Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.

Alex Froloff is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Principal Securities. Outside of his advisory role, he occasionally participates in Uber Eats deliveries with his son. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets, and operates multiple managed account programs alongside commission-based brokerage arrangements.

Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds a Series 66 credential and has previously worked at ClearBridge Investments LLC and Legg Mason. Outside of her advisory work, Cohen is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a model-based portfolio management approach and offers services through an online platform that integrates multiple affiliated entities and third-party providers.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Michael Mahony is a financial advisor at SEIA with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including CEPRES GmbH, Third Bridge Ltd., and Evoke Advisors. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of roughly 140 advisors. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and features a majority of assets managed on a non-discretionary basis, which is uncommon for firms of its size.

Victoria Dyson is a financial advisor at Westmount Partners, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Westmount Asset Management since 2016. Prior to that, she worked at Capital Bank and Trust Company for one year. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates and trusts, and corporations. The firm also advises private investment funds and manages pooled vehicles, offering multi-manager structures and operational due diligence, which distinguishes it within the multi-team advisory space.

Thomas Baker is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at Composition Wealth, LLC and previously worked for 26 years at Blue Oak Capital LLC. 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 other investment vehicles, and manages approximately $9.47 billion in discretionary assets across a multi-advisor platform.

Brian Raat is a CFP® with 30 years of industry experience and has been with Wedbush Morgan Securities since 2009. He is based in Pasadena, CA, and holds Series 63 and Series 65 licenses. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services with approximately $5.68 billion in regulatory assets under management and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Michael Wilson is a CFP® professional with 32 years of industry experience. He is affiliated with NWF Advisory Services Inc and has worked with OSAIC and The Guardian Life Insurance Company for over two decades. In addition to his advisory role, he owns a sole proprietorship focused on life and health insurance sales and servicing. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform that supports a variety of portfolio management and financial planning services.

Brian Bedord is an investment advisor representative with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at OSAIC Wealth, Inc and National Planning Corporation, and owns Abacus Advisory Services, Inc, which provides tax return preparation and consulting services. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Chad Bates is a CFP® with 23 years of experience in the financial services industry. He is currently a financial advisor at SEIA, where he has worked since 2003, and has previously been associated with Royal Alliance Associates and Signator Investors. He holds a California insurance license, which he uses to communicate with clients about insurance products in their investment portfolios. SEIA serves 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 asset allocation with tactical adjustments, using both discretionary and non-discretionary investment management models.

Devin Shaeffer is a financial advisor with Perennial Financial Services in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Capital Financial Services, Inc., LPL Financial, and ownership of Shaeffer Private Wealth Management and Perennial Legacy Insurance Solutions. Outside of finance, he is involved in music performance and management as a business owner. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm offers discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement solutions.

David Snyder is a financial advisor at Citizens Private Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2007 to 2026. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer combined with quantitative and qualitative research.

Trevor Wade is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as treasurer for the Dollar Youth Initiative, a nonprofit focused on sports and education. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides additional services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.

Andrew Filipek is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wedbush Securities since 2008 and serves as Deputy Chairman of Wedbush Europe Sp Zoo, overseeing operations in Poland and Central and Eastern European markets. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account programs alongside commission-based brokerage and provides clearing, custodial, and prime services connected to commodities and derivatives.

Ceasar Garvida is a CFP® and Series 66-registered advisor with 15 years of experience in financial services. He currently works at SteelPeak Wealth, LLC, where he has been since 2020, and previously held roles at Prepared Capital and Morgan Stanley entities. SteelPeak Wealth, LLC serves a diverse range of clients including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative investment consulting, and uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Michael Janis is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Wealth Management, Squar Milner Financial Services, and Madison Avenue Securities. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Michael Schoffman is a CFP® certificant with 19 years of experience in the financial services industry. He currently works at Arax Advisory Partners and has held prior roles at Kingswood Capital Partners, Schechter Investment Advisors, and MMWKM Advisors. He is involved with Schechter Private Capital, a private equity investment vehicle serving clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.