Kristin Dillon is a CFP® professional with five years of experience at Morton Wealth in Calabasas, CA. Prior to joining Morton Wealth, she spent nine years working at KD Hair. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, and alternative investments.

Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several ETFs.

Calvin Tseng is a CFP®-designated financial advisor with eight years of industry experience. He is currently with SEIA in Los Angeles and has previously worked at Royal Alliance Associates, INC., and CETERA Advisor Networks LLC. Tseng is also affiliated with the University of California - Santa Barbara. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of advisory services including investment management, financial planning, and retirement plan consulting.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Daniel Cozano is a Series 65 licensed financial advisor with nine years of industry experience. He currently works at One Capital Management, LLC and has prior experience at FundX Investment Group, LLC, where he has been associated since 2005. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, using customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and State Street Global Advisors. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs discretionary, long-term investment strategies using a range of vehicles including ETFs, institutional funds, individual securities, and alternative investments.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and with 10 years of industry experience. Her prior roles include positions at Oxford Tax Partners, Washington National Insurance Company, and multiple advisory and insurance firms. She is also a partner at Impact Leadership Network, where she trains and mentors new insurance agents. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services with an investment approach that combines strategic asset allocation and multiple analytical techniques.

Peter Cappos is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Hilltop Securities since 2014. Outside of his advisory role, he serves as a board member for Senior Concerns, a nonprofit organization supporting senior citizens and their families. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of managed account programs, utilizing an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Matthew Rivera is a CFP® and CFA® with 15 years of industry experience. He has been with Abacus Wealth Partners since 2017 and previously worked at Victory Capital Management and Rs Investments. Rivera holds a Series 63 license and is based in Santa Monica, CA. Abacus Wealth Partners serves individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm employs a passive-oriented investment approach centered on institutional funds, fundamental manager analysis, and ESG screening when requested, and manages portfolios based on clients' risk profiles and goals.

Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

Marc Castellani is a CFP® with 12 years of experience in financial advisory, currently with Aspiriant, LLC in Los Angeles. He has held various roles at Aspiriant since 2015. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm emphasizes customized investment programs and provides a broad range of wealth services, including accounting, tax and estate planning, and specialized consulting.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2021. Prior to his current role, his background includes positions at The Webb Schools, Occidental College, and The Diamond Center. Westmount Partners, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, non-profits, and corporations. The firm manages approximately $5.2 billion and emphasizes portfolios constructed with no-load mutual funds and other pooled vehicles, offering alternative and private investment options for qualified investors.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

Jeffrey Alpert is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation and four years of industry experience. Prior to joining Composition Wealth in 2022, he worked at Karp Capital Management Corporation, TuneIn Inc., and Manatt, Phelps & Phillips, LLP. Outside of his advisory role, he provides legal services through his sole proprietorship, Alpert Advisers, serving legacy clients. Composition Wealth offers 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 centered on low-cost, diversified funds and conducts regular portfolio reviews and rebalancing.

Donald Mcdonald is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with One Capital Management since 2001. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through 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, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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, using standardized investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Rachel Vega is a CFP® professional with four years of experience in financial advising. She is currently with Mariner Independent, having previously worked at Northern Trust and HSBC. Vega is also involved as a pro bono planner with The Foundation for Financial Planning, a nonprofit organization. Mariner Independent serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans and charitable organizations. The firm offers a range of financial services through a large network of advisors, utilizing both model portfolios and customized strategies supported by affiliated businesses and third-party managers.