Alexandra Shaheri is a financial advisor at Composition Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Composition Wealth, she worked at SteelPeak Wealth and spent four years at the University of California, Santa Barbara. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, utilizing a long-term, asset-allocation driven approach with diversified portfolios and a multi-advisor platform.

Brian Ullmann is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Perennial Financial Services and has prior experience at Ford Financial Group and LPL Financial. Ullmann is a member of the Saint Agnes Men's Club, a philanthropic organization supporting local medical and community programs. Perennial Financial Services provides investment advisory and consulting 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.

Langley Thomas is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Miracle Mile Advisors, Lenox Advisors, and MML Investors Services, among others. Thomas's background also includes non-financial experience at companies such as DoorDash and Canopy Media Partners. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm serves individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach that employs diversified portfolios constructed from low-cost mutual funds, ETFs, and individual securities, complemented by the use of options and private investment funds on a case-by-case basis.

Spencer Sherman is a CFP® with 31 years of industry experience and has been with Abacus Wealth Partners since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Sherman is president of Sherman Financial, where he speaks about emotional intelligence and money. Abacus Wealth Partners serves individuals, families, pension plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm uses a passive-oriented, asset-class investment approach with ESG screening options and offers both discretionary and non-discretionary portfolio management.

Cesar Franco is a financial advisor with NWF Advisory Services Inc in Alhambra, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, INC. since 1997. Outside of his advisory role, he owns a sole proprietorship that sells fixed and variable life insurance and health insurance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering 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, third-party model portfolios, and SMA/UMA solutions.

Daniel Moas is a CFP® and holds a Series 65 license, working with Aspiriant, LLC in Los Angeles, CA. He has three years of industry experience and previously worked at Livingston Group Asset Management Company for two years. Moas has been with Aspiriant in various roles since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using multiple implementation options and offers expanded family office capabilities, including accounting and banking support.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Brittany Huie is a financial advisor at Abacus Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Abacus, she held roles in various industries including healthcare operations and hospitality. Abacus Wealth Partners serves a wide range of clients including individuals, families, and organizations, providing financial planning and investment management with a focus on a passive, asset-class-based approach that incorporates ESG screening and manager selection.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience, having worked at firms including Coastal Wealth Advisors, Ameriprise Financial Services, and Mutual Securities. His current role at Thrivent Advisor Network and related Thrivent entities began in 2023. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, using a range of investment strategies that emphasize low-cost diversified funds alongside equities, bonds, and alternative investments.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Mramor is also an officer and consultant at Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and 529 plan advisory, utilizing multiple platforms and investment options.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. 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 tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Neelab Hakami is a financial advisor at Perennial Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2016 to 2024. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individual, trust, pension, and corporate accounts. The firm employs tailored portfolios with regular monitoring, using a variety of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client services.

Robert Barber is a financial advisor with Perennial Financial Services based in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience, including roles at LPL Financial and Raymond James Financial Services. Barber provides investment advisory services through Perennial Investment Advisors, an independent firm. Perennial Investment Advisors offers investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines discretionary portfolio management with standalone planning services and integrates new technologies, including AI tools, to support client portfolios and operations.

Brian Pytlewski is a financial advisor at Genter Capital Management with 24 years of industry experience. He holds the Series 63 designation and has been associated with Quasar Distributors, LLC since 2001. 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 and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs with a focus on municipal bonds.

Edward Suero is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LOGIX Federal Credit Union, Unionbanc Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is the founder and content creator of Be Grounded Inc, a business focused on transformative mindfulness and meditation. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm emphasizes discretionary portfolio management with tailored strategies using multiple analytic approaches and offers flexible fee arrangements primarily based on assets under management.

Xinyu Huang is a financial advisor at One Capital Management, LLC with two years of industry experience and holds a Series 65 designation. Prior to joining One Capital Management, Huang worked at ATIF Inc. and has experience associated with Washington University in St. Louis as well as the University of California, San Diego. One Capital Management, LLC manages approximately $8.5 billion for a variety of clients including individuals, pension plans, and corporations. The firm builds customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, and it serves as adviser to proprietary ETFs and the FundX family of exchange-traded funds.

Corey French is a financial advisor at One Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Treasury Wine Estates and Sonoma State University. One Capital Management, LLC manages approximately $8.5 billion for individuals—including high-net-worth clients—pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, using a blend of active large-cap equities, ETFs, and fixed income guided by a macroeconomic assessment and a written Investment Policy Statement.

Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Woong Kim is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding CFP® and Series 66 designations and possessing 16 years of industry experience. He previously worked at Merrill from 2016 to 2019 and at Royal Alliance Associates, Inc. from 2019 to the present. Kim also operates under a DBA, Artisan Capital Partners, as a financial professional. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting on a technology-driven platform with both discretionary and non-discretionary investment options.