Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.

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.

Benedict Mc Grath is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He holds the Series 66 designation and has been in the industry since 2024. Prior to entering financial advisory, he worked in the hospitality sector at Truxton's American Bistro. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and public entities. The firm offers wealth management, financial planning, pension consulting, and ancillary services with an active investment approach that incorporates fundamental and technical analysis, tax-loss harvesting, and systematic rebalancing.

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.

Mia Samson is a financial advisor at Gerber Kawasaki Wealth & Investment Management with four years of industry experience. She holds a Series 65 designation and has worked at Gerber Kawasaki since 2019. Prior to joining the firm, she was affiliated with Loyola Marymount University. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, and pension consulting services through an active management approach that incorporates fundamental and technical analysis, systematic rebalancing, and tax-loss harvesting.

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.

Chase Mc Cormick is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 designation. He has been with Gerber Kawasaki since 2023 and has prior experience in various roles including at Plastic Trees Pictures and Papa Romano's Pizza. Outside of finance, he has been involved with McCormick Basketball Camp since 2012. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, and institutional clients. The firm employs an active management approach with fundamental and technical analysis, systematic rebalancing, and tax strategies while providing a range of wealth management and financial planning services.

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.

Jordan Grzesczyk is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with CGN Advisors, LLC and has held prior roles at Garrett Investment Advisors, Raymond James & Associates, Morgan Stanley, Bank of America, and Merrill Lynch. He is based in Santa Monica, CA. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often collaborating with institutional third-party managers while maintaining fiduciary standards.

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.

Benjamin Dunbar is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2014. Prior to his current role, he worked at LPL Financial from 2014 to 2019. He also acts as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and client referrals. Gerber Kawasaki serves a diverse client base including individual, high-net-worth, and institutional clients, offering wealth management, financial planning, pension consulting, and alternative investment access. The firm employs tailored portfolio strategies with active management techniques and also serves as sub-adviser to an actively managed growth-focused ETF.