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® with seven years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He previously worked at Integrity Financial Corporation for six years and has held roles at Pepperdine University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

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 five years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and De Sousa Contracting. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services within an open-architecture investment framework.

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 financial advisor at SEIA with nine years of industry experience. He holds the CFP® and Series 66 designations. His prior firms include Royal Alliance Associates, Joel Isaacson & Co., and SES LLC. 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 combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

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 with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 45 years of industry experience. She has been with Hilltop Securities since 1981. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers a range of advisory and brokerage services through an open-architecture platform, combining custody, banking, and market-making capabilities alongside both firm-sponsored and third-party investment strategies.

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 at SEIA with seven years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance and Payden & Rygel. He also serves as Chief Compliance Officer for SEIA, overseeing RIA sales and service supervision. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Gabriel Brenner is a CFP® with 22 years of industry experience, currently serving at Abacus Wealth Partners since 2014. His prior roles include positions at Next Step Wealth, LLC, Waypoint Wealth Partners, Brenner Financial, and Mosaic Financial Partners, Inc. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management for individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled investments into client portfolios while using third-party platforms to manage held-away assets.

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 with Legacy Wealth Management, LLC in Calabasas, CA, and holds two years of industry experience. Her prior work includes seven years at Golden Age Financial, Inc. and four years at Eternity Financial. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid direct participation programs, tailoring strategies based on clients’ objectives and risk tolerances.

Randal Carson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at KIPP Financial Group, Associated Planners Investment Advisory, and Associated Securities Corp. He has been with Mutual Advisors since 2013. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and offers services ranging from asset management to ERISA plan advisory.

Joy Prefer Cohen is a Series 66-licensed financial advisor with 37 years of industry experience. She is currently with Blackridge Asset Management, LLC and Peak Brokerage Services, and previously worked at Cheviot Value Management and ClearBridge Investments LLC. Outside of her advisory role, she is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of investment adviser representatives and employs a combination of fundamental, technical, and charting analysis in its investment process.

Kenji Saito is a financial advisor at HBW Advisory Services LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. for 10 years. Outside of advising, he serves as president of FC Andrews Financial Education and teaches a financial education class for adult learners at Santa Barbara City College. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, combining tactical allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisory, and online wrap-fee portfolio services.