Mark Miller is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining One Capital Management in 2022, he worked for First Trust Portfolios L.P. from 2013 to 2022. 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 follows a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Integrated Advisors Network since 2016. Outside of her advisory role, Mallow serves as a trustee for the College of William & Mary Foundation and is the president of the University of Chicago Booth School of Business Los Angeles Alumni Board. She is also an advisor and investor in the FinTech company Trinlogix. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a range of investment approaches and often places clients on third-party sub-adviser platforms while overseeing portfolio management and rebalancing.

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.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Jeremy Cumbee is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at Integrity Financial Corporation and Pepperdine University. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies using a diverse range of investment vehicles and offers services through various tiered models tailored to client needs.

Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.

Matthew Oliveira is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and De Sousa Contracting. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as a range of institutional clients. The firm offers discretionary and non-discretionary investment management with a focus on long-term asset allocation within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A.

Heather Scully is a financial advisor at NWF Advisory Services Inc with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Alliance Associates, Inc. and OSAIC. Scully also serves as chief compliance officer for NWF Advisory Services Inc. and NWF Advisory Group, overseeing compliance and regulatory matters. She markets herself as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to tactical strategies and specialized advisory services.

Kyle Demshki is a CFP® professional with eight years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES LLC, Royal Alliance Associates, INC., SII, and Joel Isaacson & Co., LLC. Demshki is based in Los Angeles, CA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform comprising approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management alongside financial planning and retirement consulting services.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Michael Karp is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, Karp is associated with Shanks Crowfoot Limited Partnership, a sports facility in Calgary, Canada. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Brandon Schwartz is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Perennial Investment Advisors since 2017 and is also affiliated with LPL Financial. In addition to his advisory work, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. 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, emphasizing individualized portfolio management through multiple platform relationships and integration of ERISA retirement plan consulting with licensed insurance activities.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Barbara Frenkel is a financial advisor at Hilltop Securities Inc. with 45 years of industry experience. She has been with Hilltop Securities since 1981 and holds a Series 63 designation. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions. The firm operates an open-architecture platform utilizing third-party and firm-sponsored strategies and combines custody, banking, and market-making capabilities.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.

Alex Kim is a financial advisor with SEIA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Payden & Rygel and Royal Alliance. He also serves as Chief Compliance Officer at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other 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 primarily non-discretionary investment management alongside modular and comprehensive financial planning.

Gabriel Brenner is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Abacus Wealth Partners since 2014. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach, incorporates ESG screening when requested, and offers customized portfolio management tailored to clients’ risk profiles and goals.

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, 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 other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Elana Malekan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She previously worked at Eternity Financial and Golden Age Financial, Inc. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of assets and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.