Semir Amin is a financial advisor at Select Money Management, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management since 2010, alongside roles at Securities Equity Group and Select Portfolio Management. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm employs a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to construct model portfolios and selects and monitors unaffiliated third-party managers.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, 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 portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor with Blackridge Asset Management, LLC who holds Series 63 and Series 65 designations and has 37 years of industry experience. Her prior roles include positions at ClearBridge Investments LLC, Legg Mason & Co LLC, and Cheviot Value Management. She is also a co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset allocation strategies supported by vendor analytics and approved sub-managers.

Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Monica Baier is a CFA® charterholder with five years of industry experience. She is currently with Everett Harris & Co., where she has worked since 2008. Everett Harris & Co. provides discretionary and non-discretionary investment management services to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, managing a diverse portfolio that includes U.S. and foreign equities, fixed income, commodities, and options.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap‑fee investment advisory program. The firm is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Jacob Cooper is a CFP® professional with 11 years of experience in the financial services industry. He is currently an advisor at SEIA and has prior experience at UBS Financial Services Inc., where he worked for nine years. Outside of advisory work, Cooper is involved in the acquisition and management of residential investment properties. SEIA provides investment advisory and planning services to a broad client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven, research-supported investment process with offerings ranging from managed accounts to comprehensive financial planning and retirement consulting.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Gary Mccarver is a CFP® with 25 years of experience in financial planning and investment advisory. He is currently with Select Money Management, Inc. and has held roles at Securities Equity Group and Select Portfolio Management, Inc. Outside of his advisory work, he is a published playwright, author, and director, and owns businesses involved in financial planning, insurance sales, and website design. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments. The firm uses a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to manage approximately $1.5 billion across around 825 client relationships.

Kyle Mcpherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with SEIA in Los Angeles, having previously worked at Canterbury Consulting, Royal Alliance Associates, INC., First American, and Deutsche Bank. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, offering a range of managed account programs and financial planning services. The firm employs a client-driven investment process supported by research and an Investment Committee, managing approximately $22.5 billion in assets across discretionary and non-discretionary strategies.

Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Virtue Capital Management since 2019, following four years at Horter Investment Management, and has been self-employed in insurance and annuity sales through Retirement Thru Design since 2005. Aaronson occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative optimization and proprietary models that incorporate economic data.

Ben Lawler is a Series 66-credentialed advisor with 20 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a practice with Pro Active Advisors, a CPA firm providing tax preparation and accounting services. Additionally, Lawler is an attorney with his own law firm and operates a handyman services business. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a variety of investment vehicles and integrates AI tools for portfolio analysis and client services.

Will Theodore is a financial advisor with Empirical Wealth Management in Los Angeles, holding a Series 65 credential. He joined the firm in 2025 and has prior work experience at TigerConnect and Southern Glazer's Wine & Spirit. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of financial planning, tax preparation, retirement consulting, and affiliated real estate and insurance services.

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 financial advisor at Signature Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and Pettinelli Financial Partners. Outside of her advisory role, she is an Associate Relationship Manager at SIA LLC, focusing on RIA sales and service. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a research-driven investment approach combining strategic macro and tactical micro allocation, serving over 7,000 client relationships through a team of eight advisors.

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.

Oleg Katrikh is an investment advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Gold Coast Securities, Inc. for 20 years. Outside of his advisory role, Katrikh serves as president of an insurance agency and is the executive director of operations for Retirement Benefits Consulting, LLC. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process utilizing model portfolios, third-party managers, and a multiphase due diligence approach.