James Lull is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm applies Modern Portfolio Theory with a combination of strategic and tactical asset allocation, supported by quantitative and qualitative research.

Tony Nguyen is a financial advisor at SEIA with 23 years of industry experience and a Series 66 designation. His prior roles include positions at SES Inc., Royal Alliance Associates, Sii, RBC Securities, Banc of America Investment Services, and Wells Fargo Investments. He also serves as a senior trader within SEIA. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a disciplined investment process combining strategic asset allocation with tactical allocation and security selection, offering a range of portfolio management and financial planning services with a focus on both discretionary and non-discretionary strategies.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. 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, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

John Mabini is a CFP® with 20 years of industry experience, currently serving at One Capital Management, LLC since 2022. His prior experience includes roles at Tiaa, TIAA-CREF, Bank of America, Merrill, and Morgan Stanley. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm employs a customized, globally balanced investment approach that combines active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Gregory Sherman is a Series 66-registered advisor at Citizens Private Wealth with 16 years of industry experience. He previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase Bank and Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, charitable organizations, and foundations. The firm offers discretionary and non-discretionary investment management alongside tax, estate, and business consulting services, with an investment approach centered on long-term asset allocation within an open-architecture framework.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, and Bowen Advisors. Matthew also provides administrative support to Golden State Wealth Management through a separate business entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, portfolio management, financial planning, and retirement consulting. The firm utilizes a discretionary portfolio management approach, incorporating various analytic methods and third-party managers, and provides flexible fee arrangements primarily based on assets under management.

Robert Driscoll is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm follows a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and it manages approximately $9.47 billion in discretionary assets.

Nicholas Gardner is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and TIAA from 2017 to 2025, and Fisher Investments from 2006 to 2017. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, employing a macroeconomic-guided approach that blends active large-cap equity management with ETFs and diversified fixed income.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding the Series 66 designation and bringing 16 years of industry experience. He has been with NWF Advisory since 2013 and is also active with OSAIC. Outside of his advisory role, he is a member of the USC Marshall Alumni Association and serves as president of a family-owned S corporation established for tax purposes. NWF Advisory Services is 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, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Michael Burr is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Westmount Asset Management LLC, Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments, including private and interval funds, and is recognized for managing multi-manager private funds and pooled investment vehicles.

Michael Evans is a CFP® with 29 years of industry experience, currently serving as a senior partner at SEIA. His career includes positions at SES Inc., Royal Alliance Associates, Signator Investors, and Charles Schwab. He is licensed for insurance sales and service related to financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment approach that combines strategic and tactical asset allocation, offering a range of portfolio management and financial planning services.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical micro-allocation and a six-step investment process, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wolfies, Target, FedEx, and Fruci and Associates. Ottmar also spent over a decade at Liberty High School prior to his financial services career. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and trusts. The firm focuses on mutual funds and managed strategies, supplementing portfolios with private and interval funds, and serves as a private fund adviser and sub-adviser while managing pooled investment vehicles.

Sean Bingham is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, he worked at Wheatley Bingham & Baker Law Firm and held positions at Louisiana State University and the University of Arizona. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Steel Peak Wealth Management. He currently serves as Director of Investment Strategy at SEIA. 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 combination of strategic and tactical asset allocation supported by an Investment Solutions Group and Committee, offering a range of portfolio management and financial planning services across both discretionary and non-discretionary account structures.

Jill Henderson is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms, including Kingswood Capital Partners, LLC, Forta Financial Group, Inc., and Financial West Group. In addition to advisory services, she is licensed to sell life and accident insurance products, dedicating a small portion of her time to these activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Gary Liska is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with SEIA and has held roles at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of advisory work, he serves on the board of a homeowners association, where he assists with budgeting and meeting management. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation through a structured six-step investment process and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Alexander Chumas is a financial advisor at SEIA with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Signature Estate & Investment Advisors, LLC. Prior to his advisory roles, he was employed at the University of Southern California and New Mexico State. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment approach and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management and specialized investment strategies.