John Paul Guimaraes Jr. is a financial advisor at The Wealth Consulting Group with a Series 66 credential and no prior industry experience. His background includes roles at LPL Financial LLC and work at North Ranch Country Club and San Ramon Golf Club, alongside completing full-time studies at California Lutheran University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using both active and passive approaches and provides a combination of legal support, model portfolios, and advisor-enhanced algorithmic services.

Mohamed Akram is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at OSAIC and Bank of the West. Outside of advisory work, he is a shareholder in Travel Care Mexico, a company providing telehealth, ambulance, legal advice, and roadside assistance services to travelers in Mexico. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform for tailored investment strategies.

Laura Zimmerman is a CFA® charterholder with 26 years of industry experience. She has worked at One Capital Management, LLC since 2009 and previously spent nine years at Payden & Rygel. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and ongoing portfolio monitoring.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. 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 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.

Robert Dovala is a financial advisor with NWF Advisory Services Inc in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes roles at OSAIC and SagePoint Financial. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform combining advisor-managed portfolios, third-party model portfolios, and various account solutions with an emphasis on strategic long-term investing alongside tactical strategies.

Scott Fellmeth is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has worked at Westmount Asset Management since 2014, following prior roles at Certuity, LLC and Luminous Capital, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm customizes portfolios using mutual funds, managed strategies, and private fund allocations, and is noted for its role as a private fund adviser and for managing multi-manager private funds launched since 2019.

Timothy Lonergan is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, utilizing tailored asset allocation primarily through mutual funds and managed strategies. The firm is also notable for acting as a private fund adviser and sub-advisor, managing multi-manager private funds and allowing alternative share classes for certain investors.

Houlin Yun is a financial advisor at RBC Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, as well as trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Michael Gilman is a financial advisor at Gerber Kawasaki Wealth & Investment Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and New York Life. Outside of his advisory work, he manages an online retail business selling acne treatment products. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and government entities. The firm offers wealth management, financial planning, pension consulting, and portfolio management using a blend of fundamental and technical analysis, active strategies, and dedicated programs for smaller investors.

Lalaine Collantes is a financial advisor at Abacus Wealth Partners with four years of industry experience. She holds a Series 65 designation and has worked at Abacus since 2021, following 26 years at Westamerica. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to a diverse client base, including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, incorporates ESG screening, and offers access to private placements and pooled investments for qualified clients.

Andrew Martino is a financial advisor at Savvy with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Agia, Valic Financial Advisors, Pruco Securities LLC, Prudential Insurance Company of America, Morgan Stanley, Merrill, and Edward Jones. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies, technology platforms, and tax-aware solutions.

Michael Privett is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Morton Wealth, where he has worked since 2019, following prior roles at Manning Wealth Management, Commonwealth Financial Network, The Gensler Group, and LPL Financial. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and business consulting services. The firm employs modern portfolio principles focused on diversification and risk management, and is notable for its involvement with pooled investment vehicles and its structured approach to managing potential conflicts of interest.

Denis Massey is a financial advisor at Westmount Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management, LLC since 2016. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a diverse client base, including individuals, institutions, and non-profits. The firm focuses on tailored asset allocation using mutual funds and managed strategies, and it manages multi-manager private funds with a distinctive fee structure.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of industry experience, currently affiliated with SEIA in Los Angeles, CA. His career includes roles at Securities Equity Group, Select Portfolio Management, and SELECT Money Management, where he has worked for up to 30 years. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic asset allocation and tactical approaches, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

Eric Hamel is a CFP® with 21 years of industry experience, currently serving as a financial advisor at One Capital Management, LLC. His prior roles include positions at Beacon Pointe Advisors, Pure Financial Advisors, and Northwestern Mutual Investment Management. Outside of his advisory work, he is an owner and managing member of a real estate LLC. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, institutions, and business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory services, employing a customized, globally balanced investment approach that combines active equity management with ETFs and diversified fixed income.

Michael Macauley is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He is currently with SEIA and has previously worked at Royal Alliance Associates, Sii, and Northwestern Mutual Investment Management. Outside of advisory work, he is a partner in TML Advisors and oversees bookkeeping and tax filings through Macauley Holdings LLC. SEIA is an SEC-registered, multi-team firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm employs a comprehensive investment approach that combines strategic asset allocation with tactical adjustments and offers both non-discretionary and discretionary portfolio management alongside financial planning and retirement consulting services.