Matthew Stephenson is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and Tiaa for ten years and at Harrisdirect LLC for six years. One Capital Management manages approximately $8.5 billion across a range of clients, including high-net-worth individuals, pension plans, and corporations. The firm offers wealth management, portfolio management, retirement solutions, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income.

Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

Mark Copeland is a financial advisor with SEIA in Los Angeles, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Signator Investors, Inc., Royal Alliance Associates, Inc., and SES Inc. He is also involved in insurance sales and service aligned with financial planning, including life insurance, long-term care, and annuity products. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients across individual, trust, retirement plan, and institutional segments. The firm employs a mix of non-discretionary and discretionary portfolio management strategies supported by a structured investment process combining strategic asset allocation with tactical security selection.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides 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 offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

James Rehfeld is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he is involved in media entertainment consulting and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized portfolios through internally managed strategies, third-party managers, and separately managed accounts, while offering a broad affiliate network and technology platform for independent advisors.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Brian Ullmann is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Perennial Financial Services and previously worked at Ford Financial Group and LPL Financial. Outside of his advisory work, he is a member of the Saint Agnes Men's Club, a philanthropic group supporting local medical and community programs. Perennial Investment Advisors provides tailored investment management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and corporate clients. The firm utilizes a range of strategies and technologies, including AI tools, and operates across multiple custodians and platforms to serve a diverse client base.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. 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, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, supported by both fundamental and technical analysis.

Cesar Franco is a financial advisor with NWF Advisory Services Inc in Alhambra, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, INC. since 1997. Outside of his advisory role, he owns a sole proprietorship that sells fixed and variable life insurance and health insurance. 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 operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

Daniel Moas is a CFP® and holds a Series 65 license, working with Aspiriant, LLC in Los Angeles, CA. He has three years of industry experience and previously worked at Livingston Group Asset Management Company for two years. Moas has been with Aspiriant in various roles since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using multiple implementation options and offers expanded family office capabilities, including accounting and banking support.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience with prior roles at Coastal Wealth Advisors, Ameriprise Financial Services, Alliance Advisory & Securities, and Mutual Securities. Ryan is based in Newbury Park, California. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management and financial planning, utilizing diversified portfolios that include mutual funds, ETFs, individual equities, bonds, alternative investments, and other products.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. 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 through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.

Neelab Hakami is a financial advisor at Perennial Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill from 2016 to 2024. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including individual, trust, pension, and corporate accounts. The firm employs tailored portfolios with regular monitoring, using a variety of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client services.

Andrew Lin is a financial advisor at Signature Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Ses LLC. Outside of his advisory role, Lin serves as CFO of LHL Corporation, a family-owned entity managing multi-family real estate. 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’s investment approach combines strategic macro asset allocation with tactical micro allocation, supported by quantitative and qualitative analysis from its DIMES research group and Investment Committee.

Robert Barber is a financial advisor with Perennial Financial Services based in Los Angeles, CA. He holds a Series 66 designation and has seven years of industry experience, including roles at LPL Financial and Raymond James Financial Services. Barber provides investment advisory services through Perennial Investment Advisors, an independent firm. Perennial Investment Advisors offers investment management, financial planning, and retirement consulting to individuals, trusts, pensions, and corporate clients. The firm combines discretionary portfolio management with standalone planning services and integrates new technologies, including AI tools, to support client portfolios and operations.

Brian Pytlewski is a financial advisor at Genter Capital Management with 24 years of industry experience. He holds the Series 63 designation and has been associated with Quasar Distributors, LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing a registered fund and multiple ETFs with a focus on municipal bonds.