James Lull is a financial advisor at Signature Investment Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has prior experience with several organizations, including SLK Private Wealth and Sanctuary Advisors LLC. Signature Investment Advisors provides investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and institutions through various branded programs. The firm’s investment approach combines strategic macro asset allocation, tactical micro allocation, and a blend of quantitative and qualitative research overseen by an Investment Committee.

Tony Nguyen is a Series 66-licensed financial advisor with 23 years of industry experience. He currently works at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., and Sii. Tony also serves as a senior trader for SEIA. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm manages approximately $22.5 billion in assets through a client-driven investment process that includes both discretionary and non-discretionary strategies supported by a dedicated research group.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. 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 employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

John Mabini is a CFP® with 19 years of industry experience, currently serving as a financial advisor at One Capital Management, LLC since 2022. His prior experience includes roles at TIAA, TIAA-CREF, Bank of America NA, and Merrill. 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, and acts as investment adviser to the FundX suite of ETFs.

Gregory Sherman is a financial advisor at Citizens Private Wealth with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Clearing, and JPMorgan Chase. Citizens Private Wealth primarily serves high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management overseen by a Chief Investment Officer with both quantitative and qualitative research.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC in Encino, CA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and the University of California, Los Angeles. He also provides administrative support to Golden State Wealth Management through a separate registered entity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement consulting, and referrals to third-party managers. The firm primarily provides discretionary portfolio management, utilizing various analytic approaches and third-party managers while offering flexible billing arrangements.

Robert Driscoll is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Composition Wealth since 2022. Prior to this, he was associated with Infinity Financial Services and Karp Capital Management Corporation from 2015 to 2022. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans, managing approximately $9.5 billion across a multi-advisor platform. The firm employs a long-term, asset-allocation approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective use of options and private investments, supported by fundamental and technical analysis and third-party managers.

Nicholas Gardner is a financial advisor with One Capital Management, LLC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked at Fisher Investments for 11 years and spent 8 years with TIAA-CREF. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, and is known for its customized, globally balanced portfolios that integrate active large-cap equity management with ETFs and diversified fixed-income investments.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.

Rajer Choobak is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has been with NWF Advisory since 2013 and concurrently associated with OSAIC since 2010. Choobak is a member of the USC Marshall Alumni Association and also manages a sole proprietorship involved in health and life insurance sales in California and Oregon. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a range of portfolio management, financial planning, and retirement plan consulting services using a technology-driven, open-architecture platform.

Michael Burr is a Series 65-licensed financial advisor at Westmount Partners, LLC with five years of industry experience. He has previously worked at Mariner Wealth Advisors LLC, AdvicePeriod LLC, and Resolution Economics LLC. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion and employs a portfolio construction approach focused on no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Michael Evans is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SEIA and its predecessor entities since 2003, with prior experience at Royal Alliance Associates, Inc. and SES Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with a range of investment management and financial planning services. The firm employs a research-driven investment process that combines strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed account programs.

Paniz Raeisi is a financial advisor at RBC Securities, Inc. with 11 years of industry experience. She has held positions at Farmers Financial Solutions, City National Bank, TIAA-CREF, and Merrill. Outside of her advisory work, she is a partner at Grandia Design & Events, LLC, where she provides design and event planning services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor, implementing diversified asset allocation strategies across various investment vehicles.

Christine Matthew is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Personal and Workplace Advisors. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a six-step investment process supported by research and offers multiple managed account programs, combining both discretionary and non-discretionary management approaches.

Isaak Ottmar is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 license. He has been with Westmount Partners since 2022 and has prior work experience in various roles outside the financial industry. Westmount Partners provides discretionary portfolio management and financial planning to individuals, pension plans, non-profits, estates, trusts, and corporations. The firm manages approximately $5.2 billion for about 1,400 clients and employs a portfolio approach that includes no-load mutual funds, interval funds, and alternative investments for qualified investors.

Sean Bingham is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, he worked at Wheatley Bingham & Baker Law Firm and held positions at Louisiana State University and the University of Arizona. 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.

Phillip Argue is a financial advisor with SEIA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He also serves as Director of Investment Strategy at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and an Investment Committee, and offers both discretionary and non-discretionary managed-account programs.

Gary Liska is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with SEIA and has previously worked at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. Liska is a founding partner and CFO of Signature Estate & Investment Advisors, LLC. He also serves as a board member of a homeowners association, where he assists with budgeting and meetings. Signature Estate & Investment Advisors, LLC (SEIA) serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Evoke Advisors, and several other firms. Based in Los Angeles, CA, his background includes roles in wealth management and client service. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a multi-advisor platform. The firm manages approximately $22.5 billion in assets using a client-driven investment process that combines strategic and tactical allocation, offering both discretionary and non-discretionary managed account programs.