Anthony Amaradio is a financial advisor with Select Money Management, Inc. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. He has been with Select Money Management since 2010 and previously worked at Select Portfolio Management, Inc. from 1997 to 2025. Outside of his advisory role, he is involved with Faithful With Finances, Inc., a nonprofit that publishes financial curriculum for churches and promotes the book "Faithful With Much" through speaking engagements. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm uses a combination of fundamental and technical analysis along with a proprietary tactical asset allocation methodology to construct model portfolios and selects unaffiliated third-party managers for client strategies.

William Pierrepont is a Series 65-licensed financial advisor with First Foundation Advisors, based in Los Angeles, CA, and has three years of industry experience. He also holds roles outside of investment advising, including as a registered representative addressing life and health insurance needs at Transamerica and as a business development associate in video production services at King and Country LLC. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm uses an open-architecture, multi-asset approach and is affiliated with a bank holding company, enabling integrated banking and financial product referral services.

Anneliese Johnson is a financial advisor at Moss Adams Wealth Advisors LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Moss Adams Wealth Advisors since 2001, also working with Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a core-and-satellite investment approach and customized portfolio strategies.

Jonathan Nicolas is a financial advisor at Signature Estate & Investment Advisors, LLC (SEIA) with 21 years of industry experience. He holds a Series 66 designation and has worked previously at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. In addition to his advisory role, he holds an insurance license and is involved in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing the majority of its assets on a non-discretionary basis.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management supported by institutional and retirement plan resources through affiliated entities and third-party partnerships.

Semir Amin is a financial advisor at Select Money Management, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Select Money Management since 2010, alongside roles at Securities Equity Group and Select Portfolio Management. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm employs a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to construct model portfolios and selects and monitors unaffiliated third-party managers.

Stan Choo is a CFP® professional with 19 years of industry experience, currently with Perennial Financial Services in Los Angeles, CA. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. He is also involved as an agent with Perennial Legacy Insurance Solutions. Perennial Financial Services provides investment advisory and consulting to individual clients, 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 portfolio allocations and deliver ongoing retirement plan consulting.

Linda Sherman is a financial advisor with Blackridge Asset Management, LLC who holds Series 63 and Series 65 designations and has 37 years of industry experience. Her prior roles include positions at ClearBridge Investments LLC, Legg Mason & Co LLC, and Cheviot Value Management. She is also a co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset allocation strategies supported by vendor analytics and approved sub-managers.

Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Nicholas Mcdonald is a Series 65-licensed financial advisor with 10 years of industry experience, currently serving at One Capital Management, LLC since 2012. He has also been affiliated with California State University Northridge since 2011. 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 globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, guided by macroeconomic assessments and fundamental research.

Andrew Douille is a Series 65-licensed financial advisor with Mariner Independent, based in Westlake Village, CA, and has two years of industry experience. His work history includes roles at AdvicePeriod and Investment Operation Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated investment relationships.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. 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 uses standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap‑fee investment advisory program. The firm is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Jacob Cooper is a CFP® professional with 11 years of experience in the financial services industry. He is currently an advisor at SEIA and has prior experience at UBS Financial Services Inc., where he worked for nine years. Outside of advisory work, Cooper is involved in the acquisition and management of residential investment properties. SEIA provides investment advisory and planning services to a broad client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven, research-supported investment process with offerings ranging from managed accounts to comprehensive financial planning and retirement consulting.

Brad Barrett is a financial consultant and relationship manager at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2011. In addition to his role at One Capital, he is involved in financial planning and asset management through BSE & Associates, Inc. and has activities in insurance sales. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory services, and acts as investment adviser to the FundX suite of ETFs, using a globally balanced investment approach guided by macroeconomic assessments and fundamental research.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Gary Mccarver is a CFP® with 25 years of experience in financial planning and investment advisory. He is currently with Select Money Management, Inc. and has held roles at Securities Equity Group and Select Portfolio Management, Inc. Outside of his advisory work, he is a published playwright, author, and director, and owns businesses involved in financial planning, insurance sales, and website design. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments. The firm uses a combination of fundamental and technical analysis with a proprietary tactical asset allocation methodology to manage approximately $1.5 billion across around 825 client relationships.

Kyle Mcpherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently with SEIA in Los Angeles, having previously worked at Canterbury Consulting, Royal Alliance Associates, INC., First American, and Deutsche Bank. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, and corporate clients, offering a range of managed account programs and financial planning services. The firm employs a client-driven investment process supported by research and an Investment Committee, managing approximately $22.5 billion in assets across discretionary and non-discretionary strategies.

Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Virtue Capital Management since 2019, following four years at Horter Investment Management, and has been self-employed in insurance and annuity sales through Retirement Thru Design since 2005. Aaronson occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative optimization and proprietary models that incorporate economic data.