Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

Arthur Johnson III is a financial advisor with IP Financial Advisory Services LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Innovation Partners LLC, BGA Insurance, Unionbanc Investment Services, and U.S. Bancorp Investments, Inc. IP Financial Advisory Services LLC serves primarily individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors while providing specialized consulting services including actuarial and insurance consulting.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Kurtis Barnett is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, Horter Investment Management, and Financial Alliance and Insurance Solutions. Outside of advisory roles, he has been involved in insurance and annuity sales and acts as a referral partner for a firm specializing in R&D tax credits for businesses. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios through a platform-based approach rather than proprietary portfolio construction.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Scott Schomer is a financial advisor with Integrity Advisory Solutions in El Segundo, CA, holding a Series 65 license and 10 years of industry experience. He has previously worked at Abundance Financial Coaching and Schomer Wealth Advisors, and he is also the principal attorney at Schomer Law Group, APC. Schomer serves as an adjunct professor of law at Loyola Law School, teaching a course on wills and trusts, and he is treasurer and board member of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using fundamental and technical analysis and a variety of asset allocation strategies combined with ongoing monitoring and annual client reviews.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Jimmy Fish is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Aegis Wealth Management, NYLIFE Securities, Prudential, Puritan Financial Group, JP Morgan Chase, and Bank of America. In addition to his advisory work, he is appointed with outside carriers to broker non-registered insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising discipline supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

George Scott Jr. is a financial advisor at Belpointe Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Scott is involved in business planning and coaching through Tax Master Network and ValueBuilder System, and he refers clients to estate and business planning services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client objectives.

Miguel Irazabal is a CFP® professional with three years of industry experience, currently advising clients at Monograph Wealth Advisors, LLC since 2021. He previously worked at Capital Group Private Client Services for seven years and has also held positions at Oakmont Corporation. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering tailored investment advisory and wealth planning services. The firm specializes in bespoke investment policy statements and incorporates alternative investments and a proprietary wealth-management SaaS platform in its approach.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Reesuk Kim is a financial advisor at Golden State Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios based on asset allocation and various analytic methods, with discretionary portfolio management as the primary advisory relationship.

William Martinet is a financial advisor at Monograph Wealth Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Cresset Asset Management, Evoke Wealth, and First Republic Securities Company. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, providing investment advisory services along with wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policies and manages accounts using a range of strategies, including third-party sub-advisors and alternative investments.

Ron Rotenberg is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with HBW since 2009 and previously worked for Complete College Consulting for 11 years. Outside of advising, he is actively involved in independent insurance sales and trust marketing through affiliated companies. HBW Advisory Services manages approximately $1.75 billion in assets and provides a range of services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, and businesses. The firm emphasizes a blended investment approach using third-party money managers and multi-manager diversification, and serves a high volume of clients through both retail and institutional channels.

Brian Tinker is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ascentis Independent Advisors, LLC and has previously worked at firms including ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of his advisory work, Tinker is involved in fundraising activities for American Martyrs grammar school and assists Medicare-eligible clients in selecting appropriate health coverage plans. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Ruben Cisneros is a CFP® professional with 24 years of industry experience. He has been with SeaCrest Wealth Management, LLC since 2020 and previously worked at Bank of America N.A. and Merrill for a combined 19 years. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, AI decision-support tools, and a range of investment vehicles including mutual funds, ETFs, and alternatives.

Mahum Prasad is a financial advisor at Northwest Asset Management with nine years of industry experience. He holds a Series 65 designation and has been with Northwest Asset Management since 2015. Outside of his advisory role, he does freelance marketing for non-financial firms, assisting with website creation and marketing materials for small businesses and individuals. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of services from investment management to ERISA consulting.

Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He has worked at Mutual Advisors, LLC since 2019 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of financial advising, Cordoba is an independent insurance agent and serves on the Torrance Memorial Professional Advisory Council as a volunteer. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers a range of services including asset management and financial consulting, utilizing a combination of passive and active investment strategies tailored to client objectives.

Vincent Birardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Halbert Hargrove since 2018 and previously spent five years at Pimco. He is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing an Investment Committee that uses qualitative and quantitative research to construct diversified portfolios.

Matthew Haefner is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He has been with Monograph Wealth Advisors, LLC since 2016 and previously worked at Oakwood Capital Management LLC from 2012 to 2016. Monograph Wealth Advisors serves high-net-worth and non-HNW individuals, charitable organizations, and institutional clients by providing investment advisory, wealth planning, pension consulting, and philanthropic services. The firm emphasizes bespoke investment policy statements and an asset-allocation-focused process implemented through a combination of in-house management and selected sub-advisors.