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 with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Infinity Financial Services and Karp Capital Management Corporation for seven years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

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 CFP® with 29 years of experience in financial planning and investment management. He has been with SEIA since 2003 and has prior experience at Signator Investors, Inc. and Royal Alliance Associates, Inc. He holds securities licenses including Series 63 and Series 65. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research, offering both discretionary and predominantly non-discretionary investment management and comprehensive financial planning services.

Christine Matthew is a financial advisor with SEIA who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior roles include positions at United Capital Financial Advisers, LLC, and Fidelity Brokerage Services LLC. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, managing assets primarily on a non-discretionary basis.

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 at SEIA with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Prepared Capital, Steel Peak Wealth Management, and Royal Alliance Associates. He is currently the Director of Investment Strategy at SEIA. 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 a range of investment management and financial planning services, combining strategic macro asset allocation with tactical adjustments based on both quantitative and qualitative research.

Gary Liska is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at SEIA. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is a founding partner and CFO of Signature Estate Investment Advisors, an LLC. 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, relying on both discretionary and predominantly non-discretionary management.

Alexander Chumas is a financial advisor at SEIA with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Signature Estate & Investment Advisors, among other firms. Based in Los Angeles, CA, Chumas’s background includes roles in wealth management and client service. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, employing a combined strategic and tactical investment process overseen by an internal Investment Solutions Group and Committee.

Brendan Finneran is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 credential and five years of industry experience. Prior to joining SteelPeak Wealth Management in 2021, he worked for Rampart Investment Management from 2008 to 2021. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative investment strategies through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Zohreh Ghaissari is a CFP® professional with 29 years of industry experience, currently serving at Modern Wealth Management, LLC. Her prior experience includes 15 years at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Joshua O'Handley is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities, First Republic, and Union Bank. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and businesses. The firm constructs customized, globally balanced portfolios using a blend of active large-cap equity management, ETFs, and diversified fixed income to manage risk and pursue after-tax returns.

Mike Shayestehfar is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, business entities, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by an affiliation with Citizens Bank that offers access to bank deposit sweep programs and securities-based lending.

Thomas Mooney is a CFP® at Morton Wealth with one year of industry experience. He has previously worked at Crestwood Advisors and Pilgrim Security and spent seven years at Bridgewater State University. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts, emphasizing diversification and risk management through a combination of mutual funds, ETFs, fixed income, and alternatives. The firm is noted for its involvement with pooled investment vehicles and integrates financial planning into its discretionary portfolio management.

Steven Mc Neil is a Series 65 credentialed advisor at Genter Capital Management with four years of industry experience. His prior experience includes roles at Corbin Advisors, Stone Pine Management, and the Abu Dhabi Investment Authority. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, managing equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis, serving a diverse client base including pension plans, foundations, and government entities.

Larry Isaacs is a financial advisor at Mariner Independent with 27 years of industry experience. He holds a Series 63 designation and has worked at Mariner Platform Solutions since 2022, following prior roles at AdvicePeriod, LLC and Dakota Financial Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.