Ralph Jackson III is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 26 years. Outside of his advisory role, he serves as a board member for Athletic Scholarships R US, an organization assisting high school student-athletes in obtaining college scholarships. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a diverse range of investment vehicles tailored to client risk tolerance and time horizon.

Michael Wirth is a financial advisor at Composition Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has prior work experience with Miracle Mile Advisors, PCF Insurance Services, CC Capital Advisors, Merrill Lynch, and Managed Energy Systems. Outside of advising, he is also licensed as an insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach focuses on long-term, low-cost, diversified portfolios using mutual funds, ETFs, and other securities, and it manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Jae Yu is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. His work history includes roles at SES Inc., Royal Alliance Associates, Inc., BancWest Investment Services, Inc., Bank of the West, and Lockwood Advisors, Inc. He is also involved as a product wholesaler for SIA model solutions. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm utilizes a research-driven investment process combining strategic macro and tactical micro allocation, with offerings that include discretionary and non-discretionary portfolio management and ancillary services such as seminars and a cash management solution.

Nolan Alinsod is a financial advisor at Aspiriant, LLC with four years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2021. Prior to his advisory role, he held positions at AdventHealth and several educational institutions including Walla Walla University and Glendale Adventist Academy. Aspiriant primarily serves high-net-worth individuals and families, as well as professional fiduciaries and select institutional clients. The firm offers comprehensive wealth management services, including investment management, tax and estate planning, and family office support, utilizing a customized investment approach that incorporates internal research and a variety of investment options.

Kevin Ryan is a financial advisor with NWF Advisory Services Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Since 2005, he has worked with NWF Advisory Group and NWF Advisory Services, and he is also involved with OSAIC. Ryan owns a sole proprietorship providing life and health insurance and serves as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.

Mindy Tankel is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles. She has been with Aspiriant and its predecessor firms since 2017 and previously worked at Greenberg Graham Advisors LLC from 2013 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and specialized wealth services including accounting, tax and estate planning, and targeted consulting.

Colette Erasmus is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2018 and previously spent eight years at Stockcross Financial Services. Erasmus splits her time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and various managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management alongside access to third-party and independent sub-advisers.

Dennis Wee is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Westmount Asset Management from 2008 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative private funds, while also acting as a private fund adviser and sub-advisor for multi-manager private funds.

Damian Dering is a financial advisor at Concorde Asset Management, LLC in El Segundo, CA, with 29 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 66. His career includes roles at Concorde Investment Services and Custom Wealth, LLC. Outside of advising, he is involved in insurance sales, particularly related to fixed insurance products and Medicare, and he participates in tax consulting and captive insurance referral activities. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds portfolios tailored to client objectives through asset allocation and model-based strategies, utilizing proprietary and third-party platforms and serving as an overlay manager with discretionary trading responsibilities.

Mary Abundo is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Thrivent Investment Management Inc, Thrivent Financial, Northern Lights Distributors, Counterpoint Mutual Funds, Monograph Wealth Advisors, and Kestra Private Wealth Services. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on constructing diversified, long-term portfolios using low-cost mutual funds and ETFs, along with other investment options, and offers ongoing portfolio management and financial planning.

Jacob Kok is an advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he was employed at SES LLC and SIA LLC, following time as a student. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions through various branded programs. The firm combines strategic macro asset allocation with tactical micro allocation, utilizing both discretionary and non-discretionary offerings supported by quantitative and qualitative research.

Ross Gerber is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC from 2012 to 2018 and has been with Gerber Kawasaki since 2010. Outside of advisory work, Gerber is involved in several ventures including co-founding Cocoon Music LLC, working as a consultant and speaker in expert networks, and holding minority ownership and advisory roles in various firms such as Roundhill Financial Inc. and House Hack LLC. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and ETF sub-advisory services. The firm employs tailored portfolio strategies with active management techniques and provides alternative investment access alongside digital tools and standardized programs.

Leonard Teplitsky is a financial advisor with Vanderbilt Advisory Services in Marina Del Ray, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Vanderbilt Securities, OSAIC, Northwestern Mutual, Eastward Capital Partners, and PNC Wealth Management. Outside of advisory work, he is involved in selling and servicing fixed insurance products. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis with strategic asset allocation and offers a range of discretionary and non-discretionary portfolio management options, supported by integrated retirement-plan and benefits services.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. 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 offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also serves as a liaison between clients and the firm's tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.