Vered Justin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Justin is also the president of a consulting business and sells health and life insurance. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary fund screening, with advisory support tailored to client needs.

Craig Pierce is a financial advisor at SEIA with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Trust Portfolios L.P. for over two decades. He is also a Business Development Officer at SEIA, involved in RIA sales and service. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary models with an investment process supported by an in-house Investment Solutions Group and Investment Committee.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Samantha Park is a financial advisor at Aspiriant, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Aspiriant since 2008. Based in Los Angeles, CA, her practice focuses on serving high-net-worth individuals and families through comprehensive wealth management. Aspiriant serves primarily high-net-worth clients, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm employs customized investment strategies using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Bryant Saydah is a CFP®-certified financial advisor with over 30 years of industry experience. He is currently with RBC Securities, Inc. and has held prior roles at City National Securities, Inc. and JPMorgan Chase Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent and related entities, offering clients access to diversified advisory and trading services.

Claire Hauck is a CFA® charterholder with 10 years of industry experience. She is currently with SEIA and has previously worked at Lazard Asset Management LLC and Lazard Asset Management Securities LLC for 11 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, offering predominantly non-discretionary investment management alongside financial planning and consulting services.

Daniel Tang is a CFP® with four years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC since 2022. His prior experience includes roles at Karp Capital Management Corporation and UBS Financial Services Inc. Tang holds a Series 65 license and is based in Los Angeles, CA. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets as of year-end 2025.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at New York Life Investments for four years, with additional roles at Bank of America, Star Mountain Capital, and The Rohatyn Group. Outside of advising, she has experience in the modeling industry with LA Models/STATE Model Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, supported by an in-house Investment Solutions Group and Investment Committee.

Luke Dillon is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates. Dillon also maintains a registered representative role at PURSHE KAPLAN STERLING INVESTMENTS, Inc. alongside his advisory duties. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled vehicles. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios to tailor investment solutions.

Mahshid Kamali is a financial advisor at SVB Wealth with Series 65 and Series 63 designations and two years of industry experience. She has worked at SVB Wealth since 2015 and is also a Client Service Specialist at First Citizens Bank & Trust, the parent company of SVB Wealth. SVB Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, with integrated banking, trust, and brokerage services.

Brenda Chatman is a financial advisor at Abacus Wealth Partners in Santa Monica, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach with fundamental manager analysis and ESG screening, and it offers additional services including held-away account management and cash management solutions.

Jonathan Loyhayem is a financial advisor at Gibbs Wealth Management, LLC in Santa Monica, CA, holding a Series 65 credential and with one year of industry experience. He has worked previously with Alevo Wealth Management and Alevo Financial & Insurance Agency, where he is also the owner of an insurance agency. Loyhayem serves as CEO of Jonathan & Ethan Inc., a real estate management company, and is involved in related business activities outside the investment advisory field. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Morris Amiri is a financial advisor at Sowell Management with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sunset West Advisors and D A Investments. Outside of his advisory role, he owns GLC Management, a real estate company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors. Its investment approach includes strategic and tactical allocation, individual equity selection, and customized portfolio design, utilizing mutual funds, ETFs, individual securities, and model portfolios such as the Sowell Visionary Allocation Strategies.

Elizabeth Margalis is a CFA® charterholder with six years of industry experience. She has been with Everett Harris & Co. in Los Angeles since 2010, where she is part of a team of ten advisors. Everett Harris & Co. is an employee-owned firm founded in 1937 that provides discretionary and non-discretionary investment management to a diverse client base including individuals, corporations, pension plans, and charitable institutions. The firm emphasizes fundamental analysis and a buy-and-hold investment approach, managing over $11 billion in assets across approximately 718 client relationships.

James Ward is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at Everett Harris & Co., where he has worked since 1982. He is also a general partner of Rainbow Capital Management, LLC, providing investment management services to a private investment fund, the Rainbow Fund, LP. Everett Harris & Co. offers discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs fundamental analysis and a predominantly buy-and-hold strategy across a diversified range of asset classes, supported by regular investment team meetings and tailored portfolio adjustments.

Sean Shannon is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Monograph Wealth Advisors, LLC since 2015. Outside of his advisory role, he contributes to Libretto, LLC, a financial planning software company, by providing software and strategy improvements. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients, offering investment advisory, wealth planning, pension consulting, and philanthropic services. The firm employs a customized investment approach focused on asset allocation and risk management, utilizing both in-house management and selected sub-advisors.

Jessica Sequeira is a financial advisor with MissionSquare Retirement in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at ICMA Retirement Corporation since 2008. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants with a multi-team advisory structure.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Russell Hoss is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Composition Wealth, LLC. He has two years of industry experience, including prior roles at Future Wealth LLC and Champlain Investment Partners. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles.

Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. 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 employs standardized investment strategies developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.