Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at Edward Jones for 14 years before joining LPL Financial and Perennial Financial Services in 2025. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, trusts, pensions, and corporate accounts. The firm integrates new technologies, including AI tools, and offers tailored portfolio solutions through multiple custodians and third-party platforms.

Kristy Haley is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Cetera Planning Partners, Tower Square Investment Management, and multiple Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Hyung Kim is a CFP® professional with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co., KLK Capital Management LLC, and Merrill. Outside of advisory roles, he serves on the board of directors for Open Bank and holds leadership positions in insurance and consulting businesses. Diversify Advisory Services is an SEC-registered firm that serves individual, corporate, and institutional clients, offering financial planning, portfolio management, and family office services. The firm employs a tactical diversification and individualized asset allocation approach, providing a broad range of investment options and flexible fee structures.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income, and is known for its advisory role to proprietary ETFs and a monthly FundX newsletter featuring fund commentary and rankings.

Alexandra Ong is a financial advisor at Monograph Wealth Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Miracle Mile Advisors, and Charles Schwab. Outside of advisory roles, she has been involved with the Fulfillment Fund and had a role at Peace Halo Jewelry. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes customized investment policy statements, asset allocation, third-party sub-advisors, and access to alternative investments, combining these with technology platforms and selective use of options, margin, and private funds.

Eric Swanson is a financial advisor with One Capital Management, LLC, holding CFP® certification and Series 63 and 65 licenses. He has 30 years of industry experience, including roles at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He is also president of Swanson & Associates, Inc., a passthrough entity for commission trails related to insurance products, though he is no longer active in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, with a focus on globally balanced, customized portfolios that blend active equity management and diversified fixed income.

Theresa Ngo is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Electrameccanica and BT Western Corporation. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, employing both discretionary and primarily non-discretionary management styles.

Robert Curtiss is a CFP® professional affiliated with SEIA, based in Los Angeles, CA, with 28 years of industry experience. His career includes roles at Merrill, Royal Alliance Associates, and D.A. Davidson & Co., among others. Curtiss is also involved with Signature Estate & Investment Advisors LLC in a financial advisor capacity. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, managing most assets on a non-discretionary basis.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Westmount Asset Management, LLC, Telemus Capital, LLC, RBC Securities, Inc., and Merrill. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to both individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm specializes in tailored asset allocation primarily through mutual funds and managed strategies, with additional exposure to private and interval funds, and manages a series of multi-manager private funds launched since 2019.

Arcadia Keane is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked with Mutual Advisors, Mutual Securities, California Retirement Advisors Group, and First Allied Securities. Keane serves as co-treasurer of the MBX Foundation, a nonprofit focused on indoor and beach volleyball boosters. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm provides advisory services through active and passive strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to client objectives.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Longcourse Capital, Composition Wealth, Barclays Capital, and Morgan Stanley. She serves as a trustee for the College of William & Mary Foundation and as president of the University of Chicago Booth School of Business LA Alumni Board. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches, with access to third-party managers and customized investment strategies.

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.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal Investment Services, Bei worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms. Outside of advisory work, Bei holds a broker position with Guardian Insurance Company for fixed products new business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers, supported by due diligence and quarterly reviews conducted by an investment committee.

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 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 CFP® and Series 66 registered advisor with SEIA in Los Angeles, CA, bringing nine years of industry experience. His prior roles include positions at SES LLC, Royal Alliance Associates, and Joel Isaacson & Co., LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services with an investment process that combines strategic asset allocation and tactical adjustments supported by quantitative and qualitative research.