Jeff Kim is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Gerber Kawasaki Wealth & Investment Management since 2023. His prior experience includes roles at SagePoint Financial and B.B. Graham & Co. He is also a licensed insurance agent. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities, offering tailored wealth management, financial planning, and access to alternative investments alongside active portfolio management techniques.

Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He currently works at Mutual Advisors, LLC and Mutual Securities, Inc., and has prior experience with First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of his advisory role, Cordoba serves on the Torrance Memorial Professional Advisory Council and owns a travel business called Bucket List Destinations. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment with client objectives, managing approximately $9.45 billion across 154 advisors.

Anne Johnston is a CFP® with 19 years of industry experience currently affiliated with OneSeven. Her prior roles include positions at UBS Financial Services and Tcwp LLC. Outside of her advisory work, she is active as a freelance writer, speaker, and musician, and she is involved in creating educational content through her company, Created Studios LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with access to alternatives and private placements. The firm employs a primarily long-term investment approach combined with internal due diligence and offers both discretionary and non-discretionary arrangements.

Saleem Bisharat is a financial advisor with Gerber Kawasaki Wealth & Investment Management, holding a Series 65 designation and four years of industry experience. Prior to joining Gerber Kawasaki in 2022, he worked at Coastal Marine Services and has experience in education roles at San Diego State University and Steele Canyon High School. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and institutional clients. The firm offers wealth management, financial planning, pension consulting, and tax and estate-planning services through a combination of discretionary and non-discretionary portfolio management with active strategies such as systematic rebalancing and tax-loss harvesting.

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.

Benjamin Rosbach is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding the Series 65 designation with one year of industry experience. His work background includes roles at Gerber Kawasaki Wealth & Investment Management, Dexcom, Inc., and Enfield Farms, Inc. Outside of finance, he has experience as a lifeguard at Cal Poly ASI and was involved with the Bayside Swimming Club. Gerber Kawasaki Wealth & Investment Management 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, employing an active investment approach with systematic rebalancing, tax-loss harvesting, and both discretionary and non-discretionary portfolio management.

Matthew Haefner is a CFP® with 15 years of industry experience. He has worked at Monograph Wealth Advisors, LLC since 2016, following prior roles at Oakwood Capital Management LLC and Credit Suisse Securities (USA) LLC. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory and wealth planning services. The firm emphasizes bespoke investment policies, asset allocation, and access to alternative investments, integrating a wealth-management software platform to support client delivery.

Alexander Bright is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Oakwood Capital Securities and PKS Investments. Outside of advisory roles, he assists nonprofits by referring them to 25 Giving to develop charitable plans. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement‑plan consulting, and discretionary and non‑discretionary investment management. The firm employs a disciplined, long‑term diversified asset allocation approach that incorporates fundamental, cyclical, technical, and behavioral analysis.

Julie Vuong is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 10 years of industry experience. She holds a Series 66 designation and has worked at Gerber Kawasaki since 2017. Her prior experience includes roles at LPL Financial and Lethemon Financial. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual and institutional clients, offering wealth management, financial planning, and pension consulting. The firm employs tailored portfolio strategies with techniques such as tax-loss harvesting and active stop-loss management, and it also acts as sub-adviser to an actively managed growth-focused ETF.

Kyle Foster is a financial advisor at Kingswood Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Rulo Wealth Strategies LLC, Royal Alliance Associates Inc, and several other firms. Outside of advisory work, he occasionally originates mortgage loans through ACC Mortgage Lending. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, including high-net-worth investors and retirement plan sponsors. The firm offers customized portfolio management and financial planning through an open-architecture platform, integrating affiliated financial entities and providing services linked to insurance-related accounts.

David Terrell is a financial advisor with RBC Securities, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining RBC, he worked at City National Securities from 2017 and U.S. Bancorp Investments, Inc. from 2009. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, offering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a bank parent and related entities, creating integrated financial services across multiple disciplines.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, which allows access to affiliated products and services.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Noriko Ikeda is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors, Inc., U.S. Bancorp Advisors, LLC, and Western International Securities, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent investment adviser representatives.

Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.

Michael Chung is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He has previously worked at RBC Capital Markets for 10 years and Purshe Kaplan Sterling Investments for 2 years. Apollon Wealth Management is an SEC-registered multi-team advisory firm that serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance clients.

Ralph Jackson III is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 26 years. Outside of his advisory role, he serves as a board member for Athletic Scholarships R US, an organization assisting high school student-athletes in obtaining college scholarships. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a diverse range of investment vehicles tailored to client risk tolerance and time horizon.

Thomas Gillespie is a financial advisor at NWF Advisory Services Inc with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2023. Gillespie serves on the Board of Directors for Sonoma State, where he reviews financial statements and money market recommendations. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, and retirement plan consulting.