Eric Cortez is an advisor with Verus Capital Partners, LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Prudential Equity Group, and Citigroup Global Markets. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios and applies tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax situations.

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® professional with 30 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at UBS Financial Services from 1997 to 2009. He is based in Pasadena, CA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions alongside discretionary and non-discretionary portfolio management.

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 financial advisor at SEIA with 23 years of industry experience. He holds the CFP® designation and a Series 66 license. His work history includes positions at SES LLC, Royal Alliance Associates, and Signator Investors Inc. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of investment management and financial planning services, utilizing a strategic and tactical investment process with both discretionary and non-discretionary account options.

Devin Shaeffer is a financial advisor at Perennial Financial Services with 24 years of industry experience. His career includes roles at Capital Financial Services, Inc. and LPL Financial, LLC. Outside of finance, he is involved in music performance and management through a business he owns. Perennial Investment Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, pensions, and corporate accounts. The firm employs tailored portfolio strategies using a range of investment vehicles and integrates advanced technology such as AI tools and third-party platforms to enhance portfolio management and client service.

David Snyder is a financial advisor at Citizens Private Wealth with 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Inc., and RBC Capital Markets. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

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 at Wedbush Securities Inc. with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Wedbush Securities since 2008, also serving as Deputy Chairman of Wedbush Europe Sp Zoo since 2010, overseeing operations in Poland and Central & Eastern Europe. Wedbush Securities offers investment advisory and broker-dealer services to a range of clients, including individuals, high-net-worth clients, and institutions. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and research services, with capabilities in both discretionary and non-discretionary portfolio management.

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® with 19 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. His career includes roles at Kingswood Capital Partners, Schechter Investment Advisors, MMWKM Advisors, USAA financial planning services, UBS Financial Services, and Merrill. Schoffman is involved with Schechter Private Capital, working with clients on private equity investments. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house and external portfolio management teams and offers a range of services including discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory.

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.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

David Patton Jr. is a financial advisor at RBC Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor that employs diversified asset allocation strategies.

Glen Nam is a CFA® charterholder and financial advisor at Genter Capital Management in Los Angeles, CA, with 15 years of industry experience. He has been with Genter Capital Management since 2011. Genter Capital Management provides discretionary investment supervisory services to a diverse range of individual and institutional clients, managing both equity and fixed-income portfolios. The firm combines fundamental and quantitative analysis in its investment process and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to multiple ETFs.

Matthew Munro is a CFP® professional with five years of industry experience, currently serving as an advisor at BakerAvenue Asset Management. He previously worked for eight years at Sand Hill Global Advisors before joining BakerAvenue in 2021. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning with a range of strategies that incorporate quantitative, fundamental, and tactical allocation tools, alongside family office and specialized tax and estate planning services.

Leah Snell is a Series 66 licensed financial advisor with 26 years of industry experience. She has been with Snowden Capital Advisors LLC since 2012, serving as a partner and vice president. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside third-party manager selection.