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.

John Padilla is a financial advisor with Sowell Management in Santa Monica, CA, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at Sowell Management since 2016, following prior roles at CONCERT Wealth Management, Inc. and Platinum Wealth Partners. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

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.

Francine Lai is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management. She previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves 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 households across wealth levels and institutional entities, offering wealth management, financial planning, pension consulting, 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 stock ETF.

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary manager programs and third-party investment platforms.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Jay Champlain is a financial advisor with Golden State Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Golden State Wealth Management, he worked at American Express Financial Advisors Inc. and IDS Life Insurance Company for over three decades. Outside of his advisory work, Champlain serves as a board member for Harbor Med Tech, Inc. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor investment portfolios.

Kaytlin Hall is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for nine years. In addition to her advisory role, she serves as a liaison between clients and CPAs at GK Tax and Accounting, an accounting services firm affiliated with her primary employer. Gerber Kawasaki serves a diverse client base, including both individual and institutional investors, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with active monitoring and manages an actively managed ETF focused on growth stocks.

Zachary Bainter is a CFP®-certified financial advisor with 16 years of industry experience, currently with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA. He previously worked at LPL Financial LLC from 2012 to 2020. In addition to his advisory role, Mr. Bainter is a part-owner of Gerber Kawasaki Insurance Services and serves on the Board of Directors of Fund GP, a private equity fund. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies and active management techniques, and also acts as sub-adviser to the AdvisorShares Gerber Kawasaki ETF.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2024. Outside of his advisory role, he serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and charitable organizations through a multi-advisor platform. The firm offers discretionary, fee-only investment management complemented by financial planning and retirement plan services, using a research-driven approach to construct diversified portfolios.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds the Series 66 designation and has worked at several firms including The Leaders Group Inc and Cetera. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and charitable organizations. The firm employs an asset-class investing approach with a focus on passive and fundamental analysis, integrating ESG screening and private pooled vehicles into client portfolios.

Rob Knowles is a financial advisor at Copeland Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AMI Asset Management. His role at Copeland Capital Management began in 2020, and he also has experience with Vigilant Distributors, LLC. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base that includes individuals, pension plans, trusts, and institutional investors. The firm employs a conservative, dividend-growth investment philosophy utilizing fundamental, quantitative, macro, and technical analysis across a range of market-cap focused strategies, managing over $4 billion in discretionary assets and providing model portfolios and advice for an additional $3.7 billion.

Andrew Mancuso is a CFP® professional with 15 years of industry experience, currently serving at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and U.S. Bancorp Investments. Mancuso is also the owner and president of Mancuso Wealth Management, LLC, where he is involved in tax services and insurance/benefits consulting. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement plan consulting using a variety of model asset allocations and manager relationships.

Daniel Mezzera is a CFP® and Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. Prior to joining Gerber Kawasaki in 2021, he spent 14 years at Tecolote Research Inc. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and providing financial planning advice in that capacity. 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 that combines fundamental and technical analysis with long- and short-term strategies, offering both discretionary and non-discretionary portfolio management along with ancillary services such as tax preparation and estate planning.