Zachary Statzer is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at Ford Financial Group and LPL Financial. Outside of advising, he is the owner of Imago Dei Coffee, LLC, a non-investment-related business. Perennial Investment Advisors provides investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines various investment strategies and technologies, including AI tools and multiple custodian platforms, to tailor and manage client portfolios.

Christopher Vallejo Jr. is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has been with Abacus Wealth Partners since 2021. Prior to his financial advisory career, Vallejo held roles at Regal Wine Company and engaged in music and arts activities, including self-employment as a musician and work with the Zhen Music and Arts Institute. Abacus Wealth Partners serves a broad range of clients, including high-net-worth individuals, families, and organizations, offering financial planning, consulting, and investment management services. The firm uses a passive-oriented, asset-class investment approach with options for ESG screening and also sponsors the Align Impact private fund.

Reza Zamani is a financial advisor at SteelPeak Wealth, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with SteelPeak since 2012. Prior to joining SteelPeak, he worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, he is a managing member of ZAMANI CAPITAL, LLC and ZAMANI ENTERPRISES, LLC, which are involved in real estate activities, and he is also a fixed insurance agent with Steel Peak Estate & Insurance. SteelPeak Wealth serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement consulting, often implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Maziar Esmailbeigi is a financial advisor at SteelPeak Wealth, LLC with 24 years of industry experience and holds a Series 66 designation. He previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018 and has been with SteelPeak Wealth Management since 2012. In addition to his advisory role, he is involved as a fixed insurance agent at Steel Peak Estate & Insurance. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement consulting, discretionary portfolio management, alternative investment strategies, and access to margin solutions, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Jacqueline Yapp is a CFP® professional with 12 years of industry experience. She is currently with Siebert AdvisorNXT, LLC., where she has worked since 2022. Prior to that, she was with Wealthsource Partners, LLC for six years and Avant Garde Advisors LLC for five years. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with human advisor support and offers both discretionary and non-discretionary management options.

Abdullah Safdari is a financial advisor at Simplicity Wealth with six years of industry experience. He previously worked at LifePro Asset Management, LLC, and is the founder and president of NACPE, Inc., which focuses on insurance and annuity sales. Safdari is also the founder and president of College Planning Experts, providing college planning and financial aid consulting, and co-partner of La Michoacana Authentic Ice Cream Parlor. Simplicity Wealth serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios, third-party manager oversight, and technology-driven advisory and operational support for advisers.

Edgar Haroutunian is a CFP® with six years of experience in the financial industry. He is currently an advisor at SEIA and has previously worked at firms including TCW LLC and Paulson Investment Co., LLC. Outside of his advisory role, he manages merchandise sales through Amazon.com. SEIA provides investment advisory and planning services to a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process with a range of managed account programs and planning options, serving over 9,500 clients with approximately $22.5 billion in assets under management.

Sean Cauvel is a CFP® with 16 years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has been with Westmount Asset Management since 2007. Westmount Partners, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth households, as well as pension plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on portfolios constructed primarily with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Lucky Radley is a Series 66 licensed advisor with nine years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously at StockCross Financial Services. He is a dual employee working full time split between Muriel Siebert & Co., Inc. and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm uses an algorithmic implementation of Modern Portfolio Theory through its AdvisorNXT platform to construct portfolios of low-cost ETFs and ETNs, offering both discretionary and non-discretionary management alongside access to independent managers and specialty strategies.

Joel Hahn is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for 13 years. Outside of his advisory role, Hahn volunteers with Shepherd of the Valley, a nonprofit organization focused on fundraising for education costs. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios that combine active large-cap equity management, ETFs, and diversified fixed income.

Samantha Bakke is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Outside of finance, she was involved with Awakened Yoga Global Healing Center for three years. 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 employs a globally balanced investment approach that combines active management of large-cap equities, ETFs, and diversified fixed income guided by macroeconomic analysis and fundamental research.

Dane Streeter is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Perennial Financial Services and its related entities since 2009 and also maintains an affiliation with LPL Financial since 2007. Streeter serves as President of operations for Perennial Financial & Insurance Services, focusing on fixed insurance products. 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and provide retirement plan consulting combined with licensed insurance services.

Adam Worth is a financial advisor at The Partners Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at SCF Investment Advisors, SCF Securities, and Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies implemented through various models and managers, typically with discretionary authority from clients.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Steel Peak Wealth Management, LLC, and currently maintains MAK Wealth Management, LLC for tax and liability purposes. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by offering investment management, financial planning, and consulting services. Its investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and emphasizes primarily non-discretionary asset management.

Eric Lin is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Westmount Asset Management in 2022, he worked at Clever Care Health Plan from 2020 to 2022 and attended Occidental College from 2016 to 2020. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for several multi-manager pooled funds, offering clients access to a range of investment strategies including private equity and real estate through specialized pooled vehicles.

Jacob Hungarter is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and several healthcare technology firms. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion in assets. The firm serves individuals, trusts, businesses, and retirement plans through a long-term, asset-allocation driven approach using diversified portfolios of mutual funds, ETFs, stocks, and bonds, along with selective use of options and private investments.

Veronika Saparova is a financial professional at NWF Advisory Services Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Sage Point Financial, and OSAIC before joining her current firm. Outside of her advisory role, she participates as a seller on the social e-commerce platform Poshmark. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies where appropriate.

Sasan Faiz is a financial advisor with Morton Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morton Capital Management since 2008. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized strategies set by an internal Investment Committee while customizing portfolios to client objectives, focusing on risk management and volatility reduction.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

Patrick Dwyer is a CFP® professional with 25 years of experience in the financial industry. He is currently with RBC Securities, Inc. and has been associated with City National Bank since 2010. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a banking parent, providing access to diverse financial and trading services.