Stephen Wiley is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various managed account platforms, combining advisory, brokerage, and custody services.

Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2006, following a long tenure at CMS Inc. from 1983 to 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles, providing customized investment management, financial planning, retirement-plan consulting, and additional services such as business consulting and programs tailored for younger clients. The firm employs modern portfolio principles emphasizing diversification and risk management and is notable for its involvement with pooled investment vehicles and private fund management.

Anita Heller is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at JPMorgan Private Bank and One Capital Management, LLC. Anita also has experience working at the University of California, Santa Barbara. SteelPeak Wealth serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Gabriel Cena is a CFP® professional with 11 years of industry experience. He has worked at Archer Investment Corporation since 2015 and concurrently at GDC Tax Solutions Inc since 2014. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Nicholas Damiani is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Mutual Advisors since 2013 and also works with Mutual Securities Inc. Damiani serves as trustee and managing member of a private trust company that oversees various family trusts. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm combines active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to clients' objectives.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Samantha Driver is a financial advisor at SEIA with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Charles Schwab & Co., Inc. She is currently a Registered Associate at SEIA, an independent registered investment adviser. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm combines strategic and tactical asset allocation with both quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Canon Price is a financial advisor with SEIA and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 17 years at Beverly Investment Advisors and shorter tenures at Summit Wealth Management and Lido Advisors. Price currently serves as a Senior Financial Advisor at SEIA. SEIA is an SEC-registered, 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 security selection through a standardized investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michele Farrell is a financial advisor with Gradient Advisors, LLC in Woodland Hills, CA, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Oregon Pacific Financial Advisors, The Financial Architects Wealth Management LLC, and Transamerica Financial Advisors, Inc. She also serves as Support Director for Inland Valleys Networking, Inc., where she trains on networking topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model combined with risk assessment tools and multiple analysis techniques in portfolio management.

William Collopy is a financial advisor at SEIA with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Royal Alliance Associates and JHFN SII. His professional activities include insurance sales and service consistent with financial planning. 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 portfolio management and financial planning services, employing a six-step investment process that combines strategic and tactical asset allocation with quantitative and qualitative security selection.

Bo Calvert is an investment advisor representative with Siebert AdvisorNXT, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Siebert, he worked at PowerUp Sports in sports management and client relations. Outside of financial advising, he has been involved in sports management and marketing as a sports agent. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm employs a web-based platform utilizing Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

James Johnson is a financial advisor with NWF Advisory Services Inc in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been with Royal Alliance since 2019. In addition to his advisory role, Johnson owns a sole proprietorship advising clients on insurance options and conducting policy reviews. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers both wrap and non-wrap account programs through an open-architecture Wealth Management Platform that supports advisor-managed and third-party model portfolios.

Debra Reda Cappos is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Western International Securities, Inc., Crowell, Weedon & Co., and Wells Fargo Clearing. She serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and has provided consulting as a Certified Divorce Financial Analyst for post-divorce settlement cases. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jane An is an investment advisor with Nwf Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including roles at OSAIC and Voya Financial Advisors. Jane is also president of Monolithe Wealth Planning Group, a firm she founded for her securities business. 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 using a technology-driven platform to provide portfolio management, financial planning, and retirement plan consulting services.

Brandon Dixon James is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NWF Advisory Services Inc. in Fresno, CA. He has worked at LPL Financial since 2025 and was previously affiliated with NWF Advisory Services and Royal Alliance from 2013 to 2025. Outside of advisory work, he is also an insurance agent for fixed and variable products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios.

Matthew Granski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Composition Wealth, LLC since 2015. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, with a structured due diligence process and regular portfolio reviews.

David Aronovitch is a financial advisor with Perennial Financial Services in Santa Monica, CA, holding a Series 66 license and 18 years of industry experience. He has worked at LPL Financial since 2012 and has been providing advisory services through Perennial Investment Advisors, LLC, operating as Rose Greene Financial, since 2018. Aronovitch is also active as an insurance agent through affiliated entities. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios across various asset classes.

Suzanne Taylor is a Certified Financial Planner® with 25 years of industry experience. She is currently with Composition Wealth, LLC, where she has worked since 2022. Her prior roles include positions at ShareBuilder Advisors LLC, Capital One Investing, LLC, and Kelmoore Investment Company, Inc. She serves as a board member of the Rotary Club of San Francisco Evening. 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, and retirement plans. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other securities, and manages approximately $9.47 billion in discretionary assets.

Jason Perez is a financial advisor with Capital Analysts, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Lincoln Investment since 2012, Capital Analysts Incorporated since 2007, and Morgan Stanley from 2005 to 2007. Outside of his advisory work, Perez owns a fixed insurance sales business, is involved in non-medical care services for individuals with disabilities, co-owns a photography and film production company, and operates a local pickleball league. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and provides retirement-plan advice supported by institutional relationships and a nationwide network of independent advisors.