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.

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.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Michael Mahony is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at CEPRES GmbH and Third Bridge Ltd., and he spent seven years at Pepperdine University. 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 combination of strategic and tactical investment approaches and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Victoria Dyson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 11 years of industry experience. Her work history includes roles at Westmount Asset Management, LLC, Capital Bank and Trust Company, and Convergent Wealth Advisors, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, while also managing a series of multi-manager private funds and serving as a private fund adviser and sub-advisor.

Thomas Baker is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Composition Wealth, LLC and previously worked for 26 years at Blue Oak Capital LLC. 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, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Michael Wilson is a CFP® professional with 32 years of industry experience. He is affiliated with NWF Advisory Services Inc and has worked with OSAIC and The Guardian Life Insurance Company for over two decades. In addition to his advisory role, he owns a sole proprietorship focused on life and health insurance sales and servicing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform that supports a variety of portfolio management and financial planning services.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Chad Bates is a financial advisor at SEIA with 23 years of industry experience. He holds the CFP® designation and a Series 66 license. His work history includes positions at SES LLC, Royal Alliance Associates, and Signator Investors Inc. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of investment management and financial planning services, utilizing a strategic and tactical investment process with both discretionary and non-discretionary account options.

Devin Shaeffer is a financial advisor at Perennial Financial Services with 24 years of industry experience. His career includes roles at Capital Financial Services, Inc. and LPL Financial, LLC. Outside of finance, he is involved in music performance and management through a business he owns. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a range of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client service.

David Snyder is a financial advisor at Citizens Private Wealth with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Inc., and RBC Capital Markets. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.

Michael Kriechbaum is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside of finance, he has been involved with entrepreneurial ventures such as Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Ceasar Garvida is a CFP® and Series 66-registered advisor with 15 years of experience in financial services. He currently works at SteelPeak Wealth, LLC, where he has been since 2020, and previously held roles at Prepared Capital and Morgan Stanley entities. SteelPeak Wealth, LLC serves a diverse range of clients including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative investment consulting, and uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Michael Janis is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Wealth Management, Squar Milner Financial Services, and Madison Avenue Securities. SteelPeak Wealth 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 consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Michael Schoffman is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, MMWKM Advisors, USAA Financial Planning Services, UBS Financial Services, and Merrill. Schoffman is involved with Schechter Private Capital, focusing on private equity investments alongside client work. Arax Advisory Partners serves a broad client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management and advisory services such as portfolio management and comprehensive financial planning. The firm utilizes a mix of in-house and external portfolio managers, traditional and alternative investments, and incorporates AI tools and third-party analytics in its investment process.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

David Patton Jr. is a financial advisor at RBC Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that employs diversified asset allocation strategies.