Amy Born is a CFP® and CFA® with 26 years of industry experience, currently serving as an advisor at SVB Wealth. She has previously worked at Boston Private Wealth LLC and HighTower Advisors, LLC. Born is a member of the Investment Committee for the national non-profit Kappa Delta Sorority, supporting the development of college women across the US. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, portfolio management, and financial planning services. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company, integrating its offerings with affiliated bank, trust, and broker-dealer entities.

Fenimore Marsh is a financial advisor at Vontobel Swiss Financial Advisers with one year of industry experience. He holds a Series 65 designation. His prior work history includes positions at WellAcre Wealth Management, LLC, and roles outside the financial sector such as at Wind Addiction Kitesurfing School. Vontobel Swiss Financial Advisers offers wrap-fee wealth management programs to individuals, corporate entities, and institutional clients, providing both discretionary and non-discretionary investment advisory services. The firm manages a range of multi-asset and single-asset strategies and reported approximately USD 16.2 billion in program assets as of December 31, 2025.

Mark Copeland is a CFP® professional with 38 years of industry experience. He is a senior partner at SEIA and has held roles at SES Inc., Royal Alliance Associates, and Signator Investors. His activities include insurance sales and service consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management with client trade approval.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

James Rehfeld is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he is involved in media entertainment consulting and serves as vice president on the board of a homeowners association in Los Angeles. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm supports customized portfolios through internally managed strategies, third-party managers, and separately managed accounts, while offering a broad affiliate network and technology platform for independent advisors.

Alexandra Shaheri is a financial advisor at Composition Wealth, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. She previously worked at SteelPeak Wealth and attended the University of California, Santa Barbara. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and other instruments, and manages approximately $9.47 billion in discretionary assets.

Brian Ullmann is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Perennial Financial Services and previously worked at Ford Financial Group and LPL Financial. Outside of his advisory work, he is a member of the Saint Agnes Men's Club, a philanthropic group supporting local medical and community programs. Perennial Investment Advisors provides tailored investment management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and corporate clients. The firm utilizes a range of strategies and technologies, including AI tools, and operates across multiple custodians and platforms to serve a diverse client base.

Langley Thomas is a financial advisor at Composition Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Miracle Mile Advisors, Lenox Advisors, and MML Investors Services. 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 private investment funds, supported by both fundamental and technical analysis.

Spencer Sherman is a CFP® professional with over 31 years of experience in financial advisory services. He has been with Abacus Wealth Partners since 2012 and previously worked at Abacus Portfolios and Sherman Financial. Outside of his advisory role, he speaks about emotional intelligence and money through his involvement with Sherman Financial. Abacus Wealth Partners serves individuals, families, and various entities with financial planning and investment management, employing an asset-class investing approach grounded in academic research and integrating ESG screening and private pooled investments for suitable clients.

Cesar Franco is a financial advisor with NWF Advisory Services Inc in Alhambra, CA, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, INC. since 1997. Outside of his advisory role, he owns a sole proprietorship that sells fixed and variable life insurance and health insurance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

Joseph Auday is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Beverly Hills, CA. Outside of his advisory role, Auday assists his family with real estate operations, including financial oversight as vice president and CFO of a family-held LLC. SteelPeak Wealth, LLC serves a diverse client base ranging from individual investors to family offices and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

Daniel Moas is a CFP® and holds a Series 65 license, working with Aspiriant, LLC in Los Angeles, CA. He has three years of industry experience and previously worked at Livingston Group Asset Management Company for two years. Moas has been with Aspiriant in various roles since 2017. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using multiple implementation options and offers expanded family office capabilities, including accounting and banking support.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Brittany Huie is a financial advisor at Abacus Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Abacus Wealth Partners, she held positions in healthcare operations and various roles within the hospitality and retail sectors. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, high-net-worth clients, families, and charitable organizations. The firm employs an asset-class investing approach grounded in academic research, integrating ESG screening and private pooled investments into suitable client portfolios.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Stromsborg is a financial advisor at M HOLDINGS SECURITIES, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including HUB International, Parq Advisors, Ogilvie Security Advisors Corporation, Equitable Advisors, and Merrill. Outside of his advisory work, he is a board member of the USC Baseball Alumni Association and co-founder of the nonprofit Change 4 Childrens. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and financial planning, utilizing a combination of in-house portfolio management and third-party sub-advisors.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience with prior roles at Coastal Wealth Advisors, Ameriprise Financial Services, Alliance Advisory & Securities, and Mutual Securities. Ryan is based in Newbury Park, California. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management and financial planning, utilizing diversified portfolios that include mutual funds, ETFs, individual equities, bonds, alternative investments, and other products.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. Morton Wealth is a multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Wayne Rogers is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at City National Bank and TD Bank, N.A. Outside of his advisory work, he serves as a soccer referee with multiple regional soccer referee associations. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements discretionary portfolios using mutual funds, ETFs, SMAs, and individual securities.