Gali Sherman is a CFP® professional with 28 years of industry experience, currently affiliated with The Wealth Consulting Group. She has held advisory roles at multiple firms, including Naviguide Wealth Partners Inc and Cetera Advisor Networks. Sherman serves as president of Naviguide Wealth Partners, Inc. and Naviguide Financial & Insurance Services, and is engaged in commercial real estate as a building owner. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. It offers discretionary portfolio management, financial planning, and consulting, utilizing a blend of active and passive strategies with an emphasis on tailored investment approaches and legal support services.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 designation. He has professional experience in financial services beginning in 2024, including roles at 12th Tribe and LoanDepot. Prior to entering the advisory field, Aubrey held positions related to information security and technology. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation and tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and consulting services.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

Stephen Loh is a financial advisor with B. Riley Wealth Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at National Securities Corporation and Wedbush Securities Inc. Loh also serves as an agent for B. Riley Wealth Insurance in a role related to fixed insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs including advisor-managed portfolios, third-party managed programs via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Timothy Demshki is a financial advisor at Genter Capital Management in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quasar Distributors, LLC since 2001. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, manages a registered fund and multiple ETFs, and oversees $7.1 billion in assets as of the end of 2024.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC with one year of industry experience. She holds a Series 66 credential and has worked previously at firms including 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. Westmount Partners provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm emphasizes tailored asset allocation through mutual funds and managed strategies and is notable for managing multi-manager private funds and acting as a private fund adviser and sub-advisor.

Yevgeniy Lev is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, LPL Financial, and Global Retirement Partners. Outside of advisory work, he is a member of TML Advisors, where he reviews books and minutes for the LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, relying on both discretionary and predominantly non-discretionary management styles.

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Laura Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Financial Transition Partners. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary manager relationships, and multiple wrap program options.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Joseph Ganoe is a financial advisor at Composition Wealth, LLC in Los Angeles, CA with five years of industry experience. He holds a Series 66 designation. His prior work includes roles at RBC Capital Markets, LPL Financial, and The Prudential Insurance Company of America. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investments, and manages approximately $9.47 billion in discretionary assets.

Devin Cruise is a financial advisor at Aspiriant, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs customized investment strategies based on internal Capital Market Expectations and offers a broad range of implementation options, including third-party managers, ETFs, private investments, and mutual funds.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

David Layten is a financial advisor with Signature Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Royal Alliance and The Ayco Company, L.P./Mercer Allied. Layten also serves as an Associate Relationship Manager at SIA, LLC, where he is involved in RIA sales and service. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, and institutions through various branded programs. The firm applies a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary solutions.

Michael Cannone is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management since 2011. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, and it also acts as a private fund adviser and sub-advisor for pooled investment vehicles.

Jamilah Mc Cluney is a financial advisor at Brookwood Investment Group with four years of industry experience and holds a Series 65 credential. She has worked at multiple firms including Redwood Private Wealth LLC, Redwood Tax Specialists, and Black Wealth Financial, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside several affiliated businesses.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Jodi Johnston is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Ameriprise Financial Services, Waddell & Reed, and TD Ameritrade. She also serves as Vice President of Business Development for NWF Advisory Group and is involved in recruiting, business development, and compliance activities within the firm. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture platform that employs risk-tolerance assessments and various portfolio management strategies.

Ethan Smith is a financial advisor at Perennial Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Perennial Investment Advisors, he held roles at LPL Financial, Johanson Transportation Services, and Grand Canyon University. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting for individual clients, trusts, pensions, and corporate accounts. The firm combines discretionary portfolio management and standalone planning services, utilizing both traditional and technological tools, including AI, to tailor and monitor portfolios according to client goals and risk tolerance.