Asher Witham is a CFP® professional with experience at Forum Financial Management, LP since 2023 and prior roles including positions at Aeg, Calix, and Becker Surf & Sport. His background also includes four years at Pepperdine University and work at Thousand Oaks High School. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs based on a Modern Portfolio Theory approach.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Marjan Shokri is a financial advisor with RBC Securities, Inc. based in Beverly Hills, CA. He holds a Series 66 designation and has 25 years of industry experience. Since 2012, he has worked at City National Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap‑fee investment advisory program. The firm is affiliated with a broad financial services group that includes banking, trust, and municipal advisory activities, offering integrated financial solutions.

Jacob Cooper is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SEIA. He previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is involved in the acquisition and management of residential rental properties as a partner. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers a range of investment management and financial planning services guided by an in-house Investment Solutions Group and Investment Committee, with a distinctive approach that favors non-discretionary asset management.

Brad Barrett is a financial consultant and relationship manager at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2011. In addition to his role at One Capital, he is involved in financial planning and asset management through BSE & Associates, Inc. and has activities in insurance sales. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory services, and acts as investment adviser to the FundX suite of ETFs, using a globally balanced investment approach guided by macroeconomic assessments and fundamental research.

Gregory Morse is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Perennial Financial Services and has previously worked at Wells Fargo Advisors. Outside of his advisory work, he owns a business, 17Five Tires, based in Carson, CA. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management across a range of securities and utilizes multiple platform relationships and third-party managers to deliver tailored client solutions.

Gary Mccarver is a CFP® with 26 years of experience in financial advising. He is currently a Director of Financial Planning and Investment Advisor Representative at SEIA LLC, and has held roles at Securities Equity Group, Select Portfolio Management, Inc., and Money Management, Inc. Outside of his advisory work, he is involved in financial planning, insurance marketing, and website design through independent business ventures, and is also a published playwright, author, and director. SEIA is a multi-team firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining quantitative and qualitative research led by an internal Investment Solutions Group and Committee.

Kyle Mcpherson is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently serves as an advisor at SEIA and has prior experience with firms including Canterbury Consulting, Deutsche Bank, and Royal Alliance Associates. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a blend of strategic macro asset-allocation and tactical adjustments through an Investment Solutions Group and Committee, managing assets primarily on a non-discretionary basis.

Blair Aaronson is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Virtue Capital Management since 2019, following four years at Horter Investment Management, and has been self-employed in insurance and annuity sales through Retirement Thru Design since 2005. Aaronson occasionally refers clients to Brighton Advisory Group for services outside his scope. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative optimization and proprietary models that incorporate economic data.

Ben Lawler is a Series 66-credentialed advisor with 20 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a practice with Pro Active Advisors, a CPA firm providing tax preparation and accounting services. Additionally, Lawler is an attorney with his own law firm and operates a handyman services business. Perennial Investment Advisors offers investment management, financial planning, and retirement plan consulting to individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a variety of investment vehicles and integrates AI tools for portfolio analysis and client services.

Don Martin is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Regal Investment Advisors LLC. He previously worked at Carrington Advisors, LLC and has been with Regal Investment Advisors since 2013. Outside of his advisory role, he serves as a board member for the Rotary Club of Westlake Village Sunrise, overseeing the management of the club’s investment fund. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of investment strategies, granting discretionary authority to implement and manage these on behalf of clients.

Will Theodore is a financial advisor with Empirical Wealth Management in Los Angeles, holding a Series 65 credential. He joined the firm in 2025 and has prior work experience at TigerConnect and Southern Glazer's Wine & Spirit. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers a range of financial planning, tax preparation, retirement consulting, and affiliated real estate and insurance services.

Michael Taila is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Rochdale Investment Management, Rim Securities LLC, and City National Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized, collaborative planning process and uses third-party software and simulations to support its financial planning, while keeping its fiduciary planning separate from implementation and execution services.

Briana Bowker is a financial advisor at Signature Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and Pettinelli Financial Partners. Outside of her advisory role, she is an Associate Relationship Manager at SIA LLC, focusing on RIA sales and service. 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 employs a research-driven investment approach combining strategic macro and tactical micro allocation, serving over 7,000 client relationships through a team of eight advisors.

Artin Bandari is an Investment Advisor Representative at NWF Advisory Services Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2012. In addition to his advisory role, Bandari is licensed as an insurance agent, providing fixed and fixed-index annuities and life insurance products to clients. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed portfolios and third-party model portfolios.

Christopher Werner is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Westmount Asset Management since 2006. 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, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, focusing on no-load mutual funds, pooled vehicles, and alternative private investments for qualified investors, while also serving as an adviser and sub-adviser to multiple pooled private funds.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse securities and customizable engagement models.

Judith Harlan is a CFP®, ChFC®, and Series 66-licensed financial advisor at NWF Advisory Services Inc with 12 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Zachary Stein is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC and TIAA, in addition to a prior role at AlliedUniversal Security-RTD Account. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm’s investment approach combines macroeconomic analysis with fundamental research, active management of large-cap equities, ETFs, and diversified fixed income, supported by proprietary fund ranking systems and written Investment Policy Statements.