Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of advisory work, he is a capital contributor and member of Northshore Capital Investment LLC, a real estate investment group. 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, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, supported by fundamental and technical analysis and an internal due-diligence process.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. Morton Wealth is a multi-advisor SEC-registered 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 customized to client objectives, focusing on risk management and volatility reduction across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

James Wisdom is a CFP® with 14 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and previously worked nine years at Harvest Investment Services, LLC. He also owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans, utilizing third-party sub-advisers and model portfolios across discretionary and non-discretionary arrangements.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. Morton Wealth is a multi-advisor SEC-registered 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at Edward Jones for 14 years before joining LPL Financial and Perennial Financial Services in 2025. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates new technologies, including AI tools, and offers tailored portfolio solutions through multiple custodians and third-party platforms.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income, and is known for its advisory role to proprietary ETFs and a monthly FundX newsletter featuring fund commentary and rankings.

Eric Swanson is a financial advisor with One Capital Management, LLC, holding CFP® certification and Series 63 and 65 licenses. He has 30 years of industry experience, including roles at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He is also president of Swanson & Associates, Inc., a passthrough entity for commission trails related to insurance products, though he is no longer active in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, with a focus on globally balanced, customized portfolios that blend active equity management and diversified fixed income.

Theresa Ngo is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked previously at Electrameccanica and BT Western Corporation. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of strategic and tactical asset allocation supported by an Investment Solutions Group and offers a variety of portfolio management and financial planning services.

Robert Curtiss is a financial advisor at SEIA with 28 years of industry experience. He holds CFP® and Series 66 designations and has worked with firms including Merrill, D.A. Davidson & Co., and Royal Alliance Associates. Curtiss is also involved with Signature Estate & Investment Advisors LLC, an RIA sales and service entity. 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 structured investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Westmount Asset Management, LLC, Telemus Capital, LLC, RBC Securities, Inc., and Merrill. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to both individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm specializes in tailored asset allocation primarily through mutual funds and managed strategies, with additional exposure to private and interval funds, and manages a series of multi-manager private funds launched since 2019.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Longcourse Capital, Composition Wealth, Barclays Capital, and Morgan Stanley. She serves as a trustee for the College of William & Mary Foundation and as president of the University of Chicago Booth School of Business LA Alumni Board. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches, with access to third-party managers and customized investment strategies.

Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with 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, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal Investment Services, Bei worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms. Outside of advisory work, Bei holds a broker position with Guardian Insurance Company for fixed products new business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers, supported by due diligence and quarterly reviews conducted by an investment committee.