Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. 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 operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

Juan Ros is a CFP® professional with 14 years of industry experience, currently serving at Forum Financial Management, LP. He has held roles at Forum Financial Management since 2018 and is the owner and founder of Financially Zen, LLC, where he develops financial education content and consults on charitable giving strategies. Additionally, Ros is involved in philanthropic education and professional organizations, including teaching financial planning at CSU Long Beach Research Foundation and serving on the board of the National Association of Estate Planners and Councils. 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 acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA mutual funds and ETFs in accordance with Modern Portfolio Theory.

William Fredrickson is a financial advisor with NWF Advisory Services Inc in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with OSAIC since 2007 and previously worked at Whjr Associates. Fredrickson is also an author working on a book about the 12 Step Process and the enneagram. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, 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 alongside tactical options.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a large client base with a notable emphasis on institutional and intermediary roles.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Ryan Hanlon is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Miracle Mile Advisors, LLC and Rainmaker Advisory, LLC. Outside of his advisory role, he serves as Executive Vice President for the West Coast at Brown & Brown Dealer Services, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach focused on low-cost, diversified funds supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Professional Planning and Mutual Securities, Inc. Johnson serves as an associate portfolio manager, actively managing client accounts and implementing investment decisions. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Nicholas Valaika is a CFP® professional with four years of experience currently with Morton Wealth. His prior experience includes roles at Jimmy Dorian Insurance Agency, Inc. and the Pittsburgh Pirates. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized strategies developed by an internal Investment Committee, customizing portfolios with an emphasis on risk management and volatility reduction.

John Williams is a CFP® with eight years of experience and currently serves as an advisor at Citizens Private Wealth. He has held positions at firms including First Republic Investment Management, J.P. Morgan Securities, and The Leaders Group Inc. Outside of his advisory role, he is a managing director at Blue Ocean Companies, a business consulting firm. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Derek Ruan is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Signature Estate & Investment Advisors LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement investment consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Riley King is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining SEIA, King worked briefly at Brighton Jones. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset allocation and tactical adjustments guided by an internal Investment Solutions Group and Investment Committee.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. Morton Wealth is a multi-advisor 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 tailored to client objectives, focusing on risk management and volatility reduction, and offers a range of portfolio management and consulting services.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, 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 stock ETF.

Chad Kessler is a financial advisor at One Capital Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2013 to 2021. Outside of his advisory role, he serves on the board of the ALS Association Orange County Chapter, participating in fundraising and awareness activities. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities, offering customized wealth management and investment solutions. The firm builds globally balanced portfolios using a combination of active equity management and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jonathan Sheen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Apollo Global Management, Western Asset Management, and several entrepreneurial ventures such as Frill Marketing LLC and Traderlink LLC. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and private funds. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities for accredited clients.

Joseph Assaf is a financial advisor at ICG Advisors, LLC in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ICG Advisors since 2009. Prior to that, he was with Pippy Corp. from 2024 to the present. ICG Advisors, LLC provides investment advisory services primarily to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, and institutional investors. The firm operates mainly as a fund-of-funds allocator, performing due diligence on Portfolio Managers and offering consolidated reporting, with a focus on large minimum investments and serving pension plans, charitable organizations, and other entities.

Michael Angell is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using asset allocation informed by internal research and employs a variety of implementation options including third-party managers and private investments.

Ella Fukushima is a financial advisor at SEIA with Series 66 credentials and is based in Los Angeles, CA. She began her professional career in 2024 after completing nine years as a student. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, emphasizing both discretionary and non-discretionary management tailored to client preferences.

Gali Sherman is a CFP® professional with 28 years of industry experience, currently affiliated with The Wealth Consulting Group. She has held advisory roles at multiple firms, including Naviguide Wealth Partners Inc and Cetera Advisor Networks. Sherman serves as president of Naviguide Wealth Partners, Inc. and Naviguide Financial & Insurance Services, and is engaged in commercial real estate as a building owner. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. It offers discretionary portfolio management, financial planning, and consulting, utilizing a blend of active and passive strategies with an emphasis on tailored investment approaches and legal support services.