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 industry experience. He is currently an advisor at SEIA, having previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, Cooper is involved in residential property acquisition and management as a partner in a rental property business. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a broad range of portfolio management and financial planning services.

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 26 years of experience in financial advising, currently serving at SEIA. He has held positions at multiple firms, including Securities Equity Group and Select Portfolio Management, Inc., and has been involved in insurance sales and financial planning since the late 1990s. Outside of advising, he is an independent website designer and a published playwright, author, and director. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical investment processes across a variety of portfolio management and financial planning services, with a notable emphasis on non-discretionary management and specialized offerings.

Kyle McPherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently affiliated with SEIA and has prior experience at firms including Canterbury Consulting and Deutsche Bank. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services.

Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining Virtue Capital Management in 2019, he worked at Horter Investment Management and Prudential Equity Group and has operated Retirement Thru Design since 2005, where he is involved in insurance and annuity sales. He occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management serves a broad client base including individuals, trusts, estates, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager due diligence. The firm employs a multi-team model with customizable portfolios and combines tactical, strategic, and dynamic investment approaches.

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 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.

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.