Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Boris Castillo is a CFP® professional with 23 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior experience includes roles at OSAIC, The Ameriflex Group, Sagepoint Financial, Cuso Financial Services, Kinecta Financial & Insurance Services, and LPL Financial. He also operates a sole proprietorship presenting life insurance, annuity, and long-term care solutions and owns Amenity Wealth, a marketing DBA for advisory and insurance services. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisors, primarily serving individual and high-net-worth clients. The firm employs a technology-driven, open-architecture platform to construct and manage portfolios using both discretionary and non-discretionary approaches.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, Brooke held roles in marketing and education, including positions at UPI Marketing, Inc., Santa Barbara City College, and the University of California, Santa Barbara. 49 Financial serves a diverse client base ranging from individuals to high-net-worth clients and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy based on Modern Portfolio Theory, utilizing proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Robert Vetti is a CFP® with six years of industry experience, currently serving at Gerber Kawasaki Wealth & Investment Management. His prior experience includes roles at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm employs an active management approach with both discretionary and non-discretionary portfolio options, combining fundamental and technical analysis alongside long- and short-term strategies.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.

Eric Cortez is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Securities America, Inc. He has been with Verus Capital Partners since 2019. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, and J.P. Morgan Securities. Outside of advisory work, he is also an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services, emphasizing tactical diversification and customized asset allocation tailored to clients’ goals and risk tolerance.

Ashley Bourland is an advisor at 49 Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Oakwood Capital Securities, Financial Independence Group, and Crest Insurance. Prior to her advisory career, she held roles outside the financial sector, including positions in the hospitality industry and as a nanny. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of services from financial planning to tiered fractional family office programs. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary model portfolios and third-party managers.

Eric Campbell III is a financial advisor at Mutual Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mutual Advisors since 2013. He also serves as an independent insurance agent, conducting life, universal life, non-indexed linked annuity, and long-term care insurance transactions. Mutual Advisors offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm utilizes a combination of active and passive strategies and supports a range of operational platforms and manager arrangements.

John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Global Assets Advisory, International Assets Advisory, Western International Securities, and Raymond James Financial Services. Outside of advisory work, he is engaged as a tax staff member at a public accounting firm and performs bookkeeping and administrative duties in related roles. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs a range of strategies including third-party money managers and retirement plan advisory.

Xiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and National Planning Corporation. Bi is also the managing member and CPA at Wheeler and BI LLP and serves as secretary for Safetool Corporation, a product development and sales business. Additionally, she refers clients to GK Tax and Accounting and acts as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm provides wealth management, financial planning, pension consulting, and ancillary services such as tax preparation and estate planning, employing an active management approach with both discretionary and non-discretionary portfolio strategies.

Rafael Mendez is a financial advisor with RBC Securities, Inc. in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with City National Bank since 2016. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans, utilizing a wrap-fee investment advisory program with portfolio management delegated to an affiliated sub-advisor. The firm is notable for its integration within a broad financial services group connected to banking, trust, and municipal advisory activities.

Trevor Randall is a CFP® professional with 12 years of industry experience, currently serving at Consolidated Portfolio Review Corp. He is also President and CEO of Randall Wealth Management Group, where he leads investment and insurance services. His prior experience includes roles at Vanderbilt Securities, LLC and PlanMember Securities Corporation. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios and access to proprietary and third-party investment models.

Ashley Guapo is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to joining Gerber Kawasaki, she worked briefly at Cetera Advisor Networks and has experience in other roles including at Avasant and Alo Yoga. Gerber Kawasaki serves a broad range of clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and municipal entities. The firm employs tailored investment strategies and offers services such as wealth management, financial planning, pension consulting, and access to alternative investments, alongside managing an actively managed growth-focused ETF.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.