Christopher Gelfuso is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Avantax Advisory Services and Bridge Partners. Outside of advisory work, he is CEO of Gelfuso Enterprises, Inc., which provides tax planning, bookkeeping, and payroll services, and is involved in several small business ventures including trailer rentals and a home improvement supply company. 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 uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services with a focus on customized client solutions.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal Investment Services, Bei worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms. Outside of advisory work, Bei holds a broker position with Guardian Insurance Company for fixed products new business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers, supported by due diligence and quarterly reviews conducted by an investment committee.

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® with over 23 years of experience in the financial services industry. He is currently with NWF Advisory Services Inc and has held roles at several firms including LPL Financial and Kinecta Financial & Insurance Services. Castillo also manages Amenity Wealth, an LLC that provides advisory and insurance services, and operates a sole proprietorship focused on life insurance, annuities, and long-term care solutions. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients and offers a technology-driven, open-architecture platform for portfolio management, financial planning, and retirement plan consulting.

Gabriel Brenner is a CFP® with 22 years of industry experience, currently serving at Abacus Wealth Partners since 2014. His prior roles include positions at Next Step Wealth, LLC, Waypoint Wealth Partners, Brenner Financial, and Mosaic Financial Partners, Inc. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management for individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach grounded in academic research, incorporating ESG screening and private pooled investments into client portfolios while using third-party platforms to manage held-away assets.

Brooke Smith is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, Brooke held positions at Acme - Loquita, the University of California, Santa Barbara, and The Ritz Carlton Bacara, among others. Brooke also works as a licensed insurance agent. 49 Financial serves a diverse client base, including individual and institutional clients, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

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 an advisor with Verus Capital Partners, LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Prudential Equity Group, and Citigroup Global Markets. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios and applies tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax situations.

Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.

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.

Matthew Rivera is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Abacus Wealth Partners since 2017 and previously worked at Rs Investments from 2012 to 2016. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments into suitable client portfolios.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, J.P. Morgan Securities, Chase Investment Services, Wells Fargo Clearing, and Merrill. Outside of advisory work, he is also licensed as an insurance agent with limited monthly involvement. Diversify Advisory Services provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification investment approach tailored to client goals and offers various account management models, alternative investments, and multiple fee structures.

Ashley Bourland is a financial advisor at 49 Financial with Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, PKS Investments, and Crest Insurance, as well as experience outside finance in the hospitality sector. 49 Financial serves individual and institutional clients with a range of financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates both proprietary and third-party model portfolios, offering tiered fractional family office services for high-net-worth clients.

Eric Campbell III is a financial advisor with Mutual Advisors, LLC in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has previously worked at LPL Financial and Citigroup Global Markets and has been with Mutual Advisors since 2013. In addition to his advisory role, he is also an independent insurance agent handling life, universal life, non-indexed linked annuities, and long-term care transactions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies aligned with client objectives. The firm is notable for its scale, institutional expertise, and use of multiple analytical approaches and third-party tools to customize investment solutions.

Kristin Carrillo is a financial advisor at Gerber Kawasaki Wealth & Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Gerber Kawasaki, she worked at Barkada for five years and has additional experience at Fullstack Academy and 43 Group. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers a range of wealth management and financial planning services using both discretionary and non-discretionary portfolio management with an active approach that includes systematic rebalancing and tax-loss harvesting.