Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She has been with Morton Capital Management since 2013. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Before joining Morton Wealth, he worked in various roles including at US-LBM and Flanders Inc, and spent five years at Phelan Auto Group. Outside of finance, he is a partner in a portable restroom trailer rental business serving events in the Lake Tahoe area. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm uses standardized investment strategies tailored to client objectives, focusing on risk management and reduced volatility through diverse portfolio options.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.

Arielle Anderson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Westmount Asset Management since 2017 and previously held roles at Vp Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides discretionary portfolio management and financial planning services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, non-profits, and corporations. The firm manages approximately $5.2 billion across 1,400 clients, emphasizing no-load mutual funds, pooled vehicles, and alternative investments for qualified investors.

Kefira Bar Golani is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at City National Securities, Inc., Citigroup Global Markets Inc., and JP Morgan Securities LLC. Outside of her advisory work, she writes books and ghostwrites as a hobby and crochets accessories that she sometimes sells to friends. 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 integrates its advisory services with a broad financial services group affiliated with a bank parent, offering delegated investment management through an affiliated sub-advisor and a range of custodial and cash-management features.

Imagbe Odigie is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quoin Advisors LLC, Quoin Capital LLC, Cedros Capital LLC, and Inspired eLearning LLC. In addition to his advisory roles, he has been involved with Meet Me In The Cloud INC since 2018. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement tailored investment strategies.

Bradley Glasman is a financial advisor with Hilltop Securities Inc. holding a Series 63 designation and 42 years of industry experience. He has been with Hilltop Securities for over two decades, including his current tenure since 2022 in Sherman Oaks, CA. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes both third-party and firm-sponsored investment strategies.

Aidan Flynn is a financial advisor at SEIA in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at SES LLC and Skechers USA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process driven by an in-house Investment Solutions Group and Investment Committee.

Eyal Shmilovich is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at LPL Financial from 2012 to 2019 and has been with Gerber Kawasaki since 2010. He also serves as a liaison between clients and the firm's tax and accounting department, referring clients and providing financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations, offering wealth management, financial planning, and pension consulting. The firm employs an active management approach incorporating fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting while providing both discretionary and non-discretionary portfolio management.

Vayle Floria is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining NWF Advisory Services, Floria worked at Royal Alliance from 2017 and NATIONAL PLANNING CORPORATION from 2009. Outside of advisory work, Floria is involved in managing a real estate investment LLC and operates a fixed insurance sales business as a sole proprietor. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed and third-party model portfolios with strategic long-term and short-term investment approaches.

Eddie Khachikian is a financial advisor at The Wealth Consulting Group with a Series 65 license and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Gal Sherman, and various academic and service-related roles at Pepperdine Graziadio Business School and the University of Iowa. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs both active and passive investment strategies tailored to client goals and risk tolerances, combining advisor oversight with algorithmic and outsourced management solutions.

Eli Saldamando is a financial advisor at Composition Wealth, LLC, holding a Series 65 designation. He has been with Composition Wealth since 2024 and has prior experience at Pacific Investment Management Company and IEQ Capital. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and other investment vehicles, and manages approximately $9.47 billion in discretionary assets.

Parviz Pourfarid is a financial advisor at IP Financial Advisory Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 15 years. His other business activities include acting as an agent in accident and health, life, and variable insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates insurance consulting and risk management alongside traditional investment advisory services.

David Clark is a CFA® charterholder based in Los Angeles, CA, with 28 years of industry experience. He has been with Everett Harris & Co. since 1990. Everett Harris & Co. provides discretionary and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs a fundamental analysis and buy-and-hold approach, investing across U.S. and foreign equities, fixed income, commodities, and options, while tailoring portfolios to clients' tax situations and objectives.

Kinta Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. He has worked at Arete since 2018 and previously spent five years with Larson Financial Group, LLC. Outside of providing investment advice, Mr. Smith spends a small portion of his time working as an insurance agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing advisor-driven and proprietary rule-based model allocations while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers.

Steven Stalick is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at O'Donnell Financial Group, First Republic Investment Management, and PitchBook Data, Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, businesses, and charitable organizations. The firm follows a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her education at Occidental College. Westmount Partners, LLC 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 1,400 clients, emphasizing portfolios constructed with no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Daniel Beech is a financial advisor at IP Financial Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously been associated with Innovation Partners, LLC and Western International Securities, Inc. Outside of advisory work, he serves as a board member for Family Health Care Resources, a nonprofit providing assistance to low-income and elderly individuals, and is an author on investment philosophy. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers a range of services including portfolio management, financial planning, and consulting, utilizing various analytical approaches and discretionary portfolio management strategies.

Michael Van Kleeck is a financial advisor with SEIA in Los Angeles, CA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SES Inc., Royal Alliance Associates, Inc., Signator Investors Inc., and internal assignments within SEIA and its related entities. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments informed by quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Alex Zepkowski is a CFP® with 15 years of industry experience, currently serving at Kinetic Investment Management, Inc. He has held roles at several firms including Ridgemont Capital, Shuster Advisory Group LLC, and Lake Avenue Financial. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering investment options across various asset types including real estate and non-traded real estate investments.