David Bleeck is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Goodfriend, Jacobs, Bleeck & Breslow LLP and Gelfand Rennert Feldman. Outside of advising, he is a Certified Public Accountant involved with Goodfriend & Jacobs, an accounting and bookkeeping firm. Composition Wealth is a multi-advisor SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm offers investment management and comprehensive wealth planning to individuals, trusts, businesses, and retirement plans, employing a long-term, asset-allocation driven approach with diversified portfolios and multiple investment strategies.

Sam Lee is a financial advisor at Aspiriant, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Aspiriant since 2014. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management and comprehensive wealth planning, including accounting, tax, and estate services. The firm uses customized investment programs with a variety of implementation options and offers expanded family office capabilities beyond typical advisory services.

Samuel Coquillard is a financial advisor with Composition Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Pacific Global Fund Distributors Inc. and Pacific Global Investment Management Co. since 2006. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a primarily long-term and diversified investment approach with a mix of mutual funds, ETFs, individual securities, and alternative investments.

Kyra King is a financial advisor with HBW Advisory Services LLC, holding a Series 65 credential and six years of industry experience. She has been with HBW Advisory Services since 2019 and previously worked at Starbucks and Cornerstone. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and businesses. The firm uses a blended investment approach with third-party money managers and offers services such as financial planning, sub-advisory arrangements, and retirement-plan subscription options.

Kyle Breslow is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has also practiced as a certified public accountant with Goodfriend Jacobs Bleeck & Breslow LLP since 2015. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach that combines low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by fundamental and technical analysis and third-party managers.

Dylan Druian is a financial advisor at Morton Wealth with a Series 65 designation and three years of industry experience. Prior to joining Morton Wealth in 2023, he worked at Jersey Mikes from 2021 to 2023. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management, financial planning, and business consulting services. The firm uses a modern portfolio approach emphasizing diversification and risk management, and is notable for its involvement with pooled investment vehicles and private funds.

Brian Holmes is a CFP® with 41 years of industry experience, currently serving as CEO at Signature Investment Advisors, LLC. His prior roles include positions at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES LLC. Outside of his advisory work, he owns Malibu 3-Day Eventing, LLC, a consulting business focused on horse boarding and eventing show horses. Signature Investment Advisors, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, pension and profit sharing plans, charitable organizations, and other entities. The firm’s investment approach combines strategic macro asset allocation with tactical micro allocation through a research group and investment committee, offering customized model strategies to a large client base.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

Daniel Gabler is a financial advisor with United Capital Financial Advisors in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 11 years before joining United Capital in 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with asset-allocation models and offers customization options such as ESG and faith-based preferences.

Dimitri Krikelas is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with Westmount Asset Management since 2010. Westmount Partners provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, non-profits, and various institutional entities. The firm manages approximately $5.2 billion, emphasizes the use of no-load mutual funds and pooled vehicles, and serves as an adviser and sub-adviser to multiple private pooled investment vehicles.

Richard Friedland is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Threadline Wealth and has previously worked at Moss Adams Wealth Advisors and Moss Adams Securities & Insurance LLC. Friedland holds Series 66 and Series 63 licenses. Threadline Wealth provides wealth management, financial planning, investment consulting, and portfolio management services to a wide range of clients, including individuals, families, business owners, and institutional entities. The firm employs a core-and-satellite investment approach that integrates quantitative and qualitative due diligence with customized strategies such as options-based hedging and tax-aware programs.

Byron Harlan is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding the CFP® and ChFC® designations and bringing 18 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he contributes monthly opinion essays to the San Diego Union-Tribune and serves as a member of the San Diego County Taxpayers Association. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform for portfolio management, offering a variety of advisory programs and financial planning services.

Deron Mccoy is a CFP® and CFA® credentialed advisor with 29 years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Royal Alliance Associates, Inc. and multiple LLCs focused on investment advisory services. He also serves as Chief Investment Officer of SEIA LLC, an investment-related entity. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm is known for its customized multi-asset portfolios and its distinctive Third-Party Asset Management Platform, providing operational support and consolidated reporting for multiple third-party managers.

Peter Karp is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Infinity Services, Inc. and Karp Capital Management Corporation. He serves as a board member of Elder Givers, a nonprofit organization based in San Francisco. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, utilizing a long-term, asset-allocation driven approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.

Sean Sugrue is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Westmount Partners in 2024, he spent four years at the University of Southern California and four years at Salem High School. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, corporations, and private investment funds. The firm is notable for its role as a private fund adviser and sub-advisor for several multi-manager pooled funds, managing client accounts on a discretionary basis and employing a fee and product structure that differs from many peers.

Derrigan Sheedy is a financial advisor with NWF Advisory Services Inc. in Los Angeles, CA, holding a Series 66 credential and over 22 years of industry experience. He has been with NWF Advisory Services since 2005 and has a background serving as a statutory agent selling fixed and variable life insurance products. Sheedy also serves as a trustee for several family trusts and acts as secretary and partner for ManagedMutuals, Inc., a corporation involved in fee-based investment services. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting across a range of account types and strategies.

John Wilhelm is a CFP® with 10 years of industry experience. He has worked at UBS Financial Services Inc. for seven years before joining Composition Wealth, LLC, where he has been since 2023. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis. The firm serves individuals, trusts, businesses, retirement plans, and broker/dealers, employing a long-term, asset-allocation driven approach that includes low-cost mutual funds, ETFs, individual securities, and alternative investments, with oversight and rebalancing tailored to client risk profiles.

Wael Elkhalafawi is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Planning Partners since 2022. Wael is also the chief executive officer of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Mackenzie Mccombs is a financial advisor at Perennial Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Ford Financial Group. Outside of advisory roles, she is also employed as a paralegal at Ramsey Law and serves as a notary public. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses. The firm offers fiduciary portfolio management with tailored allocations and utilizes multiple platform relationships and third-party managers to support its client solutions.

Alejandro Hirsch Marin is a financial advisor at Signature Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, Transamerica Financial Advisors, and Prudential Financial. Signature Investment Advisors provides discretionary and non-discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other entities. The firm uses a research-driven approach combining strategic and tactical asset allocation, supported by multiple customizable model platforms and quarterly reporting.