Michael Privett is a financial advisor at Morton Wealth with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Morton Capital Management and Manning Wealth Management, Inc. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement with pooled investment vehicles and private fund offerings.

Denis Massey is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Westmount Asset Management, LLC since 2016. Westmount Partners provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, non-profits, estates, trusts, and corporations. The firm is notable for its role as a private fund adviser and recurring sub-advisor for multi-manager pooled funds, offering access to private equity and income-focused strategies through vetted private funds and pooled vehicles.

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 experience in the financial industry. He has worked at Select Money Management, Inc. since 2010 and previously held positions at Securities Equity Group and Select Portfolio Management, Inc. He is also a partner at SEIA LLC, an RIA focused on sales and service. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments. The firm manages approximately $1.5 billion across about 825 client relationships, employing a combination of fundamental and technical analysis alongside proprietary tactical asset allocation to construct model portfolios.

Sean Mckeon is a financial advisor at One Capital Management, LLC with 19 years of industry experience. He holds the Series 65 designation and has been affiliated with FundX Investment Group LLC since 1990. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Eric Hamel is a CFP® with 20 years of experience in financial advising, currently serving at One Capital Management, LLC since 2020. His prior experience includes roles at Beacon Pointe Advisors, Pure Financial Advisors, Northwestern Mutual Investment Services, and The Telge Companies. Outside of his advisory work, he is an 80% owner and managing member of a real estate LLC based in New Hampshire. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and supported by proprietary fund ranking and research.

Michael Macauley is a CFP® and CFA® with 16 years of industry experience. He is currently an advisor at SEIA and has previously worked at SES LLC, Royal Alliance Associates, and SII. In addition to his advisory role, Macauley is a partner in TML Advisors and owns Macauley Holdings LLC, which handles bookkeeping and tax filings. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm serves over 9,500 clients through a platform of more than 130 advisors and manages approximately $22.5 billion in assets, employing a client-driven investment process supported by research and an Investment Committee overseeing discretionary models.

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra and its affiliated firm, KESTRA Investment Services, LLC, since 2012. Outside of his advisory role, he serves as an officer for Malama Investments, Inc. and Pacific Point Asset Management, both of which involve registered representative activities and investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and financial planning services with access to multiple investment platforms and third-party solutions.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.

Sage Casaga is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2020. Prior to that, he held roles at Glenn Burdette, Cal Poly, Gideon Strategic Partners, and Casaga Electric Inc. Casaga also provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual households across wealth levels as well as institutional entities. The firm offers wealth management, financial planning, pension consulting, ETF sub-advisory services, and alternative investment access, managing portfolios with tailored strategies and ongoing monitoring.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1992. Outside of her advisory role, she is also an insurance agent specializing in life, health, annuities, group, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Andres Guzman is a CFP® professional with 11 years of industry experience, currently serving with Portside Wealth Group, LLC and Legacy Wealth Investment Counsel, LLC. His prior experience includes roles at Charles Schwab and Northwestern Mutual, among others. He is also licensed as an independent insurance agent in California, focusing on fixed life, health, and annuity products. Portside Wealth Group is a multi-advisor wealth management firm that delivers discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a blend of fundamental, technical, and modern portfolio theory in its investment approach and offers related legal and accounting services through affiliated professionals.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Composition Wealth since 2016. In addition to his advisory role, Goodfriend is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth is an SEC-registered investment adviser that provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers. The firm manages about $9.5 billion through a multi-advisor platform and uses a long-term, asset-allocation driven approach incorporating low-cost funds, individual securities, and alternative investments with ongoing oversight and rebalancing.

Hampton Adams III is a financial advisor at SEIA with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Jhfn Sii. He is also licensed in insurance sales and service consistent with financial planning. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, and consulting services. The firm combines strategic asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of managed-account programs and third-party platform access.

Michael Amash is a financial advisor at Westmount Partners, LLC with 22 years of industry experience. He has been with Westmount Asset Management since 2002. His credentials include the Series 63 designation. Westmount Partners provides discretionary portfolio management and financial planning to individual clients, pension and profit-sharing plans, non-profits, estates, trusts, corporations, and partnerships. The firm manages approximately $5.2 billion across about 1,400 clients, employing portfolios primarily composed of no-load mutual funds and pooled vehicles, and offers access to alternative and private investments for qualified investors.

Gerard Tamparong is a CFP®, CFA®, and Series 63 credentialed financial advisor with 24 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities, employing both fundamental and technical analysis.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 18 years of industry experience. He holds a Series 65 designation and previously worked at Alti Wealth Management (US International), Inc. and Noctua International WMG, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.