Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2006, following a long tenure at CMS Inc. from 1983 to 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles, providing customized investment management, financial planning, retirement-plan consulting, and additional services such as business consulting and programs tailored for younger clients. The firm employs modern portfolio principles emphasizing diversification and risk management and is notable for its involvement with pooled investment vehicles and private fund management.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 credentials. She began her career in the financial industry in 2023 and has worked at several firms including JPMorgan Private Bank and One Capital Management, LLC. Prior to her advisory roles, she was employed at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base including individuals, 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.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 11 years of industry experience. He has worked at Archer Investment Corporation since 2015 and concurrently at GDC Tax Solutions Inc since 2014. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Nicholas Damiani is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Mutual Advisors since 2013 and also works with Mutual Securities Inc. Damiani serves as trustee and managing member of a private trust company that oversees various family trusts. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm combines active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to clients' objectives.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Samantha Driver is a financial advisor at SEIA with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Charles Schwab & Co., Inc. She is currently a Registered Associate at SEIA, an independent registered investment adviser. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Canon Price is a financial advisor with SEIA and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 17 years at Beverly Investment Advisors and shorter tenures at Summit Wealth Management and Lido Advisors. Price currently serves as a Senior Financial Advisor at SEIA. 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 asset allocation and tactical security selection through a standardized investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

William Collopy is a financial advisor at SEIA with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Royal Alliance Associates and JHFN SII. His professional activities include insurance sales and service consistent with financial planning. 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 portfolio management and financial planning services, employing a six-step investment process that combines strategic and tactical asset allocation with quantitative and qualitative security selection.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services 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 offers both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Debra Reda Cappos is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Western International Securities, Inc., Crowell, Weedon & Co., and Wells Fargo Clearing. She serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and has provided consulting as a Certified Divorce Financial Analyst for post-divorce settlement cases. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jane An is an investment advisor with Nwf Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including roles at OSAIC and Voya Financial Advisors. Jane is also president of Monolithe Wealth Planning Group, a firm she founded for her securities business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients using a technology-driven platform to provide portfolio management, financial planning, and retirement plan consulting services.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. 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 offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Matthew Granski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a structured due diligence process and regular portfolio reviews.

Suzanne Taylor is a CFP® certificant with 24 years of industry experience. She currently works at Composition Wealth, LLC and has held prior roles at ShareBuilder Advisors LLC, Capital One Investing, LLC, and Kelmoore Investment Company, Inc. Suzanne serves as a board member of the Rotary Club of San Francisco Evening. 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, businesses, and charitable organizations. The firm employs a primarily long-term, low-cost investment approach focused on diversified mutual funds and ETFs, supplemented by individual securities and other strategies, with a multi-advisor structure managing billions in discretionary assets.

Payam Taghibagi is a CFP® with 36 years of industry experience. He is a founding partner of SEIA LLC and has worked at firms including Signator Investors, Inc. and Royal Alliance Associates, Inc. His activities include managing bookkeeping operations for related entities. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

Andrew Howard is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining SEIA, he worked at Beacon Pointe Advisors, LLC, where he spent four years. SEIA is an SEC-registered, multi-team advisory firm with around 142 advisors serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a combination of strategic asset allocation and tactical micro-allocation through a structured investment process and offers a range of portfolio management and financial planning services.

Danyelle Proano is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing eight years of industry experience. She has worked at City National Bank since 2016. 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 constructs asset allocation strategies and manages portfolios using a range of securities.

Erik Larsen is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citigroup Global Markets for 11 years and Citicorp Investment Services for 4 years. Larsen serves as a board member and treasurer of the Rose Bowl Aquatic Center, which offers swim, dive, and water polo lessons to the local community. 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 portfolio management delegated to an affiliated sub-advisor. The firm operates within a broader financial services group that includes banking, trust, and consulting entities, offering integrated financial solutions and ongoing reporting to clients.