Zane Zent is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Mutual Advisors, LLC and previously worked at Protection Point Advisors, Virgin Orbit, and Price Waterhouse Coopers. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm blends active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including some less common institutional types such as sovereign wealth funds.

Justin Reese is a CFP® with 19 years of industry experience, currently serving as a financial advisor at NewEdge Wealth since 2022. Prior to joining NewEdge, he spent ten years at UBS Financial Services. Outside of his advisory role, he is a passive owner and financial backer of a boutique training studio and a silent partner providing seed capital for a kitchen cabinet design company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes model strategies, separately managed accounts, and alternative investments.

Kristina Ponomareva is an advisor at Virtue Capital Management, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Financial Alliance & Insurance Solutions and at the Bickerstaff Athletic Center at California State University. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes ongoing monitoring, reporting, and client education.

Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

Jon Mclaughlin is a financial advisor at Savvy with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Signature Resources Capital Management LLC, One Wealth Management, and First Western Capital Management Company. In addition to his advisory role, he is licensed as a life insurance broker. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Matthew Iantosca is a CFP® professional with 18 years of experience in the financial industry. He has worked at Gerber Kawasaki Wealth & Investment Management since 2010 and was previously with LPL Financial for nine years. In addition to his advisory role, he serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a broad range of clients including individual households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis to build individualized portfolios and offers services such as wealth management, pension consulting, and tax preparation.

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.

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 at Integrity Advisory Solutions with 10 years of industry experience and holds a Series 65 credential. He has previously worked at Abundance Financial Coaching and operated Schomer Wealth Advisors and Align Financial Coaching. In addition to his advisory role, Schomer is a principal and attorney at Schomer Law Group, APC, teaches a course on wills and trusts as an adjunct professor at Loyola Law School, and serves as treasurer on the board of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for its diverse client base.

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.