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.

John Paul Guimaraes Jr. is a financial advisor at The Wealth Consulting Group with a Series 66 credential and no prior industry experience. His background includes roles at LPL Financial LLC and work at North Ranch Country Club and San Ramon Golf Club, alongside completing full-time studies at California Lutheran University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using both active and passive approaches and provides a combination of legal support, model portfolios, and advisor-enhanced algorithmic services.

Mohamed Akram is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at OSAIC and Bank of the West. Outside of advisory work, he is a shareholder in Travel Care Mexico, a company providing telehealth, ambulance, legal advice, and roadside assistance services to travelers in Mexico. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform for tailored investment strategies.

Robert Dovala is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at OSAIC and SagePoint Financial. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform combining advisor-managed portfolios, third-party model portfolios, and various account solutions with an emphasis on strategic long-term investing alongside tactical strategies.

Scott Fellmeth is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has worked at Westmount Asset Management since 2014, following prior roles at Certuity, LLC and Luminous Capital, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm customizes portfolios using mutual funds, managed strategies, and private fund allocations, and is noted for its role as a private fund adviser and for managing multi-manager private funds launched since 2019.

Timothy Lonergan is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, utilizing tailored asset allocation primarily through mutual funds and managed strategies. The firm is also notable for acting as a private fund adviser and sub-advisor, managing multi-manager private funds and allowing alternative share classes for certain investors.

Houlin Yun is a financial advisor at RBC Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, as well as trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Andrew Martino is a financial advisor with Savvy in Westlake Village, CA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, Prudential entities, Morgan Stanley, Merrill, and Edward Jones. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, employing a primarily index-based, long-term investment approach alongside active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.

Michael Privett is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Morton Wealth, where he has worked since 2019, following prior roles at Manning Wealth Management, Commonwealth Financial Network, The Gensler Group, and LPL Financial. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and business consulting services. The firm employs modern portfolio principles focused on diversification and risk management, and is notable for its involvement with pooled investment vehicles and its structured approach to managing potential conflicts of interest.

Denis Massey is a financial advisor at Westmount Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management, LLC since 2016. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a diverse client base, including individuals, institutions, and non-profits. The firm focuses on tailored asset allocation using mutual funds and managed strategies, and it manages multi-manager private funds with a distinctive fee structure.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. 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 client portfolios and retirement plan consulting.