships and third-party managers to tailor portfolio management and retirement solutions.

William Klepper is a financial advisor at Genter Capital Management with 21 years of industry experience. He holds a Series 65 designation and has been with Genter Capital since 2008. Outside of his advisory role, Klepper teaches at California Lutheran University and Keller Graduate School. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental analysis and quantitative techniques across equity and fixed-income strategies, managing a registered fund and multiple ETFs while overseeing $7.1 billion in assets.