Daniela Aljawad is a financial advisor with NWF Advisory Services Inc. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Royal Alliance Associates, Inc. and Voya Financial Advisors. Additionally, she serves as Director of Client Services at Monolithe Wealth Planning Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Stacy Sternportman is a financial advisor at Hilltop Securities Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform incorporating adviser-managed and model-based strategies.

Paul Okawa is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Outside of advisory services, he is also a licensed life and health insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

Robert Lipp is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He previously spent 25 years at Georgina Asset Management, LLC. Outside of his advisory work, he serves on the advisory board of sports media company SGG Media, Inc. and is a board member of Fast Ball Media, Inc. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and external investment approaches.

Evan Rice is a financial advisor with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Gerber Kawasaki, he worked at EP Wealth Advisors and Kidder Matthews, and he graduated from the University of California, Los Angeles. Gerber Kawasaki serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm manages portfolios with tailored strategies and uses techniques such as tax-loss harvesting and active stop-loss management.

Samuel Miller is a financial advisor at Signature Estate & Investment Advisors (SEIA) with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Capital Financial Advisers, Royal Alliance Associates, and SES Inc. Miller serves as a volunteer member of the Foundation Investment Committee at Vanguard University. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic macro allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Sarah Chhotani is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Merrill Lynch and the USC Dornsife Office of Administration and Finance. Westmount Partners, LLC provides discretionary portfolio management and financial planning services 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, utilizing no-load mutual funds, pooled vehicles, and alternative investments, and serves as adviser and sub-adviser to multiple private pooled vehicles.

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 the Series 66 designation and has been with Morton Capital Management since 2006. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, utilizing standardized investment strategies that are customized to client objectives with an emphasis on risk management and volatility reduction.

Anita Heller is a financial advisor at SteelPeak Wealth, LLC with Series 65 and Series 66 licenses. She joined SteelPeak Wealth in 2025 and has prior experience with JPMorgan Private Bank and One Capital Management, LLC. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, offering financial planning, discretionary portfolio management, alternative strategies, and access to non-purpose loan solutions. The firm uses proprietary and custom model portfolios with ongoing monitoring, and for eligible clients, it provides investment opportunities in privately placed securities and independent managers through its SteelPeak Alternative Solutions program.

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 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.

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 with SEIA in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She has worked at firms including Raymond James & Associates, Charles Schwab & Co., Inc., and Royal Alliance Associates before joining SEIA. SEIA provides investment advisory and planning services to a range of clients including individuals, trusts, estates, retirement plans, and corporate clients. The firm offers multiple managed account programs and financial planning services, applying a six-step, client-driven investment process supported by an internal research group and an Investment Committee overseeing discretionary models.

Canon Price is a financial advisor at SEIA with 24 years of industry experience. He previously worked at Beverly Investment Advisors, LLC for 17 years before joining SEIA. He holds Series 63 and Series 65 designations. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic and tactical asset allocation and manages a majority of its assets on a non-discretionary basis.

Michele Farrell is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Oregon Pacific Financial Advisors and The Financial Architects Wealth Management LLC. Outside of her advisory work, Michele serves as a Support Director for Inland Valleys Networking, Inc., where she trains on BNI topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports a network of 169 investment advisor representatives across 154 offices and uses a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

William Collopy is a Senior Financial Advisor at SEIA with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates and Jhfn Sii. His background includes roles in investment advisory and insurance sales consistent with financial planning. SEIA serves individuals, trusts, retirement plans, and organizations with investment management, financial planning, and consulting services. The firm utilizes an in-house research group and Investment Committee to implement a mix of strategic asset allocation and tactical adjustments across both discretionary and non-discretionary managed-account programs.

Bo Calvert is an investment advisor representative at Siebert AdvisorNXT, LLC with Series 66 credentials and one year of industry experience. Prior to joining Siebert AdvisorNXT in 2025, he worked at PowerUp Sports in sports management and marketing and has a background that includes roles at UCLA and Oaks Christian High School. Outside of advisory work, he is involved in endurance sports management as a sports agent. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that uses mean-variance optimization and Modern Portfolio Theory. The firm combines algorithmic portfolio construction with dedicated advisor support and offers both discretionary and non-discretionary account management.

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 with Momentum Independent Network Inc. She holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Momentum Independent Network in 2022, she worked for Western International Securities, Inc. from 2008 to 2022. Outside of her advisory role, she serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and works occasionally as a Certified Divorce Financial Analyst consultant. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, offering managed accounts, financial planning, retirement plan consulting, and integrated cash management solutions.