Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at One Capital Management since 2020, following six years at Professional Planning and over a decade with Mutual Securities, Inc. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, specializing in customized, globally balanced portfolios that blend active equity management with ETFs and diversified fixed income.

Nicholas Valaika is a CFP® with Morton Wealth in Calabasas, CA, and has two years of industry experience. Prior to joining Morton Wealth, he worked for Jimmy Dorian Insurance Agency, Inc. and held positions with the Pittsburgh Pirates and the University of California Los Angeles. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs modern portfolio principles focused on diversification and risk management, combining mutual funds, ETFs, fixed income, and alternatives, and is notable for its direct involvement with pooled investment vehicles.

John Williams is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Citizens Private Wealth and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. Williams is also a Managing Director at Blue Ocean Companies, where he provides business consulting services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm offers discretionary and non-discretionary investment management, tax and estate structuring, and recently added Business Consulting Services focused on multigenerational family and closely held business matters.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones and has held various other roles outside the financial services industry. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical management through a structured investment process and offers a range of portfolio management and financial planning services.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. 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 employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction, and offers a range of portfolio management and consulting services.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, 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 stock ETF.

Chad Kessler is a financial advisor at One Capital Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2013 to 2021. Outside of his advisory role, he serves on the board of the ALS Association Orange County Chapter, participating in fundraising and awareness activities. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities, offering customized wealth management and investment solutions. The firm builds globally balanced portfolios using a combination of active equity management and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.

Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA based in Los Angeles, CA, holding a Series 66 designation. She began her career with SEIA and SES LLC in 2024, following nine years as a student. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management, financial planning, and consulting services, using a structured investment process that combines strategic and tactical approaches.

Gali Sherman is a financial advisor with Mutual Advisors, LLC, holding a CFP® designation and over 28 years of industry experience. She has worked at several firms including Naviguide Wealth Partners and Cetera Advisor Networks. Sherman is president and founder of Naviguide Wealth Partners, Inc., and is involved in managing fixed insurance businesses as well as commercial real estate ownership. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm provides advisory services employing both active and passive strategies, emphasizing diversification and tailored portfolio management through various analytical approaches and third-party platforms.

Aubrey Fernando is a financial advisor at SEIA with a Series 66 credential and one year of industry experience. Prior to joining SEIA, Aubrey held roles at Ses LLC, 12th Tribe, and LoanDepot, as well as positions related to information security and technology at Chapman University. SEIA is a multi-team advisory firm with approximately 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical investment approaches through a structured process and offers a range of portfolio management and financial planning services, with a particular focus on non-discretionary management.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has previously worked at Ameriprise from 1997 to 2016 and has been with Golden State Wealth Management and LPL Financial since 2016. Champlain also serves as a board member for Harbor Med Tech, Inc., a for-profit company. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, retirement consulting, and access to third-party managers. The firm focuses primarily on discretionary portfolio management utilizing various analytic approaches and offers tailored investment solutions along with standalone planning or consulting engagements.

Joshua Ryngler is a financial advisor at Sapient Capital LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Twist Capital for three years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes and acts as a fiduciary when advising retirement accounts.

Richard Kim is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at DFPG Investments, M.S. Howells & CO, KLK Capital Management, and East West Bank. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.